0001172661-18-001112.txt : 20180515
0001172661-18-001112.hdr.sgml : 20180515
20180514182639
ACCESSION NUMBER: 0001172661-18-001112
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180515
DATE AS OF CHANGE: 20180514
EFFECTIVENESS DATE: 20180515
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: 18832404
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
03-31-2018
03-31-2018
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
05-14-2018
0
170
1207059
INFORMATION TABLE
2
infotable.xml
3M CO
COM
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SH
SOLE
12561
0
0
ABBOTT LABS
COM
002824100
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30449
SH
SOLE
30235
0
214
ABBVIE INC
COM
00287y109
2699
28521
SH
SOLE
28242
0
279
ACCENTURE PLC IRELAND
SHS CLASS A
g1151c101
61
400
SH
OTR
400
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
g1151c101
4432
28873
SH
SOLE
27648
0
1225
ADOBE SYS INC
COM
00724f101
416
1926
SH
SOLE
1926
0
0
AIR PRODS & CHEMS INC
COM
009158106
2008
12628
SH
SOLE
12428
0
200
ALLEGION PUB LTD CO
ORD SHS
g0176j109
267
3126
SH
SOLE
3126
0
0
ALPHABET INC
CAP STK CL C
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18707
18131
SH
SOLE
17506
0
625
ALPHABET INC
CAP STK CL A
02079k305
39052
37654
SH
SOLE
36074
0
1580
ALPHABET INC
CAP STK CL A
02079k305
36
35
SH
OTR
35
0
0
ALPHABET INC
CAP STK CL C
02079k107
36
35
SH
OTR
35
0
0
AMAZON COM INC
COM
023135106
58892
40690
SH
SOLE
38902
0
1788
AMERICAN EXPRESS CO
COM
025816109
231
2472
SH
SOLE
2472
0
0
AMGEN INC
COM
031162100
377
2213
SH
SOLE
2213
0
0
ANADARKO PETE CORP
COM
032511107
1150
19041
SH
SOLE
18741
0
300
APPLE INC
COM
037833100
29454
175552
SH
SOLE
167970
0
7582
APPLE INC
COM
037833100
70
420
SH
OTR
420
0
0
AQUA AMERICA INC
COM
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227
6666
SH
SOLE
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0
0
ARCH CAP GROUP LTD
ORD
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295
3444
SH
SOLE
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0
1486
AT&T INC
COM
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36
1000
SH
OTR
1000
0
0
AT&T INC
COM
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1092
30633
SH
SOLE
30633
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
4269
37617
SH
SOLE
35317
0
2300
AVERY DENNISON CORP
COM
053611109
351
3300
SH
SOLE
3300
0
0
BANK AMER CORP
COM
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45
1500
SH
OTR
1500
0
0
BANK AMER CORP
COM
060505104
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SH
SOLE
1038595
0
60050
BB&T CORP
COM
054937107
208
4006
SH
SOLE
4006
0
0
BECTON DICKINSON & CO
COM
075887109
566
2611
SH
SOLE
2611
0
0
BECTON DICKINSON & CO
COM
075887109
36
165
SH
OTR
165
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
7832
39262
SH
SOLE
38787
0
475
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
598
2
SH
SOLE
2
0
0
BOEING CO
COM
097023105
1564
4769
SH
SOLE
4769
0
0
BOOKING HLDGS INC
COM
09857l108
32400
15574
SH
SOLE
14759
0
815
BOSTON PROPERTIES INC
COM
101121101
6650
53968
SH
SOLE
53968
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
257
9400
SH
SOLE
9400
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
785
12414
SH
SOLE
12414
0
0
BROADCOM LTD
SHS
Y09827109
502
2130
SH
SOLE
2130
0
0
CAPITAL ONE FINL CORP
COM
14040h105
48
500
SH
OTR
500
0
0
CAPITAL ONE FINL CORP
COM
14040h105
20307
211925
SH
SOLE
199825
0
12100
CARLISLE COS INC
COM
142339100
724
6936
SH
SOLE
6936
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
9130
139226
SH
SOLE
134876
0
4350
CATERPILLAR INC DEL
COM
149123101
629
4270
SH
SOLE
4270
0
0
CDK GLOBAL INC
COM
12508e101
15468
244208
SH
SOLE
221843
0
22365
CELGENE CORP
COM
151020104
22529
252536
SH
SOLE
238101
0
14435
CELGENE CORP
COM
151020104
45
500
SH
OTR
500
0
0
CHEVRON CORP NEW
COM
166764100
2639
23137
SH
SOLE
23137
0
0
CHUBB LIMITED
COM
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255
1868
SH
SOLE
1868
0
0
COCA COLA CO
COM
191216100
3479
80109
SH
SOLE
79509
0
600
COLGATE PALMOLIVE CO
COM
194162103
43
600
SH
OTR
600
0
0
COLGATE PALMOLIVE CO
COM
194162103
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SH
SOLE
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550
COMCAST CORP NEW
CL A
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34
1000
SH
OTR
1000
0
0
COMCAST CORP NEW
CL A
20030n101
29013
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SH
SOLE
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COSTCO WHSL CORP NEW
COM
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SH
SOLE
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CVS HEALTH CORP
COM
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SH
SOLE
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DEERE & CO
