UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 1999
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Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holding entries.
Institutional Investment Manager Filing this Report:
Name: Countrywide Investments, Inc.
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Address: 312 Walnut Street, 21st Floor
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Cincinnati, Ohio 45202
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Form 13F File Number: 28-4774
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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: Maryellen Peretzky
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Title: Chief Operations Officer, Secretary
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Phone: (513) 629-2000
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Signature, Place, and Date of Signing:
/s/ Maryellen Peretzky Cincinnati, Ohio 2/14/00
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[Signature] [City, State] [Date]
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 is 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:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-
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[Repeat as necessary.]
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total: 119
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Form 13F Information Table Value Total: $ 300,931
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(thousands)
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.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
No. Form 13F File Number Name
28- NONE
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[Repeat as necessary.]
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Form 13F INFORMATIONAL TABLE
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<CAPTION>
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ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE OF CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANAGERS VOTING AUTHORITY
CLASS NUMBER MARKET PRINCIPAL ------------------------- See Instr. (SHARES)
VALUE AMOUNT (b) V.
(000's) (a) Shared- (c)
Sole As Defined Shared- (a) (b) (c)
in Instr. V Other Sole Shared None
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
TEVA PHARMACEUTICAL ADR N/A 203 2,825 X 2,825
TRANSOCEAN SEDO FOREX, INC. COM N/A 173 5,142 X 3,872 1,270
AFLAC INC COM 001055 10 2 4,563 96,704 X 40,000 56,704
AES CORP COM 00130H 10 5 4,868 65,125 X 45,000 25,125
AT&T CORP COM 001957 10 9 6,440 126,738 X 70,000 56,738
AT&T CORP LIBERTY MEDIA-A COM 001957 20 8 3,268 57,600 X 57,000 600
AMERICA ONLINE COM 02364J 10 4 599 7,900 X 7,900
ABBOTT LABS COM 002824 10 0 1,373 37,800 X 37,800
ALCOA INC COM 013817 10 1 465 5,600 X 5,600
ALLTEL CORP COM 020039 10 3 1,372 16,597 X 16,000 597
AMERICAN EXPRESS CO COM 025816 10 9 1,223 7,355 X 7,355
AMERICAN HOME PRODS CORP COM 026609 10 7 1,491 38,000 X 38,000
AMERICAN INTL GROUP INC COM 026874 10 7 4,935 45,645 X 23,125 22,520
