$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TYC | Exit | TYCO INT'L LTD W/I | $0 | – | -5,970 | -100.0% | -0.15% | – |
| CODI | Exit | COMPASS DIVERSIFIED HLDGS LP | $0 | – | -12,090 | -100.0% | -0.16% | – |
| HTZ | Exit | HERTZ GLOBAL | $0 | – | -10,580 | -100.0% | -0.17% | – |
| NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -3,485 | -100.0% | -0.20% | – |
| ABB | Exit | ABB LTD - ADR | $0 | – | -14,830 | -100.0% | -0.26% | – |
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.