UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calender Year or Quarter Ended: September 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: 121
Form 13F Information Table Value Total: $365,639 (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 701.758 19128 sole none sole
ALBERTSONS INC COM COM 13104104 249.244 6300 sole none sole
AMAZON COM INC COM COM 023135106 617.117 7720 sole none sole
AMERICA ONLINE INC DEL COM COM 02364J104 7254.301 69711 sole none sole
AMERICAN EXPRESS CO COM COM 025816109 1538.689 11397.7 sole none sole
AMERICAN HOME PRODS CP COM COM 026609107 2040.057 49158 sole none sole
AMERICAN INTL GROUP COM COM 026874107 407.128 4683 sole none sole
AMERICAN STS WTR CO COM COM 029899101 241.812 7300 sole none sole
AMERICAN WTR WKS INC COM COM 030411102 606.889 20972.415 sole none sole
AMERITECH CORP NEW COM COM 030954101 1834.891 27489.001 sole none sole
APPLIED MATLS INC COM COM 038222105 3471.699 44688 sole none sole
ARDEN GROUP INC CL A CL A 039762109 574.86 14740 sole none sole
ARDEN RLTY GROUP INC COM COM 039793104 940.596 43245.815 sole none sole
AT&T CORP COM COM 001957109 2988.216 68694.628 sole none sole
AT&T CORP COM LIB GRP A COM 001957208 532.151 14262 sole none sole
AUTOMATIC DATA PROCESS COM COM 053015103 838.95 18800 sole none sole
AVERY DENNISON CORP COM COM 053611109 1833.801 34764 sole none sole
BANK ONE CORP COM COM 06423A103 479.833 13783.349 sole none sole
BANKAMERICA CORP NEW COM COM 060505104 2399.888 43095.639 sole none sole
BELL ATLANTIC CORP COM COM 077853109 1475.856 21925.431 sole none sole
BELLSOUTH CORP COM COM 079860102 2532.51 56278 sole none sole
BERKSHIRE HATHAWAY INC CL A CL A 084670108 8910 1620 sole none sole
BERKSHIRE HATHAWAY INC CL B CL B 084670207 3840.064 2069 sole none sole
BLACK BOX CORP DEL COM COM 091826107 309.75 5900 sole none sole
BP AMOCO P L C SPONSORED ADR ADR 055622104 481.591 4346 sole none sole
BRISTOL MYERS SQUIBB COM COM 110122108 9568.949 141762.214 sole none sole
BROADCOM CORP CL A CL A 111320107 1177.2 10800 sole none sole
BURLINGTON NRTHN SANTA COM COM 12189T104 322.685 11734 sole none sole
CADBURY SCHWEPPES DEL PFD QIPS8.625PFD 127207207 1117.859 44492 sole none sole
CHASE MANHATTAN NEW COM COM 16161A108 257.707 3419 sole none sole
CHASE PFD CAPITAL CORP PFD SER A PFD 161637202 908.745 36624 sole none sole
CHEVRON CORPORATION COM COM 166751107 1274.583 14361.494 sole none sole
CISCO SYS INC COM COM 17275R102 20890.582 304694 sole none sole
CITIGROUP INC COM COM 172967101 2579.386 58622.406 sole none sole
CLOROX CO DEL COM COM 189054109 1042.134 27245.34 sole none sole
COCA COLA CO COM COM 191216100 4262.899 88350.242 sole none sole
COLGATE PALMOLIVE CO COM COM 194162103 1346.69 29435.853 sole none sole
COMPAQ COMPUTER CORP COM COM 204493100 2418.362 105720.746 sole none sole
CONSOLIDATED EDISON COM COM 209115104 1131.954 27276 sole none sole
DISNEY WALT CO COM COM 247025109 2539.988 97691.839 sole none sole
DOMINION RES INC VA COM COM 254687106 1911.044 42350 sole none sole
DUKE ENERGY CORP COM COM 25746U109 717.783 13021 sole none sole
E M C CORP MASS COM COM 268648102 1683.308 23584 sole none sole
EDISON INTL COM COM 281020107 369.662 15204.615 sole none sole
EMERSON ELEC CO COM COM 291011104 2600.011 41147.549 sole none sole
ENRON CORP COM COM 293561106 295.65 7200 sole none sole
EQUITY INCOME FD UT 1 EX SR-ATT COM 294700703 15686.191 79726.509 sole none sole
EXXON CORP COM COM 30231G102 4883.797 64260.49 sole none sole
FEDERAL HOME LN MTG CP COM COM 313400301 338.572 6511 sole none sole
FEDERAL NATL MTG ASSN COM COM 313586109 1034.687 16505.471 sole none sole
FIRST TENN NATL CORP COM COM 337162101 1043.381 37098 sole none sole
FPL GROUP INC COM COM 302571104 284.971 5657 sole none sole
FRANKLIN RES INC COM COM 354613101 365.427 11956.715 sole none sole
GAP INC DEL COM COM 364760108 618.216 19319.239 sole none sole
GENERAL ELEC CO COM COM 369604103 19935.748 168145.476 sole none sole
GILLETTE CO COM COM 375766102 878.284 25879.46 sole none sole
GOLDMAN SACHS GROUP COM COM 38141G104 1723.25 28250 sole none sole
GTE CORP COM COM 362320103 5799.726 75443.593 sole none sole
GUIDANT CORP COM COM 401698105 214.5 4000 sole none sole
