First Nebraska Trust Co
Q1 2010 13F-HR Holdings
Net value change ($000)
+11,677
(6.5%)
New positions
2
Sold out positions
1
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2009
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)
| BRK-B | 4,980 | NEW |
| SYY | 4,581 | 5.6% |
| POTASH CORP OF SASKATCHEWAN INC | 881 | 37.7% |
| VARIAN MEDICAL SYSTEMS INC | 672 | 16.6% |
| COP | 629 | 51.3% |
| BRK-B | 542 | 22.8% |
| GE | 454 | 25.4% |
| DIS | 390 | 12.0% |
| WFC | 266 | 14.8% |
| TXN | 255 | 20.0% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|