Investors Trust as of Dec. 31, 2013
Portfolio Holdings for Investors Trust
Investors Trust holds 121 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alerian Mlp Etf | 8.0 | $10M | 585k | 17.64 | |
Pfizer (PFE) | 3.7 | $4.8M | 154k | 31.22 | |
At&t (T) | 3.0 | $3.9M | 121k | 32.30 | |
McDonald's Corporation (MCD) | 2.9 | $3.7M | 39k | 95.91 | |
Intel Corporation (INTC) | 2.9 | $3.7M | 152k | 24.20 | |
Microsoft Corporation (MSFT) | 2.8 | $3.5M | 97k | 36.56 | |
Caterpillar (CAT) | 2.7 | $3.4M | 36k | 94.86 | |
Cisco Systems (CSCO) | 2.5 | $3.1M | 139k | 22.67 | |
GlaxoSmithKline | 2.4 | $3.1M | 58k | 52.84 | |
Oracle Corporation (ORCL) | 2.3 | $3.0M | 80k | 37.19 | |
Verizon Communications (VZ) | 2.3 | $3.0M | 63k | 46.81 | |
Texas Instruments Incorporated (TXN) | 2.2 | $2.9M | 68k | 41.95 | |
Royal Dutch Shell | 2.0 | $2.6M | 36k | 73.19 | |
General Electric Company | 2.0 | $2.6M | 104k | 25.19 | |
Boeing Company (BA) | 1.9 | $2.5M | 20k | 127.04 | |
Gap (GAP) | 1.9 | $2.4M | 58k | 42.00 | |
Norfolk Southern (NSC) | 1.9 | $2.4M | 25k | 94.72 | |
Rbc Cad (RY) | 1.9 | $2.4M | 37k | 63.47 | |
iShares Dow Jones US Real Estate (IYR) | 1.8 | $2.3M | 35k | 65.88 | |
Symantec Corporation | 1.7 | $2.2M | 107k | 20.90 | |
E.I. du Pont de Nemours & Company | 1.7 | $2.2M | 35k | 63.45 | |
Bank of America Corporation (BAC) | 1.5 | $1.9M | 116k | 16.82 | |
Baltimore Gas & Electric Cap D p | 1.5 | $1.9M | 76k | 24.76 | |
General Dynamics Corporation (GD) | 1.5 | $1.9M | 18k | 104.17 | |
Novartis (NVS) | 1.4 | $1.9M | 23k | 80.94 | |
Apple (AAPL) | 1.4 | $1.8M | 3.5k | 519.54 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 1.4 | $1.7M | 47k | 36.95 | |
Eli Lilly & Co. (LLY) | 1.3 | $1.7M | 32k | 53.22 | |
Procter & Gamble Company (PG) | 1.3 | $1.7M | 21k | 77.32 | |
Kimberly-Clark Corporation (KMB) | 1.3 | $1.6M | 15k | 106.92 | |
Ishares Inc emrgmkt dividx (DVYE) | 1.2 | $1.5M | 33k | 45.22 | |
iShares Dow Jones Select Dividend (DVY) | 1.1 | $1.5M | 21k | 69.13 | |
Target Corporation (TGT) | 1.1 | $1.4M | 26k | 56.31 | |
Bank of New York Mellon Corporation (BK) | 1.1 | $1.4M | 45k | 31.80 | |
Ms Capital Trust Ii 6.25% Due p | 1.1 | $1.4M | 56k | 24.80 | |
Amgen (AMGN) | 1.1 | $1.3M | 11k | 118.86 | |
Hewlett-Packard Company | 1.1 | $1.3M | 46k | 29.07 | |
Kraft Foods | 1.0 | $1.3M | 24k | 52.28 | |
Merck & Co (MRK) | 0.9 | $1.2M | 22k | 54.78 | |
iShares MSCI EAFE Index Fund (EFA) | 0.9 | $1.1M | 17k | 65.10 | |
General Mills (GIS) | 0.8 | $1.1M | 22k | 48.06 | |
Citigroup Cap Ix 6% $1.5 Pfd preferred | 0.8 | $1.0M | 40k | 25.30 | |
Pepsi (PEP) | 0.8 | $1.0M | 13k | 80.24 | |
3M Company (MMM) | 0.8 | $994k | 7.6k | 130.39 | |
Fpl Group Cap Trust I preferred | 0.7 | $944k | 38k | 24.84 | |
Eaton (ETN) | 0.7 | $940k | 13k | 70.63 | |
Tenaris (TS) | 0.7 | $899k | 20k | 44.95 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.7 | $891k | 3.6k | 246.40 | |
Safeway | 0.7 | $872k | 28k | 31.14 | |
Comcast Corporation (CMCSA) | 0.7 | $861k | 16k | 54.62 | |
Rbs Capital Fnd Trst Vii preferred | 0.7 | $835k | 38k | 21.97 | |
Slm Corp. Sr Nt | 0.6 | $807k | 40k | 20.18 | |
International Business Machines (IBM) | 0.6 | $748k | 4.2k | 177.17 | |
Broadcom Corporation | 0.6 | $731k | 24k | 30.46 | |
Metlife Inc 5.875% $1.46875 preferred | 0.6 | $727k | 29k | 25.07 | |
Pplus Trust prf | 0.6 | $737k | 30k | 24.57 | |
Tyco International Ltd S hs | 0.5 | $582k | 14k | 41.57 | |
Vanguard REIT ETF (VNQ) | 0.4 | $543k | 8.0k | 67.96 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.4 | $507k | 7.9k | 63.91 | |
