CAPITAL CITY TRUST CO/FL Diversified Active

CIK: 0001095836 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 15, 2014

Total Value ($000): $230,152 (100.0% shares, 0.0% debt)

Holdings (95)

KO COCA COLA CO 15.6%
Value ($000) $36,009 Shares 931,656 Est. Cost $26.97 Unrealized -1.5%
IGSB ISHARES 8.8%
Value ($000) $20,248 Shares 191,957 Est. Cost $105.43 Unrealized
AGG ISHARES 5.7%
Value ($000) $13,202 Shares 122,342 Est. Cost $106.60 Unrealized
XOM EXXON MOBIL CORP 2.7%
Value ($000) $6,153 Shares 63,002 Est. Cost $53.70 Unrealized +8.2%
VFC V F CORP 2.7%
Value ($000) $6,101 Shares 98,599 Est. Cost $49.71 Unrealized +13.3%
ACTAVIS PLC 2.2%
Value ($000) $5,039 Shares 24,477 Est. Cost $205.87 Unrealized
UNP UNION PAC CORP 1.9%
Value ($000) $4,286 Shares 22,842 Est. Cost $57.06 Unrealized +19.6%
COP CONOCOPHILLIPS 1.8%
Value ($000) $4,062 Shares 57,745 Est. Cost $40.05 Unrealized +13.4%
IBM INTERNATIONAL BUSINESS MACHS 1.7%
Value ($000) $3,919 Shares 20,363 Est. Cost $118.62 Unrealized -7.9%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $3,883 Shares 39,533 Est. Cost $59.75 Unrealized +11.5%
AAPL APPLE INC 1.7%
Value ($000) $3,870 Shares 7,211 Est. Cost $13.22 Unrealized +25.4%
MCD MCDONALDS CORP 1.6%
Value ($000) $3,574 Shares 36,463 Est. Cost $71.77 Unrealized -2.1%
TRV TRAVELERS COMPANIES INC 1.5%
Value ($000) $3,519 Shares 41,343 Est. Cost $63.47 Unrealized +1.8%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $3,498 Shares 43,408 Est. Cost $55.09 Unrealized +2.6%
MCK MCKESSON CORP 1.5%
Value ($000) $3,389 Shares 19,193 Est. Cost $101.46 Unrealized +57.8%
ORCL ORACLE CORP 1.4%
Value ($000) $3,315 Shares 81,057 Est. Cost $27.68 Unrealized +15.6%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $3,274 Shares 50,480 Est. Cost $44.42 Unrealized +7.8%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $3,214 Shares 27,508 Est. Cost $92.95 Unrealized
IWB ISHARES 1.4%
Value ($000) $3,201 Shares 30,560 Est. Cost $89.93 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $3,142 Shares 76,673 Est. Cost $26.81 Unrealized +16.6%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $3,055 Shares 64,231 Est. Cost $27.04 Unrealized -4.3%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $3,053 Shares 25,394 Est. Cost $79.76 Unrealized +43.5%
CVS CVS CAREMARK CORPORATION 1.3%
Value ($000) $3,053 Shares 40,785 Est. Cost $41.44 Unrealized +23.3%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $3,021 Shares 31,602 Est. Cost $14.17 Unrealized +16.9%
QCOM QUALCOMM INC 1.3%
Value ($000) $2,904 Shares 36,820 Est. Cost $46.46 Unrealized +16.3%
DHR DANAHER CORP DEL 1.2%
Value ($000) $2,719 Shares 36,251 Est. Cost $25.01 Unrealized +23.1%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,634 Shares 22,148 Est. Cost $71.43 Unrealized -1.5%
FISV FISERV INC 1.1%
Value ($000) $2,625 Shares 46,312 Est. Cost $24.41 Unrealized +17.2%
T AT&T INC 1.1%
Value ($000) $2,528 Shares 72,104 Est. Cost $11.39 Unrealized -4.7%
NATIONAL OILWELL VARCO INC 1.1%
Value ($000) $2,522 Shares 32,385 Est. Cost $68.90 Unrealized
WMT WAL-MART STORES INC 1.1%
Value ($000) $2,509 Shares 32,826 Est. Cost $19.98 Unrealized -0.4%
USB US BANCORP DEL 1.1%
Value ($000) $2,450 Shares 57,158 Est. Cost $22.49 Unrealized +21.6%
FHI FEDERATED INVS INC PA 1.0%
Value ($000) $2,394 Shares 78,388 Est. Cost $14.54 Unrealized +13.6%
ROP ROPER INDS INC NEW 1.0%
Value ($000) $2,281 Shares 17,089 Est. Cost $113.55 Unrealized +11.6%
GD GENERAL DYNAMICS CORP 1.0%
Value ($000) $2,252 Shares 20,672 Est. Cost $62.59 Unrealized +28.0%
SCRIPPS NETWORKS INTERACT IN 0.9%
Value ($000) $2,078 Shares 27,384 Est. Cost $66.75 Unrealized
BB&T CORP 0.9%
Value ($000) $2,055 Shares 51,180 Est. Cost $33.88 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $2,017 Shares 39,878 Est. Cost $36.85 Unrealized +20.2%
IJH ISHARES 0.8%
Value ($000) $1,952 Shares 14,196 Est. Cost $115.53 Unrealized
AEP AMERICAN ELEC PWR INC 0.8%
Value ($000) $1,933 Shares 38,164 Est. Cost $30.44 Unrealized +4.6%
MET METLIFE INC 0.8%
Value ($000) $1,906 Shares 36,111 Est. Cost $24.43 Unrealized +27.2%
PEG PUBLIC SVC ENTERPRISE GROUP 0.8%
Value ($000) $1,871 Shares 49,065 Est. Cost $21.91 Unrealized +3.6%
TGT TARGET CORP 0.8%
Value ($000) $1,862 Shares 30,765 Est. Cost $46.96 Unrealized -11.3%
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $1,691 Shares 17,220 Est. Cost $100.12 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $1,625 Shares 19,844 Est. Cost $49.42 Unrealized -9.5%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $1,570 Shares 16,110 Est. Cost $65.48 Unrealized 0.0%
