Kanaly Trust
Latest statistics and disclosures from Kanaly Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XOM, IVV, IWF, EOG, DVY, and represent 56.98% of Kanaly Trust's stock portfolio.
- Added to shares of these 10 stocks: IVV, BSM, MCD, NVS, CCI, KO, WFC, MS, GOOGL, MO.
- Started 68 new stock positions in SCHF, Semgroup Corp cl a, PCAR, Halcon Res, BKU, IYM, Donnelley R R & Sons Co when issued, ALKS, SCCO, THC.
- Reduced shares in these 10 stocks: EOG, Reynolds American, ISHG, Green Ban, NXPI, IGOV, , AMZN, MRK, KHC.
- Sold out of its positions in ACHC, ADC, Alcoa, America Movil SAB de CV, American Capital Mortgage In, BT, Babcock & Wilcox Enterprises, CVLT, Corrections Corporation of America, R.R. Donnelley & Sons Company.
- Kanaly Trust was a net seller of stock by $-14M.
- Kanaly Trust has $471M in assets under management (AUM), dropping by -0.22%.
- Central Index Key (CIK): 0001085825
Portfolio Holdings for Kanaly Trust
Kanaly Trust holds 931 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Kanaly Trust has 931 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Kanaly Trust Dec. 31, 2016 positions
- Download the Kanaly Trust December 2016 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 18.1 | $86M | 947k | 90.26 |
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| iShares S&P 500 Index (IVV) | 15.9 | $75M | 332k | 224.99 |
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| iShares Russell 1000 Growth Index (IWF) | 10.3 | $49M | 464k | 104.90 |
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| EOG Resources (EOG) | 6.5 | $30M | -8% | 301k | 101.10 |
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| iShares Dow Jones Select Dividend (DVY) | 6.2 | $29M | 328k | 88.57 |
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| Enterprise Products Partners (EPD) | 3.0 | $14M | 525k | 27.04 |
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| ConocoPhillips (COP) | 2.2 | $10M | 203k | 50.14 |
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| Plains All American Pipeline (PAA) | 2.0 | $9.5M | 295k | 32.29 |
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| Phillips 66 (PSX) | 1.5 | $7.2M | 83k | 86.41 |
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| iShares Russell 1000 Value Index (IWD) | 1.2 | $5.9M | 52k | 112.04 |
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| Chevron Corporation (CVX) | 0.9 | $4.1M | 35k | 117.71 |
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| International Bancshares Corporation (IBOC) | 0.8 | $3.9M | 96k | 40.80 |
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| At&t (T) | 0.8 | $3.7M | 87k | 42.53 |
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| Verizon Communications (VZ) | 0.7 | $3.5M | +10% | 65k | 53.38 |
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| McDonald's Corporation (MCD) | 0.7 | $3.0M | +29% | 25k | 121.70 |
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| Halliburton Company (HAL) | 0.7 | $3.1M | 57k | 54.09 |
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| Altria (MO) | 0.6 | $3.0M | +17% | 44k | 67.62 |
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| Philip Morris International (PM) | 0.6 | $3.0M | +6% | 32k | 91.49 |
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| Apple (AAPL) | 0.6 | $2.9M | 25k | 115.81 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.6 | $2.8M | -3% | 27k | 104.95 |
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| Abbvie (ABBV) | 0.6 | $2.7M | +2% | 44k | 62.63 |
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| Procter & Gamble Company (PG) | 0.6 | $2.7M | 32k | 84.09 |
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| Bce (BCE) | 0.6 | $2.7M | +2% | 62k | 43.24 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $2.4M | +5% | 42k | 57.74 |
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| Vodafone Group New Adr F (VOD) | 0.5 | $2.4M | +2% | 98k | 24.43 |
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| Wells Fargo & Company (WFC) | 0.5 | $2.3M | +26% | 42k | 55.12 |
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| National Grid | 0.5 | $2.2M | 38k | 58.34 |
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| Coca-Cola Company (KO) | 0.5 | $2.2M | +38% | 53k | 41.47 |
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| Merck & Co (MRK) | 0.5 | $2.2M | -23% | 37k | 58.86 |
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| Home Depot (HD) | 0.5 | $2.1M | -8% | 16k | 134.06 |
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| Southern Company (SO) | 0.4 | $2.1M | +2% | 43k | 49.19 |
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| Duke Energy (DUK) | 0.4 | $2.1M | +2% | 27k | 77.62 |
