First Nebraska Trust Co
Q3 2001 13F-HR Holdings
Net value change ($000)
-10,849
(-6.9%)
New positions
6
Sold out positions
6
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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)
| BELLSOUTH CORP | 283 | NEW |
| BMY | 226 | 24.0% |
| SBC COMMUNICATIONS INC | 222 | NEW |
| TRN | 217 | NEW |
| SAFEWAY USA | 214 | NEW |
| LAFARGE NORTH AMERICA INC | 202 | NEW |
| PFE | 189 | 45.9% |
| PUTNAM MUN BD ED INC | 147 | NEW |
| HON | 136 | 43.2% |
| BSX | 135 | 22.2% |
Top Reduces (Value $000, Stocks/ETFs)
| SYY | -5,379 | -5.9% |
| MSFT | -841 | -30.8% |
| ALLTEL CORP | -619 | -6.8% |
| XOM | -553 | -9.8% |
| INTC | -536 | -30.6% |
| GE | -503 | -23.7% |
| AMAT | -290 | -37.4% |
| COMPUTER ASSOC | -276 | -28.6% |
| C | -275 | -24.1% |
| HD | -259 | -40.0% |
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 |
|---|