First Trust Bank
Latest statistics and disclosures from First Trust Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, BRK.A, IBM, MSFT, Citi. These five stock positions account for 49.29% of First Trust Bank's total stock portfolio.
- Added to shares of SLB (+$7.11M), PANL, EBAY, TSN.
- Started new stock positions in PANL, SLB.
- Reduced shares in these stocks: HAL (-$6.62M), AMZN (-$5.52M), Agrium (-$5.47M), SLV, WFC, Citi.
- Sold out of its positions in Agrium, AMZN, HAL, SLV.
- As of March 31, 2013, First Trust Bank has $126.61M in assets under management (AUM). Assets under management grew from a total value of $124.49M to $126.61M.
- Independent of market fluctuations, First Trust Bank was a net seller by $8.05M worth of stocks in the most recent quarter.
First Trust Bank portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| MA | MasterCard Incorporated | 12.82 | 30000 | 541.13 | 584.78 | |
| BRK.A | Berkshire Hathaway | 12.34 | 100 | 156280.00 | 0.00 | |
| IBM | International Business Machines | 9.35 | 55500 | 213.30 | 208.44 | |
| MSFT | Microsoft Corporation | 7.61 | 337000 | 28.61 | 34.87 | |
| Citi | 7.16 | -2.00% | 205000 | 44.24 | 0.00 | |
| EBAY | eBay | 6.04 | +8.00% | 141000 | 54.22 | 56.71 |
| CX | Cemex SAB de CV | 5.79 | 600000 | 12.21 | 12.36 | |
| SLB | Schlumberger | 5.62 | NEW | 95000 | 74.89 | 75.74 |
| WFC | Wells Fargo & Company | 5.40 | -5.00% | 185000 | 36.99 | 39.88 |
| AXP | American Express Company | 4.80 | 90000 | 67.46 | 73.32 | |
| Cloud Peak Energy | 4.26 | 287340 | 18.78 | 0.00 | ||
| PANL | Universal Display Corporation | 3.84 | NEW | 165000 | 29.43 | 30.36 |
| Invesco Ltd shs | 3.33 | 145760 | 28.96 | 0.00 | ||
| TSN | Tyson Foods | 3.20 | +15.00% | 163490 | 24.82 | 24.95 |
| PKX | POS | 3.10 | 53200 | 73.70 | 72.42 | |
| Canadian Natural Resources | 3.09 | 121806 | 32.13 | 0.00 | ||
| * Barrick Gold | 2.24 | 96500 | 29.40 | 0.00 |
Past 13F-HR SEC Filings for First Trust Bank
- First Trust Bank 2012 Q4 - filed Feb. 11, 2013
- First Trust Bank 2012 Q3 - filed Nov. 14, 2012
- First Trust Bank 2012 Q2 - filed Aug. 13, 2012
- First Trust Bank 2012 Q1 - filed May 15, 2012
- First Trust Bank 2011 Q4 - filed Feb. 10, 2012
- First Trust Bank 2011 Q3 - filed Nov. 14, 2011
- First Trust Bank 2011 Q2 - filed Aug. 11, 2011
- First Trust Bank 2011 Q1 - filed May 13, 2011
- First Trust Bank 2010 Q4 - filed Feb. 11, 2011
