DUBUQUE BANK & TRUST CO Information

1398 CENTRAL AVE., DUBUQUE, Iowa, 52001, (319) 589-2000

Report Date: 03/31/2013

Position Statistics:

Total Positions 501
New Positions 52
Increased Positions 198
Decreased Positions 133
Positions with Activity 331
Sold Out Positions 60
Total Mkt Value
(in $ millions)
471

Sector Weighting

Basic Materials 2.38%
Capital Goods 1.19%
Conglomerates 0%
Consumer Cyclical 1.4%
Consumer/Non-Cyclical 1.24%
Energy 2.18%
Financial 33.95%
Healthcare 4.67%
Services 10.38%
Technology 9%
Transportation 0.05%
Utilities 2.35%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

501 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
HEARTLAND FINL USA INC COM 62,430 -1,353 (2.12) 2,262,782
LORD ABBETT INVT TR SH DURA INCM I 27,132 1,395 5.42 5,860,114
VANGUARD FIXED INCOME SECS FD STRM INVGRA AD 24,865 906 3.78 2,302,327
DOUBLELINE FDS TR TTL RTN BD I 23,131 1,111 5.05 2,034,396
STONE RIDGE ASSET MANAGEMENT REINSU RSKPR I 17,847 17,847 New 1,786,439
SPDR S&P 500 ETF TR TR UNIT 15,777 1,438 10.03 95,442
PIMCO FDS EMRGLCL BD INS 13,554 2,164 19.00 1,258,482
WISDOMTREE TRUST JAPN HEDGE EQT 10,305 10,305 New 211,090
PIMCO FDS PAC INVT MGMT SER INV GR BOND I 10,032 -544 (5.14) 898,129
VANGUARD WORLD FDS INF TECH ETF 9,600 -356 (3.58) 126,595
SPDR GOLD TRUST GOLD SHS 8,988 568 6.75 67,195
TCW FDS INC EMRG MKTS CL I 8,561 1,046 13.93 923,489
ING MUT FD GLB R/S FD I 7,819 209 2.75 406,819
STONE RIDGE ASSET MANAGEMENT HIYD REINSPR C 7,165 7,165 New 714,381
AMERICAN INTL GROUP INC COM NEW 7,019 950 15.65 157,064
REGAL ENTMT GROUP CL A 6,710 839 14.30 360,551
WAL-MART STORES INC COM 6,542 657 11.16 84,616
BANK OF AMERICA CORPORATION COM 5,999 954 18.91 453,125
JPMORGAN CHASE & CO COM 5,958 215 3.74 111,030
HARMAN INTL INDS INC COM 5,939 260 4.59 115,044

Create your free portfolio