UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calender Year or Quarter Ended: March 31, 1999
Institutional Investment Manager Filing this Report:
Name: Libbie Agran Financial Services
Address: 2150 Colorado Avenue
Suite 250
Santa Monica, CA 90404
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: Margaret Shin
Title: Financial Planner
Phone: 310-586-1828
Signature, Place, and Date of Signing:
Margaret Shin Santa Monica , California April 20, 2000
Report Type
[X] 13F HOLDINGS REPORT
List of Other Managers Reporting for this Manager: None
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers:
Form 13F Information Table Entry Total: 111
Form 13F Information Table Value Total: $299,241 (in thousands)
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FORM 13F INFORMATION TABLE
InvestmentOther Voting
Name of Issuer Title of ClasCUSIP Value (x $1,00# of SharesDiscretionManagers Authority
- -------------------- ------------- ----------------------------------------------------------------------------
ABBOTT LABS COM COM 002824100 848.617 18128 sole none sole
ALLEGHENY TECHNOLOGIES COM COM 01741R102 501.87 5194 sole none sole
AMERICA ONLINE INC DEL COM COM 02364J104 8687.259 59097 sole none sole
AMERICAN HOME PRODS CP COM COM 026609107 3068.903 47033 sole none sole
AMERICAN INTL GROUP COM COM 026874107 318.45 2640 sole none sole
AMERICAN WTR WKS INC COM COM 030411102 582.035 19984.027 sole none sole
AMERITECH CORP NEW COM COM 030954101 1293.482 22446.538 sole none sole
APPLIED MATLS INC COM COM 038222105 2252.581 36516 sole none sole
ARDEN GROUP INC CL A CL A 039762109 608.025 14740 sole none sole
ARDEN RLTY GROUP INC COM COM 039793104 1029.866 46286.103 sole none sole
AT&T CORP COM COM 001957109 1629.674 20418.777 sole none sole
AT&T CORP COM LIB GRP A COM 001957208 378.465 7196 sole none sole
AUTOMATIC DATA PROCESS COM COM 053015103 769.575 18600 sole none sole
AVERY DENNISON CORP COM COM 053611109 2108.18 36664 sole none sole
BANK ONE CORP COM COM 06423A103 1281.187 23267.87 sole none sole
BANKAMERICA CORP NEW COM COM 060505104 2600.528 36821.639 sole none sole
BELL ATLANTIC CORP COM COM 077853109 829.785 16053.876 sole none sole
BELLSOUTH CORP COM COM 079860102 2131.948 53215.539 sole none sole
BERKSHIRE HATHAWAY INC CL A CL A 084670108 10852.8 1520 sole none sole
BERKSHIRE HATHAWAY INC CL B CL B 084670207 4039.018 1718 sole none sole
BOEING CO COM COM 097023105 201.995 5941.039 sole none sole
BRISTOL MYERS SQUIBB COM COM 110122108 8204.715 127948.779 sole none sole
BURLINGTON NRTHN SANTA COM COM 12189T104 381.646 11609 sole none sole
CADBURY SCHWEPPES DEL PFD QIPS8.625PFD 127207207 1110.1 42492 sole none sole
CENDANT CORP COM COM 151313103 159.375 10000 sole none sole
CHASE MANHATTAN NEW COM COM 16161A108 205.309 2523 sole none sole
CHASE PFD CAPITAL CORP PFD SER A PFD 161637202 858.552 33504 sole none sole
CHEVRON CORPORATION COM COM 166751107 1152.463 12985.502 sole none sole
CISCO SYS INC COM COM 17275R102 14586.932 133138 sole none sole
CITIGROUP INC COM COM 172967101 2220.752 34767.162 sole none sole
CLOROX CO DEL COM COM 189054109 694.61 5927.339 sole none sole
COCA COLA CO COM COM 191216100 3790.141 61753.831 sole none sole
COLGATE PALMOLIVE CO COM COM 194162103 1254.597 13636.924 sole none sole
COMPAQ COMPUTER CORP COM COM 204493100 4702.752 148410.333 sole none sole
CONSOLIDATED EDISON COM COM 209115104 1140.787 25176 sole none sole
DELL COMPUTER CORP COM COM 247025109 201.922 4940 sole none sole
DISNEY WALT CO COM COM 254687106 4194.324 134757.407 sole none sole
DOMINION RES INC VA COM COM 25746U109 1278.037 34600 sole none sole
DU PONT E I DE NEMOURS COM COM 263534109 1602.268 27595.566 sole none sole
DUKE ENERGY CORP COM COM 264399106 655.009 11950 sole none sole
E M C CORP MASS COM COM 268648102 730.091 5715 sole none sole
EDISON INTL COM COM 281020107 279.34 12554.615 sole none sole
EMERSON ELEC CO COM COM 291011104 2228.484 42096.505 sole none sole
EQUITY INCOME FD UT 1 EX SR-ATT COM 294700703 12651.782 71378.179 sole none sole
EXXON CORP COM COM 30231G102 4191.377 59399.49 sole none sole
FEDERAL HOME LN MTG CP COM COM 313400301 355.337 6200 sole none sole
FEDERAL NATL MTG ASSN COM COM 313586109 540.15 7800 sole none sole
FIRST TENN NATL CORP COM COM 337162101 1347.727 36798 sole none sole
