FIRST AMERICAN TRUST, FSB Diversified Active

CIK: 0000036066 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 3, 2014

Total Value ($000): $269,432 (100.0% shares, 0.0% debt)

Holdings (104)

AAPL APPLE, INC. 4.5%
Value ($000) $12,096 Shares 120,061 Est. Cost $17.88 Unrealized +21.0%
MSFT MICROSOFT CORP 2.9%
Value ($000) $7,934 Shares 171,139 Est. Cost $26.74 Unrealized +40.9%
WFC WELLS FARGO & CO 2.7%
Value ($000) $7,224 Shares 139,275 Est. Cost $27.36 Unrealized +36.7%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $6,717 Shares 111,494 Est. Cost $36.58 Unrealized +17.9%
XOM EXXON MOBIL CORPORATION 2.5%
Value ($000) $6,692 Shares 71,153 Est. Cost $54.82 Unrealized +12.2%
DIS WALT DISNEY COMPANY/THE 2.4%
Value ($000) $6,527 Shares 73,318 Est. Cost $56.42 Unrealized +40.6%
PG PROCTER & GAMBLE CO/THE 2.4%
Value ($000) $6,346 Shares 75,788 Est. Cost $55.19 Unrealized +8.2%
CVX CHEVRON CORP 2.2%
Value ($000) $5,889 Shares 49,350 Est. Cost $71.30 Unrealized +10.1%
PFE PFIZER INC 2.0%
Value ($000) $5,488 Shares 185,605 Est. Cost $16.65 Unrealized +4.8%
AMGN AMGEN INC 1.9%
Value ($000) $5,167 Shares 36,782 Est. Cost $76.30 Unrealized +23.9%
GILD GILEAD SCIENCES INC 1.9%
Value ($000) $5,114 Shares 48,043 Est. Cost $37.65 Unrealized +80.7%
CVS CVS CAREMARK CORP 1.9%
Value ($000) $5,097 Shares 64,033 Est. Cost $51.51 Unrealized +11.6%
T AT&T INC 1.9%
Value ($000) $5,036 Shares 142,899 Est. Cost $11.51 Unrealized +3.4%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $4,674 Shares 45,963 Est. Cost $54.71 Unrealized +45.3%
QCOM QUALCOMM INC 1.7%
Value ($000) $4,542 Shares 60,745 Est. Cost $47.42 Unrealized +16.9%
C CITIGROUP INC 1.7%
Value ($000) $4,523 Shares 87,268 Est. Cost $36.16 Unrealized +3.5%
GOOGLE INC 1.7%
Value ($000) $4,497 Shares 7,643 Est. Cost $828.90 Unrealized
DUK DUKE ENERGY CORP 1.7%
Value ($000) $4,471 Shares 59,799 Est. Cost $42.70 Unrealized +6.9%
EOG EOG RESOURCES INC 1.7%
Value ($000) $4,450 Shares 44,941 Est. Cost $69.05 Unrealized +14.9%
V VISA INC-CLASS A SHARES 1.6%
Value ($000) $4,434 Shares 20,780 Est. Cost $40.02 Unrealized +24.0%
DU PONT (E.I.) DE NEMOURS 1.6%
Value ($000) $4,421 Shares 61,610 Est. Cost $59.94 Unrealized
CMCSA COMCAST CORP - 1.6%
Value ($000) $4,350 Shares 80,895 Est. Cost $18.05 Unrealized +17.3%
GPC GENUINE PARTS CO 1.6%
Value ($000) $4,335 Shares 49,423 Est. Cost $54.12 Unrealized +15.7%
PEP PEPSICO INC 1.6%
Value ($000) $4,301 Shares 46,203 Est. Cost $57.25 Unrealized +13.3%
AMZN AMAZON.COM INC 1.6%
Value ($000) $4,228 Shares 13,115 Est. Cost $13.63 Unrealized +22.1%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $4,036 Shares 46,097 Est. Cost $59.92 Unrealized +27.7%
ORCL ORACLE CORP 1.5%
Value ($000) $3,987 Shares 104,168 Est. Cost $28.70 Unrealized +19.2%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $3,906 Shares 21,283 Est. Cost $120.06 Unrealized +17.1%
LYB LYONDELLBASELL INDU 1.4%
Value ($000) $3,833 Shares 35,275 Est. Cost $45.66 Unrealized +29.7%
MET METLIFE INC 1.4%
Value ($000) $3,799 Shares 70,734 Est. Cost $24.43 Unrealized +36.2%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $3,773 Shares 30,999 Est. Cost $86.24 Unrealized +36.1%
HAL HALLIBURTON CO 1.4%
