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Find out where the whales are investing

first american trust co

  • Summary
  • 13F Holdings
  • 13D/G
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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

  • 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%
    Major positions closed on 03/31/2013
    StockPrior % 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%
    View All Holdings
  • Recent SEC Filings

    Recent filings
    Form 13F-HR2013-04-03
    Form 13F-HR2013-01-08
    Form 13F-HR2012-10-03
    Form 13F-HR2012-07-05
    Form 13F-HR2012-04-04
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13F Filings Available:
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