FIRST NATIONAL TRUST CO

Q1 2014 13F-HR Holdings

Location
Johnstown, PA
Holdings as of
3/31/2014
Date filed
5/7/2014
Form type
13F-HR
Num holdings
240
Total value ($000)
$559,109
Net value change ($000)
+10,050 (1.8%)
New positions
11
Sold out positions
18
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
Federated Hermes World Investment Series, Inc. 3,198 14.5%
HAINX 1,880 5.9%
MRK 1,289 18.5%
WFC 1,059 32.4%
HP 926 175.7%
VOD 875 NEW
JNJ 752 9.5%
GD 712 23.9%
LLY 707 16.4%
LYB 704 110.7%
Top Reduces (Value $000, Stocks/ETFs)
CONSOL -3,640 -100.0%
VOD -1,522 -100.0%
VWO -933 -38.0%
FEDERATED EQUITY FDS -787 -100.0%
XOM -574 -3.2%
PAYX -478 -21.3%
AAPL -437 -6.2%
AGG -392 -56.0%
CHUBB CORPORATION -350 -11.9%
SUB -343 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type