AMERICAN WTR WKS INC COM 030411 10 2 1,639 77,150 X 70,000 7,150
ANHEUSER BUSCH COS INC COM 035229 10 3 354 5,000 X 5,000
APACHE CORP COM 037411 10 5 412 11,150 X 11,150
BRITISH PETRO CO ADR 055622 10 4 251 4,234 X 4,234
BANC ONE CORP COM 059438 10 1 607 18,973 X 18,973
BANK NEW YORK CO. INC COM 064057 10 2 8,243 206,090 X 84,000 122,090
BANKAMERICA CORP NEW COM 06605F 10 2 222 4,430 X 4,430
BELL ATLANTIC CORP COM 077853 10 9 3,835 62,288 X 50,000 12,288
BELLSOUTH CORP COM 079860 10 2 6,967 148,838 X 94,000 54,838
BRISTOL MYERS SQUIBB CO COM 110122 10 8 899 14,000 X 14,000
BROADWING INC. COM 111620 10 0 265 7,200 X 7,200
CLECO CORP COM 12561M 10 7 962 30,000 X 30,000
CMS ENERGY CORP COM 125896 10 0 2,027 65,000 X 60,000 5,000
CAMPBELL SOUP CO COM 134429 10 9 201 5,200 X 5,200
CHASE MANHATTAN CORP NEW COM 16161A 10 8 360 4,640 X 4,640
CINCINNATI FINL CORP COM 172062 10 1 507 16,263 X 16,263
CINERGY CORP COM 172474 10 8 1,252 51,900 X 30,000 21,900
CISCO SYS INC COM 17275R 10 2 6,850 63,945 X 22,000 41,945
CITIGROUP INC COM 172967 10 1 2,333 41,982 X 27,000 14,982
COCA COLA CO COM 191216 10 0 2,225 38,194 X 38,194
COMPAQ COMPUTER CORP COM 204493 10 0 888 32,800 X 32,800
COMPUWARE CORPATION COM 205638 10 9 3,672 98,575 X 50,000 48,575
CONAGRA INC COM 205887 10 2 510 22,500 X 22,500
CONSTELLATION ENERGY GROUP COM 210371 10 0 1,451 50,050 X 50,050
COUNTRYWIDE CREDIT IND. COM 222372 10 4 313 12,410 X 12,410
DPL INC COM 233293 10 9 1,381 79,784 X 75,000 4,784
DISNEY WALT CO COM 254687 10 6 1,787 61,089 X 61,089
DOW CHEMICAL COM 260543 10 3 267 2,000 X 2,000
DU PONT E I DE NEMOURS & CO COM 263534 10 9 1,719 26,096 X 26,096
DUKE ENERGY CORP COM 264399 10 6 2,348 46,850 X 42,000 4,850
EMC CORP COM 268648 10 2 852 7,800 X 7,600 200
EMERSON ELEC CO COM 291011 10 4 1,331 23,200 X 21,000 2,200
ENRON CORP COM 293561 10 6 3,023 68,135 X 68,135
EXXON CORP COM 302290 10 1 2,674 33,194 X 33,194
FPL GROUP INC COM 302571 10 4 1,944 45,400 X 45,000 400
FEDERAL HOME LN MTG CORP COM 313400 30 1 3,523 74,866 X 6,000 68,866
FEDERAL NATL MTG ASSN COM 313586 10 9 2,184 34,980 X 34,980
FEDERATED DEPT STORES INC DEL COM 31410H 10 1 480 9,500 X 9,500
FIDELITY FINANCIAL OF OHIO COM 31614P 10 7 305 17,087 X 17,087
FIFTH THIRD BANCORP COM 316773 10 0 8,241 112,320 X 6,750 105,570
FIRST VA BANKS INC COM 337477 10 3 206 4,800 X 4,800
FIRSTAR CORP COM 33763V 10 9 2,781 131,625 X 24,000 107,623
FORD MTR CO DEL COM 345370 10 0 859 16,106 X 16,106
GTE CORP COM 362320 10 3 5,076 71,935 X 45,000 26,935
GANNETT INC COM 364730 10 1 408 5,000 X 5,000
GAP INC DEL COM 364760 10 8 5,475 119,034 X 52,000 67,034
GENERAL ELEC CO COM 369604 10 3 9,667 62,470 X 21,000 41,470
HEWLETT PACKARD CO COM 428236 10 3 6,222 54,610 X 23,100 34,510
HOME DEPOT INC COM 437076 10 2 3,712 54,141 X 33,000 21,141
HUNTINGTON BANCSHARES INC COM 446150 10 4 361 15,109 X 15,109
INDYMAC MTG HLDGS INC COM 456607 10 0 1,297 101,705 X 101,705
INTEL CORP COM 458140 10 0 10,671 129,642 X 52,800 76,842
INTERMEDIA COMMUNICATION COM 458810 10 7 511 16,000 16,000
INTERNATIONAL BUSINESS MACHS COM 459200 10 1 5,642 52,237 X 18,600 33,637
