$82.2 Million is the total value of COOLIDGE FRANCIS L's 541 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | New | EXXON MOBIL CORP | $4,566,000 | – | 50,541 | +100.0% | 5.55% | – |
| MMM | New | 3M CO | $2,524,000 | – | 23,086 | +100.0% | 3.07% | – |
| GE | New | GENERAL ELECTRIC CO | $2,490,000 | – | 107,392 | +100.0% | 3.03% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $2,313,000 | – | 51,801 | +100.0% | 2.81% | – |
| IVV | New | ISHARES CORE S&P 500 ETFmutual fund | $2,108,000 | – | 13,100 | +100.0% | 2.56% | – |
| JPM | New | JP MORGAN CHASE & CO | $1,925,000 | – | 36,466 | +100.0% | 2.34% | – |
| MSFT | New | MICROSOFT CORP | $1,733,000 | – | 50,204 | +100.0% | 2.11% | – |
| NEE | New | NEXTERA ENERGY INC | $1,581,000 | – | 19,406 | +100.0% | 1.92% | – |
| CNI | New | CANADIAN NATIONAL RAILWAY CO | $1,500,000 | – | 15,418 | +100.0% | 1.82% | – |
| CSCO | New | CISCO SYSTEMS INC | $1,500,000 | – | 61,618 | +100.0% | 1.82% | – |
| PEP | New | PEPSICO INC | $1,488,000 | – | 18,181 | +100.0% | 1.81% | – |
| SLB | New | SCHLUMBERGER LTD | $1,418,000 | – | 19,773 | +100.0% | 1.72% | – |
| ADP | New | AUTOMATIC DATA PROCESSING INC | $1,399,000 | – | 20,303 | +100.0% | 1.70% | – |
| GIS | New | GENERAL MLS INC | $1,392,000 | – | 28,690 | +100.0% | 1.69% | – |
| EFA | New | ISHARES MSCI EAFE INDEX FUNDmutual fund | $1,265,000 | – | 22,078 | +100.0% | 1.54% | – |
| PG | New | PROCTER & GAMBLE CO | $1,151,000 | – | 14,951 | +100.0% | 1.40% | – |
| PFE | New | PFIZER INC | $1,151,000 | – | 41,104 | +100.0% | 1.40% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,143,000 | – | 13,301 | +100.0% | 1.39% | – |
| WMT | New | WAL MART STORES INC | $1,132,000 | – | 15,193 | +100.0% | 1.38% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC-CL B | $1,084,000 | – | 9,684 | +100.0% | 1.32% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $965,000 | – | 13,955 | +100.0% | 1.17% | – |
| ORCL | New | ORACLE CORPORATION | $956,000 | – | 31,121 | +100.0% | 1.16% | – |
| AXP | New | AMERICAN EXPRESS CO | $940,000 | – | 12,575 | +100.0% | 1.14% | – |
| OMC | New | OMNICOM GROUP | $936,000 | – | 14,882 | +100.0% | 1.14% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHINES CORP | $871,000 | – | 4,550 | +100.0% | 1.06% | – |
| ROP | New | ROPER INDS INC NEW | $860,000 | – | 6,926 | +100.0% | 1.05% | – |
| DIS | New | DISNEY WALT CO NEW | $846,000 | – | 13,400 | +100.0% | 1.03% | – |
| WFC | New | WELLS FARGO & CO | $834,000 | – | 20,240 | +100.0% | 1.01% | – |
| AAPL | New | APPLE INC | $805,000 | – | 2,032 | +100.0% | 0.98% | – |
| KMB | New | KIMBERLY CLARK CORP | $758,000 | – | 7,800 | +100.0% | 0.92% | – |
