First Nebraska Trust Co
Q3 2000 13F-HR Holdings
Net value change ($000)
+48,171
(48.8%)
New positions
16
Sold out positions
8
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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 | 43,503 | 97.5% |
| WFC | 1,877 | 103.4% |
| USB | 1,474 | 96.5% |
| XOM | 673 | 12.2% |
| WASHINGTON MUTUAL INC | 490 | NEW |
| BANK ONE CORP | 457 | NEW |
| COMPUTER ASSOC | 380 | NEW |
| APD | 374 | NEW |
| BRK-B | 337 | NEW |
| HON | 325 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| ALLTEL CORP | -1,060 | -14.0% |
| INTC | -845 | -35.8% |
| SPRINT NEXTEL | -514 | -100.0% |
| NOBLE DRILLING CORP | -465 | -100.0% |
| CSCO | -329 | -25.8% |
| SPRINT NEXTEL CORP | -313 | -100.0% |
| CERNER Corp | -313 | -100.0% |
| MCD | -217 | -100.0% |
| VERIZON COMM | -211 | -100.0% |
| JNJ | -206 | -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 |
|---|