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) 142

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

Sector Weighting

Basic Materials 2.6%
Capital Goods 5.1%
Conglomerates
Consumer Cyclical 1.28%
Consumer/Non-Cyclical 8.49%
Energy 8.97%
Financial 23.93%
Healthcare 20.15%
Services 10.55%
Technology 18.34%
Transportation
Utilities 0.28%

7 INCREASED Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL C 969 3 .28 1,796
ISHARES 1-3 YR CR BD ETF 364 30 8.98 3,448
MASTERCARD INC CL A 552 14 2.60 5,925
MERCK & CO INC NEW COM 2,067 154 8.06 34,183
SCHLUMBERGER LTD COM 1,722 42 2.49 18,973
SPDR S&P 500 ETF TR TR UNIT 3,418 85 2.56 16,057
UNITED TECHNOLOGIES CORP COM 360 39 12.22 3,030


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