| APD | New | AIR PRODUCTS & CHEMICALS INC | $731,000 | – | 7,983 | +100.0% | 0.89% | – |
| ABBV | New | ABBVIE INC | $682,000 | – | 16,505 | +100.0% | 0.83% | – |
| HD | New | HOME DEPOT INC | $678,000 | – | 8,750 | +100.0% | 0.82% | – |
| BK | New | BANK OF NEW YORK MELLON CORP | $652,000 | – | 23,260 | +100.0% | 0.79% | – |
| EMC | New | EMC CORP MASS | $641,000 | – | 27,079 | +100.0% | 0.78% | – |
| TEL | New | TE CONNECTIVITY LIMITED | $612,000 | – | 13,425 | +100.0% | 0.74% | – |
| DVN | New | DEVON ENERGY CORPORATION NEW | $601,000 | – | 11,570 | +100.0% | 0.73% | – |
| ACN | New | ACCENTURE PLC CL A | $586,000 | – | 8,160 | +100.0% | 0.71% | – |
| EOG | New | EOG RES INC | $584,000 | – | 4,439 | +100.0% | 0.71% | – |
| MCD | New | MCDONALDS CORP | $583,000 | – | 5,893 | +100.0% | 0.71% | – |
| SYY | New | SYSCO CORP | $567,000 | – | 16,595 | +100.0% | 0.69% | – |
| POT | New | POTASH CORP SASK INC | $548,000 | – | 14,365 | +100.0% | 0.67% | – |
| NVS | New | NOVARTIS AG SPONSORED ADR | $547,000 | – | 7,713 | +100.0% | 0.66% | – |
| CMA | New | COMERICA INC | $542,000 | – | 13,610 | +100.0% | 0.66% | – |
| ABT | New | ABBOTT LABS | $541,000 | – | 15,505 | +100.0% | 0.66% | – |
| F113PS | New | COVIDIEN PLC | $529,000 | – | 8,420 | +100.0% | 0.64% | – |
| MRK | New | MERCK & CO INC | $527,000 | – | 11,349 | +100.0% | 0.64% | – |
| CVX | New | CHEVRON CORP | $501,000 | – | 4,233 | +100.0% | 0.61% | – |
| DD | New | DU PONT E I DE NEMOURS & CO | $492,000 | – | 9,375 | +100.0% | 0.60% | – |
| CB | New | CHUBB CORP | $489,000 | – | 5,782 | +100.0% | 0.60% | – |
| TWX | New | TIME WARNER INC | $487,000 | – | 8,430 | +100.0% | 0.59% | – |
| FTI | New | FMC TECHNOLOGIES INC | $480,000 | – | 8,623 | +100.0% | 0.58% | – |
| BUD | New | ANHEUSER-BUSCH INVEV SPONS ADR | $474,000 | – | 5,252 | +100.0% | 0.58% | – |
| LOW | New | LOWES COS INC | $464,000 | – | 11,346 | +100.0% | 0.56% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $463,000 | – | 8,295 | +100.0% | 0.56% | – |
| SPG | New | SIMON PROPERTY GROUP INCreit | $459,000 | – | 2,907 | +100.0% | 0.56% | – |
| GSK | New | GLAXO SMITHKLINE SPONSORED ADR | $458,000 | – | 9,175 | +100.0% | 0.56% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $453,000 | – | 11,915 | +100.0% | 0.55% | – |
| DHR | New | DANAHER CORP | $453,000 | – | 7,155 | +100.0% | 0.55% | – |
| SIRO | New | SIRONA DENTAL SYSTEMS | $436,000 | – | 6,610 | +100.0% | 0.53% | – |
| RRC | New | RANGE RESOURCES CORP | $436,000 | – | 5,637 | +100.0% | 0.53% | – |
| CVE | New | CENOVUS ENERGY INC | $434,000 | – | 15,225 | +100.0% | 0.53% | – |
