0000883790-14-000001.txt : 20140116
0000883790-14-000001.hdr.sgml : 20140116
20140116132357
ACCESSION NUMBER: 0000883790-14-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140116
DATE AS OF CHANGE: 20140116
EFFECTIVENESS DATE: 20140116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BTR CAPITAL MANAGEMENT INC
CENTRAL INDEX KEY: 0000883790
IRS NUMBER: 68019645
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-03049
FILM NUMBER: 14531547
BUSINESS ADDRESS:
STREET 1: 550 KEARNY STREET SUITE 510
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94108
BUSINESS PHONE: 4159890100
MAIL ADDRESS:
STREET 1: 550 KEARNY ST #510
CITY: SAN FRANCISCO
STATE: CA
ZIP: 941082527
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000883790
XXXXXXXX
12-31-2013
12-31-2013
BTR CAPITAL MANAGEMENT INC
550 KEARNY ST #510
SAN FRANCISCO
CA
941082527
13F HOLDINGS REPORT
028-03049
N
Anna Formicola
Senior Vice President
415-989-0100
Anna Formicola
San Francisco
CA
01-16-2014
0
143
350519
false
INFORMATION TABLE
2
F13F.xml
AFLAC INC
COM
001055102
230
3446
SH
DFND
0
0
3446
AT&T INC
COM
00206R102
3272
93050
SH
DFND
11685
0
81365
ABBOTT LABORATORIES
COM
002824100
1533
39990
SH
DFND
2050
0
37940
ABBVIE INC
COM
00287Y109
3620
68550
SH
DFND
7800
0
60750
AGILENT TECHNOLOGIES INC
COM
00846U101
7352
128560
SH
DFND
4100
0
124460
AIR LEASE CORP CL A
COM
00912X302
6618
212950
SH
DFND
13200
0
199750
ALTRIA GROUP INC
COM
02209S103
322
8400
SH
DFND
0
0
8400
AMERICAN EXPRESS CO
COM
025816109
277
3055
SH
DFND
400
0
2655
AMERICAN WATER WORKS CO
COM
030420103
673
15925
SH
DFND
0
0
15925
AMGEN INC
COM
031162100
245
2150
SH
DFND
1000
0
1150
APPLE INC
COM
037833100
5684
10131
SH
DFND
370
0
9761
AUTOMATIC DATA PROCESSING INC
COM
053015103
726
8981
SH
DFND
6550
0
2431
BECTON DICKINSON& CO
COM
075887109
453
4100
SH
DFND
350
0
3750
BERKSHIRE HATHAWAY INC CLASS B
COM
084670702
1497
12626
SH
DFND
850
0
11776
BIOGEN IDEC INC
COM
09062X103
257
920
SH
DFND
0
0
920
THE BLACKSTONE GROUP LP
COM
09253U108
2335
74125
SH
DFND
5000
0
69125
BOEING COMPANY
COM
097023105
218
1600
SH
DFND
0
0
1600
BRISTOL-MYERS SQUIBB CO
COM
110122108
454
8548
SH
DFND
1600
0
6948
CVS CAREMARK CORP
COM
126650100
3282
45858
SH
DFND
2050
0
43808
CATERPILLAR INC
COM
149123101
202
2225
SH
DFND
0
0
2225
CENTURYLINK, INC.
COM
156700106
1367
42908
SH
DFND
2145
0
40763
CHEVRON CORP
COM
166764100
8887
71145
SH
DFND
12060
0
59085
CHUBB CORP
COM
171232101
316
3267
SH
DFND
0
0
3267
CINEMARK HOLDINGS INC
COM
17243V102
6611
198363
SH
DFND
16550
0
181813
CISCO SYSTEMS INC
COM
17275R102
799
35603
SH
DFND
7100
0
28503
COCA-COLA COMPANY
COM
191216100
1352
32720
SH
DFND
1900
0
30820
COGNIZANT TECH SOL CL A
COM
192446102
1886
18680
SH
DFND
1675
0
17005
COLGATE-PALMOLIVE CO.
