UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calender Year or Quarter Ended: December 31, 1998
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 19, 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: 115
Form 13F Information Table Value Total: $252,423 (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 741.272 15128 sole none sole
ALLEGHENY TECHNOLOGIES COM COM 01741R102 479.681 6622 sole none sole
AMAZON COM INC COM COM 023135106 422.444 1315 sole none sole
AMERICA ONLINE INC DEL COM COM 02364J104 2622.543 16906 sole none sole
AMERICAN EXPRESS CO COM COM 025816109 747.624 7293.897 sole none sole
AMERICAN HOME PRODS CP COM COM 026609107 2482.36 44033 sole none sole
AMERICAN INTL GROUP COM COM 026874107 246.877 2555 sole none sole
AMERICAN STS WTR CO COM COM 029899101 207.1 7600 sole none sole
AMERICAN WTR WKS INC COM COM 030411102 674.191 19976.043 sole none sole
AMERITECH CORP NEW COM COM 030954101 1313.332 20723.183 sole none sole
AMOCO CORP COM COM 055622104 393.498 6572 sole none sole
APPLIED MATLS INC COM COM 038222105 506.53 11866 sole none sole
ARDEN GROUP INC CL A CL A 039762109 589.6 14740 sole none sole
ARDEN RLTY GROUP INC COM COM 039793104 1047.529 45176.438 sole none sole
AT&T CORP COM COM 001957109 555.932 7339.04 sole none sole
AUTOMATIC DATA PROCESS COM COM 053015103 769.8 9600 sole none sole
AVERY DENNISON CORP COM COM 053611109 1925.746 42735 sole none sole
BANK ONE CORP COM COM 06423A103 924.373 18102.783 sole none sole
BANKAMERICA CORP NEW COM COM 060505104 2247.23 37375.975 sole none sole
BELL ATLANTIC CORP COM COM 077853109 834.317 15450.323 sole none sole
BELLSOUTH CORP COM COM 079860102 2534.382 50814.671 sole none sole
BERKSHIRE HATHAWAY INC CL A CL A 084670108 9247 1321 sole none sole
BERKSHIRE HATHAWAY INC CL B CL B 084670207 3040.9 1294 sole none sole
BESTFOODS COM COM 08658U101 225.78 4240 sole none sole
BOEING CO COM COM 097023105 281.985 8643.219 sole none sole
BRISTOL MYERS SQUIBB COM COM 110122108 7877.789 58871.847 sole none sole
BURLINGTON NRTHN SANTA COM COM 12189T104 428.776 12519 sole none sole
CADBURY SCHWEPPES DEL PFD QIPS8.625PFD 127207207 1055.242 39448 sole none sole
CHAD THERAPEUTICS COM COM 157228107 19.368 11919 sole none sole
CHASE PFD CAPITAL CORP PFD SER A PFD 161637202 784.012 30300 sole none sole
CHEVRON CORPORATION COM COM 166751107 1126.431 13581.684 sole none sole
CISCO SYS INC COM COM 17275R102 11310.224 121861 sole none sole
CITIGROUP INC COM COM 172967101 1860.796 37449.982 sole none sole
CLOROX CO DEL COM COM 189054109 493.675 4226.219 sole none sole
COCA COLA CO COM COM 191216100 4265.544 63664.831 sole none sole
COLGATE PALMOLIVE CO COM COM 194162103 1250.431 13463.594 sole none sole
COMPAQ COMPUTER CORP COM COM 204493100 5191.83 123615 sole none sole
CONSOLIDATED EDISON COM COM 209115104 1310.031 24776 sole none sole
DISNEY WALT CO COM COM 254687106 3363.462 112115.407 sole none sole
DOMINION RES INC VA COM COM 25746U109 1439.9 30800 sole none sole
DOUBLECLICK INC COM COM 258609304 269.714 6061 sole none sole
DU PONT E I DE NEMOURS COM COM 263534109 1404.528 26469.311 sole none sole
DUKE ENERGY CORP COM COM 264399106 611.797 9550 sole none sole
EDISON INTL COM COM 281020107 238.433 8553.641 sole none sole
EMERSON ELEC CO COM COM 291011104 2625.808 43401.781 sole none sole
EQUITY INCOME FD UT 1 EX SR-ATT COM 294700703 11619.797 62809.713 sole none sole
EXXON CORP COM COM 30231G102 4411.265 60324.995 sole none sole
FEDERAL HOME LN MTG CP COM COM 313400301 399.512 6200 sole none sole
FEDERAL NATL MTG ASSN COM COM 313586109 577.2 7800 sole none sole
FIRST TENN NATL CORP COM COM 337162101 1057.376 27780 sole none sole
FPL GROUP INC COM COM 302571104 268.5 4357 sole none sole
FRANKLIN RES INC COM COM 354613101 1452.057 45376.768 sole none sole
GAP INC DEL COM COM 364760108 714.527 12731 sole none sole
GENERAL ELEC CO COM COM 369604103 12630.458 123828.021 sole none sole
GENERAL RE CORP COM COM 375766102 205.543 833 sole none sole
GILLETTE CO COM COM 375766102 1685.988 35262.491 sole none sole
