Q4 2020 13F Detailed Holdings
-
Location
-
Quincy, MA
-
Holdings as of
-
12/31/2020
-
Value ($000)
-
$177,791
-
Num holdings
-
91
-
Date filed
-
2/10/2021
-
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 |
| 1 |
Dana Investments |
028-13023 |
| 2 |
Eaton Vance |
028-04139 |
| 3 |
Essex |
028-11395 |
| 4 |
Gardner Russo Gardner |
028-02635 |
| 5 |
Parametric |
028-04558 |
| 6 |
Toth Advisory |
028-07086 |