FPL GROUP INC COM COM 302571104 301.235 5657 sole none sole
FRANKLIN RES INC COM COM 354613101 884.802 31459.628 sole none sole
GAP INC DEL COM COM 364760108 856.955 12731 sole none sole
GENERAL ELEC CO COM COM 369604103 14905.827 134741.943 sole none sole
GILLETTE CO COM COM 375766102 1997.548 33607.544 sole none sole
GTE CORP COM COM 362320103 4198.884 69403.033 sole none sole
HARLEY DAVIDSON INC COM COM 412822108 399.846 6969 sole none sole
HEALTH CARE PPTY INVS COM COM 421915109 3437.939 119580.494 sole none sole
HEWLETT PACKARD CO COM COM 428236103 581.986 8582.276 sole none sole
HOME DEPOT INC COM COM 437076102 7198.223 115634.097 sole none sole
HRPT PPTYS TR COM SH BEN INT COM 40426W101 4159.875 308138.885 sole none sole
IMMUNEX CORP NEW COM COM 452528102 382.95 4600 sole none sole
INTEL CORP COM COM 458140100 18019.349 151582.325 sole none sole
INTERNATIONAL BUS MACH COM COM 459200101 4063.313 22924.192 sole none sole
JOHNSON & JOHNSON COM COM 478160104 1163.158 12440.19 sole none sole
KEYSPAN ENERGY COM COM 49337W100 330.631 13159.433 sole none sole
LEAP WIRELESS INTL INC COM COM 521863100 270.504 21010 sole none sole
LILLY ELI & CO COM COM 532457108 3637.636 42858.751 sole none sole
LOCKHEED MARTIN CORP COM COM 539830109 1331.891 35281.878 sole none sole
LUCENT TECHNOLOGIES COM COM 549463107 8683.098 80399.06 sole none sole
MAY DEPT STORES CO COM COM 577778103 272.584 6967 sole none sole
MBNA CORP COM COM 55262L100 467.305 19573 sole none sole
MCDONALDS CORP COM COM 580135101 1456.756 32149.095 sole none sole
MCI WORLDCOM INC COM COM 55268B106 6046.25 68271 sole none sole
MEDTRONIC INC COM COM 585055106 1758.062 24460 sole none sole
MERCK & CO INC COM COM 589331107 11204.711 139840.381 sole none sole
MICROSOFT CORP COM COM 594918104 18692.011 208558 sole none sole
MINNESOTA MNG & MFG CO COM COM 604059105 201.131 2842.839 sole none sole
MOBIL CORP COM COM 607059102 702.416 7982 sole none sole
MONSANTO CO COM COM 611662107 907.771 19761 sole none sole
MORGAN STAN DEAN WITTR COM NEW COM 617446448 713.148 7135.943 sole none sole
NORFOLK SOUTHERN CORP COM COM 655844108 354.084 13425 sole none sole
ORACLE CORP COM COM 68389X105 545.962 20700 sole none sole
PFIZER INC COM COM 717081103 4779.214 34444.782 sole none sole
PG&E CORP COM COM 69331C108 265.212 8538 sole none sole
PROCTER & GAMBLE CO COM COM 742718109 4422.306 45154.368 sole none sole
QUALCOMM INC COM COM 747525103 9036.466 72655 sole none sole
ROYAL DUTCH PETE CO NY REG GLD1.25 NY REG 780257804 462.332 8891 sole none sole
SARA LEE CORP COM COM 803111103 383.674 15502 sole none sole
SBC COMMUNICATIONS INC COM COM 78387G103 3687.331 78142.11 sole none sole
SCHERING PLOUGH CORP COM COM 806605101 3748.353 67843.499 sole none sole
SCHLUMBERGER LTD COM COM 806857108 236.416 3928 sole none sole
SIMON PPTY GROUP NEW COM COM 828806109 2288.546 83409.414 sole none sole
SJW CORP COM COM 784305104 239.575 3700 sole none sole
SOUTHERN CO COM COM 842587107 1164.459 49949.979 sole none sole
SPRINT CORP COM COM 852061100 676.557 6894.852 sole none sole
STAPLES INC COM COM 855030102 336.706 10242 sole none sole
SUN MICROSYSTEMS INC COM COM 866810104 15506.249 123988 sole none sole
TECO ENERGY INC COM COM 872375100 329.925 16600 sole none sole
TEXACO INC COM COM 881694103 344.132 6064 sole none sole
TEXAS INSTRS INC COM COM 882508104 1246.726 12561.473 sole none sole
TEXAS UTILS CO COM COM 882848104 399 9500 sole none sole
TIME WARNER INC COM COM 887315109 1203.983 17002.409 sole none sole
TRANSCANADA PIPELINES COM COM 893526103 133.25 10400 sole none sole
TRUE NORTH INC COM 897844106 321.748 11491 sole none sole
USWEB CORP COM COM 917327108 424.091 10281 sole none sole
WAL MART STORES INC COM COM 931142103 284.122 3082 sole none sole
WARNER LAMBERT CO COM COM 934488107 291.349 4397.721 sole none sole
WASHINGTON R EST IN TR SH BEN INT COM 939653101 205.537 12600 sole none sole
WEINGARTEN RLTY INVS SH BEN INT COM 948741103 1455.327 36727.502 sole none sole
WILLIAMS COS INC DEL COM COM 969457100 3142.145 79547.982 sole none sole
ZEBRA TECHNOLOGIES CP CL A CL A 989207105 850.25 35800 sole none sole
ZIONS BANCORPORATION COM COM 989701107 4515.749 67906 sole none sole
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