GLOBAL MARINE INC COM COM 379352404 106.227 11803 sole none sole
GTE CORP COM COM 362320103 4286.75 65950.006 sole none sole
HARLEY DAVIDSON INC COM COM 412822108 330.156 6969 sole none sole
HEALTH CARE PPTY INVS COM COM 421915109 3423.923 111347.081 sole none sole
HEWLETT PACKARD CO COM COM 428236103 1238.519 18130.192 sole none sole
HOME DEPOT INC COM COM 437076102 6727.778 109953.463 sole none sole
HRPT PPTYS TR COM SH BEN INT SH BEN INT 40426W101 4185.55 298967.833 sole none sole
HSB GROUP INC COM COM 40428N109 215.578 5250 sole none sole
IMMUNEX CORP NEW COM COM 452528102 301.95 2400 sole none sole
INTEL CORP COM COM 458140100 16500.524 139171.527 sole none sole
INTERNATIONAL BUS MACH COM COM 459200101 2130.104 11553.106 sole none sole
INTERNATIONAL BUS MACH PFD A DEP 1/PFD 459200309 240.481 8825 sole none sole
JOHNSON & JOHNSON COM COM 478160104 1110.221 13236.617 sole none sole
KEYSPAN ENERGY COM COM 49337W100 407.631 13149.376 sole none sole
LEAP WIRELESS INTL INC COM COM 521863100 157.948 21786 sole none sole
LILLY ELI & CO COM COM 532457108 3497.726 39355.572 sole none sole
LOCKHEED MARTIN CORP COM COM 539830109 1304.519 15392.554 sole none sole
LUCENT TECHNOLOGIES COM COM 549463107 8012.402 72881.43 sole none sole
MAY DEPT STORES CO COM COM 577778103 309.965 5134 sole none sole
MBNA CORP COM COM 55262L100 347.97 14024 sole none sole
MCDONALDS CORP COM COM 580135101 1148.65 14953.947 sole none sole
MCI WORLDCOM INC COM COM 55268B106 4450.581 62029 sole none sole
MEDTRONIC INC COM COM 585055106 1080.05 14540 sole none sole
MERCK & CO INC COM COM 589331107 9786.078 66346.288 sole none sole
MICROSOFT CORP COM COM 594918104 13241.605 95478 sole none sole
MINNESOTA MNG & MFG CO COM COM 604059105 202.144 2842.09 sole none sole
MOBIL CORP COM COM 607059102 573.457 6582 sole none sole
MONSANTO CO COM COM 611662107 857.897 18061 sole none sole
MORGAN STAN DEAN WITTR COM NEW COM 617446448 481.763 6785.392 sole none sole
NORFOLK SOUTHERN CORP COM COM 655844108 498.286 15725 sole none sole
PFIZER INC COM COM 717081103 3187.613 25500.905 sole none sole
PG&E CORP COM COM 69331C108 211.05 6700 sole none sole
PROCTER & GAMBLE CO COM COM 742718109 3941.499 43164.942 sole none sole
QUALCOMM INC COM COM 747525103 3520.4 67945 sole none sole
ROYAL DUTCH PETE CO NY REG GLD1.25 NY REG 780257804 463.957 9691 sole none sole
SARA LEE CORP COM COM 803111103 510.532 18112 sole none sole
SBC COMMUNICATIONS INC COM COM 78387G103 3950.415 73667.409 sole none sole
SCHERING PLOUGH CORP COM COM 806605101 3557.798 64394.531 sole none sole
SCHLUMBERGER LTD COM COM 806857108 302.736 6528 sole none sole
SIMON PPTY GROUP NEW COM COM 828806109 2236.936 78488.977 sole none sole
SJW CORP COM COM 784305104 217.375 3700 sole none sole
SOUTHERN CO COM COM 842587107 1352.446 46535.785 sole none sole
SPRINT CORP COM COM 852061100 554.727 6594.076 sole none sole
SUN MICROSYSTEMS INC COM COM 866810104 9313.346 108769 sole none sole
TECO ENERGY INC COM COM 872375100 538.607 19108 sole none sole
TELE COMMUNICATNS NEW COM LIB GRP ACOM 87924V507 331.466 7196 sole none sole
TELE COMMUNICATNS NEW COM TCI GRP ACOM 87924V101 592.12 10705 sole none sole
TENET HEALTHCARE CORP COM COM 88033G100 294 11200 sole none sole
TEXACO INC COM COM 881694103 321.392 6064 sole none sole
TEXAS INSTRS INC COM COM 882508104 929.998 10861.289 sole none sole
TEXAS UTILS CO COM COM 882848104 424.856 9100 sole none sole
TIME WARNER INC COM COM 887315109 943.499 15202.409 sole none sole
TRUE NORTH INC COM 897844106 308.821 11491 sole none sole
USWEB CORP COM COM 917327108 281.21 10662 sole none sole
WARNER LAMBERT CO COM COM 934488107 1071.53 14251.44 sole none sole
WASHINGTON R EST IN TR SH BEN INT SH BEN INT 939653101 216.05 11600 sole none sole
WEINGARTEN RLTY INVS SH BEN INT SH BEN INT 948741103 1598.802 35827.502 sole none sole
WILLIAMS COS INC DEL COM COM 969457100 2471.342 79241.413 sole none sole
ZIONS BANCORPORATION COM COM 989701107 4609.887 73906 sole none sole
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