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MASSACHUSETTS INVS TR SH BEN I
MASSACHUSETTS INVS TR SH BEN I. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 4 Institutional holders with a total value of $1,143,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 19,449 559,000 48.91%
2 ROTHSCHILD INVESTMENT LLC /IL 12,373 354,000 30.97%
3 LOWE BROCKENBROUGH & CO INC 7,737 221,000 19.34%
4 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 308 9,000 0.79%

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.