0001172661-18-000347.txt : 20180209
0001172661-18-000347.hdr.sgml : 20180209
20180209162034
ACCESSION NUMBER: 0001172661-18-000347
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180209
DATE AS OF CHANGE: 20180209
EFFECTIVENESS DATE: 20180209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birch Hill Investment Advisors LLC
CENTRAL INDEX KEY: 0001424177
IRS NUMBER: 208723327
STATE OF INCORPORATION: MA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12685
FILM NUMBER: 18592005
BUSINESS ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: SUITE 770
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 617-502-8300
MAIL ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: SUITE 770
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001424177
XXXXXXXX
12-31-2017
12-31-2017
false
Birch Hill Investment Advisors LLC
One International Place
Suite 770
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
02-09-2018
0
173
1209215
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579y101
3653
15521
SH
SOLE
15521
0
0
ABBOTT LABS
COM
002824100
1133
19855
SH
SOLE
19500
0
355
ABBVIE INC
COM
00287y109
2687
27781
SH
SOLE
27361
0
420
ACCENTURE PLC IRELAND
SHS CLASS A
g1151c101
61
400
SH
OTR
400
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
g1151c101
4377
28593
SH
SOLE
27318
0
1275
ADOBE SYS INC
COM
00724f101
359
2051
SH
SOLE
2051
0
0
AIR PRODS & CHEMS INC
COM
009158106
2540
15478
SH
SOLE
15278
0
200
ALLEGION PUB LTD CO
ORD SHS
g0176j109
249
3126
SH
SOLE
3126
0
0
ALPHABET INC
CAP STK CL A
02079k305
37
35
SH
OTR
35
0
0
ALPHABET INC
CAP STK CL A
02079k305
41099
39016
SH
SOLE
37393
0
1623
ALPHABET INC
CAP STK CL C
02079k107
20006
19119
SH
SOLE
18174
0
945
ALPHABET INC
CAP STK CL C
02079k107
48
46
SH
OTR
46
0
0
AMAZON COM INC
COM
023135106
49626
42435
SH
SOLE
40312
0
2123
AMAZON COM INC
COM
023135106
9
8
SH
OTR
8
0
0
AMERICAN EXPRESS CO
COM
025816109
245
2472
SH
SOLE
2472
0
0
AMGEN INC
COM
031162100
385
2213
SH
SOLE
2213
0
0
ANADARKO PETE CORP
COM
032511107
1050
19579
SH
SOLE
19279
0
300
APACHE CORP
COM
037411105
204
4820
SH
SOLE
4620
0
200
APPLE INC
COM
037833100
83
490
SH
OTR
490
0
0
APPLE INC
COM
037833100
28587
168922
SH
SOLE
159690
0
9232
AQUA AMERICA INC
COM
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262
6666
SH
SOLE
6666
0
0
ARCH CAP GROUP LTD
ORD
g0450a105
322
3544
SH
SOLE
1958
0
1586
AT&T INC
COM
00206r102
39
1000
SH
OTR
1000
0
0
AT&T INC
COM
00206r102
1122
28863
SH
SOLE
28863
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
4397
37516
SH
SOLE
35216
0
2300
AVERY DENNISON CORP
COM
053611109
448
3900
SH
SOLE
3900
0
0
BANK AMER CORP
COM
060505104
12
400
SH
OTR
400
0
0
BANK AMER CORP
COM
060505104
31274
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SH
SOLE
995370
0
64050
BECTON DICKINSON & CO
COM
075887109
35
165
SH
OTR
165
0
0
BECTON DICKINSON & CO
COM
075887109
523
2442
SH
SOLE
2358
0
84
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1190
4
SH
SOLE
4
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
7470
37684
SH
SOLE
37209
0
475
BOEING CO
COM
097023105
1350
4579
SH
SOLE
4579
0
0
BOSTON PROPERTIES INC
COM
101121101
8090
62218
SH
SOLE
62218
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
773
12612
SH
SOLE
12612
0
0
CAPITAL ONE FINL CORP
COM
14040h105
60
600
SH
OTR
600
0
0
CAPITAL ONE FINL CORP
COM
14040h105
22240
223335
SH
SOLE
208235
0
15100
CARLISLE COS INC
COM
142339100
788
6936
SH
SOLE
6936
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
10
150
SH
OTR
150
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
9260
139526
SH
SOLE
135176
0
4350
CATERPILLAR INC DEL
COM
149123101
626
3974
SH
SOLE
3974
0
0
CDK GLOBAL INC
COM
12508E101
17477
245183
SH
SOLE
222818
0
22365
CDK GLOBAL INC
COM
12508E101
14
200
SH
OTR
200
0
0
CELGENE CORP
COM
151020104
32998
316196
SH
SOLE
301361
0
14835
CELGENE CORP
COM
151020104
61
580
SH
OTR
580
0
0
CHEVRON CORP NEW
COM
166764100
2877
22979
SH
SOLE
22979
0
0
CITIGROUP INC
COM NEW
172967424
372
5000
SH
SOLE
5000
0
0
COCA COLA CO
COM
191216100
3662
79812
SH
SOLE
79212
0
600
COLGATE PALMOLIVE CO
COM
194162103
