$147 Million is the total value of Independence Trust CO's 113 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTTYY | New | NIPPON TELEGRAPH & TELEPHONEADR | $355,000 | – | 13,145 | +100.0% | 0.24% | – |
| GOOGL | New | GOOGLE INC | $270,000 | – | 241 | +100.0% | 0.18% | – |
| MA | New | MASTERCARD INC CL A | $242,000 | – | 290 | +100.0% | 0.16% | – |
| BHP | New | BHP BILLITON LTD ADR | $240,000 | – | 3,515 | +100.0% | 0.16% | – |
| OILT | New | OILTANKING PARTNERS LP | $240,000 | – | 3,874 | +100.0% | 0.16% | – |
| MET | New | METLIFE INC | $238,000 | – | 4,415 | +100.0% | 0.16% | – |
| PCP | New | PRECISION CASTPARTS | $224,000 | – | 831 | +100.0% | 0.15% | – |
| BMY | New | BRISTOL MYERS SQUIBB | $224,000 | – | 4,216 | +100.0% | 0.15% | – |
| BIIB | New | BIOGEN IDEC INC | $221,000 | – | 791 | +100.0% | 0.15% | – |
| LYB | New | LYONDELLBASELL COMMON STOCK | $206,000 | – | 2,569 | +100.0% | 0.14% | – |
| WGP | New | WESTERN GAS EQUITY PARTNERS LP | $207,000 | – | 5,251 | +100.0% | 0.14% | – |
| FB | New | FACEBOOK INC | $201,000 | – | 3,675 | +100.0% | 0.14% | – |
| MIN | New | MFS INTERMEDIATE INC TRUST | $73,000 | – | 14,145 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-14
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.