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| QEP Resources | 0.4 | $2.0M | 110k | 18.41 |
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| BP (BP) | 0.4 | $1.9M | -15% | 51k | 37.38 |
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| Oneok (OKE) | 0.4 | $1.9M | 33k | 57.42 |
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| E.I. du Pont de Nemours & Company | 0.4 | $1.8M | 25k | 73.39 |
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| GlaxoSmithKline | 0.4 | $1.7M | -24% | 44k | 38.51 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.7M | -13% | 14k | 115.19 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $1.6M | 14k | 114.13 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $1.7M | 12k | 137.53 |
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| Vermilion Energy (VET) | 0.3 | $1.6M | -10% | 38k | 42.18 |
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| Crown Castle Intl (CCI) | 0.3 | $1.6M | +67% | 18k | 86.78 |
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| Dominion Resources (D) | 0.3 | $1.5M | +2% | 19k | 76.57 |
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| Sanofi-Aventis SA (SNY) | 0.3 | $1.5M | +2% | 37k | 40.44 |
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| Weingarten Realty Investors | 0.3 | $1.5M | -6% | 43k | 35.79 |
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| iShares Russell Microcap Index (IWC) | 0.3 | $1.4M | 17k | 85.84 |
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| PPL Corporation (PPL) | 0.3 | $1.4M | 42k | 34.04 |
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| Microsoft Corporation (MSFT) | 0.3 | $1.4M | -10% | 22k | 62.12 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.3M | -19% | 15k | 86.31 |
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| Kraft Heinz (KHC) | 0.3 | $1.3M | -32% | 15k | 87.35 |
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| Welltower Inc Com reit (WELL) | 0.2 | $1.1M | 17k | 66.93 |
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| Pepsi (PEP) | 0.2 | $1.1M | 11k | 104.63 |
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| Devon Energy Corporation (DVN) | 0.2 | $1.0M | -13% | 23k | 45.69 |
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| AstraZeneca (AZN) | 0.2 | $1.0M | +8% | 37k | 27.31 |
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| Unilever (UL) | 0.2 | $930k | -32% | 23k | 40.69 |
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| Consolidated Edison (ED) | 0.2 | $853k | 12k | 73.68 |
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| Spdr S&p 500 Etf (SPY) | 0.2 | $849k | -11% | 3.8k | 223.42 |
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| Boeing Company (BA) | 0.2 | $864k | +4% | 5.6k | 155.59 |
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| Schlumberger (SLB) | 0.2 | $847k | +5% | 10k | 83.90 |
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| Ventas (VTR) | 0.2 | $827k | -23% | 13k | 62.56 |
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| Novartis (NVS) | 0.2 | $800k | +532% | 11k | 72.86 |
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| American Electric Power Company (AEP) | 0.2 | $737k | 12k | 62.96 |
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| Alphabet Inc Class A cs (GOOGL) | 0.2 | $753k | +147% | 950.00 | 792.63 |
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| Royal Dutch Shell | 0.1 | $708k | +4% | 13k | 54.35 |
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| Shire | 0.1 | $712k | -20% | 4.2k | 170.33 |
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| Team | 0.1 | $728k | 19k | 39.25 |
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| Black Stone Minerals (BSM) | 0.1 | $701k | NEW | 37k | 18.77 |
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| General Electric Company | 0.1 | $664k | -4% | 21k | 31.61 |
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| Dow Chemical Company | 0.1 | $682k | 12k | 57.21 |
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| General Mills (GIS) | 0.1 | $660k | 11k | 61.75 |
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| International Business Machines (IBM) | 0.1 | $619k | +9% | 3.7k | 166.09 |
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| Cimarex Energy | 0.1 | $591k | -36% | 4.4k | 135.80 |
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| Realty Income (O) | 0.1 | $624k | 11k | 57.52 |
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| Texas Pacific Land Trust | 0.1 | $594k | 2.0k | 297.00 |
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| iShares Lehman Aggregate Bond (AGG) | 0.1 | $635k | 5.9k | 108.09 |
