FIRST COMMAND BANK

FORT WORTH, TX Banks How do I update this listing?

First Command Bank is based out of Fort Worth. Their last reported 13F filing for Q3 2019 included $198,164,000 in managed 13F securities and a top 10 holdings concentration of 53.75%. First Command Bank's largest holding is iShares Gold Trust with shares held of 1,358,539. Whalewisdom has at least 13 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $198.164 Million
  • Prior Market Value $198.15 Million
  • New Purchases20 stocks
  • Additional Purchases65 stocks
  • Sold out of43 stocks
  • Reduced holdings in79 stocks
  • Top 10 Holdings % 53.75 %
  • Turnover % [1]:16.32%
  • Turnover Alt % [2]: 4.51 %
  • Time Held Top20:7.80 quarters
  • Time Held Top10:8.40 quarters
  • Time Held All:8.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 0.67%
Performance Last 4 Quarters: 4.07%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR/A (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

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