UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 12-31-99
Check here if Amendment ( ); Amendment Number:
This Amendment (Check only one): ( ) is a restatement.
( ) adds new holdings entries.
Institutional Investment Manager Filing this Report:
Fiduciary Financial Services of the Southwest, Inc.
12222 Merit Drive, Suite 920
Dallas, TX 75251-2268
Form 13F File Number : 28-7732
The institutional investment manager filing this report and the person by
whom it is signed hereby represent that the person signing the report is
authorized to submit it, that all information contained herein is true,
correct and complete, and that it is understood that all required items,
statements, schedules, lists, and tables, are considered integral parts
of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Sondra J. Wilson
Title: Senior Vice President
Phone: 972-934-9070
Signature, Place, and Date of Signing:
Sondra J. Wilson Dallas, TX February 14, 2000
Report Type (Check only one.):
(X) 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
( ) 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
( ) 13F COMBINATION REPORT: (Check here if a portion of the holdings
for this reporting manager are reported in this report and a portion
are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager: None
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 112
Form 13F Information Table Value Total: 146,476
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is
filed, other than the manager filing this report.
None
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FORM 13F INFORMATION TABLE
TITLE VALUE SHS OR INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER OF CLASS CUSIP (X $1000) PRN AMT SH/PRN PUT/CALL DISCRETION MANAGERS SOLE SHARED NONE
A C M Govt Securities COM 000914 10 1 1,255 196,823 SH SOLE 196,823
A C M Govt Spectrum COM 000917 10 4 479 88,051 SH SOLE 88,051
AMR Corp COM 001765 10 6 509 7,590 SH SOLE 7,590
AT&T Corporation COM 001957 10 9 1,033 20,325 SH SOLE 20,325
Abbott Laboratories COM 002824 10 0 976 26,870 SH SOLE 26,870
Aegon N.V. ORD AMER REG 007924 10 3 274 2,866 SH SOLE 2,866
Allmerica Securities SH BEN INT 019921 10 5 476 54,027 SH SOLE 54,027
American Express Company COM 025816 10 9 1,539 9,255 SH SOLE 9,255
Amerigas Partners LP UNIT L P INT 030975 10 6 528 35,030 SH SOLE 35,030
Amgen, Inc COM 031162 10 0 788 13,120 SH SOLE 13,120
Arden Realty Group COM 039793 10 4 351 17,500 SH SOLE 17,500
Associates First Cap CL A 046008 10 8 963 35,102 SH SOLE 35,102
Atmel Corp COM 049513 10 4 645 21,820 SH SOLE 21,820
BP Amoco SPON ADR 055622 10 4 407 6,864 SH SOLE 6,864
Bank of America Corp COM 06605F 10 2 566 11,283 SH SOLE 11,283
Bell Atlantic Corp COM 077853 10 9 274 4,457 SH SOLE 4,457
Bellsouth Corporation COM 079860 10 2 1,979 42,282 SH SOLE 42,282
Blackrock Adv. Term 2005 COM 09247A 10 1 574 63,305 SH SOLE 63,305
Blackrock Broad Inv 2009 COM 09247Q 10 6 666 58,560 SH SOLE 58,560
Blockbuster Inc CL A 093679 10 8 280 20,950 SH SOLE 20,950