45
600
SH
OTR
600
0
0
COLGATE PALMOLIVE CO
COM
194162103
7073
93750
SH
SOLE
93200
0
550
COMCAST CORP NEW
CL A
20030n101
40
1000
SH
OTR
1000
0
0
COMCAST CORP NEW
CL A
20030n101
34212
854226
SH
SOLE
807326
0
46900
COSTCO WHSL CORP NEW
COM
22160k105
32919
176872
SH
SOLE
167198
0
9674
COSTCO WHSL CORP NEW
COM
22160k105
14
75
SH
OTR
75
0
0
CVS HEALTH CORP
COM
126650100
36
500
SH
OTR
500
0
0
CVS HEALTH CORP
COM
126650100
3358
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SH
SOLE
44552
0
1769
DEERE & CO
COM
244199105
235
1500
SH
SOLE
1500
0
0
DISNEY WALT CO
COM DISNEY
254687106
1047
9737
SH
SOLE
9737
0
0
DOMINION ENERGY INC
COM
25746u109
1661
20493
SH
SOLE
20493
0
0
DONALDSON INC
COM
257651109
12
250
SH
OTR
250
0
0
DONALDSON INC
COM
257651109
38231
781015
SH
SOLE
749217
0
31798
DOVER CORP
COM
260003108
660
6536
SH
SOLE
6536
0
0
DOWDUPONT INC
COM
26078j100
715
10036
SH
SOLE
10036
0
0
DOWDUPONT INC
COM
26078j100
114
1600
SH
OTR
1600
0
0
DUKE ENERGY CORP NEW
COM NEW
26441c204
789
9383
SH
SOLE
9383
0
0
EATON VANCE CORP
COM NON VTG
278265103
331
5875
SH
SOLE
5875
0
0
EBAY INC
COM
278642103
72
1900
SH
OTR
1900
0
0
EBAY INC
COM
278642103
24611
652120
SH
SOLE
623522
0
28598
ECOLAB INC
COM
278865100
60
450
SH
OTR
450
0
0
ECOLAB INC
COM
278865100
38379
286024
SH
SOLE
273824
0
12200
EDWARDS LIFESCIENCES CORP
COM
28176E108
22134
196378
SH
SOLE
192653
0
3725
EMERSON ELEC CO
COM
291011104
2378
34128
SH
SOLE
33728
0
400
EXXON MOBIL CORP
COM
30231g102
10776
128840
SH
SOLE
126440
0
2400
FACEBOOK INC
CL A
30303m102
13
75
SH
OTR
75
0
0
FACEBOOK INC
CL A
30303m102
1260
7138
SH
SOLE
7138
0
0
FEDEX CORP
COM
31428x106
4083
16362
SH
SOLE
14200
0
2162
FISERV INC
COM
337738108
79
600
SH
OTR
600
0
0
FISERV INC
COM
337738108
48514
369966
SH
SOLE
352651
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17315
GENERAL ELECTRIC CO
COM
369604103
20068
1150010
SH
SOLE
1103579
0
46431
GENTEX CORP
COM
371901109
75
3600
SH
OTR
3600
0
0
GENTEX CORP
COM
371901109
45738
2183180
SH
SOLE
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GRAINGER W W INC
COM
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67
285
SH
OTR
285
0
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GRAINGER W W INC
COM
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48843
SH
SOLE
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HELMERICH & PAYNE INC
COM
423452101
246
3800
SH
SOLE
3800
0
0
HOME DEPOT INC
COM
437076102
2287
12067
SH
SOLE
12067
0
0
HUBBELL INC
COM
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252
1864
SH
SOLE
1864
0
0
IDEXX LABS INC
COM
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305
1950
SH
SOLE
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0
0
ILLINOIS TOOL WKS INC
COM
452308109
1405
8420
SH
SOLE
8420
0
0
ILLUMINA INC
COM
452327109
262
1200
SH
SOLE
1200
0
0
INGERSOLL-RAND PLC
SHS
g47791101
863
9680
SH
SOLE
9680
0
0
INTEL CORP
COM
458140100
1621
35119
SH
SOLE
35119
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1538
10022
SH
SOLE
9522
0
500
ISHARES TR
CORE S&P MCP ETF
464287507
2006
10571
SH
SOLE
10571
0
0
ISHARES TR
CORE S&P SCP ETF
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1026
13357
SH
SOLE
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0
0
ISHARES TR
CORE S&P500 ETF
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SH
SOLE
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ISHARES TR
EAFE GRWTH ETF
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526
6514
SH
SOLE
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0
0
ISHARES TR
MSCI ACWI EX US
464288240
254
5090
SH
SOLE
5090
0
0
ISHARES TR
MSCI EAFE ETF
464287465
5417
77047
SH
SOLE
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1248
ISHARES TR
MSCI EMG MKT ETF
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2554
54205
SH
SOLE
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0
850
ISHARES TR
RUS MID CAP ETF
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205
985
SH
SOLE
985
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
2949
19341
SH
SOLE
19341
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