| PCAR | New | PACCAR INC | $424,000 | – | 7,900 | +100.0% | 0.52% | – |
| PCP | New | PRECISION CASTPARTS CORP | $423,000 | – | 1,875 | +100.0% | 0.51% | – |
| TYC | New | TYCO INTERNATIONAL LTD | $422,000 | – | 12,812 | +100.0% | 0.51% | – |
| CHD | New | CHURCH & DWIGHT INC | $413,000 | – | 6,693 | +100.0% | 0.50% | – |
| CTAS | New | CINTAS CORP | $409,000 | – | 8,985 | +100.0% | 0.50% | – |
| EL | New | LAUDER ESTEE COS CL-A | $396,000 | – | 6,022 | +100.0% | 0.48% | – |
| GOOGL | New | GOOGLE INC-CL A | $394,000 | – | 448 | +100.0% | 0.48% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG | $392,000 | – | 6,356 | +100.0% | 0.48% | – |
| OXY | New | OCCIDENTAL PETE CORP | $384,000 | – | 4,296 | +100.0% | 0.47% | – |
| UNP | New | UNION PAC CORP | $378,000 | – | 2,450 | +100.0% | 0.46% | – |
| LLY | New | LILLY ELI & CO | $374,000 | – | 7,612 | +100.0% | 0.46% | – |
| LUXTY | New | LUXOTTICA GROUP SPA SPONS ADR | $374,000 | – | 7,413 | +100.0% | 0.46% | – |
| DOV | New | DOVER CORP | $370,000 | – | 4,751 | +100.0% | 0.45% | – |
| LB | New | L BRANDS, INC | $370,000 | – | 7,498 | +100.0% | 0.45% | – |
| BCR | New | BARD CR INC | $359,000 | – | 3,317 | +100.0% | 0.44% | – |
| INTU | New | INTUIT | $353,000 | – | 5,772 | +100.0% | 0.43% | – |
| RDSA | New | ROYAL DUTCH-ADR A | $351,000 | – | 5,500 | +100.0% | 0.43% | – |
| WWAV | New | WHITEWAVE FOODS CO - A | $350,000 | – | 21,480 | +100.0% | 0.43% | – |
| COG | New | CABOT OIL & GAS CORP | $345,000 | – | 4,852 | +100.0% | 0.42% | – |
| PX | New | PRAXAIR INC | $343,000 | – | 2,971 | +100.0% | 0.42% | – |
| TOL | New | TOLL BROTHERS INC | $342,000 | – | 10,499 | +100.0% | 0.42% | – |
| SU | New | SUNCOR ENERGY INC | $340,000 | – | 11,533 | +100.0% | 0.41% | – |
| BA | New | BOEING CO | $337,000 | – | 3,300 | +100.0% | 0.41% | – |
| WAG | New | WALGREEN CO | $337,000 | – | 7,626 | +100.0% | 0.41% | – |
| FISV | New | FISERV INC | $329,000 | – | 3,759 | +100.0% | 0.40% | – |
| WSH | New | WILLIS GROUP HOLDINS PLC | $329,000 | – | 8,050 | +100.0% | 0.40% | – |
| LEN | New | LENNAR CORP-CL A | $324,000 | – | 9,013 | +100.0% | 0.39% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $314,000 | – | 3,373 | +100.0% | 0.38% | – |
| VALE | New | VALE S.A. ADR | $311,000 | – | 23,600 | +100.0% | 0.38% | – |
| BID | New | SOTHEBY'S (DELAWARE) | $307,000 | – | 8,102 | +100.0% | 0.37% | – |
| IHI | New | ISHARES DJ US MEDICAL DEVICEmutual fund | $307,000 | – | 3,901 | +100.0% | 0.37% | – |
| ARIA | New | ARIAD PHARMACEUTICALS INC | $306,000 | – | 17,504 | +100.0% | 0.37% | – |
| ACE | New | ACE LIMITED | $298,000 | – | 3,330 | +100.0% | 0.36% | – |