Boston Properties, Inc. COM 101121 10 1 439 14,100 SH SOLE 14,100
Buckeye Partners LP UNIT LTD PARTN 118230 10 1 229 8,820 SH SOLE 8,820
Burlington Northern COM 12189T 10 4 200 8,250 SH SOLE 8,250
Chase Manhattan Corp COM 16161A 10 8 1,839 23,675 SH SOLE 23,675
Cisco Systems COM 17275R 10 2 7,512 70,122 SH SOLE 70,122
CitiGroup, Inc. COM 172967 10 1 1,404 25,220 SH SOLE 25,220
Coca Cola COM 191216 10 0 1,238 21,250 SH SOLE 21,250
Compaq Computer COM 204493 10 0 501 18,500 SH SOLE 18,500
Consolidated Natural Gas Co COM 209615 10 3 959 14,765 SH SOLE 14,765
Cornerstone Properties, Inc. COM 21922H 10 3 1,573 107,566 SH SOLE 107,566
Crescent Real Estate Equities COM 225756 10 5 692 37,658 SH SOLE 37,658
Crescent Real Est Eq Covt Pfd PFD CV A 6.75% 225756 20 4 737 48,735 SH SOLE 48,735
Dell Computer COM 247025 10 9 1,538 30,150 SH SOLE 30,150
Delphi Auto System Corp COM 247126 10 5 182 11,534 SH SOLE 11,534
Diamonds Trades UNIT SER 1 252787 10 6 299 2,593 SH SOLE 2,593
Disney Walt Co COM 254687 10 6 657 22,450 SH SOLE 22,450
Duke Energy Corp COM 264399 10 6 492 9,810 SH SOLE 9,810
Equity Inns COM 294703 10 3 373 55,261 SH SOLE 55,261
Equity Office Properties Trust COM 294741 10 3 246 10,000 SH SOLE 10,000
Ericsson L M Tel Co ADR CL B SEK10 294821 40 0 2,478 37,730 SH SOLE 37,730
Exxon Mobil Corporation COM 30231G 10 2 571 7,092 SH SOLE 7,092
FDX Corp COM 31304N 10 7 872 21,295 SH SOLE 21,295
Ferrellgas Partners L.P. UNIT LTD PART 315293 10 0 463 36,640 SH SOLE 36,640
G T E Corporation COM 362320 10 3 827 11,717 SH SOLE 11,717
General Electric COM 369604 10 3 6,122 39,559 SH SOLE 39,559
General Motors Corp COM 370442 10 5 1,827 25,139 SH SOLE 25,139
General Motors Corp CL H 370442 83 2 847 8,820 SH SOLE 8,820
Genesis Energy UNIT LTD PART 371927 10 4 85 10,490 SH SOLE 10,490
Glenborough Realty TR PFD CV SER A% 37803P 20 4 519 37,225 SH SOLE 37,225
Golden State Bancorp, Inc COM 381197 10 2 225 13,065 SH SOLE 13,065
HRPT Properties Trust COM SH BEN INT 40426W 10 1 2,055 228,283 SH SOLE 228,283
Halliburton COM 406216 10 1 2,185 54,281 SH SOLE 54,281
Hancock John Patriot Prem II COM SH BEN INT 41013T 10 5 302 34,275 SH SOLE 34,275
Health Care Property COM 421915 10 9 785 32,894 SH SOLE 32,894
HealthCare Realty Trust COM 421946 10 4 1,532 98,051 SH SOLE 98,051
Health Care Reit COM 42217K 10 6 447 29,540 SH SOLE 29,540
Hewlett-Packard COM 428236 10 3 3,439 30,231 SH SOLE 30,231
Home Depot Inc COM 437076 10 2 4,119 59,909 SH SOLE 59,909
Hospitality Properties Trust COM SH BEN INT 44106M 10 2 1,301 68,225 SH SOLE 68,225
Intel COM 458140 10 0 1,529 18,580 SH SOLE 18,580
International Business Machine COM 459200 10 1 3,098 28,715 SH SOLE 28,715
Johnson & Johnson COM 478160 10 4 1,433 15,365 SH SOLE 15,365
Kaneb Pipe Line Partners SR PREF UNIT 484169 10 7 320 12,980 SH SOLE 12,980
Kinder Morgan Energy Partners UT LTD PARTNER 494550 10 6 2,443 58,954 SH SOLE 58,954
Lakehead Pipeline Partners COM UNIT CL A 511557 10 0 315 9,050 SH SOLE 9,050
Liberty Property Trust SH BEN INT 531172 10 4 1,109 44,791 SH SOLE 44,791
