Dark
Light
System
Institutional Investment Manager
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (CIK: 0000932974) incorporated in Massachusetts, located at 230 Congress Street, Boston, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0000932974-15-000001) filed in 2015.02.12
#
Name
Shares
Value ($)
%
Options
Notes
501 INTUIT 540 50 0.00%
502 TEVA PHARMACEUTICAL INDS LTD 850 49 0.00%
503 TJX COS INC NEW 720 49 0.00%
504 PORTLAND GEN ELEC CO 1,293 49 0.00%
505 AMETEK INC NEW 930 49 0.00%
506 SPDR SERIES TR 2,000 48 0.00%
507 CLAYMORE EXCHANGE TRD FD TR 1,665 48 0.00%
508 EPIZYME INC COM 2,500 47 0.00%
509 KEYSIGHT TECHNOLOGIES INC COM 1,383 47 0.00%
510 PHILIP MORRIS INTL INC 580 47 0.00%
511 ABBOTT LABS 1,042 47 0.00%
512 SELECT SECTOR SPDR TR 600 47 0.00%
513 PEPSICO INC 500 47 0.00%
514 EMERSON ELEC CO 750 46 0.00%
515 FUELCELL ENERGY INC COM 30,000 46 0.00%
516 CREE INC 1,440 46 0.00%
517 INSULET CORPORATION 1,000 46 0.00%
518 MCDONALDS CORP 475 45 0.00%
519 BRUNSWICK CORP 870 45 0.00%
520 BANK NEW YORK MELLON CORP 1,100 45 0.00%
521 XCEL ENERGY INC 1,245 45 0.00%
522 LEUCADIA NATL CORP 2,000 45 0.00%
523 CELGENE CORP 390 44 0.00%
524 EXXON MOBIL CORP 475 44 0.00%
525 INTUIT 475 44 0.00%
526 Miller Energy Resources, Inc. 35,375 44 0.00%
527 CUMMINS INC 305 44 0.00%
528 METLIFE INC 811 44 0.00%
529 BANK OF THE OZARKS INC 1,140 43 0.00%
530 VIRGIN AMERICA ORD 1,000 43 0.00%
531 DIAGEO P L C 375 43 0.00%
532 STRYKER CORP 440 42 0.00%
533 FREEPORT-MCMORAN INC 1,800 42 0.00%
534 DUN & BRADSTREET CORP DEL NE 348 42 0.00%
535 NOVO-NORDISK A S 1,000 42 0.00%
536 JOHNSON CTLS INTL PLC 845 41 0.00%
537 KLX INC COM 1,000 41 0.00%
538 S&P GLOBAL INC 462 41 0.00%
539 EATON VANCE CORP 1,000 41 0.00%
540 XYLEM INC 1,070 41 0.00%
541 ITAU UNIBANCO HLDG SA 3,127 41 0.00%
542 TECO ENERGY INC COM 2,000 41 0.00%
543 REALTY INCOME CORP 866 41 0.00%
544 REGENERON PHARMACEUTICALS 100 41 0.00%
545 DRYSHIPS INC 38,000 40 0.00%
546 UNILEVER PLC 980 40 0.00%
547 FOMENTO ECONOMICO MEXICANO S 450 40 0.00%
548 PETROLEO BRASILEIRO SA PETRO 5,475 40 0.00%
549 SANDISK CORP 401 39 0.00%
550 Ishares - Japan 3,485 39 0.00%
Page 11 of 15
Restatement filing (0000932974-15-000002) filed in 2015.02.12
#
Name
Shares
Value ($)
%
Options
Notes
151 BALCHEM CORP 18,155 1,210 0.03%
152 ISHARES MSCI ACWI EX US IDX FD 27,770 1,195 0.03%
153 HAIN CELESTIAL GROUP INC 19,970 1,164 0.03%
154 TJX COS INC NEW 16,854 1,156 0.03%
155 ADOBE INC 15,800 1,149 0.03%
156 BRISTOL MYERS SQUIBB CO 18,426 1,088 0.03%
157 DOVER CORP 15,000 1,076 0.03%
158 CABOT MICROELECTRONICS CP 22,537 1,066 0.03%
159 AT&T INC 31,690 1,064 0.03%
160 PRICELINE GRP INC 929 1,059 0.03%
161 SUNOPTA INC 88,075 1,044 0.03%
162 Chubb Corporation 10,056 1,040 0.03%
163 FORD MTR CO DEL 63,180 979 0.03%
164 WHIRLPOOL CORP 5,000 969 0.02%
165 BOEING CO 7,416 964 0.02%
166 INTUIT 10,350 954 0.02%
167 ACE LTD 8,050 925 0.02%
168 BROWN FORMAN CORP 10,475 920 0.02%
169 UNILEVER PLC 22,530 912 0.02%
170 PROCTER AND GAMBLE CO 9,115 830 0.02%
171 BERKSHIRE HATHAWAY INC DEL 5,505 827 0.02%
172 SIGMA ALDRICH 5,900 810 0.02%
173 QUALCOMM INC 10,845 806 0.02%
174 COLGATE PALMOLIVE CO 11,605 803 0.02%
175 FISERV INC 11,181 794 0.02%
176 PERRIGO CO PLC 4,748 794 0.02%
177 EOG RES INC 8,531 785 0.02%
178 O REILLY AUTOMOTIVE INC NEW 4,020 774 0.02%
179 PROGRESSIVE CORP OHIO 27,465 741 0.02%
180 BANK AMER CORP 41,240 738 0.02%
181 ABBOTT LABS 16,271 733 0.02%
182 BAXTER INTL INC 9,975 731 0.02%
183 DEVON ENERGY CORP NEW 11,824 724 0.02%
184 CHURCH & DWIGHT 9,100 717 0.02%
185 YUM BRANDS INC 9,620 701 0.02%
186 DISCOVER FINL SVCS 10,605 695 0.02%
187 ECOLAB INC 6,651 695 0.02%
188 MCDONALDS CORP 7,375 691 0.02%
189 PARKER HANNIFIN CORP 5,330 687 0.02%
190 TIMKEN CO COM 16,000 683 0.02%
191 ANALOG DEVICES INC 12,256 680 0.02%
192 COSTCO WHSL CORP NEW 4,795 680 0.02%
193 ISHARES TR 5,950 679 0.02%
194 WEINGARTEN RLTY INVS 19,327 675 0.02%
195 US BANCORP DEL 15,009 675 0.02%
196 INTERNATIONAL BUSINESS MACHS 4,200 674 0.02%
197 HONEYWELL INTL INC 6,668 666 0.02%
198 CARDINAL HEALTH INC 8,200 662 0.02%
199 BP PLC 17,328 661 0.02%
200 DUKE ENERGY CORP NEW 7,565 632 0.02%
Page 4 of 15