406
2566
SH
SOLE
2566
0
0
JOHNSON & JOHNSON
COM
478160104
29649
212205
SH
SOLE
201080
0
11125
JPMORGAN CHASE & CO
COM
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10218
95549
SH
SOLE
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0
1340
LABORATORY CORP AMER HLDGS
COM NEW
50540r409
60
375
SH
OTR
375
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540r409
9034
56637
SH
SOLE
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0
2100
MARRIOTT INTL INC NEW
CL A
571903202
758
5587
SH
SOLE
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0
0
MARSH & MCLENNAN COS INC
COM
571748102
49165
604066
SH
SOLE
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26937
MARSH & MCLENNAN COS INC
COM
571748102
65
800
SH
OTR
800
0
0
MASTERCARD INCORPORATED
CL A
57636q104
58
380
SH
OTR
380
0
0
MASTERCARD INCORPORATED
CL A
57636q104
12295
81229
SH
SOLE
78654
0
2575
MCCORMICK & CO INC
COM NON VTG
579780206
6342
62229
SH
SOLE
59954
0
2275
MCDONALDS CORP
COM
580135101
639
3715
SH
SOLE
3715
0
0
MERCK & CO INC
COM
58933y105
56
1000
SH
OTR
1000
0
0
MERCK & CO INC
COM
58933y105
36320
645453
SH
SOLE
614806
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30647
MICROSOFT CORP
COM
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49182
574958
SH
SOLE
546508
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28450
MICROSOFT CORP
COM
594918104
98
1150
SH
OTR
1150
0
0
MONDELEZ INTL INC
CL A
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345
8050
SH
SOLE
8050
0
0
NEXTERA ENERGY INC
COM
65339f101
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SH
SOLE
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NIKE INC
CL B
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SH
SOLE
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ORACLE CORP
COM
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SH
SOLE
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PEPSICO INC
COM
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SH
OTR
70
0
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PEPSICO INC
COM
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SH
SOLE
91618
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2450
PFIZER INC
COM
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SH
SOLE
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0
PORTLAND GEN ELEC CO
COM NEW
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9282
SH
SOLE
9282
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POTASH CORP SASK INC
COM
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661278
SH
SOLE
606680
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POWERSHARES ETF TRUST
FINL PFD PTFL
73935x229
203
10750
SH
SOLE
10750
0
0
PPG INDS INC
COM
693506107
467
4000
SH
SOLE
4000
0
0
PRAXAIR INC
COM
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588
3804
SH
SOLE
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0
0
PRICELINE GRP INC
COM NEW
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7
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SH
OTR
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0
0
PRICELINE GRP INC
COM NEW
741503403
26323
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SH
SOLE
14320
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PROCTER AND GAMBLE CO
COM
742718109
37
400
SH
OTR
400
0
0
PROCTER AND GAMBLE CO
COM
742718109
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42296
SH
SOLE
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0
0
QUALCOMM INC
COM
747525103
230
3600
SH
SOLE
3600
0
0
ROPER TECHNOLOGIES INC
COM
776696106
729
2815
SH
SOLE
2815
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
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9273
SH
SOLE
9273
0
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SCHLUMBERGER LTD
COM
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SHIRE PLC
SPONSORED ADR
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SPDR INDEX SHS FDS
ASIA PACIF ETF
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SPDR S&P 500 ETF TR
TR UNIT
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2707
