Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: MUTUAL OF OMAHA BANK WEALTH MANAGEMENT
  City: SEATTLE
  State: WA
  Zip: 98101
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2020-09-30
  Total Value : $298,560,000
  Total Value Change : $852,000
  Securities Held Change : -2
   
All Securities Held : 117
  New Positions : 8
  Closed Positions : 11
  Increased Positions : 18
  Unchanged Positions : 24
  Decreased Positions : 67

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VRP)1 Year Chart         VRP Invesco Variable Rate Prefe... 121 Closed $23.52 $0 0 0% -285,000 -12,160 0    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 127 Closed $180.15 $0 0 0% -427,000 -3,945 0    Closed - End Fund - E...
   (UBX)1 Year Chart         UBX Unity Biotechnology Inc 120 Closed $1.50 $0 0 0% -174,000 -2,000 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 126 Closed $57.82 $0 0 0% -436,000 -2,450 0    Closed - End Fund - E...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 119 Closed $4.60 $0 0 0% -225,000 -9,131 0    Closed - End Fund - Debt
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 125 Closed $279.45 $0 0 0% -858,000 -5,000 0    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 118 Closed $75.59 $0 0 0% -528,000 -9,000 0    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 124 Closed $253.09 $0 0 0% -388,000 -1,875 0    Closed - End Fund - E...
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 123 Closed $42.07 $0 0 0% -690,000 -16,100 0    N/A
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 122 Closed $113.58 $0 0 0% -261,000 -1,955 0    Closed - End Fund - E...
   (USB)1 Year Chart         USB US Bancorp Delaware 128 Closed $41.12 $0 0 0% -248,000 -6,750 0    Domestic Regional Banks

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results