Q4 2018 13F Detailed Holdings
-
Location
-
Quincy, MA
-
Holdings as of
-
12/31/2018
-
Value ($000)
-
$80,484
-
Num holdings
-
818
-
Date filed
-
2/14/2019
-
Form type
-
13F-HR
-
Prev filing
-
-
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 |
|
| 2 |
EATON VANCE |
|
| 3 |
TOTH ADVISORY |
|
| 4 |
DANA INVESTMENT |
|
| 5 |
GARDNER RUSSO |
|
| 6 |
ESSEX |
|
| 7 |
MITTLEMAN |
|
| 8 |
DIMEO SCHNEIDER |
|