COM
194162103
588
9024
SH
DFND
4100
0
4924
CONOCOPHILLIPS
COM
20825C104
517
7317
SH
DFND
0
0
7317
COSTCO WHSL CORP (NEW)
COM
22160K105
985
8277
SH
DFND
1910
0
6367
CUMMINS ENGINE INC
COM
231021106
211
1500
SH
DFND
0
0
1500
DEERE& CO
COM
244199105
321
3516
SH
DFND
0
0
3516
DEVON ENERGY CORP (NEW)
COM
25179M103
2609
42174
SH
DFND
1900
0
40274
AAM/DFA US HIGH BOOK TO
MARKET PORTFOLIO
25434D880
190
10052
SH
DFND
0
0
10052
DISNEY CO. (WALT)
COM
254687106
4092
53564
SH
DFND
10100
0
43464
DU PONT (E.I.) DE NEMOURS
COM
263534109
6733
103634
SH
DFND
5450
0
98184
DUKE ENERGY CORP
COM
26441C204
5940
86071
SH
DFND
10486
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75585
EMC CORP/MASS
COM
268648102
8026
319108
SH
DFND
15800
0
303308
EMERSON ELECTRIC COMPANY
COM
291011104
1814
25853
SH
DFND
0
0
25853
ENTERPRISE PRD PRTNRS LP
COM
293792107
380
5738
SH
DFND
0
0
5738
EXPRESS SCRIPTS HOLDING CO
COM
30219G108
6695
95319
SH
DFND
4125
0
91194
EXXON MOBIL CORP
COM
30231G102
6475
63980
SH
DFND
9330
0
54650
FEDEX CORPORATION
COM
31428X106
1382
9610
SH
DFND
215
0
9395
GENERAL ELECTRIC COMPANY
COM
369604103
2102
75000
SH
DFND
19610
0
55390
GENERAL MILLS INCORPORATED
COM
370334104
256
5120
SH
DFND
0
0
5120
GENUINE PARTS CO
COM
372460105
499
6000
SH
DFND
5600
0
400
GILEAD SCIENCES INC
COM
375558103
2122
28255
SH
DFND
2380
0
25875
HCP INC
COM
40414L109
989
27225
SH
DFND
3025
0
24200
HEALTH CARE REIT INC
COM
42217K106
3608
67344
SH
DFND
8620
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HOME DEPOT INC
COM
437076102
957
11625
SH
DFND
500
0
11125
HONEYWELL INTERNATIONAL INC
COM
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661
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SH
DFND
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INTEL CORPORATION
COM
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1004
38677
SH
DFND
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INTERNATIONAL BUSINESS MACHINE
COM
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COM
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FTSE XINHUA HK CH
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NASDAQ BIOTECH IN
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COM
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COM
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JPMORGAN CHASE& CO
COM
46625H100
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SH
DFND
16625
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JACOBS ENGINEERING GROUP INC
COM
469814107
3502
55604
SH
DFND
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54004
JOHNSON& JOHNSON
COM
478160104
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95551
SH
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KAYNE ANDERSON MLP INVESTMENT
COM
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KIMBERLY CLARK
COM
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KINDER MORGAN ENERGY PTNRS
COM
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DFND
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KRAFT FOODS GROUP INC
COM
50076Q106
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INSTITUTIONAL CLA
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SOLE
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LOWES CO INC
COM
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55066
SH
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COM
57060U191
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COM
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MERCK& CO. INC.
COM
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ROYALTY TRUST
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METLIFE INC
COM
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MICROSOFT CORP
COM
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MID AMERICA APARTMENT COM.
COM
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COM
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COM
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NATIONAL RETAIL PROPERTIES INC
COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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PHILLIPS 66
COM
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WATER RESOURCE
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PROCTER AND GAMBLE COMPANY
COM
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QUALCOMM INC.
COM
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COM
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COM
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COM
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COM
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COM
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STARWOOD PROPERTY TRUST, INC.
COM
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COM
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COM
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COM
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3M CO
COM
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8560
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DFND
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4400
TORCHMARK CORP
COM
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COM
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10700
TORTOISE MLP FUND, INC.
COM
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UNION PACIFIC CORPORATION
COM
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SH
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COM
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COM
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6225
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COM
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VENTAS INC
COM
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COM
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VISA INC-CLASS A SHRS
COM
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16640
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COM
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3372
WALGREEN CO
COM
931422109
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6350
SH
DFND
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6350
WASTE MANAGEMENT INC.
COM
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16524
SH
DFND
0
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16524
WELLS FARGO& CO (NEW)
COM
949746101
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30820
SH
DFND
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ENSCO PLC CLASS A
COM
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GOLAR LNG LTD BERMUDA
COM
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WEATHERFORD INTERNATIONAL LTD
COM
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PENTAIR LTD
COM
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95457
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TYCO INTERNATIONAL LTD
COM
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UBS AG-NEW
COM
H89231338
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