Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NEW YORK LIFE TRUST CO (CIK 1033244) reported $2.1M across 205 reported positions in its SEC 13F filing for 2017-03-31. Largest positions: SPY ($384,000, 18.70%), AAPL ($70,000, 3.41%), MSFT ($48,000, 2.34%), AMZN ($37,000, 1.80%), JNJ ($35,000, 1.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $384,000 | 18.70% | 1,629 | Added |
| 2 | AAPL | APPLE INC | $70,000 | 3.41% | 485 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $48,000 | 2.34% | 728 | Trimmed |
| 4 | AMZN | AMAZON.COM INC | $37,000 | 1.80% | 42 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $35,000 | 1.70% | 281 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $33,000 | 1.61% | 371 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $30,000 | 1.46% | 367 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $28,000 | 1.36% | 165 | Trimmed |
| 9 | PG | PROCTER & GAMBLE CO | $27,000 | 1.32% | 299 | Trimmed |
| 10 | META | FACEBOOK INC-A | $27,000 | 1.32% | 190 | Trimmed |
| 11 | T | AT&T INC | $26,000 | 1.27% | 621 | Trimmed |
| 12 | BAC | BANK OF AMERICA CORP | $26,000 | 1.27% | 1,114 | Trimmed |
| 13 | PFE | PFIZER INC | $24,000 | 1.17% | 709 | Trimmed |
| 14 | PM | PHILIP MORRIS INTERNATIONAL | $22,000 | 1.07% | 196 | Trimmed |
| 15 | CMCSA | COMCAST CORP-CL A | $22,000 | 1.07% | 584 | Trimmed |
| 16 | GOOG | ALPHABET INC-CL C | $22,000 | 1.07% | 26 | Trimmed |
| 17 | PEP | PEPSICO INC | $21,000 | 1.02% | 185 | Trimmed |
| 18 | GOOGL | ALPHABET INC-CL A | $21,000 | 1.02% | 25 | Trimmed |
| 19 | C | CITIGROUP INC | $18,000 | 0.88% | 302 | Trimmed |
| 20 | MO | ALTRIA GROUP INC | $18,000 | 0.88% | 257 | Trimmed |
| 21 | WFC | WELLS FARGO & CO | $16,000 | 0.78% | 289 | Trimmed |
| 22 | WMT | WAL-MART STORES INC | $16,000 | 0.78% | 228 | Trimmed |
| 23 | UNH | UNITEDHEALTH GROUP INC | $16,000 | 0.78% | 99 | Trimmed |
| 24 | BA | BOEING CO | $16,000 | 0.78% | 89 | Trimmed |
| 25 | MMM | 3M CO | $15,000 | 0.73% | 76 | Trimmed |
Source: SEC Form 13F filings · as of 2017-03-31