First Nebraska Trust Co
Q4 2001 13F-HR Holdings
Net value change ($000)
+10,793
(7.3%)
New positions
4
Sold out positions
6
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2001
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)
| SYY | 2,272 | 2.7% |
| CVX | 2,167 | NEW |
| AMAT | 1,108 | 228.0% |
| INTC | 1,007 | 82.7% |
| ALLTEL CORP | 712 | 8.4% |
| SUNGARD DATA SYSTEMS | 662 | NEW |
| DIS | 649 | NEW |
| PAYX | 615 | NEW |
| MSFT | 556 | 29.4% |
| PFE | 532 | 88.5% |
Top Reduces (Value $000, Stocks/ETFs)
| CHEVRON CORP | -2,127 | -100.0% |
| LOW | -461 | -100.0% |
| ENRON CORP | -239 | -100.0% |
| MFC | -233 | -100.0% |
| SBC COMMUNICATIONS INC | -222 | -100.0% |
| XEL | -201 | -100.0% |
| USB | -145 | -4.7% |
| WFC | -127 | -3.4% |
| Merck & Co Inc | -113 | -11.7% |
| NEW RITE AID, LLC | -108 | -35.6% |
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 |
|---|