First Nebraska Trust Co
Q2 2002 13F-HR Holdings
Net value change ($000)
-16,159
(-9.5%)
New positions
4
Sold out positions
10
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2002
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)
| KING PHARMACEUTICALS INC | 798 | NEW |
| UNOCAL CORP | 283 | NEW |
| WDFC | 215 | NEW |
| WASHINGTON MUTUAL INC | 155 | 20.0% |
| BSX | 138 | 15.5% |
| USB | 137 | 4.3% |
| HD | 97 | 19.8% |
| *STEWART ENTERPRISES INC | 95 | 12.9% |
| TRN | 91 | 29.8% |
| CAH | 86 | 16.3% |
Top Reduces (Value $000, Stocks/ETFs)
| SYY | -8,617 | -8.7% |
| ALLTEL CORP | -1,288 | -15.6% |
| INTC | -875 | -40.9% |
| AMAT | -645 | -30.2% |
| TYCO INTERNATIONAL LTD | -529 | -100.0% |
| JPM | -436 | -100.0% |
| BMY | -388 | -45.6% |
| GE | -364 | -22.3% |
| XOM | -293 | -5.2% |
| PG | -288 | -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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|