Corts Tr Ii Goldman Sachs Catr | 0.4 | $497k | 20k | 24.85 | |
Virginia Electric & Power Co p | 0.4 | $501k | 5.0k | 100.20 | |
Coca-Cola Company (KO) | 0.4 | $470k | 12k | 37.92 | |
Ford Motor Company (F) | 0.3 | $445k | 30k | 14.97 | |
ROYAL BK SCOTLAND Group Plc adr pref ser n | 0.3 | $443k | 20k | 22.15 | |
Citigroup (C) | 0.3 | $452k | 9.2k | 49.34 | |
Federal Natl Mtg Assn Pfd 8.25 ps (FNMAT) | 0.3 | $442k | 40k | 11.05 | |
EMC Corporation | 0.3 | $416k | 17k | 24.47 | |
Xerox Corporation | 0.3 | $396k | 38k | 10.42 | |
SPDR S&P Dividend (SDY) | 0.3 | $404k | 5.8k | 70.24 | |
Total (TTE) | 0.3 | $389k | 6.6k | 58.98 | |
ConocoPhillips (COP) | 0.3 | $354k | 5.5k | 64.92 | |
Johnson & Johnson (JNJ) | 0.3 | $347k | 3.9k | 90.06 | |
WisdomTree MidCap Dividend Fund (DON) | 0.3 | $347k | 4.8k | 72.55 | |
Fannie Mae Pfd. M | 0.3 | $340k | 20k | 17.00 | |
Exxon Mobil Corporation (XOM) | 0.2 | $321k | 3.5k | 90.45 | |
Rbs Capital Fund Trust V p | 0.2 | $324k | 15k | 21.60 | |
Cabco Trust (CBJCL) | 0.2 | $304k | 20k | 15.20 | |
Halliburton Company (HAL) | 0.2 | $274k | 5.3k | 51.89 | |
Citigroup Cap Xi Cap Trups 6.0 preferred stocks | 0.2 | $251k | 10k | 25.10 | |
Preferredplus Goldman 6% P referred | 0.2 | $259k | 11k | 23.55 | |
BP (BP) | 0.2 | $238k | 5.0k | 47.60 | |
Chevron Corporation (CVX) | 0.2 | $248k | 2.2k | 111.96 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $239k | 1.8k | 131.75 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $238k | 2.9k | 83.33 | |
Barclays Bank Plc Pfd. 6.625% p | 0.2 | $250k | 10k | 25.00 | |
Morgan Stanley Cp Tr Iv P preferred | 0.2 | $247k | 10k | 24.70 | |
Qwest Corp p | 0.2 | $242k | 10k | 24.20 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $231k | 1.6k | 146.30 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $237k | 2.1k | 112.96 | |
CenturyLink | 0.2 | $214k | 7.4k | 28.85 | |
Phoenix Cos | 0.2 | $222k | 10k | 22.20 | |
Corts Trust 7.625%97 Corp Bkd p | 0.2 | $220k | 15k | 15.03 | |
Preferredplus Trust prf | 0.2 | $217k | 9.0k | 24.11 | |
Principal Finl Group Inc Pfdse p | 0.2 | $201k | 2.0k | 100.50 | |
Wells Fargo & Company (WFC) | 0.1 | $190k | 4.2k | 45.45 | |
Aflac Inc 5.5% p | 0.1 | $183k | 8.0k | 22.88 | |
Time Warner | 0.1 | $170k | 2.7k | 63.77 | |
Fannie Mae Pfd. S (FNMAS) | 0.1 | $156k | 16k | 9.75 | |
Public Storage | 0.1 | $131k | 6.0k | 21.83 | |
Kimco Realty Corporation | 0.1 | $134k | 6.0k | 22.33 | |
Alcoa | 0.1 | $112k | 10k | 11.20 | |
Freddie Mac 8.375% Pfd Ser Z preferred (FMCKJ) | 0.1 | $102k | 10k | 10.20 | |
Time Warner Cable | 0.1 | $91k | 669.00 | 136.02 | |
Te Connectivity Ltd for | 0.1 | $85k | 1.5k | 56.67 | |
American Airls (AAL) | 0.1 | $96k | 2.7k | 35.83 | |
Aegon N V Pfd Perp 6.375 ps | 0.1 | $73k | 3.0k | 24.33 | |
Ing Groep Nv Pfd p | 0.1 | $76k | 3.0k | 25.33 | |
American International (AIG) | 0.1 | $61k | 1.3k | 48.80 | |
General Motors Company (GM) | 0.1 | $61k | 1.7k | 35.97 | |
Deutsche Bk Contingnt Cap Tr V ps | 0.0 | $54k | 2.0k | 27.00 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $39k | 1.5k | 26.88 | |
Unisys Corporation (UIS) | 0.0 | $25k | 767.00 | 32.59 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $27k | 1.5k | 18.61 | |
Adt | 0.0 | $24k | 750.00 | 32.00 | |
Aol | 0.0 | $11k | 242.00 | 45.45 | |
Utilities SPDR (XLU) | 0.0 | $7.0k | 180.00 | 38.89 | |
Gm Liq Co Guc Tr Derivat motors liq | 0.0 | $13k | 405.00 | 32.10 | |
LSI Corporation | 0.0 | $3.0k | 237.00 | 12.66 | |
Frontier Communications | 0.0 | $4.0k | 878.00 | 4.56 | |
Wmi Holdings | 0.0 | $4.0k | 1.8k | 2.22 | |
Lehman Bro Hld Cp Tr Vi prf | 0.0 | $0 | 20k | 0.00 |