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Fbl Investment Management Services Inc/Ia 13F Filings, Portfolio & Analysis

CIK: 0001141911
West Des Moines 5400 University Avenue
Zip Code: 50266-5997
Latest Portfolio Value
$40.41 M
+5.98%
Total Holdings
15
0
Latest Report Date
Q4 2019
Top 10 Concentration
99.32%

Fbl Investment Management Services Inc/Ia — Portfolio Overview & Company Profile

Fbl Investment Management Services Inc/Ia (CIK: 0001141911) is a financial institution headquartered at 5400 University Avenue, , West Des Moines, Iowa 50266-5997. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2019-12-31), the institution manages a portfolio valued at $40.41 M, comprising 15 distinct securities. Over its filing history, it has submitted 28 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2019 — Top-10 concentration: 99.3%. Quarterly turnover: 2.6%. ▲ 0 new, +2 added, −0 reduced, ×0 exited.

Portfolio Summary (Q4 2019)

Top Sells

Q4 2019

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+8.07%
$28.94 M 71.61%
Options
$0 0.00%
Debt
$0 0.00%
Other
+1.05%
$11.47 M 28.39%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2019)

Name Shares Market Value Weight Change Activity
128,000 $11.69 M 28.93% ▲ 10,900 Add 9.3%
17,774 $3.13 M 7.74%
21,870 $2.98 M 7.39%
13,500 $2.89 M 7.15%
21,000 $2.7 M 6.68%
57,150 $1.72 M 4.26%
12,903 $1.2 M 2.96% ▲ 10 Add 0.1%
24,360 $1.08 M 2.68%
13,200 $917,000 2.27%
9,586 $431,000 1.07%

Historical Portfolio Charts