| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROTHSCHILD INVESTMENT LLC /IL | 21 | 21 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2018 | 21 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 19 | 19 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q4 2017 | 19 |
| LOWE BROCKENBROUGH & CO INC | 12 | 3 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2017 | 15 |
| GOFEN & GLOSSBERG LLC /IL/ | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 14 |
| Advocacy Wealth Management Services, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 6 |
| Arvest Bank Trust Division | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 5 |
| Coston, McIsaac & Partners | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| ARVEST TRUST CO N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
| QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
| First City Capital Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2013 | Q3 2013 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
| MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2017 | Q4 2017 | 1 |
| PHILADELPHIA TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
This page lists all the filers that currently own MASSACHUSETTS INVS TR SH BEN I or have owned MASSACHUSETTS INVS TR SH BEN I in the past.