BT
Bankers Trust Co Cedar Rapids Historical SEC 13F Holdings & Archive (Q2 2014)
Bankers Trust Co Cedar RapidsCIK: 0001280281
Concentrated strategySector-focusedLong-term holder
Total reported value
$2.2M
Reporting period: 2014-06-30 · Number of holdings: 7
BANKERS TRUST CO CEDAR RAPIDS disclosed 7 holdings in its latest 13F filing for the period ending 2014-06-30, with total reported value of $2.2M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 14
- Sizing Uniformity
- 87.82
Bankers Trust Co Cedar Rapids's disclosed holdings carry a Herfindahl concentration index of 0.325 — mathematically equivalent to about 3 equally-sized positions, well below its 7 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.22), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 37% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged JKE174103
0.0% $0.0
Unchanged IBM
0.0% $0.0
Unchanged TGT
0.0% $0.0
Unchanged HBIA
0.0% $0.0
Unchanged WMT
0.0% $0.0
Unchanged USB
0.0% $0.0
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HBIA | Hills Bancorp | Stock-Other | 51.45% | — | — | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 13.53% | — | — | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 13.44% | — | — | |
| 4 | USB | US Bancorp | Stock-Financials | 11.87% | — | — | |
| 5 | TGT | Target CORP | Stock-Consumer Disc | 9.70% | — | — | |
| 6 | ✓ | AIG Fractional CUSIP | Stock-Other | — | — | — | |
| 7 | ✓ | Travelcenters of America, LLC | Stock-Other | — | — | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Travelcenters of America, LLC | — | — | Unchanged |
| 2 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 3 | TGT | Target CORP | — | — | Unchanged |
| 4 | HBIA | Hills Bancorp | — | — | Unchanged |
| 5 | WMT | Walmart Inc | — | — | Unchanged |
| 6 | USB | US Bancorp | — | — | Unchanged |
| 7 | ✓ | AIG Fractional CUSIP | — | — | Unchanged |
Filing History
FAQ
What is Bankers Trust Co Cedar Rapids and what type of investor is it?
Bankers Trust Co Cedar Rapids is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2014-06-30), the firm manages a tracked equity portfolio valued at approximately $2.2M, spread across 7 disclosed positions.
What are Bankers Trust Co Cedar Rapids's largest equity positions?
Based on the latest 13F filing, Bankers Trust Co Cedar Rapids's top holdings by market value are:
1. Hills Bancorp (HBIA) — $1.1M (51.5%)
2. Walmart Inc (WMT) — $293.0K (13.5%)
3. Intl Business Machines CORP (IBM) — $291.0K (13.4%)
4. US Bancorp (USB) — $257.0K (11.9%)
5. Target CORP (TGT) — $210.0K (9.7%)
What changes did Bankers Trust Co Cedar Rapids make in its most recent portfolio filing?
No notable portfolio changes were recorded for Bankers Trust Co Cedar Rapids in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Bankers Trust Co Cedar Rapids focus on?
Bankers Trust Co Cedar Rapids is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Staples: 36.9%
• Information Technology: 36.6%
• Consumer Discretionary: 26.4%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Bankers Trust Co Cedar Rapids's portfolio is concentrated and long-term-holding, with 36.9% of the portfolio concentrated in Consumer Staples.
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Developer Access
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REST API
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