0001172661-16-003182.txt : 20160509
0001172661-16-003182.hdr.sgml : 20160509
20160509112900
ACCESSION NUMBER: 0001172661-16-003182
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160509
DATE AS OF CHANGE: 20160509
EFFECTIVENESS DATE: 20160509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birch Hill Investment Advisors LLC
CENTRAL INDEX KEY: 0001424177
IRS NUMBER: 208723327
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12685
FILM NUMBER: 161630463
BUSINESS ADDRESS:
STREET 1: 24 FEDERAL STREET
STREET 2: 10TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 617-502-8300
MAIL ADDRESS:
STREET 1: 24 FEDERAL STREET
STREET 2: 10TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001424177
XXXXXXXX
03-31-2016
03-31-2016
false
Birch Hill Investment Advisors LLC
24 Federal Street
10th Floor
Boston
MA
02110
13F HOLDINGS REPORT
028-12685
N
John B. Stiles
Chief Compliance Officer and Member
617-502-8324
/s/ John B. Stiles
Boston
MA
05-09-2016
0
162
950744
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579y101
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19815
SH
SOLE
19765
0
50
ABBOTT LABS
COM
002824100
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28864
SH
SOLE
28388
0
476
ABBVIE INC
COM
00287y109
1757
30754
SH
SOLE
30333
0
421
ACCENTURE PLC IRELAND
SHS CLASS A
g1151c101
46
400
SH
OTR
400
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
g1151c101
3818
33083
SH
SOLE
30958
0
2125
AIR PRODS & CHEMS INC
COM
009158106
2627
18237
SH
SOLE
18037
0
200
ALPHABET INC
CAP STK CL A
02079k305
28073
36798
SH
SOLE
35268
0
1530
ALPHABET INC
CAP STK CL A
02079k305
27
35
SH
OTR
35
0
0
ALPHABET INC
CAP STK CL C
02079k107
34
45
SH
OTR
45
0
0
ALPHABET INC
CAP STK CL C
02079k107
15612
20957
SH
SOLE
19952
0
1005
AMAZON COM INC
COM
023135106
12
20
SH
OTR
20
0
0
AMAZON COM INC
COM
023135106
34796
58614
SH
SOLE
55949
0
2665
AMGEN INC
COM
031162100
347
2313
SH
SOLE
2313
0
0
ANADARKO PETE CORP
COM
032511107
1235
26509
SH
SOLE
26209
0
300
APACHE CORP
COM
037411105
369
7555
SH
SOLE
7355
0
200
APPLE INC
COM
037833100
64
588
SH
OTR
588
0
0
APPLE INC
COM
037833100
17755
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SH
SOLE
152454
0
10455
AQUA AMERICA INC
COM
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212
6666
SH
SOLE
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0
0
ARCH CAP GROUP LTD
ORD
g0450a105
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4019
SH
SOLE
1958
0
2061
AT&T INC
COM
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1000
SH
OTR
1000
0
0
AT&T INC
COM
00206r102
1412
36055
SH
SOLE
36055
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
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38655
SH
SOLE
35655
0
3000
AVERY DENNISON CORP
COM
053611109
296
4100
SH
SOLE
4100
0
0
BAXALTA INC
COM
07177m103
10336
255834
SH
SOLE
237769
0
18065
BAXTER INTL INC
COM
071813109
1427
34738
SH
SOLE
32788
0
1950
BECTON DICKINSON & CO
COM
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39
260
SH
OTR
260
0
0
BECTON DICKINSON & CO
COM
075887109
382
2518
SH
SOLE
2433
0
85
BERKSHIRE HATHAWAY INC DEL
CL A
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1067
5
SH
SOLE
2
0
3
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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41341
SH
SOLE
40236
0
1105
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
9
61
SH
OTR
61
0
0
BOEING CO
COM
097023105
646
5091
SH
SOLE
5091
0
0
BOSTON PROPERTIES INC
COM
101121101
9254
72818
SH
SOLE
72818
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
627
9812
SH
SOLE
8912
0
900
CAMERON INTERNATIONAL CORP
COM
13342b105
5959
88880
SH
SOLE
82205
0
6675
CAPITAL ONE FINL CORP
COM
14040h105
42
600
SH
OTR
600
0
0
CAPITAL ONE FINL CORP
COM
14040h105
23295
336101
SH
SOLE
315826
0
20275
CARLISLE COS INC
COM
142339100
720
7236
SH
SOLE
7236
0
0
CARNIVAL CORP
PAIRED CTF
143658300
8
150
SH
OTR
150
0
0
CARNIVAL CORP
PAIRED CTF
143658300
7699
145896
SH
SOLE
139896
0
6000
CATERPILLAR INC DEL
COM
149123101
258
3374
SH
SOLE
3374
0
0
CDK GLOBAL INC
COM
12508e101
8820
189483
SH
SOLE
166883
0
22600
CDK GLOBAL INC
COM
12508e101
9
200
SH
OTR
200
0
0
CELGENE CORP
COM
151020104
60
600
SH
OTR
600
0
0
CELGENE CORP
COM
151020104
29916
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SH
SOLE
282907
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15985
CHEVRON CORP NEW
COM
166764100
2119
22216
SH
SOLE
22216
0
0
CHUBB LIMITED
COM
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269
2259
SH
SOLE
2259
0
0
CIGNA CORPORATION
COM
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354
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SH
SOLE
2583
0
0
COCA COLA CO
COM
191216100
6864
147955
SH
SOLE
141355
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6600
COLGATE PALMOLIVE CO
COM
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SH
SOLE
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COLGATE PALMOLIVE CO
COM
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42
600
SH
OTR
600
0
0
COMCAST CORP NEW
CL A
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SH
SOLE
311111
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COSTCO WHSL CORP NEW
COM
22160k105
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SH
SOLE
98145
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5990
COSTCO WHSL CORP NEW
COM
22160k105
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50
SH
OTR
50
0
0
CVS HEALTH CORP
COM
126650100
52
500
SH
OTR
500
0
0
CVS HEALTH CORP
COM
126650100
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SH
SOLE
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DISNEY WALT CO
COM DISNEY
254687106
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SH
SOLE
9988
0
0
DOMINION RES INC VA NEW
COM
25746u109
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22478
SH
SOLE
22478
0
0
DONALDSON INC
COM
257651109
8
250
SH
OTR
250
0
0
DONALDSON INC
COM
257651109
16243
509020
SH
SOLE
473820
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35200
DOVER CORP
COM
260003108
427
6636
SH
SOLE
6636
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
501
7918
SH
SOLE
7918
0
0
DUKE ENERGY CORP NEW
COM NEW
26441c204
784
9721
SH
SOLE
9721
0
0
E M C CORP MASS
COM
268648102
40
1500
SH
