PRIVATE TRUST CO NA Information

1422 EUCLID AVENUE STE 1130, CLEVELAND, Ohio, 44115-2001, (216) 771-6960

Report Date: 12/31/2012

Position Statistics:

Total Positions 1,677
New Positions 106
Increased Positions 473
Decreased Positions 455
Positions with Activity 928
Sold Out Positions 101
Total Mkt Value
(in $ millions)
212

Sector Weighting

Basic Materials 3.12%
Capital Goods 4.3%
Conglomerates 0.04%
Consumer Cyclical 1.08%
Consumer/Non-Cyclical 12.22%
Energy 10.46%
Financial 26.61%
Healthcare 11.02%
Services 11.22%
Technology 12.13%
Transportation 1.95%
Utilities 5.13%

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

455 DECREASED Positions as of 12/31/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 6,905 -193 (2.72) 75,222
GENERAL ELECTRIC CO COM 6,117 -148 (2.36) 258,558
MICROSOFT CORP COM 4,106 -495 (10.76) 120,223
PROCTER & GAMBLE CO COM 3,595 -115 (3.09) 45,674
JOHNSON & JOHNSON COM 3,576 -328 (8.4) 41,010
COLGATE PALMOLIVE CO COM 3,255 -95 (2.83) 53,380
BRISTOL MYERS SQUIBB CO COM 3,020 -47 (1.54) 64,248
INTEL CORP COM 2,813 -494 (14.94) 116,965
AT&T INC COM 2,616 -156 (5.62) 71,214
PFIZER INC COM 2,527 -3 (0.11) 86,795
INTERNATIONAL BUSINESS MACHS COM 2,501 -93 (3.6) 12,133
JPMORGAN CHASE & CO COM 2,365 -5 (0.23) 44,337
LILLY ELI & CO COM 2,224 -34 (1.49) 40,626
UNILEVER PLC SPON ADR NEW 2,203 -20 (0.9) 50,890
3M CO COM 2,125 -8 (0.39) 19,247
MCDONALDS CORP COM 2,039 -63 (3) 20,179
COCA COLA CO COM 1,976 -22 (1.09) 47,121
PHILIP MORRIS INTL INC COM 1,970 -55 (2.69) 20,890
PEPSICO INC COM 1,680 -28 (1.66) 20,455
SOUTHERN CO COM 1,514 -15 (0.97) 33,270

Create your free portfolio