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Institutional Investment Manager
APPLETON PARTNERS INC/MA
APPLETON PARTNERS INC/MA (CIK: 0001055290) incorporated in Massachusetts, located at One Post Office Square, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 209 holdings with a total value of $494,787,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 FEDEX CORP 1,095 204,000 0.04%
202 WAL-MART STORES INC 2,914 201,000 0.04%
203 BAIRD 20,668 200,000 0.04%
204 WESTON PORTFOLIOS INC NEW CENT 10,605 174,000 0.04%
205 CREDITRISKMONITOR COM INC COM 57,564 150,000 0.03%
206 MANNING & NAPIER FD INC NEW 20,125 137,000 0.03%
207 SIGA TECHNOLOGIES ORD 11,635 34,000 0.01%
208 STRATEGIC ENVTL & ENGY RES INC 26,300 13,000 0.00%
209 DNIB Unwind, Inc. 14,100 2,000 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-001778, filed 2017.02.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.