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| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.1 | $627k | 5.7k | 109.81 |
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| Facebook Inc cl a (META) | 0.1 | $623k | -36% | 5.4k | 115.01 |
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| Costco Wholesale Corporation (COST) | 0.1 | $559k | -22% | 3.5k | 159.99 |
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| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $570k | 4.9k | 117.21 |
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| 3M Company (MMM) | 0.1 | $499k | 2.8k | 178.66 |
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| Morgan Stanley (MS) | 0.1 | $504k | +1446% | 12k | 42.21 |
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| One Gas (OGS) | 0.1 | $521k | 8.2k | 63.93 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $469k | -45% | 4.6k | 103.03 |
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| Berkshire Hathaway (BRK.A) | 0.1 | $488k | 2.00 | 244000.00 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $453k | +395% | 6.4k | 71.29 |
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| Total (TTE) | 0.1 | $475k | +230% | 9.3k | 51.00 |
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| Bristol Myers Squibb (BMY) | 0.1 | $424k | -3% | 7.3k | 58.42 |
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| Noble Energy | 0.1 | $426k | 11k | 38.10 |
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| Comerica Incorporated (CMA) | 0.1 | $446k | 6.5k | 68.14 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $415k | 5.7k | 72.93 |
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| United Technologies Corporation | 0.1 | $423k | 3.9k | 109.64 |
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| Visa (V) | 0.1 | $426k | -44% | 5.5k | 77.96 |
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| Marathon Oil Corporation (MRO) | 0.1 | $441k | +62% | 26k | 17.29 |
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| Amazon (AMZN) | 0.1 | $408k | -63% | 544.00 | 750.00 |
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| Alexion Pharmaceuticals | 0.1 | $428k | -24% | 3.5k | 122.36 |
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| BancFirst Corporation (BANF) | 0.1 | $442k | 4.8k | 93.05 |
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| iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $409k | +23% | 4.1k | 99.66 |
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| PowerShares Emerging Markets Sovere | 0.1 | $443k | 16k | 28.25 |
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| Cme (CME) | 0.1 | $391k | -42% | 3.4k | 115.34 |
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| MasterCard Incorporated (MA) | 0.1 | $355k | -51% | 3.4k | 103.11 |
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| American Express Company (AXP) | 0.1 | $397k | 5.4k | 74.03 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $372k | +121% | 1.5k | 250.00 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $382k | -16% | 8.8k | 43.35 |
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| Enbridge Energy Partners | 0.1 | $400k | -5% | 16k | 25.49 |
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| SM Energy (SM) | 0.1 | $383k | NEW | 11k | 34.51 |
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| American International (AIG) | 0.1 | $370k | -49% | 5.7k | 65.31 |
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| Johnson Controls International Plc equity (JCI) | 0.1 | $375k | NEW | 9.1k | 41.16 |
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| Intel Corporation (INTC) | 0.1 | $348k | 9.6k | 36.31 |
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| Newell Rubbermaid (NWL) | 0.1 | $322k | -33% | 7.2k | 44.67 |
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| Allstate Corporation (ALL) | 0.1 | $322k | 4.4k | 74.01 |
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| Qualcomm (QCOM) | 0.1 | $347k | +10% | 5.3k | 65.24 |
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| Parker Drilling Company | 0.1 | $341k | 131k | 2.60 |
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| Camden Property Trust (CPT) | 0.1 | $316k | 3.8k | 83.95 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $323k | 6.4k | 50.29 |
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| Forum Energy Technolo | 0.1 | $352k | 16k | 22.00 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $265k | 1.6k | 163.08 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $298k | -35% | 13k | 23.40 |
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| Ross Stores (ROST) | 0.1 | $297k | 4.5k | 65.61 |
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| UnitedHealth (UNH) | 0.1 | $284k | 1.8k | 160.27 |