| DNKN | New | DUNKIN BRANDS GROUP INC | $296,000 | – | 6,908 | +100.0% | 0.36% | – |
| PNC | New | PNC FINANCIAL SERVICES GROUP | $296,000 | – | 4,063 | +100.0% | 0.36% | – |
| VZ | New | VERIZON COMMUNICATIONS | $296,000 | – | 5,887 | +100.0% | 0.36% | – |
| VAR | New | VARIAN MEDICAL SYSTEMS INC | $294,000 | – | 4,347 | +100.0% | 0.36% | – |
| BP | New | BP PLC SPONS ADR | $293,000 | – | 7,006 | +100.0% | 0.36% | – |
| RIO | New | RIO TINTO PLC SPNSD ADR | $283,000 | – | 6,908 | +100.0% | 0.34% | – |
| T | New | AT&T INC | $279,000 | – | 7,876 | +100.0% | 0.34% | – |
| MTB | New | M & T BANK CORP | $258,000 | – | 2,305 | +100.0% | 0.31% | – |
| DOW | New | DOW CHEMICAL CO | $257,000 | – | 8,025 | +100.0% | 0.31% | – |
| GNRC | New | GENERAC HOLDINGS | $253,000 | – | 6,848 | +100.0% | 0.31% | – |
| TXN | New | TEXAS INSTRUMENTS INC | $252,000 | – | 7,214 | +100.0% | 0.31% | – |
| EMR | New | EMERSON ELEC CO | $251,000 | – | 4,609 | +100.0% | 0.30% | – |
| XBI | New | SPDR S&P BIOTECH ETFmutual fund | $246,000 | – | 2,362 | +100.0% | 0.30% | – |
| NGG | New | NATIONAL GRID PLC SPONS ADR | $226,000 | – | 3,996 | +100.0% | 0.28% | – |
| TE | New | TECO ENERGY INC | $223,000 | – | 12,976 | +100.0% | 0.27% | – |
| AMGN | New | AMGEN INC | $217,000 | – | 2,200 | +100.0% | 0.26% | – |
| UPS | New | UNITED PARCEL SERVICE-CLASS B | $211,000 | – | 2,439 | +100.0% | 0.26% | – |
| BLK | New | BLACKROCK INC CLASS A | $197,000 | – | 766 | +100.0% | 0.24% | – |
| ZBH | New | ZIMMER HLDGS INC | $180,000 | – | 2,400 | +100.0% | 0.22% | – |
| QCOM | New | QUALCOMM INC | $172,000 | – | 2,825 | +100.0% | 0.21% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC CL A | $169,000 | – | 1 | +100.0% | 0.21% | – |
| APC | New | ANADARKO PETE CORP | $162,000 | – | 1,890 | +100.0% | 0.20% | – |
| CRM | New | SALESFORCE.COM | $149,000 | – | 3,896 | +100.0% | 0.18% | – |
| DUK | New | DUKE ENERGY CORP | $139,000 | – | 2,067 | +100.0% | 0.17% | – |
| MS | New | MORGAN STANLEY | $130,000 | – | 5,308 | +100.0% | 0.16% | – |
| ADBE | New | ADOBE SYS INC | $125,000 | – | 2,733 | +100.0% | 0.15% | – |
| COP | New | CONOCOPHILLIPS | $116,000 | – | 1,911 | +100.0% | 0.14% | – |
| KYN | New | KAYNE ANDERSON | $112,000 | – | 2,875 | +100.0% | 0.14% | – |
| CVS | New | CVS CAREMARK CORP | $107,000 | – | 1,875 | +100.0% | 0.13% | – |
| AMZN | New | AMAZON.COM INC | $102,000 | – | 368 | +100.0% | 0.12% | – |
| CELG | New | CELGENE CORP | $98,000 | – | 842 | +100.0% | 0.12% | – |
| MON | New | MONSANTO CO NEW | $95,000 | – | 963 | +100.0% | 0.12% | – |
| GILD | New | GILEAD SCIENCES INC | $95,000 | – | 1,854 | +100.0% | 0.12% | – |
