0001398344-19-014944.txt : 20190821
0001398344-19-014944.hdr.sgml : 20190821
20190821171411
ACCESSION NUMBER: 0001398344-19-014944
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190821
DATE AS OF CHANGE: 20190821
EFFECTIVENESS DATE: 20190821
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Colonial Trust Advisors
CENTRAL INDEX KEY: 0001567993
IRS NUMBER: 571059854
STATE OF INCORPORATION: SC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15274
FILM NUMBER: 191043706
BUSINESS ADDRESS:
STREET 1: 359 S. PINE STREET
CITY: SPARTANBURG
STATE: SC
ZIP: 29302
BUSINESS PHONE: 864-582-3356
MAIL ADDRESS:
STREET 1: PO BOX 1724
CITY: SPARTANBURG
STATE: SC
ZIP: 29304
FORMER COMPANY:
FORMER CONFORMED NAME: Colonial Asset Management, Inc.
DATE OF NAME CHANGE: 20130128
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001567993
XXXXXXXX
06-30-2019
06-30-2019
false
Colonial Trust Advisors
PO BOX 1724
SPARTANBURG
SC
29304
13F HOLDINGS REPORT
028-15274
N
Bert D. Barre
Executive VP and Chief Compliance Officer
864-582-6434
/s/ Bert D. Barre
SPARTANBURG
SC
08-20-2019
0
202
552523
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911312106
549
5319
SH
SOLE
5319
0
0
UNITED TECHS CORP COM
CS
913017109
8878
68184
SH
SOLE
68184
0
0
UNITED TECHS CORP COM
CS
913017109
3
20
SH
SOLE
20
0
0
UNITEDHEALTH GROUP INC
CS
91324p102
11014
45139
SH
SOLE
45139
0
0
UNITEDHEALTH GROUP INC
CS
91324p102
18
75
SH
SOLE
75
0
0
VANGUARD FTSE ALL-WORLD EX-U
CS
922042775
1908
37417
SH
SOLE
37417
0
0
VANGUARD FTSE DEVELOPEDMARKET
CS
921943858
514
12335
SH
SOLE
12335
0
0
VANGUARD INTL EQUITY INDEXFUND
CS
922042858
328
7702
SH
SOLE
7702
0
0
VANGUARD WORLD FDS VANGUARDINF
CS
92204a702
267
1267
SH
SOLE
1267
0
0
VERIZON COMMUNICATNS COM
CS
92343v104
8543
149532
SH
SOLE
149532
0
0
VISA INC CL A SHRS
CS
92826c839
16342
94164
SH
SOLE
94164
0
0
VISA INC CL A SHRS
CS
92826c839
7
40
SH
SOLE
40
0
0
WALGREENS BOOTS ALLIANCEINC
CS
931427108
448
8201
SH
SOLE
8201
0
0
WALMART INC
CS
931142103
3505
31720
SH
SOLE
31720
0
0
WALMART INC
CS
931142103
6
50
SH
SOLE
50
0
0
WASTE MANAGEMENT INC NEW
CS
94106l109
6490
56252
SH
SOLE
56252
0
0
WASTE MANAGEMENT INC NEW
CS
94106l109
5
40
SH
SOLE
40
0
0
WELLS FARGO CO NEW COM
CS
949746101
213
4503
SH
SOLE
4503
0
0
WELLTOWER INC COM
CS
95040q104
277
3400
SH
SOLE
3400
0
0
WEYERHAEUSER CO
CS
962166104
1415
53720
SH
SOLE
53720
0
0
YUM BRANDS INC
CS
988498101
3172
28658
SH
SOLE
28658
0
0
YUM CHINA HOLDINGS INC SHS
CS
98850p109
2564
55500
SH
SOLE
55500
0
0
ZION OIL &GAS INC COM
CS
989696109
3
10000
SH
SOLE
10000
0
0
CANADIAN IMPERIAL BANK OF COM
FE
136069101
293
3725
SH
SOLE
3725
0
0
DIAGEO PLC SPSD ADR NEW
FE
25243q205
5254
30491
SH
SOLE
30491
0
0
DIAGEO PLC SPSD ADR NEW
FE
25243q205
10
60
SH
SOLE
60
0
0