UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calender Year or Quarter Ended: June 30, 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 21, 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: 119
Form 13F Information Table Value Total: $344,546 (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 872.47 19228 sole none sole
AMAZON COM INC COM COM 023135106 470.47 3760 sole none sole
AMERICA ONLINE INC DEL COM COM 02364J104 7564.26 68766 sole none sole
AMERICAN EXPRESS CO COM COM 025816109 1281.042 9844.7 sole none sole
AMERICAN HOME PRODS CP COM COM 026609107 2786.876 48573 sole none sole
AMERICAN INTL GROUP COM COM 026874107 344.715 2940 sole none sole
AMERICAN STS WTR CO COM COM 029899101 224.162 7900 sole none sole
AMERICAN WTR WKS INC COM COM 030411102 663.352 21572.415 sole none sole
AMERITECH CORP NEW COM COM 030954101 1987.858 27045.693 sole none sole
APPLIED MATLS INC COM COM 038222105 2911.118 39406 sole none sole
ARDEN GROUP INC CL A COM 039762109 619.08 14740 sole none sole
ARDEN RLTY GROUP INC COM COM 039793104 1135.109 46095.815 sole none sole
AT&T CORP COM COM 001957109 2943.946 52747.073 sole none sole
AT&T CORP COM LIB GRP A COM 001957208 549.486 14952 sole none sole
AUTOMATIC DATA PROCESS COM COM 053015103 827.2 18800 sole none sole
AVERY DENNISON CORP COM COM 053611109 2092.839 34664 sole none sole
BANK ONE CORP COM COM 06423A103 1504.093 25252.349 sole none sole
BANKAMERICA CORP NEW COM COM 060505104 2721.48 37121.639 sole none sole
BELL ATLANTIC CORP COM COM 077853109 1184.95 18125.431 sole none sole
BELLSOUTH CORP COM COM 079860102 2653.479 57528 sole none sole
BERKSHIRE HATHAWAY INC CL A CL A 084670108 11092.9 1610 sole none sole
BERKSHIRE HATHAWAY INC CL B CL B 084670207 4204.48 1877 sole none sole
BESTFOODS COM COM 08658U101 209.88 4240 sole none sole
BOEING CO COM COM 097023105 211.202 4800.039 sole none sole
BOSTON SCIENTIFIC CORP COM COM 101137107 251.322 5720 sole none sole
BP AMOCO P L C SPONSORED ADR ADR 055622104 471.541 4346 sole none sole
BRISTOL MYERS SQUIBB COM COM 110122108 9633.355 136764.581 sole none sole
BURLINGTON NRTHN SANTA COM COM 12189T104 363.754 11734 sole none sole
CADBURY SCHWEPPES DEL PFD QIPS8.625PFD 127207207 1131.762 44492 sole none sole
CENDANT CORP COM COM 151313103 230.932 11265 sole none sole
CHASE MANHATTAN NEW COM COM 16161A108 242.459 2803 sole none sole
CHASE PFD CAPITAL CORP PFD SER A PFD 161637202 899.213 35524 sole none sole
CHEVRON CORPORATION COM COM 166751107 1346.227 14161.494 sole none sole
CISCO SYS INC COM COM 17275R102 18944.367 293996 sole none sole
CITIGROUP INC COM COM 172967101 2597.082 54675.406 sole none sole
CLOROX CO DEL COM COM 189054109 1236.712 11578.341 sole none sole
COCA COLA CO COM COM 191216100 4200.283 67746.502 sole none sole
COLGATE PALMOLIVE CO COM COM 194162103 1412.246 14337.521 sole none sole
COMPAQ COMPUTER CORP COM COM 204493100 3221.518 136000.746 sole none sole
CONSOLIDATED EDISON COM COM 209115104 1229.714 27176 sole none sole
DISNEY WALT CO COM COM 254687106 4291.916 139291.407 sole none sole
DOMINION RES INC VA COM COM 25746U109 1767.15 40800 sole none sole
DU PONT E I DE NEMOURS COM COM 263534109 1918.503 28084.216 sole none sole
DUKE ENERGY CORP COM COM 264399106 699.522 12850 sole none sole
E M C CORP MASS COM COM 268648102 1228.15 22330 sole none sole
EDISON INTL COM COM 281020107 416.086 15554.615 sole none sole
EMERSON ELEC CO COM COM 291011104 2583.364 41046.505 sole none sole
ENRON CORP COM COM 293561106 277.95 3400 sole none sole
EQUITY INCOME FD UT 1 EX SR-ATT COM 294700703 15707.91 75837.829 sole none sole
EXXON CORP COM COM 30231G102 4480.46 58093.49 sole none sole
FEDERAL HOME LN MTG CP COM COM 313400301 310.3 5350 sole none sole
FEDERAL NATL MTG ASSN COM COM 313586109 552.978 8102.247 sole none sole
FIRST TENN NATL CORP COM COM 337162101 1474.955 38498 sole none sole
FPL GROUP INC COM COM 302571104 309.014 5657 sole none sole
FRANKLIN RES INC COM COM 354613101 1235.456 30411.225 sole none sole
GAP INC DEL COM COM 364760108 961.86 19094.001 sole none sole
GENERAL ELEC CO COM COM 369604103 17019.802 150617.714 sole none sole