| BIDU | New | BAIDU INC SPONS ADR | $89,000 | – | 944 | +100.0% | 0.11% | – |
| SPLK | New | SPLUNK INC | $88,000 | – | 1,893 | +100.0% | 0.11% | – |
| XONE | New | EXONE CO/THE | $86,000 | – | 1,390 | +100.0% | 0.10% | – |
| LCC | New | US AIRWAYS GROUP | $83,000 | – | 5,049 | +100.0% | 0.10% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS INC | $78,000 | – | 2,950 | +100.0% | 0.10% | – |
| NOV | New | NATIONAL-OILWELL INC | $76,000 | – | 1,100 | +100.0% | 0.09% | – |
| DATA | New | TABLEAU SOFTWARE INC | $75,000 | – | 1,348 | +100.0% | 0.09% | – |
| BBD | New | BANCO BRADESCO-SPONS ADR | $72,000 | – | 5,500 | +100.0% | 0.09% | – |
| ABCO | New | ADVISORY BOARD COMPANY | $71,000 | – | 1,304 | +100.0% | 0.09% | – |
| PLL | New | PALL CORP | $71,000 | – | 1,069 | +100.0% | 0.09% | – |
| EBAY | New | EBAY INC | $67,000 | – | 1,301 | +100.0% | 0.08% | – |
| WAGE | New | WAGEWORKS INC | $66,000 | – | 1,916 | +100.0% | 0.08% | – |
| KRFT | New | KRAFT FOODS GROUP INC | $65,000 | – | 1,165 | +100.0% | 0.08% | – |
| CTRX | New | CATAMARAN CORPORATION | $61,000 | – | 1,250 | +100.0% | 0.07% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTD ADR | $60,000 | – | 1,519 | +100.0% | 0.07% | – |
| PSX | New | PHILLIPS 66 | $56,000 | – | 955 | +100.0% | 0.07% | – |
| RE | New | EVEREST RE GROUP LIMITED | $55,000 | – | 432 | +100.0% | 0.07% | – |
| VMW | New | VMWARE INC. | $55,000 | – | 816 | +100.0% | 0.07% | – |
| TEAR | New | TEARLAB CORP | $54,000 | – | 5,123 | +100.0% | 0.07% | – |
| BAC | New | BANK OF AMERICA CORP | $52,000 | – | 4,025 | +100.0% | 0.06% | – |
| CREE | New | CREE INC | $51,000 | – | 796 | +100.0% | 0.06% | – |
| AYI | New | ACUITY BRANDS INC | $50,000 | – | 667 | +100.0% | 0.06% | – |
| ATRO | New | ASTRONICS CORP | $49,000 | – | 1,190 | +100.0% | 0.06% | – |
| PODD | New | INSULET CORP | $47,000 | – | 1,500 | +100.0% | 0.06% | – |
| SNI | New | SCRIPPS NETWORKS | $45,000 | – | 675 | +100.0% | 0.06% | – |
| VECO | New | VEECO INSTRUMENTS INC | $45,000 | – | 1,259 | +100.0% | 0.06% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $44,000 | – | 1,042 | +100.0% | 0.05% | – |
| IDTI | New | INTEGRATED DEVICE TECHNOLOGY INC | $44,000 | – | 5,482 | +100.0% | 0.05% | – |
| ELLI | New | ELLIE MAE INC | $44,000 | – | 1,893 | +100.0% | 0.05% | – |
| IWR | New | ISHARES RUSSELL MIDCAP INDEX FUNDmutual fund | $43,000 | – | 331 | +100.0% | 0.05% | – |
| GTLS | New | CHART INDUSTRIES INC | $41,000 | – | 440 | +100.0% | 0.05% | – |
| FLTX | New | FLEETMATICS GROUP PLC COM | $41,000 | – | 1,226 | +100.0% | 0.05% | – |
