HALL LAURIE J TRUSTEE Information

LOCKE LORD LLP, BOSTON, Massachusetts, 02199,

Report Date: 03/31/2015

Position Statistics

Total Positions 91
New Positions 0
Increased Positions 7
Decreased Positions 26
Positions with Activity 33
Sold Out Positions 2
Total Mkt Value (in $ millions) 138

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

Sector Weighting

Basic Materials 2.51%
Capital Goods 5.01%
Conglomerates
Consumer Cyclical 1.26%
Consumer/Non-Cyclical 8.47%
Energy 8.71%
Financial 24.64%
Healthcare 20.26%
Services 10.87%
Technology 17.69%
Transportation
Utilities 0.27%

7 INCREASED Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ISHARES 1-3 YR CR BD ETF 363 30 8.98 3,448
MASTERCARD INC CL A 548 14 2.60 5,925
GOOGLE INC CL C 937 3 .28 1,796
MERCK & CO INC NEW COM 1,958 146 8.06 34,183
SCHLUMBERGER LTD COM 1,625 39 2.49 18,973
UNITED TECHNOLOGIES CORP COM 338 37 12.22 3,030
SPDR S&P 500 ETF TR TR UNIT 3,298 82 2.56 16,057


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