SH
SOLE
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0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467y107
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628
SH
SOLE
628
0
0
STRYKER CORP
COM
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213
1373
SH
SOLE
1373
0
0
SYNCHRONY FINL
COM
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48
1250
SH
OTR
1250
0
0
SYNCHRONY FINL
COM
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SH
SOLE
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SYSCO CORP
COM
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8794
SH
SOLE
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0
THERMO FISHER SCIENTIFIC INC
COM
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SH
SOLE
4255
0
0
TJX COS INC NEW
COM
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65
850
SH
OTR
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0
0
TJX COS INC NEW
COM
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35934
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SH
SOLE
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UNILEVER N V
N Y SHS NEW
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SOLE
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0
0
UNION PAC CORP
COM
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7271
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SOLE
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UNITED PARCEL SERVICE INC
CL B
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68
570
SH
OTR
570
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0
UNITED PARCEL SERVICE INC
CL B
911312106
25010
209904
SH
SOLE
198304
0
11600
UNITED TECHNOLOGIES CORP
COM
913017109
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680
SH
OTR
680
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
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SH
SOLE
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US BANCORP DEL
COM NEW
902973304
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62060
SH
SOLE
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0
0
VANGUARD INDEX FDS
GROWTH ETF
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SOLE
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VANGUARD INDEX FDS
MID CAP ETF
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3550
SH
SOLE
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0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
417
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SH
SOLE
1700
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
960
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SH
SOLE
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0
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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11
243
SH
OTR
243
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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SH
SOLE
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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356
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SH
SOLE
3488
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
2310
51496
SH
SOLE
51496
0
0
VECTREN CORP
COM
92240g101
222
3420
SH
SOLE
3420
0
0
VERIZON COMMUNICATIONS INC
COM
92343v104
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SH
SOLE
16671
0
0
WABTEC CORP
COM
929740108
24
300
SH
OTR
300
0
0
WABTEC CORP
COM
929740108
21046
258450
SH
SOLE
245200
0
13250
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1098
15117
SH
SOLE
15117
0
0
WASTE MGMT INC DEL
COM
94106l109
1325
15359
SH
SOLE
14875
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484
WELLS FARGO CO NEW
COM
949746101
49
800
SH
OTR
800
0
0
WELLS FARGO CO NEW
COM
949746101
17419
287117
SH
SOLE
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0
7450
ZIMMER BIOMET HLDGS INC
COM
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SH
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ZIMMER BIOMET HLDGS INC
COM
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