CIK: 0001280281
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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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.
Unchanged 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
| # | 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 | — | — | — |
Not enough priced holdings yet to compute performance
| # | 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 |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2014-06-30 | 2014-08-15 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-24 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-07 | 13F-HR | View on EDGAR |
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