Lilly Eli & Co COM 532457 10 8 2,878 43,275 SH SOLE 43,275
Lowes Cos Inc COM 548661 10 7 1,456 24,365 SH SOLE 24,365
Lucent Technologies COM 549463 10 7 11,880 158,397 SH SOLE 158,397
MCI Worldcom Inc. COM 55268B 10 6 4,275 80,559 SH SOLE 80,559
Meditrust Companies PAIRED CTF NEW 58501T 30 6 375 68,223 SH SOLE 68,223
Merck & Co Inc COM 589331 10 7 509 7,580 SH SOLE 7,580
Microsoft COM 594918 10 4 10,254 87,827 SH SOLE 87,827
Nextel Communications Inc CL A 65332V 10 3 644 6,240 SH SOLE 6,240
Nokia Corp SPON ADR 654902 20 4 2,592 13,565 SH SOLE 13,565
Nortel Networks Corp COM 656569 10 0 648 6,415 SH SOLE 6,415
Northern Border Ptnrs UNIT LTD PARTN 664785 10 2 609 26,495 SH SOLE 26,495
Pan Pacific Retail Properties COM 69806L 10 4 844 51,738 SH SOLE 51,738
Pepsico COM 713448 10 8 989 28,045 SH SOLE 28,045
Pfizer COM 717081 10 3 861 26,550 SH SOLE 26,550
Procter & Gamble COM 742718 10 9 476 4,349 SH SOLE 4,349
Providian Financial Corp COM 74406A 10 2 364 4,000 SH SOLE 4,000
Raytheon Co CL A 755111 30 9 320 12,900 SH SOLE 12,900
SBC Communications COM 78387G 10 3 1,234 25,321 SH SOLE 25,321
SPDR TR UNIT SER 1 78462F 10 3 4,867 33,134 SH SOLE 33,134
Schlumberger COM 806857 10 8 1,065 18,975 SH SOLE 18,975
Sector SPDR TR SBI INT-FINL 81369Y 60 5 270 11,360 SH SOLE 11,360
Sector SPDR TR SBI INT-TECH 81369Y 80 3 1,754 32,550 SH SOLE 32,550
Senior Hsg Pptys Tr SH BEN INT 81721M 10 9 852 68,840 SH SOLE 68,840
Southwest Airlines COM 844741 10 8 2,333 144,657 SH SOLE 144,657
Star Gas Partners UNIT LTD PARTN 85512C 10 5 470 35,790 SH SOLE 35,790
Suburban Propane Partners UNIT LTD PARTN 864482 10 4 409 23,535 SH SOLE 23,535
Sun Microsystems Inc COM 866810 10 4 287 3,700 SH SOLE 3,700
TC Pipelines LP UT COM LTD PRT 87233Q 10 8 221 15,665 SH SOLE 15,665
Teppco Partners L P UT LTD PARTNER 872384 10 2 194 10,055 SH SOLE 10,055
Texaco Inc COM 881694 10 3 650 11,961 SH SOLE 11,961
Texas Instruments COM 882508 10 4 1,876 19,416 SH SOLE 19,416
Time Warner Inc COM 887315 10 9 359 4,965 SH SOLE 4,965
Transocean Offshore Inc Cayman ORD G90076 10 3 542 16,094 SH SOLE 16,094
U.S. Restaurant Properties COM 902971 10 0 697 48,878 SH SOLE 48,878
U S Restaurant Convt 7.72% PFD CV SER A 902971 20 9 825 59,480 SH SOLE 59,480
United Investors Realty Trust COM 910741 10 7 1,188 192,024 SH SOLE 192,024
United Parcel Service Inc CL B 911312 10 6 697 10,105 SH SOLE 10,105
Vestaur Securities COM 925464 10 9 218 18,365 SH SOLE 18,365
Vitesse Semiconductor COM 928497 10 6 1,349 25,725 SH SOLE 25,725
Wal-Mart Stores Inc COM 931142 10 3 2,622 37,935 SH SOLE 37,935
Warner-Lambert COM 934488 10 7 1,374 16,765 SH SOLE 16,765
Washington Gas Lt COM 938837 10 1 367 13,345 SH SOLE 13,345
Watson Pharmaceuticals COM 942683 10 3 1,291 36,050 SH SOLE 36,050
Williams Communications Group CL A 969455 10 4 358 12,385 SH SOLE 12,385
Williams Companies Inc Del COM 969457 10 0 813 26,585 SH SOLE 26,585
World Fuel Servics COM 981475 10 6 405 54,004 SH SOLE 54,004
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