GILLETTE CO COM COM 375766102 1439.46 35108.788 sole none sole
GOLDMAN SACHS GROUP COM COM 38141G104 1795.412 24850 sole none sole
GTE CORP COM COM 362320103 5501.534 72868.004 sole none sole
HARLEY DAVIDSON INC COM COM 412822108 379.102 6972 sole none sole
HEALTH CARE PPTY INVS COM COM 421915109 3641.247 126103.797 sole none sole
HEWLETT PACKARD CO COM COM 428236103 679.192 6758.125 sole none sole
HOME DEPOT INC COM COM 437076102 7963.713 123588.176 sole none sole
HRPT PPTYS TR COM SH BEN INT COM 40426W101 4841.869 316203.719 sole none sole
HSB GROUP INC COM COM 40428N109 321.262 7800 sole none sole
IMMUNEX CORP NEW COM COM 452528102 509.75 4000 sole none sole
INTEL CORP COM COM 458140100 19168.293 322156.178 sole none sole
INTERNATIONAL BUS MACH COM COM 459200101 6210.773 48052.4 sole none sole
JOHNSON & JOHNSON COM COM 478160104 1258.428 12841.107 sole none sole
KEYSPAN ENERGY COM COM 49337W100 354.084 13425 sole none sole
LEAP WIRELESS INTL INC COM COM 521863100 343.44 16960 sole none sole
LILLY ELI & CO COM COM 532457108 3166.425 44208.383 sole none sole
LOCKHEED MARTIN CORP COM COM 539830109 1228.401 32977.221 sole none sole
LUCENT TECHNOLOGIES COM COM 549463107 11347.944 168273.495 sole none sole
MAY DEPT STORES CO COM COM 577778103 284.776 6967 sole none sole
MBNA CORP COM COM 55262L100 605.15 19760 sole none sole
MCDONALDS CORP COM COM 580135101 1372.638 33377.223 sole none sole
MCI WORLDCOM INC COM COM 55268B106 6488.166 75389 sole none sole
MEDTRONIC INC COM COM 585055106 1982.697 25460 sole none sole
MERCK & CO INC COM COM 589331107 10965.939 148943.145 sole none sole
MICROSOFT CORP COM COM 594918104 19201.46 212906 sole none sole
MINNESOTA MNG & MFG CO COM COM 604059105 397.117 4567.839 sole none sole
MOBIL CORP COM COM 607059102 807.972 8182 sole none sole
MORGAN STAN DEAN WITTR COM NEW COM 617446448 753.108 7338.447 sole none sole
NORFOLK SOUTHERN CORP COM COM 655844108 404.428 13425 sole none sole
ORACLE CORP COM COM 68389X105 1194.311 32170 sole none sole
PFIZER INC COM COM 717081103 3852.29 35342.111 sole none sole
PG&E CORP COM COM 69331C108 323.207 9964 sole none sole
PROCTER & GAMBLE CO COM COM 742718109 4307.068 48258.47 sole none sole
QUALCOMM INC COM COM 747525103 17921.715 124890 sole none sole
REPUBLIC N Y CORP COM COM 760719104 204.562 3000 sole none sole
ROYAL DUTCH PETE CO NY REG GLD1.25 COM 780257804 595.933 9891 sole none sole
SARA LEE CORP COM COM 803111103 286.634 12634 sole none sole
SBC COMMUNICATIONS INC COM COM 78387G103 4686.389 80799.815 sole none sole
SCHERING PLOUGH CORP COM COM 806605101 3573.046 68058.016 sole none sole
SCHLUMBERGER LTD COM COM 806857108 250.164 3928 sole none sole
SIMON PPTY GROUP NEW COM COM 828806109 2207.799 87006.839 sole none sole
SJW CORP COM COM 784305104 294.612 3700 sole none sole
SOUTHERN CO COM COM 842587107 1403.174 52949.979 sole none sole
SPRINT CORP COM COM 852061100 730.809 13788.852 sole none sole
STAPLES INC COM COM 855030102 378.737 12242 sole none sole
SUN MICROSYSTEMS INC COM COM 866810104 18249.258 264962 sole none sole
TECO ENERGY INC COM COM 872375100 409.5 18000 sole none sole
TENET HEALTHCARE CORP COM COM 88033G100 207.9 11200 sole none sole
TEXACO INC COM COM 881694103 390.842 6266 sole none sole
TEXAS INSTRS INC COM COM 882508104 1895.275 13161.629 sole none sole
TEXAS UTILS CO COM COM 882848104 435.094 10500 sole none sole
TIME WARNER INC COM COM 887315109 1438.15 19802.409 sole none sole
TRANSCANADA PIPELINES COM COM 893526103 145.6 10400 sole none sole
TRUE NORTH INC COM 897844106 341.857 11491 sole none sole
USWEB CORP COM COM 917327108 250.297 11281 sole none sole
VODAFONE AIRTOUCH PLC SPONSORED ADRCOM 92857T107 441.871 2243 sole none sole
WAL MART STORES INC COM COM 931142103 413.213 8564 sole none sole
WASHINGTON R EST IN TR SH BEN INT COM 939653101 213.412 12600 sole none sole
WEINGARTEN RLTY INVS SH BEN INT COM 948741103 1591.823 38127.502 sole none sole
WELLS FARGO & CO DEL COM COM 949746101 1255.803 29375.504 sole none sole
WILLIAMS COS INC DEL COM COM 969457100 3543.242 83247.982 sole none sole
ZIONS BANCORPORATION COM COM 989701107 3994.531 62906 sole none sole
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