| BIOS | New | BIOSCRIP INC | $41,000 | – | 2,496 | +100.0% | 0.05% | – |
| STAA | New | STAAR SURGICAL CO | $41,000 | – | 4,000 | +100.0% | 0.05% | – |
| HXL | New | HEXCEL CORP | $41,000 | – | 1,200 | +100.0% | 0.05% | – |
| YNDX | New | YANDEX N V SHS CLASS A | $40,000 | – | 1,451 | +100.0% | 0.05% | – |
| FWMHQ | New | FAIRWAY GROUP HOLDINGS CORP | $39,000 | – | 1,593 | +100.0% | 0.05% | – |
| CRAY | New | CRAY INC | $39,000 | – | 2,006 | +100.0% | 0.05% | – |
| IWM | New | ISHARES RUSSELL 2000 INDEX FUNDmutual fund | $39,000 | – | 403 | +100.0% | 0.05% | – |
| NGD | New | NEW GOLD INC | $39,000 | – | 6,024 | +100.0% | 0.05% | – |
| WPRT | New | WESTPORT INNOVATIONS INC | $38,000 | – | 1,136 | +100.0% | 0.05% | – |
| OREX | New | OREXIGEN THERAPEUTICS INC | $38,000 | – | 6,574 | +100.0% | 0.05% | – |
| TXTR | New | TEXTURA CORP | $37,000 | – | 1,408 | +100.0% | 0.04% | – |
| VIAB | New | VIACOM INC CL B | $36,000 | – | 532 | +100.0% | 0.04% | – |
| PWR | New | QUANTA SERVICES INCORPORATED | $36,000 | – | 1,370 | +100.0% | 0.04% | – |
| CLR | New | CONTINENTAL RESOURCES INC | $36,000 | – | 423 | +100.0% | 0.04% | – |
| ASEI | New | AMERICAN SCIENCE & ENGINE INC. | $35,000 | – | 624 | +100.0% | 0.04% | – |
| EXP | New | EAGLE MATERIALS INC | $34,000 | – | 507 | +100.0% | 0.04% | – |
| STRM | New | STREAMLINE HEALTH SOLUTIONS | $34,000 | – | 5,129 | +100.0% | 0.04% | – |
| CRDB | New | CRAWFORD & CO CL B | $33,000 | – | 5,849 | +100.0% | 0.04% | – |
| NVDQ | New | NOVADAQ TECHNOLOGIES INC | $32,000 | – | 2,347 | +100.0% | 0.04% | – |
| UNXLQ | New | UNI-PIXEL INC | $31,000 | – | 2,105 | +100.0% | 0.04% | – |
| HOLX | New | HOLOGIC INC | $31,000 | – | 1,612 | +100.0% | 0.04% | – |
| GOLD | New | RANDGOLD RESOURCES LTD ADR | $31,000 | – | 484 | +100.0% | 0.04% | – |
| RBCN | New | RUBICON TECHNOLOGY INC | $30,000 | – | 3,792 | +100.0% | 0.04% | – |
| DE | New | DEERE & CO | $26,000 | – | 325 | +100.0% | 0.03% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $22,000 | – | 804 | +100.0% | 0.03% | – |
| CSII | New | CARDIOVASCULAR SYSTEM INC | $22,000 | – | 1,040 | +100.0% | 0.03% | – |
| FNV | New | FRANCO NEVADA CORP | $21,000 | – | 598 | +100.0% | 0.03% | – |
| YELP | New | YELP INC | $21,000 | – | 592 | +100.0% | 0.03% | – |
| CIG | New | COMPANHIA ENERGETICA DE MINAS GERAIS | $19,000 | – | 2,116 | +100.0% | 0.02% | – |
| PRLB | New | PROTO LABS INC | $17,000 | – | 267 | +100.0% | 0.02% | – |
| STT | New | STATE STREET CORP | $16,000 | – | 252 | +100.0% | 0.02% | – |
| NGVC | New | NATURAL GROCERS | $16,000 | – | 527 | +100.0% | 0.02% | – |
| INTC | New | INTEL CORP | $16,000 | – | 660 | +100.0% | 0.02% | – |
