American Independence Financial Services
Latest statistics and disclosures from American Independence Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GD, Mondelez Int, COF, APA, KSS. These five stock positions account for 16.92% of American Independence Financial Services's total stock portfolio.
- Added to shares of Mondelez Int (+$5.08M), COF (+$5.04M), APA (+$5.03M), KSS, AFL, WU, CVS, TEVA, AAPL, BBBY.
- Started new stock positions in CHK, IEF, CF, ROST, KSS, CCL, EMB, XLE, NUS, LQD, ORCL, EUO, WLP, AFL, TEVA, EWJ, BWX, ASNA, WIP, APA, EMLC, VWO, HYG, WU, INTC, MBB, VGK, HUM, CWB, COF, IEI, NFX, AMZN, TLT, VRX.
- Reduced shares in these stocks: Covidien (-$6.13M), CAT (-$5.77M), CMI (-$5.34M), MCK (-$5.24M), Bunge (-$5.11M), CSCO, DELL, TMO, EMC, AZO.
- Sold out of its positions in ACTU, ATU, ADBE, AMG, AFFY, Agenus, ATI, AMRN, ACAS,
- As of March 31, 2013, American Independence Financial Services has $149.25M in assets under management (AUM). Assets under management grew from a total value of $138.56M to $149.25M.
- Independent of market fluctuations, American Independence Financial Services was a net buyer by $2.53M worth of stocks in the most recent quarter.
American Independence Financial Services portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| GD | General Dynamics Corporation | 3.47 | +41.00% | 73350 | 70.51 | 76.62 |
| Mondelez Int | 3.41 | NEW | 166048 | 30.61 | 0.00 | |
| COF | Capital One Financial | 3.38 | NEW | 91686 | 54.95 | 61.34 |
| APA | Apache Corporation | 3.37 | NEW | 65208 | 77.15 | 80.86 |
| KSS | Kohl's Corporation | 3.31 | NEW | 106968 | 46.13 | 51.60 |
| GM | General Motors Company | 3.13 | 168019 | 27.82 | 32.84 | |
| AIG | American International | 3.12 | +14.00% | 119864 | 38.82 | 43.75 |
| MSFT | Microsoft Corporation | 3.11 | 162113 | 28.61 | 34.92 | |
| AFL | AFLAC Incorporated | 3.02 | NEW | 86512 | 52.02 | 54.98 |
| WU | Western Union Company | 2.97 | NEW | 294858 | 15.04 | 16.65 |
| CVS | CVS Caremark Corporation | 2.96 | +2296.00% | 80355 | 54.99 | 57.98 |
| DE | Deere & Company | 2.93 | +92.00% | 50929 | 85.98 | 86.94 |
| AAPL | Apple | 2.80 | +1010.00% | 9439 | 442.58 | 438.94 |
| TEVA | Teva Pharmaceutical Industries | 2.57 | NEW | 96610 | 39.67 | 39.99 |
| BBBY | Bed Bath & Beyond | 2.51 | +2458.00% | 58068 | 64.42 | 68.51 |
| GLW | Corning Incorporated | 2.46 | 275063 | 13.33 | 15.58 | |
| OXY | Occidental Petroleum Corporation | 2.45 | -34.00% | 46581 | 78.38 | 93.34 |
| CF | CF Industries Holdings | 2.40 | NEW | 18853 | 190.37 | 187.28 |
| WLP | WellPoint | 2.26 | NEW | 50904 | 66.22 | 77.81 |
| HAL | Halliburton Company | 2.20 | -25.00% | 81395 | 40.41 | 43.32 |
| VRX | Valeant Pharmaceuticals Int | 2.18 | NEW | 43297 | 75.02 | 78.17 |
| JOYG | Joy Global | 2.07 | 51956 | 59.51 | 0.00 | |
