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Institutional Investment Manager
FIRST AMERICAN TRUST, FSB
FIRST AMERICAN TRUST, FSB (CIK: 0000036066), located at 5 First American Way, Santa Ana, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Portfolio Summary: 104 holdings with a total value of $269,432,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 MCDONALDS CORP 2,192 207,000 0.08%
102 MERCK & CO INC 3,479 206,000 0.08%
103 VANGUARD INDEX FDS 2,831 203,000 0.08%
104 INVESCO MUNI INCOME OPP TRST 22,445 152,000 0.06%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-009995, filed 2014.10.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.