HALL LAURIE J TRUSTEE Information

EDWARDS ANGELL PALMER & DODGE LLP, BOSTON, Massachusetts, 02199,

Report Date: 06/30/2014

Position Statistics

Total Positions 92
New Positions 3
Increased Positions 11
Decreased Positions 48
Positions with Activity 59
Sold Out Positions 5
Total Mkt Value (in $ millions) 135

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.63%
Capital Goods 4.83%
Conglomerates
Consumer Cyclical 1.22%
Consumer/Non-Cyclical 8.95%
Energy 11.64%
Financial 22.46%
Healthcare 18.66%
Services 9.94%
Technology 19.37%
Transportation
Utilities 0.29%

92 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL ELECTRIC CO COM 9,652 -99 (1.02) 371,527
EXXON MOBIL CORP COM 7,368 -198 (2.62) 74,076
PROCTER & GAMBLE CO COM 6,258 -201 (3.11) 75,300
3M CO COM 6,247 -90 (1.42) 43,380
JOHNSON & JOHNSON COM 5,956 -110 (1.81) 57,420
MICROSOFT CORP COM 5,790 -16 (0.27) 127,444
INTEL CORP COM 5,173 -37 (0.7) 148,147
PEPSICO INC COM 4,486 -88 (1.92) 48,499
TIME WARNER INC COM NEW 4,409 New 57,243
ABBVIE INC COM 3,522 -6 (0.16) 63,711
SPDR S&P 500 ETF TR TR UNIT 3,102 46 1.51 15,457
STRYKER CORP COM 3,033 -20 (0.64) 36,407
STATE STR CORP COM 2,941 -33 (1.1) 40,830
ISHARES TR MSCI EAFE ETF 2,933 -64 (2.13) 43,960
CIGNA CORPORATION COM 2,814 New 29,750
ABBOTT LABS COM 2,680 -4 (0.16) 63,436
EMERSON ELEC CO COM 2,516 -12 (0.48) 39,300
VANGUARD INDEX FDS TOTAL STK MKT 2,285 New 22,000
QUALCOMM INC COM 2,086 -38 (1.79) 27,405
SCHLUMBERGER LTD COM 1,984 New 18,092


Latest News Headlines

View All
Create your free portfolio