| ROST | Ross Stores | 2.03 | NEW | 49878 | 60.63 | 65.67 |
| DELL | Dell | 1.95 | -60.00% | 203530 | 14.33 | 13.39 |
| ORCL | Oracle Corporation | 1.91 | NEW | 88000 | 32.34 | 35.16 |
| CCL | Carnival Corporation | 1.89 | NEW | 82449 | 34.30 | 32.55 |
| HUM | Humana | 1.86 | NEW | 40215 | 69.10 | 78.97 |
| INTC | Intel Corporation | 1.84 | NEW | 125400 | 21.85 | 23.95 |
| ASNA | Ascena Retail | 1.83 | NEW | 147629 | 18.55 | 19.97 |
| NUS | Nu Skin Enterprises | 1.81 | NEW | 61038 | 44.20 | 62.31 |
| CHK | Chesapeake Energy Corporation | 1.81 | NEW | 132437 | 20.41 | 20.81 |
| MET | MetLife | 1.81 | 71074 | 38.02 | 42.88 | |
| FCX | Freeport-McMoRan Copper & Gold | 1.42 | +5.00% | 64181 | 33.09 | 30.88 |
| NFX | Newfield Exploration | 1.39 | NEW | 92621 | 22.42 | 24.38 |
| JNJ | Johnson & Johnson | 1.34 | +5870.00% | 24481 | 81.53 | 87.94 |
| WIP | SPDR DB Int'l Govt Infl Pro Bond | 1.31 | NEW | 31546 | 62.10 | 61.40 |
| CAH | Cardinal Health | 1.28 | -62.00% | 45843 | 41.62 | 47.21 |
| Covidien | 1.20 | -77.00% | 26447 | 67.83 | 0.00 | |
| DEO | Diageo | 1.16 | -32.00% | 13728 | 125.87 | 121.20 |
| JPM | JPMorgan Chase & Co. | 1.09 | -64.00% | 34363 | 47.46 | 52.89 |
| SBUX | Starbucks Corporation | 1.09 | -37.00% | 28497 | 56.95 | 64.26 |
| Transocean | 1.06 | NEW | 30528 | 51.95 | 0.00 | |
| Citi | 1.06 | -68.00% | 35613 | 44.25 | 0.00 | |
| GS | Goldman Sachs | 1.05 | -62.00% | 10685 | 147.12 | 157.54 |
| SPY | SPDR S&P; 500 ETF | 0.55 | +16.00% | 5258 | 156.60 | 167.07 |
| IEF | iShares Lehman 7-10 Yr Treas. Bond | 0.41 | NEW | 5709 | 107.37 | 106.37 |
| TLT | iShares Barclays 20+ Yr Treas.Bond | 0.41 | NEW | 5200 | 117.69 | 117.14 |
| IEI | iShares Lehman 3-7 Yr Treasury Bond | 0.24 | NEW | 2886 | 123.35 | 123.02 |
| LQD | iShares IBoxx $ Invest Grade Corp Bd Fd | 0.16 | NEW | 2044 | 119.86 | 119.91 |
| MBB | iShares Lehman MBS Bond Fund | 0.16 | NEW | 2265 | 107.73 | 107.09 |
| VWO | Vanguard Emerging Markets ETF | 0.13 | NEW | 4626 | 42.80 | 44.02 |
| VGK | Vanguard European ETF | 0.13 | NEW | 3929 | 49.12 | 52.51 |
| CWB | SPDR Barclays Capital Convertible SecETF | 0.13 | NEW | 4634 | 42.30 | 0.00 |
| Kinder Morgan | 0.13 | +458.00% | 5000 | 38.60 | 0.00 | |
| SLB | Schlumberger | 0.11 | +6.00% | 2200 | 75.00 | 77.24 |
| GLD | SPDR Gold Trust | 0.11 | +363.00% | 1020 | 154.90 | 133.98 |
| CMCSA | Comcast Corporation | 0.10 | -42.00% | 3450 | 42.03 | 41.60 |
| RDS.A | Royal Dutch Shell | 0.10 | +272.00% | 2200 | 65.00 | 0.00 |
| GIII | G-III Apparel | 0.10 | +280.00% | 3800 | 40.00 | 41.35 |
| BWX | SPDR Barclays Capital Intl Tresy Bd ETF | 0.10 | NEW | 2498 | 58.45 | 57.47 |
| EMB | iShares JPMorgan USD Emer Mkt Bnd Fd ETF | 0.10 | NEW | 1247 | 117.08 | 118.40 |
| Abbvie | 0.10 | NEW | 3500 | 40.86 | 0.00 | |