TOTAL SYS SVCS INC 0.7%
Value ($000) $1,569 Shares 51,626 Est. Cost $24.48 Unrealized
ALL ALLSTATE CORP 0.6%
Value ($000) $1,430 Shares 25,274 Est. Cost $37.12 Unrealized +11.9%
CWB SPDR SERIES TRUST 0.6%
Value ($000) $1,380 Shares 28,530 Est. Cost $42.69 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,361 Shares 26,195 Est. Cost $28.67 Unrealized +25.3%
IWM ISHARES 0.6%
Value ($000) $1,356 Shares 11,653 Est. Cost $96.99 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.6%
Value ($000) $1,334 Shares 40,365 Est. Cost $24.47 Unrealized +16.3%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,286 Shares 16,057 Est. Cost $56.14 Unrealized +24.1%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,262 Shares 6,746 Est. Cost $160.41 Unrealized
CF CF INDS HLDGS INC 0.5%
Value ($000) $1,236 Shares 4,743 Est. Cost $27.09 Unrealized +30.0%
ETN EATON CORP PLC 0.5%
Value ($000) $1,121 Shares 14,929 Est. Cost $47.11 Unrealized +17.5%
EBAY EBAY INC 0.5%
Value ($000) $1,090 Shares 19,735 Est. Cost $20.67 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,002 Shares 12,968 Est. Cost $45.52 Unrealized +15.2%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $920 Shares 18,290 Est. Cost $50.30 Unrealized
JPMORGAN CHASE & CO 0.4%
Value ($000) $875 Shares 18,810 Est. Cost $46.44 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $839 Shares 16,315 Est. Cost $26.70 Unrealized +17.9%
CCBG CAPITAL CITY BK GROUP INC 0.4%
Value ($000) $819 Shares 61,673 Est. Cost $9.78 Unrealized +7.4%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $703 Shares 12,390 Est. Cost $30.11 Unrealized +18.7%
AFL AFLAC INC 0.3%
Value ($000) $700 Shares 11,108 Est. Cost $20.35 Unrealized +17.9%
SPECTRA ENERGY CORP 0.3%
Value ($000) $684 Shares 18,512 Est. Cost $35.83 Unrealized
IWF ISHARES 0.3%
Value ($000) $654 Shares 7,560 Est. Cost $72.75 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $653 Shares 9,778 Est. Cost $40.53 Unrealized +17.9%
ABT ABBOTT LABS 0.3%
Value ($000) $650 Shares 16,884 Est. Cost $28.79 Unrealized +6.7%
SPDR SERIES TRUST 0.3%
Value ($000) $638 Shares 15,445 Est. Cost $39.61 Unrealized
CENTURYLINK INC 0.3%
Value ($000) $594 Shares 18,095 Est. Cost $35.08 Unrealized
IMKTA INGLES MKTS INC 0.3%
Value ($000) $590 Shares 24,785 Est. Cost $18.15 Unrealized +13.9%
BLACKROCK INC 0.2%
Value ($000) $525 Shares 1,670 Est. Cost $316.10 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $507 Shares 13,554 Est. Cost $16.27 Unrealized +5.2%
DVY ISHARES 0.2%
Value ($000) $462 Shares 6,300 Est. Cost $63.95 Unrealized
IJR ISHARES 0.2%
Value ($000) $452 Shares 4,106 Est. Cost $90.28 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $391 Shares 15,146 Est. Cost $17.28 Unrealized +8.1%
IVW ISHARES 0.2%
Value ($000) $390 Shares 3,910 Est. Cost $83.89 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $389 Shares 15,031 Est. Cost $25.88 Unrealized
PFF ISHARES 0.2%
Value ($000) $373 Shares 9,566 Est. Cost $38.58 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.2%
Value ($000) $369 Shares 26,005 Est. Cost $14.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $366 Shares 2,925 Est. Cost $116.85 Unrealized 0.0%
BAX BAXTER INTL INC 0.1%
Value ($000) $334 Shares 4,542 Est. Cost $30.34 Unrealized 0.0%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $333 Shares 4,427 Est. Cost $68.06 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $322 Shares 9,320 Est. Cost $23.26 Unrealized +13.3%
XL GROUP PLC 0.1%
Value ($000) $311 Shares 9,960 Est. Cost $30.35 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $295 Shares 4,149 Est. Cost $41.67 Unrealized +2.4%
IVV ISHARES 0.1%
Value ($000) $289 Shares 1,535 Est. Cost $160.91 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $279 Shares 3,210 Est. Cost $30.73 Unrealized 0.0%
TECO ENERGY INC 0.1%
Value ($000) $275 Shares 16,020 Est. Cost $17.16 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $262 Shares 4,000 Est. Cost $38.92 Unrealized +26.6%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $256 Shares 14,904 Est. Cost $10.03 Unrealized +32.2%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $240 Shares 1,942 Est. Cost $118.77 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $229 Shares 4,601 Est. Cost $33.41 Unrealized 0.0%
MARATHON OIL CORP 0.1%
Value ($000) $228 Shares 6,420 Est. Cost $35.06 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $71 Shares 21,047 Est. Cost $2.90 Unrealized