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| BOK Financial Corporation (BOKF) | 0.1 | $280k | 3.4k | 83.14 |
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| Kansas City Southern | 0.1 | $268k | -47% | 3.2k | 84.86 |
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| Legacytexas Financial | 0.1 | $289k | 6.7k | 43.10 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $279k | 12k | 23.16 |
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| Caterpillar (CAT) | 0.1 | $218k | +3% | 2.3k | 92.84 |
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| CSX Corporation (CSX) | 0.1 | $223k | 6.2k | 35.91 |
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| CBS Corporation | 0.1 | $231k | -40% | 3.6k | 63.53 |
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| SYSCO Corporation (SYY) | 0.1 | $230k | 4.2k | 55.34 |
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| Helmerich & Payne (HP) | 0.1 | $224k | -37% | 2.9k | 77.43 |
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| Baker Hughes Incorporated | 0.1 | $240k | -13% | 3.7k | 64.95 |
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| Honeywell International (HON) | 0.1 | $247k | +17% | 2.1k | 115.80 |
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| Canadian Pacific Railway | 0.1 | $223k | -46% | 1.6k | 142.67 |
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| Southwestern Energy Company (SWN) | 0.1 | $226k | 21k | 10.83 |
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| Arctic Cat | 0.1 | $234k | 16k | 15.02 |
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| American Tower Reit (AMT) | 0.1 | $240k | -70% | 2.3k | 105.68 |
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| Express Scripts Holding | 0.1 | $230k | 3.3k | 68.80 |
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| Fossil (FOSL) | 0.1 | $232k | 9.0k | 25.82 |
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| Alibaba Group Holding (BABA) | 0.1 | $225k | -58% | 2.6k | 87.82 |
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| Medtronic (MDT) | 0.1 | $213k | +736% | 3.0k | 71.17 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $220k | -12% | 285.00 | 771.93 |
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| Bank of America Corporation (BAC) | 0.0 | $198k | +270% | 8.9k | 22.13 |
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| Waste Management (WM) | 0.0 | $198k | +15% | 2.8k | 70.82 |
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| Pfizer (PFE) | 0.0 | $183k | -16% | 5.6k | 32.49 |
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| United Parcel Service (UPS) | 0.0 | $179k | +14% | 1.6k | 114.82 |
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| Apache Corporation | 0.0 | $166k | +137% | 2.6k | 63.60 |
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| Cummins (CMI) | 0.0 | $181k | +3% | 1.3k | 136.50 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $203k | -50% | 2.1k | 97.08 |
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| Nucor Corporation (NUE) | 0.0 | $198k | 3.3k | 59.53 |
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| Travelers Companies (TRV) | 0.0 | $171k | 1.4k | 122.14 |
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| Regions Financial Corporation (RF) | 0.0 | $191k | 13k | 14.37 |
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| Whirlpool Corporation (WHR) | 0.0 | $208k | 1.1k | 181.50 |
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| Ford Motor Company (F) | 0.0 | $183k | +3% | 15k | 12.14 |
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| Starbucks Corporation (SBUX) | 0.0 | $168k | 3.0k | 55.46 |
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| Hershey Company (HSY) | 0.0 | $179k | 1.7k | 103.59 |
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| Paccar (PCAR) | 0.0 | $185k | NEW | 2.9k | 64.01 |
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| MetLife (MET) | 0.0 | $191k | +614% | 3.6k | 53.76 |
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| Oneok Partners | 0.0 | $186k | +8% | 4.3k | 42.93 |
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| British American Tobac (BTI) | 0.0 | $169k | 1.5k | 112.97 |
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| Vanguard Emerging Markets ETF (VWO) | 0.0 | $167k | -29% | 4.7k | 35.69 |
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| SPDR S&P Dividend (SDY) | 0.0 | $182k | +467% | 2.1k | 85.77 |
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| Industries N shs - a - (LYB) | 0.0 | $181k | +575% | 2.1k | 85.86 |
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| Kinder Morgan (KMI) | 0.0 | $165k | -2% | 7.9k | 20.77 |