HARLEY DAVIDSON INC COM COM 412822108 350.638 7004 sole none sole
HEALTH CARE PPTY INVS COM COM 421915109 3126.475 119103.797 sole none sole
HEWLETT PACKARD CO COM COM 428236103 613.3 6758.125 sole none sole
HOME DEPOT INC COM COM 437076102 8894.244 129606.464 sole none sole
HRPT PPTYS TR COM SH BEN INT COM 40426W101 3105.143 276012.719 sole none sole
HSB GROUP INC COM COM 40428N109 274.462 7800 sole none sole
IMMUNEX CORP NEW COM COM 452528102 320.975 7400 sole none sole
INTEL CORP COM COM 458140100 25404.142 341855.565 sole none sole
INTERNATIONAL BUS MACH COM COM 459200101 6703.832 55403.573 sole none sole
JOHNSON & JOHNSON COM COM 478160104 1236.769 13461.43 sole none sole
KEYSPAN ENERGY COM COM 49337W100 384.291 13425 sole none sole
LEAP WIRELESS INTL INC COM COM 521863100 399.147 16985 sole none sole
LILLY ELI & CO COM COM 532457108 3262.274 50824.131 sole none sole
LOCKHEED MARTIN CORP COM COM 539830109 289.115 8844.804 sole none sole
LUCENT TECHNOLOGIES COM COM 549463107 11739.666 180958.247 sole none sole
MBNA CORP COM COM 55262L100 425.444 18649.599 sole none sole
MCDONALDS CORP COM COM 580135101 2348.355 54297.223 sole none sole
MCI WORLDCOM INC COM COM 55268B106 6951.319 96714 sole none sole
MEDTRONIC INC COM COM 585055106 1847.827 51960 sole none sole
MERCK & CO INC COM COM 589331107 10287.748 158730.921 sole none sole
MICROSOFT CORP COM COM 594918104 19154.603 211507 sole none sole
MINNESOTA MNG & MFG CO COM COM 604059105 697.318 7259 sole none sole
MOBIL CORP COM COM 607059102 874.711 8682 sole none sole
MORGAN STAN DEAN WITTR COM NEW COM 617446448 654.498 7338.447 sole none sole
NOKIA CORP SPONSORED ADR COM 654902204 1221.401 13590 sole none sole
NORFOLK SOUTHERN CORP COM COM 655844108 297.675 12150 sole none sole
ORACLE CORP COM COM 68389X105 1527.435 33570 sole none sole
PFIZER INC COM COM 717081103 4098.462 114242.857 sole none sole
PG&E CORP COM COM 69331C108 309.568 11964 sole none sole
PROCTER & GAMBLE CO COM COM 742718109 6132.124 65409.326 sole none sole
QUALCOMM INC COM COM 747525103 22663.717 119795 sole none sole
ROYAL DUTCH PETE CO NY REG GLD1.25 NY REG 780257804 1439.885 24379 sole none sole
SBC COMMUNICATIONS INC COM COM 780257804 4534.494 88802.815 sole none sole
SCHERING PLOUGH CORP COM COM 78387G103 3499.644 80221.077 sole none sole
SCHLUMBERGER LTD COM COM 806605101 226.07 3628 sole none sole
SIEBEL SYS INC COM COM 826170102 1322.506 19850 sole none sole
SIMON PPTY GROUP NEW COM COM 828806109 1833.297 81706.839 sole none sole
SJW CORP COM COM 784305104 334.387 3700 sole none sole
SOUTHERN CO COM COM 842587107 1378.912 53549.979 sole none sole
SPRINT CORP COM COM 852061100 760.63 14020.822 sole none sole
SPRINT CORP PCS COM SER 1 COM 852061506 268.127 3596 sole none sole
STAPLES INC COM COM 855030102 434.919 19939 sole none sole
STATE STR CORP COM COM 857477103 710.875 11000 sole none sole
SUN MICROSYSTEMS INC COM COM 866810104 24834.906 267042 sole none sole
TENET HEALTHCARE CORP COM COM 88033G100 196.7 11200 sole none sole
TENNESSEE VALLEY AUTHORITY 6.75% COM 880591300 462.5 20000 sole none sole
TEXACO INC COM COM 881694103 395.541 6266 sole none sole
TEXAS INSTRS INC COM COM 882508104 2356.843 28654.63 sole none sole
TEXAS UTILS CO COM COM 882848104 476.481 12770 sole none sole
TIME WARNER INC COM COM 887315109 1202.996 19802.409 sole none sole
TRANSCANADA PIPELINES COM COM 893526103 135.85 10400 sole none sole
TRUE NORTH INC COM 897844106 417.985 11491 sole none sole
UNITED WTR RES INC COM COM 913190104 251.212 7700 sole none sole
USWEB CORP COM COM 917327108 387.079 11281 sole none sole
VODAFONE AIRTOUCH PLC SPONSORED ADRADR 92857T107 533.273 2243 sole none sole
WAL MART STORES INC COM COM 931142103 1372.939 28866 sole none sole
WASHINGTON R EST IN TR SH BEN INT COM 939653101 198.45 12600 sole none sole
WEINGARTEN RLTY INVS SH BEN INT COM 948741103 1387.64 37127.502 sole none sole
WELLS FARGO & CO DEL COM COM 949746101 1358.722 34289.504 sole none sole
WILLIAMS COS INC DEL COM COM 969457100 3222.505 85647.982 sole none sole
ZEBRA TECHNOLOGIES CP CL A CL A 989207105 2335.914 51374 sole none sole
ZIONS BANCORPORATION COM COM 989701107 3445.643 62506 sole none sole
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