| ABB | New | ABB LTD-SPON ADR | $15,000 | – | 684 | +100.0% | 0.02% | – |
| KGC | New | KINROSS GOLD CORP | $14,000 | – | 2,648 | +100.0% | 0.02% | – |
| EXC | New | EXELON CORP | $12,000 | – | 396 | +100.0% | 0.02% | – |
| PBR | New | PETROLEO BRASILEIRO S.A. ADR | $11,000 | – | 804 | +100.0% | 0.01% | – |
| ICF | New | ISHARES COHEN & STEERS RLTYmutual fund | $11,000 | – | 135 | +100.0% | 0.01% | – |
| HPQ | New | HEWLETT PACKARD CO | $11,000 | – | 448 | +100.0% | 0.01% | – |
| SE | New | SPECTRA ENERGY CORP | $10,000 | – | 292 | +100.0% | 0.01% | – |
| BFAM | New | BRIGHT HORIZONS FAMILY SOLUTIONS | $10,000 | – | 288 | +100.0% | 0.01% | – |
| COH | New | COACH INC | $9,000 | – | 159 | +100.0% | 0.01% | – |
| THST | New | TRUETT-HURST INC | $5,000 | – | 869 | +100.0% | 0.01% | – |
| CEMI | New | CHEMBIO DIAGNOSTICS INC | $4,000 | – | 875 | +100.0% | 0.01% | – |
| NP | New | NEENAH PAPER INC | $4,000 | – | 121 | +100.0% | 0.01% | – |
| RALY | New | RALLY SOFTWARE DEVELOPMENT COR | $4,000 | – | 175 | +100.0% | 0.01% | – |
| KO | New | COCA COLA CO | $3,000 | – | 65 | +100.0% | 0.00% | – |
| SSP | New | EW SCRIPPS COMPANY CL A | $3,000 | – | 224 | +100.0% | 0.00% | – |
| LUMN | New | CENTURYLINK INC | $3,000 | – | 84 | +100.0% | 0.00% | – |
| NOAH | New | NOAH HOLDINGS LTD SPONS ADR | $2,000 | – | 212 | +100.0% | 0.00% | – |
| NEO | New | NEOGENOMICS INC | $2,000 | – | 600 | +100.0% | 0.00% | – |
| EEM | New | ISHARES MSCI EMERGING MARKETS INDEXmutual fund | $1,000 | – | 22 | +100.0% | 0.00% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRUSTmutual fund | $1,000 | – | 5 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Robert N. Shapiro #6
- Edward P. Lawrence #8
- Martin Hall #10
- Barclays Capital, Inc. #14
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 1 | Q2 2013 | 5.6% |
| 3M CO | 1 | Q2 2013 | 3.1% |
| GENERAL ELECTRIC CO | 1 | Q2 2013 | 3.0% |
| BRISTOL MYERS SQUIBB CO | 1 | Q2 2013 | 2.8% |
| ISHARES CORE S&P 500 ETF | 1 | Q2 2013 | 2.6% |
| JP MORGAN CHASE & CO | 1 | Q2 2013 | 2.3% |
| MICROSOFT CORP | 1 | Q2 2013 | 2.1% |
| NEXTERA ENERGY INC | 1 | Q2 2013 | 1.9% |
| CANADIAN NATIONAL RAILWAY CO | 1 | Q2 2013 | 1.8% |
| CISCO SYSTEMS INC | 1 | Q2 2013 | 1.8% |
View COOLIDGE FRANCIS L's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2013-08-07 |
| 13F-HR | 2013-05-14 |
| 13F-HR | 2013-02-19 |
| 13F-HR | 2012-12-05 |
| 13F-HR | 2012-07-25 |
| 13F-HR | 2012-07-25 |
| 13F-HR | 2012-03-01 |
| 13F-HR | 2011-11-03 |
| 13F-HR | 2011-08-19 |
| 13F-HR | 2011-08-19 |
View COOLIDGE FRANCIS L's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.