Ballentine Partners, LLC

Q1 2017 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2017
Value ($000)
$1,407,898
Num holdings
627
Date filed
5/30/2017
Form type
13F-HR/A - RESTATEMENT
Prev filing
2/3/2017
Next filing
8/3/2017
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
2 Boston Trust Investment Management Inc 028-15041
4 Aperio Group, LLC 028-11964
8 SaratogaRIM Global GARP Plus Fund LLC