$136 Million is the total value of Independence Trust CO's 105 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KFN | Exit | KKR FINANCIAL HOLDINGS LLC LP | $0 | – | -18,535 | -100.0% | -0.14% | – |
WGP | Exit | WESTERN GAS EQUITY PARTNERS LP | $0 | – | -5,346 | -100.0% | -0.16% | – |
BIIB | Exit | BIOGEN IDEC INC | $0 | – | -1,042 | -100.0% | -0.16% | – |
SYY | Exit | SYSCO CORP | $0 | – | -62,283 | -100.0% | -1.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
HOME DEPOT INC | 19 | Q4 2017 | 8.7% |
COMCAST CORP NEW | 19 | Q4 2017 | 6.2% |
3M CO | 19 | Q4 2017 | 5.7% |
JOHNSON & JOHNSON | 19 | Q4 2017 | 5.3% |
INTEL CORPORATION | 19 | Q4 2017 | 5.0% |
COLGATE PALMOLIVE COMPANY | 19 | Q4 2017 | 4.4% |
AT&T INC | 19 | Q4 2017 | 4.1% |
APPLE INC | 19 | Q4 2017 | 5.1% |
COCA COLA CO | 19 | Q4 2017 | 4.0% |
WAL-MART STORES INC | 19 | Q4 2017 | 4.1% |
View Independence Trust CO's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-02-08 |
13F-HR | 2017-10-26 |
13F-HR | 2017-08-08 |
13F-HR | 2017-05-09 |
13F-HR | 2017-01-25 |
13F-HR | 2016-10-21 |
13F-HR | 2016-07-22 |
13F-HR | 2016-04-19 |
13F-HR | 2016-01-29 |
13F-HR | 2015-10-16 |
View Independence Trust CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.