IAB FINANCIAL BANK Information

9031 STELLHORN CROSSING PARKWAY, FORT WAYNE, Indiana, 46815, (260) 471-0169

Report Date: 03/31/2013

Position Statistics:

Total Positions 90
New Positions 9
Increased Positions 45
Decreased Positions 29
Positions with Activity 74
Sold Out Positions 0
Total Mkt Value
(in $ millions)
102

Sector Weighting

Basic Materials 2.95%
Capital Goods 8.15%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.26%
Energy 8.41%
Financial 32.88%
Healthcare 6.52%
Services 6.44%
Technology 24.09%
Transportation 2.41%
Utilities 1.32%

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

90 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FRANKLIN ELEC INC COM 16,482 7 .04 497,200
JPMORGAN CHASE & CO COM 5,395 -166 (2.99) 100,600
VANGUARD WORLD FDS INF TECH ETF 4,046 369 10.04 53,220
PEPSICO INC COM 2,805 New 33,804
CUMMINS INC COM 2,758 223 8.81 23,475
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 2,655 282 11.90 60,900
VANGUARD INDEX FDS SMALL CP ETF 2,640 126 5.01 27,800
AFLAC INC COM 2,627 132 5.29 47,485
VISA INC COM CL A 2,615 -45 (1.69) 14,515
VANGUARD INDEX FDS MID CAP ETF 2,470 -78 (3.07) 25,275
APPLE INC COM 2,412 395 19.59 5,464
EXXON MOBIL CORP COM 2,310 9 .40 25,057
CVS CAREMARK CORPORATION COM 2,177 47 2.21 37,085
STRYKER CORP COM 2,028 -7 (0.33) 29,962
CHEVRON CORP NEW COM 1,965 -100 (4.84) 15,725
WELLS FARGO & CO NEW COM 1,913 610 46.78 47,694
UNITED TECHNOLOGIES CORP COM 1,868 -1 (0.04) 19,408
PROCTER & GAMBLE CO COM 1,802 -32 (1.72) 22,862
CANADIAN NATL RY CO COM 1,796 -207 (10.33) 17,575
CATERPILLAR INC DEL COM 1,697 -11 (0.64) 19,350

Latest News Headlines

Create your free portfolio