JOHNSON & JOHNSON COM 478160 10 4 5,161 55,425 X 28,700 26,725
KANSAS CITY PWR & LT CO COM 485134 10 0 1,132 51,300 X 50,000 1,300
KEYCORP NEW COM 493267 10 8 852 38,503 X 38,503
KIMBERLY CLARK CORP COM 494368 10 3 372 5,687 X 5,687
LILLY ELI & CO COM 532457 10 8 1,054 15,850 X 15,850
LOWES COS INC COM 548661 10 7 1,258 21,050 X 21,050
LUCENT TECHNOLOGIES INC COM 549463 10 7 10,469 139,930 X 64,776 75,154
MCN ENERGY GROUP INC COM 55267J 10 0 1,982 83,450 X 70,000 13,450
MCI WORLDCOM INC COM 55268B 10 6 6,030 113,647 X 62,100 51,547
MCDONALDS CORP COM 580135 10 1 5,928 147,050 X 55,800 91,250
MEDTRONIC INC COM 585055 10 6 3,945 108,275 X 73,000 35,275
MELLON BK CORP COM 585509 10 2 592 17,370 X 17,370
MERCK & CO INC COM 589331 10 7 4,686 69,876 X 20,000 49,876
MERRILL LYNCH & CO INC COM 590188 10 8 233 2,800 X 2,800
MICROSOFT CORP COM 594918 10 4 2,752 23,500 X 8,500 150
MINNESOTA MNG & MFG CO COM 604059 10 5 340 3,470 X 3,470
MOTOROLA INC COM 620076 10 9 3,031 20,585 X 2,250 18,335
NEWS CORP LTD-SPORS COM 652487 80 2 266 7,950 X 7,950
NEXTEL COMMUNICATIONS COM 65332V 10 3 258 2,500 X 2,500
NOKIA CORP-SPON ADR 654902 20 4 1,368 7,200 X 4,500 2,700
NORTEL NETWORKS CORP COM 656569 10 0 15,075 149,260 X 85,400 63,860
OMNICOM GROUP, INC. COM 681919 10 6 1,360 13,600 X 12,500 1,100
ONEOK INC NEW COM 682680 10 3 628 25,000 X 25,000
PPG INDUSTRIES, INC COM 693506 10 7 203 3,252 X 3,252
PAINE WEBBER GROUP INC COM 695629 10 5 272 7,000 X 7,000
PEPSICO INC COM 713448 10 8 2,111 59,885 X 6,000 53,885
PFIZER INC COM 717081 10 3 10,042 309,585 X 91,800 217,785
PHILIP MORRIS COS INC COM 718154 10 7 304 13,200 X 13,200
PITNEY BOWES INC COM 724479 10 0 348 7,200 X 7,200
PROCTER & GAMBLE CO COM 742718 10 9 10,117 92,336 X 35,000 57,336
PROVIDENT FINL GROUP INC COM 743866 10 5 275 7,669 X 7,669
QUALCOMM INC COM 747525 10 3 1,444 8,200 X 8,200
SBC COMMUNICATIONS INC COM 78387G 10 3 4,830 99,079 X 60,640 38,439
SARA LEE CORP COM 803111 10 3 521 23,600 X 23,600
SCANA CORP COM 805898 10 3 1,612 60,000 X 60,000
SCHERING PLOUGH CORP COM 806605 10 1 1,629 38,450 X 38,450
SCHLUMBERGER LTD COM 806857 10 8 1,482 26,350 X 20,000 6,350
SEAGATE TECHNOLOGY INC COM 811804 10 3 233 5,000 X 5,000
SHELL TRANSPORT & TR-SP ADR 822703 60 9 235 4,800 X 48,000
SUN MICROSYSTEMS INC COM 866810 10 4 15,322 197,859 X 93,000 104,859
SUNTRUST BANKS INC COM 867914 10 3 398 5,784 X 5,000 784
TANDY CORPORATION COM 875382 10 3 753 15,300 X 15,000 300
TELEFONICA DE ESPANA SA ADR 879382 20 8 1,063 13,483 X 13,000 483
TEXAS INSTRUMENTS COM 882508 10 4 1,453 15,000 X 15,000
TORONTO - DOMINION BANK COM 891160 50 9 221 8,200 X 8,200
VODAFONE AIRTOUCH COM 92857T 10 7 747 15,085 X 15,085
WICOR INC COM 929253 10 2 1,459 50,000 X 50,000
WACHOVIA CORP COM 929771 10 3 545 8,019 X 8,019
WAL MART STORES INC COM 931142 10 3 5,436 78,645 X 43,200 35,445
WARNER LAMBERT CO COM 934488 10 7 1,467 17,900 X 17,900
WELLS FARGO & CO NEW COM 949746 10 1 3,876 95,845 X 30,000 65,845
WILLIAMS COMPANIES INC COM 969457 10 0 596 19,500 X 17,500 2,000
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