MUTUAL OF OMAHA BANK WEALTH MANAGEMENT
13F Portfolio Filings
- Most recent 13FQ3 2020
- Locationscottsdale, AZ
- CIK0001478417
- Alternate namesCIT BANK, NA WEALTH MANAGEMENT
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
117 | $298.56 M | SPY, AGG, PG, ABT | 13F-HR | Oct 23, 2020 | 000147841720000009 | ||
119 | $297.71 M | SPY, AGG, PG, ABBV | RESTATEMENT | Aug 6, 2020 | 000147841720000007 | ||
116 | $263.23 M | SPY, AGG, PG, ACWI | 13F-HR | May 7, 2020 | 000147841720000003 | ||
131 | $326.97 M | SPY, PG, ACWI, AGG | 13F-HR | Feb 6, 2020 | 000147841720000001 | ||
130 | $312.92 M | SPY, PG, AGG, BRK.A | 13F-HR | Nov 6, 2019 | 000147841719000006 | ||
132 | $310.16 M | SPY, PG, AGG, BRK.A | 13F-HR | Jul 19, 2019 | 000147841719000005 | ||
130 | $332.06 M | SPY, BRK.A, PG, FLOT | 13F-HR | Apr 24, 2019 | 000147841719000004 | ||
128 | $312.19 M | SPY, BRK.A, PG, ABBV | RESTATEMENT | Feb 4, 2019 | 000147841719000003 | ||
135 | $354.88 M | SPY, BRK.A, PG, ABBV | 13F-HR | Oct 30, 2018 | 000147841718000004 | ||
140 | $342.18 M | SPY, BRK.A, PG, ABBV | 13F-HR | Jul 17, 2018 | 000147841718000003 | ||
141 | $362.07 M | SPY, BRK.A, AGG, PG | 13F-HR | May 1, 2018 | 000147841718000002 | ||
136 | $371.27 M | SPY, BRK.A, PG, AGG | 13F-HR | Feb 8, 2018 | 000147841718000001 | ||
93 | $276.38 M | SPY, BRK.A, PG, AGG | 13F-HR | Oct 26, 2017 | 000147841717000004 | ||
97 | $294.64 M | SPY, BRK.A, PG, AGG | 13F-HR | Jul 24, 2017 | 000147841717000003 | ||
91 | $293.62 M | SPY, BRK.A, PG, AGG | 13F-HR | Apr 11, 2017 | 000147841717000002 | ||
88 | $280.22 M | SPY, BRK.A, PG, AGG | 13F-HR | Jan 18, 2017 | 000147841717000001 | ||
89 | $273.35 M | SPY, BRK.A, PG, AGG | 13F-HR | Oct 21, 2016 | 000147841716000011 | ||
89 | $285.06 M | SPY, BRK.A, DIS, AGG | RESTATEMENT | Jul 18, 2016 | 000147841716000010 | ||
90 | $280.13 M | SPY, BRK.A, DIS, PG | 13F-HR | May 5, 2016 | 000147841716000007 | ||
90 | $285.03 M | SPY, BRK.A, DIS, PG | 13F-HR | Feb 3, 2016 | 000147841716000006 | ||
93 | $274.32 M | SPY, BRK.A, DIS, AGG | 13F-HR | Nov 2, 2015 | 000147841715000005 | ||
95 | $293.71 M | SPY, BRK.A, DIS, AGG | 13F-HR | Jul 24, 2015 | 000147841715000004 | ||
97 | $304.16 M | SPY, BRK.A, DIS, AGG | 13F-HR | May 1, 2015 | 000147841715000003 | ||
98 | $313.88 M | SPY, BRK.A, DIS, PG | 13F-HR | Feb 6, 2015 | 000147841715000001 | ||
98 | $293.28 M | SPY, BRK.A, DIS, PG | 13F-HR | Nov 6, 2014 | 000147841714000004 | ||
97 | $245.70 M | SPY, DIS, PG, AGG | 13F-HR | Aug 21, 2014 | 000147841714000003 | ||
99 | $206.23 M | SPY, PG, AGG, XLV | 13F-HR | May 14, 2014 | 000147841714000002 | ||
97 | $197.82 M | SPY, PG, AGG, XOM | 13F-HR | Feb 10, 2014 | 000147841714000001 |