LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Information

230 CONGRESS STREET, BOSTON, Massachusetts, 02110, (617) 523-6531

Report Date: 03/31/2014

Position Statistics

Total Positions 654
New Positions 60
Increased Positions 192
Decreased Positions 165
Positions with Activity 357
Sold Out Positions 35
Total Mkt Value (in $ millions) 3,724

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

Sector Weighting

Basic Materials 4.17%
Capital Goods 5.01%
Conglomerates 0%
Consumer Cyclical 2.25%
Consumer/Non-Cyclical 15.4%
Energy 7.68%
Financial 8.37%
Healthcare 10.75%
Services 17.14%
Technology 24.48%
Transportation 4.07%
Utilities 0.37%

654 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BLACKROCK REAL ASSET EQUITY TR COM 7 7 New 746
JAZZ PHARMACEUTICALS PLC SHS USD 7 7 New 50
WASHINGTON TR BANCORP COM 7 New 200
MSCI INC COM 7 7 New 148
PPL CORP COM 7 New 200
ORIX CORP SPONSORED ADR 7 7 New 86
DISCOVERY COMMUNICATNS NEW COM SER C 6 4 154.84 79
MARKEL CORP COM 6 6 New 10
SPDR SERIES TRUST BRCLY EM LOCL 6 New 200
PEABODY ENERGY CORP COM 6 New 400
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 6 New 400
ISHARES TR TIPS BD ETF 6 New 50
CONSOLIDATED EDISON INC COM 6 New 100
SIEMENS A G SPONSORED ADR 6 6 New 45
CUMULUS MEDIA INC CL A 5 New 1,000
HOSPIRA INC COM 5 New 100
VIMPELCOM LTD SPONSORED ADR 5 New 625
VALEANT PHARMACEUTICALS INTL I COM 5 5 New 40
BB&T CORP COM 5 -29 (85.51) 131
FIRSTENERGY CORP COM 5 New 150