mutual of omaha bank wealth management
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Contact Information
mutual of omaha bank wealth management
600 STEWART STREET, SUITE 618
SEATTLE WA 98101
Business Phone: 206-728-4012 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $186,354,711 [1]Prior Market Value: $179,332,934 New Purchases: 7 stocks Additional Purchases: 32 stocks Sold out of: 1 stock Reduced holdings in: 24 stocks Top 10 Holdings %: 62.40% [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 SPDR S&P 500 26.8% iShares Barclays Aggregate Bond 8.39% Procter & Gamble Co. 7.09% oShares iBoxx Invest Grade Corp Bond 4.98% General Electric Co. 3.32% Major new positions on 03/31/2013 Stock % of Portfolio Boeing Co. 0.18% Walgreen Co. 0.14% Norfolk Southern Corp. 0.12% iShares Russell 2000 Index 0.12% Honeywell International Inc. 0.11%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Consumer Staples Select Sector SPDR 0.99% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-09 Form 13F-HR 2013-01-31 Form 13F-HR 2012-11-09 Form 13F-HR 2012-07-13 Form 13F-HR 2012-05-09