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Institutional Investment Manager
Ballentine Partners, LLC
Ballentine Partners, LLC (CIK: 0001374889) incorporated in Delaware, located at 230 3rd Avenue, Waltham, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 266 holdings with a total value of $1,186,078,000.
#
Name
Shares
Value ($)
%
Options
Notes
251 ISHARES TR 46 5,000 0.00%
252 SPDR SERIES TRUST PRTFLO S&P500 GW ETF 36 4,000 0.00%
253 TRAVELERS COMPANIES INC 39 4,000 0.00%
254 ISHARES TR 42 4,000 0.00%
255 ZOOM INFORMATION INC 18,277 4,000 0.00%
256 GLAXOSMITHKLINE PLC 93 4,000 0.00%
257 FEDEX CORP 27 4,000 0.00%
258 NEXTERA ENERGY INC 34 4,000 0.00%
259 SPDR S&P 600 SMALL CAP GROWTH ETF 13 2,000 0.00%
260 SPDR SER TR 24 2,000 0.00%
261 SPDR S&P 600 SMALL CAP VALUE ETF 15 2,000 0.00%
262 CONOCOPHILLIPS 46 2,000 0.00%
263 Nomura Holdings Inc 671 2,000 0.00%
264 VANGUARD WORLD FDS 16 1,000 0.00%
265 ISHARES TR 0 0 0.00%
266 ISHARES TR 0 0 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003640, filed 2016.08.03).

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.