Value ($000) $3,754 Shares 58,189 Est. Cost $43.09 Unrealized +28.1%
GENERAL ELECTRIC CO 1.4%
Value ($000) $3,724 Shares 145,348 Est. Cost $23.19 Unrealized
PRU PRUDENTIAL FINANCIAL INC 1.3%
Value ($000) $3,586 Shares 40,784 Est. Cost $38.68 Unrealized +42.1%
HON HONEYWELL 1.3%
Value ($000) $3,583 Shares 38,475 Est. Cost $55.77 Unrealized +20.3%
MAS MASCO CORP 1.3%
Value ($000) $3,400 Shares 142,123 Est. Cost $15.66 Unrealized +6.6%
GOOGLE INC 1.2%
Value ($000) $3,360 Shares 5,819 Est. Cost $575.22 Unrealized
WMT WAL-MART STORES INC 1.2%
Value ($000) $3,355 Shares 43,879 Est. Cost $19.98 Unrealized +1.6%
ACE LTD 1.2%
Value ($000) $3,342 Shares 31,876 Est. Cost $89.49 Unrealized
JOHNSON CONTROLS INC 1.2%
Value ($000) $3,323 Shares 75,520 Est. Cost $35.86 Unrealized
GLD SPDR 1.2%
Value ($000) $3,175 Shares 27,322 Est. Cost $119.27 Unrealized
JUNIPER NETWORKS INC 1.1%
Value ($000) $3,037 Shares 137,093 Est. Cost $21.02 Unrealized
EXPRESS SCRIPTS HOLDING CO 1.1%
Value ($000) $2,915 Shares 41,268 Est. Cost $61.73 Unrealized
IMCV ISHARES 1.1%
Value ($000) $2,884 Shares 24,094 Est. Cost $120.20 Unrealized
LOW LOWE'S COMPANIES INC 1.0%
Value ($000) $2,714 Shares 51,278 Est. Cost $32.34 Unrealized +27.4%
GM GENERAL MOTORS CO 1.0%
Value ($000) $2,679 Shares 83,897 Est. Cost $27.16 Unrealized -2.4%
MARVELL TECHNOLOGY GROUP LTD 1.0%
Value ($000) $2,657 Shares 197,082 Est. Cost $11.83 Unrealized
ITC HOLDINGS CORP 1.0%
Value ($000) $2,620 Shares 73,537 Est. Cost $55.60 Unrealized
KANSAS CITY SOUTHERN 1.0%
Value ($000) $2,578 Shares 21,273 Est. Cost $121.19 Unrealized
M MACY'S INC 0.9%
Value ($000) $2,546 Shares 43,758 Est. Cost $59.28 Unrealized 0.0%
MEAD JOHNSON NUTRITION CO 0.9%
Value ($000) $2,512 Shares 26,102 Est. Cost $83.64 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $2,414 Shares 58,034 Est. Cost $28.85 Unrealized +18.3%
LINKEDIN CORP 0.9%
Value ($000) $2,293 Shares 11,036 Est. Cost $189.22 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,288 Shares 26,524 Est. Cost $51.41 Unrealized +36.8%
TYCO INTERNATIONAL LTD 0.8%
Value ($000) $2,265 Shares 50,823 Est. Cost $32.96 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $2,249 Shares 28,452 Est. Cost $72.85 Unrealized 0.0%
DVY ISHARES 0.8%
Value ($000) $2,021 Shares 27,361 Est. Cost $70.10 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.7%
Value ($000) $2,006 Shares 28,974 Est. Cost $48.11 Unrealized +41.5%
AGG ISHARES 0.7%
Value ($000) $1,978 Shares 18,130 Est. Cost $108.31 Unrealized
DAL DELTA AIR LINES INC 0.7%
Value ($000) $1,973 Shares 54,565 Est. Cost $14.99 Unrealized +122.6%
SPY SPDR 0.7%
Value ($000) $1,946 Shares 9,879 Est. Cost $186.53 Unrealized
PNR PENTAIR PLC COM 0.7%
Value ($000) $1,923 Shares 29,368 Est. Cost $41.76 Unrealized -8.8%
HCA HCA HOLDINGS INC 0.7%
Value ($000) $1,890 Shares 26,805 Est. Cost $61.43 Unrealized 0.0%
IEF ISHARES 0.6%
Value ($000) $1,681 Shares 16,218 Est. Cost $102.61 Unrealized
CORELOGIC INC 0.6%
Value ($000) $1,643 Shares 60,710 Est. Cost $23.17 Unrealized
UPS UNITED PARCEL SERVICE - CLASS B 0.6%
Value ($000) $1,625 Shares 16,532 Est. Cost $55.38 Unrealized +19.8%
KO COCA-COLA CO/THE 0.6%
Value ($000) $1,493 Shares 35,007 Est. Cost $27.85 Unrealized +3.6%
