SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Information

P O BOX 147, SIOUX CITY, Iowa, 51102, (712) 277-6737

Report Date: 03/31/2015

Position Statistics

Total Positions 83
New Positions 3
Increased Positions 43
Decreased Positions 27
Positions with Activity 70
Sold Out Positions 6
Total Mkt Value (in $ millions) 93

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

Sector Weighting

Basic Materials 4.15%
Capital Goods 6.89%
Conglomerates
Consumer Cyclical 5.76%
Consumer/Non-Cyclical 8.34%
Energy 10.26%
Financial 18.9%
Healthcare 13.86%
Services 13.83%
Technology 13.74%
Transportation 1.68%
Utilities 2.18%

83 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,217 11 .34 22,401
NIKE INC CL B 2,901 -79 (2.64) 28,049
THERMO FISHER SCIENTIFIC INC COM 2,633 -59 (2.18) 20,283
EXXON MOBIL CORP COM 2,411 165 7.33 28,253
ISHARES TR NASDQ BIOTEC ETF 2,381 -49 (2.03) 6,607
FISERV INC COM 2,298 -51 (2.17) 28,806
GENERAL MLS INC COM 2,294 48 2.14 40,974
DANAHER CORP DEL COM 2,074 816 64.91 24,068
JOHNSON & JOHNSON COM 2,054 15 .76 20,368
BERKSHIRE HATHAWAY INC DEL CL A 1,941 -216 (10) 9
LABORATORY CORP AMER HLDGS COM NEW 1,856 30 1.65 15,493
DIGITAL RLTY TR INC COM 1,840 24 1.31 27,712
APPLE INC COM 1,812 -179 (8.99) 13,978
MEDTRONIC PLC SHS 1,676 -17 (0.98) 21,883
AT&T INC COM 1,635 517 46.28 47,158
GENERAL ELECTRIC CO COM 1,634 227 16.11 59,384
UNION PAC CORP COM 1,566 -40 (2.47) 15,221
JACOBS ENGR GROUP INC DEL COM 1,529 764 99.89 35,507
PEPSICO INC COM 1,524 -5 (0.33) 15,907
AMERICAN WTR WKS CO INC NEW COM 1,513 -15 (0.99) 28,637


Latest News Headlines

View All Latest Headlines
Create your free portfolio