OTR
1500
0
0
E M C CORP MASS
COM
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SH
SOLE
500603
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EATON VANCE CORP
COM NON VTG
278265103
1878
56040
SH
SOLE
39040
0
17000
EBAY INC
COM
278642103
19
800
SH
OTR
800
0
0
EBAY INC
COM
278642103
8823
369780
SH
SOLE
355230
0
14550
ECOLAB INC
COM
278865100
33
300
SH
OTR
300
0
0
ECOLAB INC
COM
278865100
33097
296777
SH
SOLE
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15550
EDWARDS LIFESCIENCES CORP
COM
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280626
SH
SOLE
269476
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EMERSON ELEC CO
COM
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SH
SOLE
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500
EXXON MOBIL CORP
COM
30231g102
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150278
SH
SOLE
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FACEBOOK INC
CL A
30303m102
414
3630
SH
SOLE
3630
0
0
FEDEX CORP
COM
31428x106
13603
83595
SH
SOLE
75270
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8325
FISERV INC
COM
337738108
72
700
SH
OTR
700
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0
FISERV INC
COM
337738108
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SH
SOLE
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GENERAL ELECTRIC CO
COM
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SH
SOLE
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GENERAL MLS INC
COM
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7268
SH
SOLE
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GENTEX CORP
COM
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56
3600
SH
OTR
3600
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GENTEX CORP
COM
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GILEAD SCIENCES INC
COM
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SOLE
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GRAINGER W W INC
COM
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GRAINGER W W INC
COM
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SH
OTR
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HELMERICH & PAYNE INC
COM
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235
4000
SH
SOLE
4000
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HOME DEPOT INC
COM
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9517
SH
SOLE
9517
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0
HUBBELL INC
COM
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293
2763
SH
SOLE
2763
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IDEXX LABS INC
COM
45168d104
247
3150
SH
SOLE
3150
0
0
ILLINOIS TOOL WKS INC
COM
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800
7810
SH
SOLE
7810
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0
ILLUMINA INC
COM
452327109
227
1400
SH
SOLE
1200
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200
INGERSOLL-RAND PLC
SHS
g47791101
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9680
SH
SOLE
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INTEL CORP
COM
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32293
SH
SOLE
32213
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80
INTERNATIONAL BUSINESS MACHS
COM
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SH
SOLE
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ISHARES TR
CORE S&P MCP ETF
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8595
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SOLE
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ISHARES TR
CORE S&P500 ETF
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ISHARES TR
EAFE GRWTH ETF
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SOLE
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ISHARES TR
MSCI ACWI EX US
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SOLE
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ISHARES TR
MSCI EAFE ETF
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70786
SH
SOLE
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2273
ISHARES TR
MSCI EMG MKT ETF
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SH
SOLE
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850
ISHARES TR
RUSSELL 2000 ETF
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SH
SOLE
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0
ISHARES TR
RUSSELL 3000 ETF
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2846
SH
SOLE
2846
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JOHNSON & JOHNSON
COM
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33309
307851
SH
SOLE
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18390
JPMORGAN CHASE & CO
COM
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SH
SOLE
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MARRIOTT INTL INC NEW
CL A
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5937
SH
SOLE
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0
MARSH & MCLENNAN COS INC
COM
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800
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OTR
800
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MARSH & MCLENNAN COS INC
COM
571748102
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SH
SOLE
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MASTERCARD INC
CL A
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380
SH
OTR
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MASTERCARD INC
CL A
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SH
SOLE
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3425
MCCORMICK & CO INC
COM NON VTG
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6757
67924
SH
SOLE
65549
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2375
MCDONALDS CORP
COM
580135101
523
4165
SH
SOLE
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MERCK & CO INC NEW
COM
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MERCK & CO INC NEW
COM
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1000
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1000
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MICROSOFT CORP
COM
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1200
0
0
MICROSOFT CORP
COM
