Independence Trust CO

13F Portfolio Filings

Latest 13F report
Q4 2017 - Feb 8, 2018
Value $
$90.5M
Signature - Title
Marshall L. Bartlett - Executive Vice President
Location
P.O. Box 682188, Franklin, TN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2017 76 $90.5M +$4.01M -$524K +$3.49M HD, BA, MMM, CMCSA, AAPL 13F-HR 2/8/2018, 12:01 PM
Q3 2017 74 $87.6M +$2.83M -$1.03M +$1.8M HD, BA, CMCSA, MMM, AAPL 13F-HR 10/26/2017, 02:44 PM
Q2 2017 77 $84.2M +$7.42M -$589K +$6.83M HD, CMCSA, MMM, AAPL, WBA 13F-HR 8/8/2017, 02:51 PM
Q1 2017 74 $77.8M +$7.68M -$1.2M +$6.48M HD, CMCSA, WBA, MMM, AAPL 13F-HR 5/8/2017, 05:52 PM
Q4 2016 79 $72.9M +$12.4M -$1.46M +$10.9M HD, CMCSA, WBA, MMM, JNJ 13F-HR 1/25/2017, 03:50 PM
Q3 2016 55 $61.1M +$3.2M -$5.71M -$2.51M HD, CMCSA, WBA, MMM, JNJ 13F-HR 10/21/2016, 05:11 PM
Q2 2016 50 $65M +$1.72M -$588K +$1.13M HD, WBA, CMCSA, MMM, JNJ 13F-HR 7/22/2016, 05:28 PM
Q1 2016 49 $63.4M +$368K -$8.28M -$7.91M HD, WBA, CMCSA, MMM, WFC 13F-HR 4/19/2016, 02:14 PM
Q4 2015 69 $76.8M +$2.82M -$2.67M +$152K HD, WBA, WFC, CMCSA, INTC 13F-HR 1/28/2016, 04:43 PM
Q3 2015 99 $97.5M +$8.72M -$33.7M -$25M KYN, HD, WBA, CMCSA, WFC 13F-HR 10/16/2015, 02:34 PM
Q2 2015 119 $148M +$8.15M -$5.75M +$2.4M KYN, TYGXXXX, HD, WBA, CMCSA 13F-HR 7/13/2015, 02:40 PM
Q1 2015 120 $158M +$9.44M -$4.77M +$4.66M KYN, TYGXXXX, HD, WBA, INTC 13F-HR 4/21/2015, 11:19 AM
Q4 2014 134 $165M +$24.5M -$180K +$24.3M KYN, TYGXXXX, INTC, HD, JNJ 13F-HR 1/12/2015, 01:09 PM
Q3 2014 107 $152M +$11.6M -$11.2M +$383K KYN, TYGXXXX, INTC, HD, JNJ 13F-HR 10/14/2014, 02:47 PM
Q2 2014 110 $156M +$14.2M -$907K +$13.3M KYN, TYGXXXX, WAG, INTC, JNJ 13F-HR 7/15/2014, 03:35 PM
Q1 2014 108 $145M +$13.3M -$7.97M +$5.28M KYN, TYY, WAG, HD, JNJ 13F-HR 4/9/2014, 10:06 AM
Q4 2013 113 $147M KYN, HD, CMCSA, GEXXXX, SRVXXXX 13F-HR 1/14/2014, 09:24 AM