| CTSH | Cognizant Technology Solutions | 0.08 | +700.00% | 1600 | 76.88 | 64.08 |
| MDT | Medtronic | 0.08 | +550.00% | 2600 | 46.92 | 52.93 |
| GILD | Gilead Sciences | 0.08 | -21.00% | 2350 | 48.94 | 55.65 |
| ABT | Abbott Laboratories | 0.07 | +268.00% | 2800 | 35.36 | 37.59 |
| AMZN | Amazon | 0.07 | NEW | 400 | 267.50 | 262.60 |
| EWJ | iShares MSCI Japan Index | 0.07 | NEW | 9083 | 10.79 | 11.29 |
| HYG | iShares iBoxx $ High Yid Corp Bond | 0.07 | NEW | 1036 | 94.59 | 95.01 |
| EMLC | Market Vectors Emerging Mkts Local ETF | 0.07 | NEW | 3621 | 27.06 | 27.00 |
| HPQ | Hewlett-Packard Company | 0.06 | +518.00% | 3650 | 23.84 | 24.08 |
| Pvh Corporation | 0.06 | +95.00% | 800 | 106.25 | 0.00 | |
| USB | U.S. Ban | 0.05 | +475.00% | 2300 | 33.91 | 34.67 |
| M | Macy's | 0.05 | -53.00% | 1950 | 42.05 | 48.86 |
| VOD | Vodafone | 0.05 | +241.00% | 2700 | 28.52 | 30.23 |
| GOOG | 0.05 | -66.00% | 90 | 788.89 | 887.72 | |
| XLE | Energy Select Sector SPDR | 0.05 | NEW | 900 | 78.89 | 82.12 |
| CXS | Crexus Investment | 0.05 | +103.00% | 5700 | 12.98 | 13.04 |
| BRF | Market Vectors Brazil Small Cap ETF | 0.05 | +542.00% | 1800 | 40.56 | 39.27 |
| PNC | PNC Financial Services | 0.04 | +614.00% | 1000 | 67.00 | 71.61 |
| PFE | Pfizer | 0.04 | +330.00% | 2150 | 28.84 | 28.41 |
| MS | Morgan Stanley | 0.04 | +171.00% | 2550 | 21.96 | 24.96 |
| SBH | Sally Beauty Holdings | 0.04 | +366.00% | 2100 | 29.52 | 31.00 |
| MRK | Merck & Co | 0.03 | +310.00% | 1150 | 44.35 | 45.35 |
| EUO | ProShares UltraShort Euro | 0.03 | NEW | 1900 | 20.00 | 19.65 |
| DVN | Devon Energy Corporation | 0.02 | +358.00% | 550 | 56.36 | 57.91 |
| COH | Coach | 0.02 | -52.00% | 700 | 50.00 | 58.30 |
| Marvell Technology | 0.02 | +172.00% | 3400 | 10.59 | 0.00 | |
| CNP | CenterPoint Energy | 0.02 | +677.00% | 1400 | 24.29 | 23.60 |
| Agni | 0.02 | +190.00% | 900 | 41.11 | 0.00 | |
| EWZ | iShares MSCI Brazil Index | 0.02 | +500.00% | 600 | 55.00 | 54.28 |
| RSX | Market Vector Russia ETF Trust | 0.02 | +348.00% | 1300 | 27.69 | 27.56 |
| TRF | Templeton Russia & East European Fund | 0.02 | +548.00% | 2400 | 14.58 | 14.76 |
| Gt Solar Int'l | 0.01 | +69.00% | 6500 | 3.23 | 0.00 | |
| D Stemline Therapeutics | 0.01 | NEW | 1800 | 11.67 | 0.00 |
Past 13F-HR SEC Filings for American Independence Financial Services
- American Independence Financial Services 2012 Q3 - filed Nov. 13, 2012
- American Independence Financial Services 2012 Q2 - filed Aug. 6, 2012
- American Independence Financial Services 2012 Q1 - filed May 9, 2012
- American Independence Financial Services 2011 Q4 - filed Feb. 13, 2012
- American Independence Financial Services 2011 Q3 - filed Nov. 14, 2011
- American Independence Financial Services 2011 Q2 - filed Aug. 12, 2011
- American Independence Financial Services 2011 Q1 - filed May 16, 2011