Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: FIRST AMERICAN TRUST CO
  City: SANTA ANA
  State: CA
  Zip: 92701
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $807,733,000
  Total Value Change : $101,426,000
  Securities Held Change : 27
   
All Securities Held : 176
  New Positions : 30
  Closed Positions : 5
  Increased Positions : 86
  Unchanged Positions : 10
  Decreased Positions : 50

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

   
Holdings Found : 5     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
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 180 Closed $0.00 $0 0 0% -571,000 -11,631 0    Closed - End Fund - Debt
   (INTC)1 Year Chart         INTC Intel Corp 179 Closed $30.90 $0 0 0% -292,000 -8,204 0    Semiconductor- Broad...
   (OKE)1 Year Chart         OKE ONEOK Inc 178 Closed $77.23 $0 0 0% -534,000 -8,416 0    Gas Utilities
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 177 Closed $114.20 $0 0 0% -1,711,000 -14,242 0    Semiconductor Equipme...
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 176 Closed $0.00 $0 0 0% -211,000 -4,271 0    N/A

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