kanaly trust co
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Contact Information
kanaly trust co
5555 SAN FELIPE
HOUSTON TX 77056
Business Phone: 713561-9300 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $458,618,490 [1]Prior Market Value: $433,770,867 New Purchases: 8 stocks Additional Purchases: 45 stocks Sold out of: 13 stocks Reduced holdings in: 91 stocks Top 10 Holdings %: 63.09% [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 Exxon Mobil Corp. 19.88% iShares Russell 1000 Growth Index 8.49% SPDR Gold Shares 6.27% Plains All American Pipeline LP 5.21% EOG Resources, Inc. 5.06% Major new positions on 03/31/2013 Stock % of Portfolio VERMILION ENERGY INC 0.36% ABBVIE INC. 0.27% Johnson Controls Inc. 0.09% Senior Housing Properties Trust 0.08% WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 0.06%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio CenturyLink, Inc. 0.29% iShares MSCI EAFE Value Index 0.17% Edison International 0.12% iShares Barclays Intermediate Credit Bd 0.08% Talisman Energy Inc. 0.08% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-03 Form 13F-HR 2013-02-04 Form 13F-HR 2012-10-17 Form 13F-HR 2012-07-20 Form 13F-HR 2012-04-23