First Nebraska Trust Co
Q1 2001 13F-HR Holdings
Net value change ($000)
-21,731
(-12.8%)
New positions
9
Sold out positions
9
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2000
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)
| USB | 3,437 | NEW |
| AMAT | 674 | NEW |
| JPM | 611 | NEW |
| BSX | 605 | NEW |
| ZALE CORP | 592 | NEW |
| MSFT | 432 | 35.5% |
| *STEWART ENTERPRISES INC | 392 | 133.3% |
| BRK-B | 293 | 69.6% |
| COMPUTER ASSOC | 248 | 55.5% |
| UNP | 218 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| SYY | -19,650 | -18.2% |
| USB | -4,012 | -100.0% |
| ALLTEL CORP | -1,371 | -17.1% |
| WFC | -601 | -12.6% |
| MORGAN JP & CO INC | -568 | -100.0% |
| XOM | -443 | -7.6% |
| Level 3 Communications | -394 | -54.1% |
| CSCO | -371 | -50.5% |
| GE | -317 | -14.4% |
| Merck & Co Inc | -258 | -18.9% |
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 |
|---|