first american trust co
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Contact Information
first american trust co
5 FIRST AMERICAN WAY
SANTA ANA CA 92707
Business Phone: 7142508203 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $278,086,413 [1]Prior Market Value: $264,797,030 New Purchases: 10 stocks Additional Purchases: 61 stocks Sold out of: 7 stocks Reduced holdings in: 38 stocks Top 10 Holdings %: 7.47% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio The Goldman Sachs Group, Inc. 2.13% United Technologies Corp. 0.14% Boeing Co. 0.07% oShares iBoxx Invest Grade Corp Bond 0.46% Verizon Communications Inc. 0.21% Major new positions on 03/31/2013 Stock % of Portfolio Alerian MLP ETF 2.99% Pentair, Inc. 0.28% iShares MSCI Emerging Markets Index 0.16% ABBVIE INC. 0.12% SPDR S&P 500 0.12%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio NextEra Energy, Inc. 0.1% BP plc 0.09% PG & E Corp. 0.09% Halliburton Company 0.08% PNC Financial Services Group Inc. 0.08% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-03 Form 13F-HR 2013-01-08 Form 13F-HR 2012-10-03 Form 13F-HR 2012-07-05 Form 13F-HR 2012-04-04 -
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