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| Hp (HPQ) | 0.0 | $184k | 12k | 14.88 |
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| Total System Services | 0.0 | $118k | 2.4k | 49.17 |
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| Wal-Mart Stores (WMT) | 0.0 | $155k | 2.2k | 68.95 |
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| RPM International (RPM) | 0.0 | $140k | 2.6k | 53.95 |
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| C.R. Bard | 0.0 | $130k | 580.00 | 224.14 |
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| AmerisourceBergen (COR) | 0.0 | $139k | 1.8k | 78.18 |
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| Campbell Soup Company (CPB) | 0.0 | $133k | -9% | 2.2k | 60.45 |
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| Yum! Brands (YUM) | 0.0 | $149k | +13% | 2.3k | 63.43 |
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| Air Products & Chemicals (APD) | 0.0 | $162k | -7% | 1.1k | 143.62 |
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| Colgate-Palmolive Company (CL) | 0.0 | $126k | 1.9k | 65.66 |
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| Deere & Company (DE) | 0.0 | $119k | 1.2k | 102.85 |
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| Nextera Energy (NEE) | 0.0 | $131k | +3% | 1.1k | 119.20 |
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| Target Corporation (TGT) | 0.0 | $119k | +7% | 1.6k | 72.21 |
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| Advance Auto Parts (AAP) | 0.0 | $122k | 720.00 | 169.44 |
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| Fiserv (FI) | 0.0 | $140k | 1.3k | 105.98 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $138k | 1.7k | 79.49 |
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| Layne Christensen Company | 0.0 | $136k | 13k | 10.88 |
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| Southwest Airlines (LUV) | 0.0 | $125k | 2.5k | 49.64 |
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| Prudential Public Limited Company (PUK) | 0.0 | $125k | +21% | 3.1k | 39.87 |
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| Energy Transfer Partners | 0.0 | $148k | 4.1k | 35.84 |
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| iShares S&P 500 Value Index (IVE) | 0.0 | $149k | NEW | 1.5k | 101.64 |
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| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $147k | NEW | 1.0k | 145.26 |
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| Ishares High Dividend Equity F (HDV) | 0.0 | $126k | 1.5k | 82.51 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $149k | NEW | 2.8k | 53.77 |
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| Independent Bank (IBTX) | 0.0 | $125k | 2.0k | 62.50 |
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| Comcast Corporation (CMCSA) | 0.0 | $100k | -14% | 1.4k | 69.25 |
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| SK Tele | 0.0 | $100k | 4.8k | 20.99 |
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| China Mobile | 0.0 | $100k | +2% | 1.9k | 52.33 |
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| Cnooc | 0.0 | $99k | 798.00 | 124.06 |
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| Portland General Electric Company (POR) | 0.0 | $91k | 2.1k | 43.23 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $91k | 1.9k | 47.54 |
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| Abbott Laboratories (ABT) | 0.0 | $89k | -9% | 2.3k | 38.25 |
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| Teva Pharmaceutical Industries (TEVA) | 0.0 | $105k | -19% | 2.9k | 36.21 |
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| Walt Disney Company (DIS) | 0.0 | $107k | +5% | 1.0k | 103.78 |
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| Norfolk Southern (NSC) | 0.0 | $108k | 1.0k | 108.00 |
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| Cisco Systems (CSCO) | 0.0 | $91k | +17% | 3.0k | 30.34 |
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| Genuine Parts Company (GPC) | 0.0 | $96k | 1.0k | 96.00 |
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| Emerson Electric (EMR) | 0.0 | $73k | 1.3k | 55.73 |
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| Raytheon Company | 0.0 | $77k | -4% | 540.00 | 142.59 |
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| CVS Caremark Corporation (CVS) | 0.0 | $97k | +5% | 1.2k | 78.67 |
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| Kroger (KR) | 0.0 | $73k | +18% | 2.1k | 34.45 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $86k | 612.00 | 140.52 |
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| Anadarko Petroleum Corporation | 0.0 | $103k | +5% | 1.5k | 69.74 |
