Elefante Mark B

Q1 2018 13F Holdings Report, Stock Holdings

Signature - Title
John Aharonian - Director of Operations
Location
Boston
Holdings as of
March 31, 2018
Value $
$19.9M
Num holdings
38
Date filed
4/24/2018, 02:09 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MA, FI, AAPL, ABT, and UTX.
Previous filing
Q4 2017 - Feb 2, 2018
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2018 Q1 compared to 2017 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
John Aharonian Director of Operations Boston, Massachusetts 4/24/2018

Other Included Managers (3):

Num Name Location File Number
1 Broderick Brian C Boston, MA 028-11136
5 Puzo Michael J Boston, MA 028-06165
14 Delaney Dennis R Boston, MA 028-17222