First Nebraska Trust Co
Q4 2000 13F-HR Holdings
Net value change ($000)
+22,623
(15.4%)
New positions
13
Sold out positions
7
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 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)
| SYY | 20,103 | 22.8% |
| ALLTEL CORP | 1,517 | 23.3% |
| WFC | 1,063 | 28.8% |
| USB | 1,010 | 33.6% |
| MSI | 930 | NEW |
| MSFT | 466 | 62.1% |
| FIRST DATA CORP | 341 | NEW |
| INGERSOLL RAND PLC | 302 | NEW |
| AIG | 294 | NEW |
| MFC | 286 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| SOUTHDOWN INC | -1,554 | -100.0% |
| Merck & Co Inc | -1,171 | -46.2% |
| Level 3 Communications | -764 | -51.2% |
| GE | -393 | -15.1% |
| XOM | -310 | -5.0% |
| MRSH | -279 | -100.0% |
| WORLDCOM INC | -245 | -43.1% |
| ALLIANCE ALL MARKET ADVANTAG | -234 | -100.0% |
| ROYAL DUTCH SHELL A ADR | -233 | -100.0% |
| COLONIAL MUN INCOME TR | -232 | -54.2% |
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 |
|---|