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SH
SOLE
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MONDELEZ INTL INC
CL A
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SH
SOLE
13570
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0
MONSANTO CO NEW
COM
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50
SH
OTR
50
0
0
MONSANTO CO NEW
COM
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38228
SH
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NEXTERA ENERGY INC
COM
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SH
SOLE
16418
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1500
NIKE INC
CL B
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SOLE
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ORACLE CORP
COM
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SOLE
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PAYPAL HLDGS INC
COM
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SOLE
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PAYPAL HLDGS INC
COM
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SH
OTR
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0
PEPSICO INC
COM
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SH
SOLE
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PEPSICO INC
COM
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70
SH
OTR
70
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PFIZER INC
COM
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0
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PFIZER INC
COM
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PORTLAND GEN ELEC CO
COM NEW
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31460
SH
SOLE
26460
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5000
POTASH CORP SASK INC
COM
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SH
SOLE
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21500
POWERSHARES ETF TRUST
WNDRHLL CLN EN
73935x500
226
56000
SH
SOLE
56000
0
0
PPG INDS INC
COM
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524
4700
SH
SOLE
4700
0
0
PRAXAIR INC
COM
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3978
SH
SOLE
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0
500
PROCTER & GAMBLE CO
COM
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41
500
SH
OTR
500
0
0
PROCTER & GAMBLE CO
COM
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54971
SH
SOLE
54821
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150
ROPER TECHNOLOGIES INC
COM
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514
2815
SH
SOLE
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0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
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556
11483
SH
SOLE
11483
0
0
SCHLUMBERGER LTD
COM
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312473
SH
SOLE
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13085
SPDR INDEX SHS FDS
ASIA PACIF ETF
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4732
SH
SOLE
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0
0
SPDR S&P 500 ETF TR
TR UNIT
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SH
SOLE
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SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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SH
SOLE
780
0
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COM
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1250
SH
OTR
1250
0
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SYNCHRONY FINL
COM
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SH
SOLE
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65875
SYSCO CORP
COM
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76344
SH
SOLE
76344
0
0
THERMO FISHER SCIENTIFIC INC
COM
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615
4340
SH
SOLE
4340
0
0
TJX COS INC NEW
COM
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74
950
SH
OTR
950
0
0
TJX COS INC NEW
COM
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38214
487738
SH
SOLE
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UNILEVER N V
N Y SHS NEW
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SH
SOLE
11517
0
0
UNION PAC CORP
COM
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SH
SOLE
8294
0
0
UNITED PARCEL SERVICE INC
CL B
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370
SH
OTR
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0
0
UNITED PARCEL SERVICE INC
CL B
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SH
SOLE
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UNITED TECHNOLOGIES CORP
COM
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SH
OTR
680
0
0
UNITED TECHNOLOGIES CORP
COM
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SH
SOLE
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US BANCORP DEL
COM NEW
902973304
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SH
SOLE
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0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
439
3623
SH
SOLE
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0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
226
1200
SH
SOLE
1200
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1921
55541
SH
SOLE
52291
0
3250
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1333
37146
SH
SOLE
37146
0
0
VERIZON COMMUNICATIONS INC
COM
92343v104
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21089
SH
SOLE
21089
0
0
WALGREENS BOOTS ALLIANCE INC
COM
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1389
16491
SH
SOLE
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0
0
WASTE MGMT INC DEL
COM
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SH
SOLE
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484
WELLS FARGO & CO NEW
COM
949746101
39
800
SH
OTR
800
0
0
WELLS FARGO & CO NEW
COM
949746101
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SH
SOLE
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ZIMMER BIOMET HLDGS INC
COM
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SH
SOLE
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ZIMMER BIOMET HLDGS INC
COM
98956p102
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440
SH
OTR
440
0
0