VTV VANGUARD 0.5%
Value ($000) $1,294 Shares 15,934 Est. Cost $75.46 Unrealized
LQD ISHARES 0.5%
Value ($000) $1,220 Shares 10,322 Est. Cost $115.64 Unrealized
FAF FIRST AMERICAN FINANCIAL 0.3%
Value ($000) $935 Shares 34,491 Est. Cost $16.55 Unrealized +16.3%
POWERSHARES 0.3%
Value ($000) $846 Shares 45,720 Est. Cost $17.63 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $616 Shares 5,785 Est. Cost $61.64 Unrealized +22.6%
NVS NOVARTIS AG-ADR 0.2%
Value ($000) $551 Shares 5,849 Est. Cost $75.66 Unrealized
EIX EDISON 0.2%
Value ($000) $487 Shares 8,712 Est. Cost $34.45 Unrealized +6.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $474 Shares 9,491 Est. Cost $27.09 Unrealized +2.6%
INTC INTEL CORP 0.2%
Value ($000) $467 Shares 13,423 Est. Cost $18.36 Unrealized +40.3%
BRK/B BERKSHIRE HATHAWAY 0.2%
Value ($000) $452 Shares 3,270 Est. Cost $114.93 Unrealized +15.9%
HYG ISHARES 0.1%
Value ($000) $399 Shares 4,344 Est. Cost $91.39 Unrealized
MMM 3M CO 0.1%
Value ($000) $340 Shares 2,395 Est. Cost $81.39 Unrealized +2.6%
IWR ISHARES 0.1%
Value ($000) $333 Shares 2,103 Est. Cost $129.89 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $321 Shares 6,271 Est. Cost $30.84 Unrealized +10.9%
POWERSHARES 0.1%
Value ($000) $315 Shares 14,604 Est. Cost $21.57 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $300 Shares 2,636 Est. Cost $78.11 Unrealized +22.5%
SLYV SPDR 0.1%
Value ($000) $293 Shares 2,862 Est. Cost $102.38 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $262 Shares 3,138 Est. Cost $49.65 Unrealized -3.5%
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $262 Shares 5,000 Est. Cost $26.93 Unrealized +28.5%
IBM INTL BUSINESS MACHINES CORP 0.1%
Value ($000) $260 Shares 1,367 Est. Cost $112.66 Unrealized +1.5%
ABBV ABBVIE INC 0.1%
Value ($000) $254 Shares 4,391 Est. Cost $33.11 Unrealized +6.2%
HD HOME DEPOT INC 0.1%
Value ($000) $246 Shares 2,678 Est. Cost $65.73 Unrealized 0.0%
HP HELMERICH & PAYNE 0.1%
Value ($000) $235 Shares 2,400 Est. Cost $77.83 Unrealized +36.5%
USB US BANCORP 0.1%
Value ($000) $230 Shares 5,493 Est. Cost $28.42 Unrealized 0.0%
POWERSHARES 0.1%
Value ($000) $226 Shares 6,456 Est. Cost $35.01 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $223 Shares 2,052 Est. Cost $80.32 Unrealized 0.0%
EFA ISHARES 0.1%
Value ($000) $223 Shares 3,479 Est. Cost $58.02 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $217 Shares 2,055 Est. Cost $105.60 Unrealized
VIG VANGUARD 0.1%
Value ($000) $216 Shares 2,808 Est. Cost $66.23 Unrealized
GLAXOSMITHKLINE PLC - ADR 0.1%
Value ($000) $216 Shares 4,700 Est. Cost $50.00 Unrealized
MDY SPDR 0.1%
Value ($000) $212 Shares 852 Est. Cost $225.97 Unrealized
ALERIAN 0.1%
Value ($000) $212 Shares 11,036 Est. Cost $17.85 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $208 Shares 8,238 Est. Cost $15.26 Unrealized +16.0%
MCD MCDONALD'S CORP 0.1%
Value ($000) $207 Shares 2,192 Est. Cost $71.25 Unrealized 0.0%
MRK MERCK & CO. INC 0.1%
Value ($000) $206 Shares 3,479 Est. Cost $39.37 Unrealized 0.0%
VNQ VANGUARD 0.1%
Value ($000) $203 Shares 2,831 Est. Cost $71.71 Unrealized
INVESCO 0.1%
Value ($000) $152 Shares 22,445 Est. Cost $6.59 Unrealized