Q3 2014 13F Detailed Holdings
-
Location
-
Lynnfield, MA
-
Holdings as of
-
9/30/2014
-
Value ($000)
-
$509,228
-
Num holdings
-
1,008
-
Date filed
-
11/14/2014
-
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 Advisor |
028-14868 |
| 15 |
Carret Asset Management |
028-01317 |
| 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 |