Q2 2014 13F Detailed Holdings
-
Location
-
Lynnfield, MA
-
Holdings as of
-
6/30/2014
-
Value ($000)
-
$619,093
-
Num holdings
-
969
-
Date filed
-
8/14/2014
-
Form type
-
13F-HR
-
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 |
| 22 |
Time Capital |
|
| 19 |
Wellesley Investment Advisors |
|
| 13 |
ValueWorks LLC |
028-11180 |
| 12 |
Sentinel |
|
| 11 |
Dividend Growth Advisors |
028-11952 |
| 8 |
Fraser |
|
| 3 |
Cambridge Investments |
028-06432 |
| 1 |
Advisors Capital Management |
028-11543 |