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| Diageo (DEO) | 0.0 | $85k | -3% | 818.00 | 103.91 |
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| Danaher Corporation (DHR) | 0.0 | $86k | +5% | 1.1k | 77.69 |
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| Gilead Sciences (GILD) | 0.0 | $108k | +14% | 1.5k | 71.43 |
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| Buckeye Partners | 0.0 | $75k | 1.1k | 65.85 |
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| Accenture (ACN) | 0.0 | $80k | 687.00 | 116.45 |
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| General Dynamics Corporation (GD) | 0.0 | $113k | 654.00 | 172.78 |
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| Sap (SAP) | 0.0 | $103k | 1.2k | 86.55 |
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| Barclays (BCS) | 0.0 | $117k | -16% | 11k | 10.99 |
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| Tupperware Brands Corporation (TUP) | 0.0 | $109k | 2.1k | 52.66 |
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| Kellogg Company (K) | 0.0 | $117k | -75% | 1.6k | 73.72 |
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| Dover Corporation (DOV) | 0.0 | $76k | 1.0k | 74.51 |
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| Pioneer Natural Resources (PXD) | 0.0 | $91k | 504.00 | 180.56 |
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| SPDR Gold Trust (GLD) | 0.0 | $73k | NEW | 669.00 | 109.12 |
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| Delta Air Lines (DAL) | 0.0 | $74k | +26% | 1.5k | 48.97 |
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| Tesoro Corporation | 0.0 | $101k | 1.2k | 87.22 |
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| Energy Select Sector SPDR (XLE) | 0.0 | $93k | 1.2k | 75.00 |
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| Baidu (BIDU) | 0.0 | $77k | 467.00 | 164.88 |
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| Old National Ban (ONB) | 0.0 | $86k | 4.7k | 18.25 |
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| iShares MSCI EMU Index (EZU) | 0.0 | $75k | NEW | 2.2k | 34.40 |
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| Prosperity Bancshares (PB) | 0.0 | $72k | 1.0k | 72.00 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $101k | 4.1k | 24.63 |
|
|
| DTE Energy Company (DTE) | 0.0 | $112k | 1.1k | 98.07 |
|
|
| Abb (ABBNY) | 0.0 | $113k | +230% | 5.3k | 21.13 |
|
| ING Groep (ING) | 0.0 | $72k | -2% | 5.1k | 14.09 |
|
| Carnival (CUK) | 0.0 | $87k | 1.7k | 51.18 |
|
|
| Lloyds TSB (LYG) | 0.0 | $76k | +5% | 24k | 3.12 |
|
| Technology SPDR (XLK) | 0.0 | $71k | 1.5k | 48.33 |
|
|
| iShares S&P 500 Growth Index (IVW) | 0.0 | $88k | 725.00 | 121.38 |
|
|
| iShares Dow Jones US Basic Mater. (IYM) | 0.0 | $99k | NEW | 1.2k | 82.98 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $83k | -90% | 846.00 | 98.11 |
|
| Aviva | 0.0 | $109k | -7% | 9.2k | 11.81 |
|
| Hldgs (UAL) | 0.0 | $103k | +7% | 1.4k | 72.64 |
|
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $110k | -39% | 1.0k | 106.49 |
|
| Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $103k | -5% | 14k | 7.64 |
|
| iShares Dow Jones US Financial (IYF) | 0.0 | $103k | NEW | 1.0k | 101.48 |
|
| iShares Dow Jones US Industrial (IYJ) | 0.0 | $100k | NEW | 827.00 | 120.92 |
|
| iShares S&P Global Energy Sector (IXC) | 0.0 | $72k | 2.1k | 34.78 |
|
|
| Dreyfus Strategic Muni. | 0.0 | $83k | 9.9k | 8.37 |
|
|
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $92k | 1.7k | 53.99 |
|
|
| Nuveen Texas Quality Income Municipal | 0.0 | $76k | 5.6k | 13.67 |
|
|
| Citigroup (C) | 0.0 | $95k | +5% | 1.6k | 59.26 |
|
| Wp Carey (WPC) | 0.0 | $116k | 2.0k | 58.94 |
|
|
| Eaton (ETN) | 0.0 | $93k | 1.4k | 67.20 |
|
|
| Noble Corp Plc equity | 0.0 | $117k | 20k | 5.93 |
|
|
| Enlink Midstream Ptrs | 0.0 | $83k | 4.5k | 18.34 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $79k | 2.0k | 39.92 |
|
Past Filings by Kanaly Trust
SEC 13F filings are viewable for Kanaly Trust going back to 2012
- Kanaly Trust 2016 Q4 filed Jan. 23, 2017
- Kanaly Trust 2016 Q3 filed Nov. 8, 2016
- Kanaly Trust 2016 Q2 filed July 21, 2016
- Kanaly Trust 2016 Q1 filed April 13, 2016
- Kanaly Trust 2015 Q4 filed Jan. 25, 2016
- Kanaly Trust 2015 Q3 filed Oct. 19, 2015
- Kanaly Trust 2015 Q2 filed July 20, 2015
- Kanaly Trust 2015 Q1 filed April 28, 2015
- Kanaly Trust 2014 Q4 filed Jan. 26, 2015
- Kanaly Trust 2014 Q3 filed Oct. 29, 2014
- Kanaly Trust 2014 Q2 filed July 28, 2014
- Kanaly Trust 2014 Q1 filed May 1, 2014
- Kanaly Trust 2013 Q4 filed Feb. 5, 2014
- Kanaly Trust 2013 Q3 filed Oct. 23, 2013
- Kanaly Trust 2013 Q2 filed Aug. 15, 2013
- Kanaly Trust 2013 Q1 filed May 3, 2013