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 2.67%
Capital Goods 4.88%
Conglomerates
Consumer Cyclical 1.22%
Consumer/Non-Cyclical 8.74%
Energy 12.03%
Financial 22.36%
Healthcare 18.17%
Services 10.47%
Technology 19.17%
Transportation
Utilities 0.29%

11 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
APACHE CORP COM 206 206 New 2,024
CONOCOPHILLIPS COM 223 223 New 2,595
SIGMA ALDRICH CORP COM 247 247 New 2,400
ISHARES 1-3 YR CR BD ETF 279 10 3.73 2,643
CREE INC COM 330 10 3.00 6,873
TORONTO DOMINION BK ONT COM NEW 343 5 1.55 6,550
TJX COS INC NEW COM 769 333 76.39 14,640
GOOGLE INC CL C 917 15 1.63 1,556
US BANCORP DEL COM NEW 924 14 1.53 21,615
MERCK & CO INC NEW COM 1,834 17 .96 31,547
SPDR S&P 500 ETF TR TR UNIT 3,056 45 1.51 15,457