COM
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538
3465
SH
SOLE
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DIAGEO P L C
SPON ADR NEW
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292
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SH
SOLE
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0
0
DISNEY WALT CO
COM DISNEY
254687106
1151
11462
SH
SOLE
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0
0
DOMINION ENERGY INC
COM
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SH
SOLE
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DONALDSON INC
COM
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35832
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SH
SOLE
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DOVER CORP
COM
260003108
642
6536
SH
SOLE
6536
0
0
DOWDUPONT INC
COM
26078j100
102
1600
SH
OTR
1600
0
0
DOWDUPONT INC
COM
26078j100
723
11353
SH
SOLE
11353
0
0
DUKE ENERGY CORP NEW
COM NEW
26441c204
670
8651
SH
SOLE
8651
0
0
EATON VANCE CORP
COM NON VTG
278265103
291
5225
SH
SOLE
5225
0
0
EBAY INC
COM
278642103
22359
555638
SH
SOLE
531938
0
23700
EBAY INC
COM
278642103
64
1600
SH
OTR
1600
0
0
ECOLAB INC
COM
278865100
55
400
SH
OTR
400
0
0
ECOLAB INC
COM
278865100
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SH
SOLE
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EDWARDS LIFESCIENCES CORP
COM
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26031
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SH
SOLE
183673
0
2900
EMERSON ELEC CO
COM
291011104
2371
34713
SH
SOLE
34313
0
400
EOG RES INC
COM
26875p101
287
2730
SH
SOLE
2730
0
0
EXXON MOBIL CORP
COM
30231g102
9631
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SH
SOLE
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0
2400
FACEBOOK INC
CL A
30303m102
1683
10534
SH
SOLE
10534
0
0
FACTSET RESH SYS INC
COM
303075105
202
1012
SH
SOLE
1012
0
0
FEDEX CORP
COM
31428x106
3650
15201
SH
SOLE
13114
0
2087
FISERV INC
COM
337738108
86
1200
SH
OTR
1200
0
0
FISERV INC
COM
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52349
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SH
SOLE
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GENERAL ELECTRIC CO
COM
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15222
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SH
SOLE
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46831
GENTEX CORP
COM
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SH
SOLE
2016596
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GENTEX CORP
COM
371901109
83
3600
SH
OTR
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GOLDMAN SACHS GROUP INC
COM
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SH
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GRAINGER W W INC
COM
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SH
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GRAINGER W W INC
COM
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SH
SOLE
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HOME DEPOT INC
COM
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SH
SOLE
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HUBBELL INC
COM
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227
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SH
SOLE
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IDEXX LABS INC
COM
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2500
SH
SOLE
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0
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ILLINOIS TOOL WKS INC
COM
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SH
SOLE
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0
0
ILLUMINA INC
COM
452327109
236
1000
SH
SOLE
1000
0
0
INGERSOLL-RAND PLC
SHS
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9680
SH
SOLE
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INTEL CORP
COM
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SH
SOLE
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18550
INTERNATIONAL BUSINESS MACHS
COM
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SH
SOLE
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500
INVESCO LTD
SHS
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352
11000
SH
SOLE
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0
0
ISHARES TR
CORE S&P MCP ETF
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SH
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ISHARES TR
CORE S&P SCP ETF
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ISHARES TR
CORE S&P500 ETF
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SH
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ISHARES TR
EAFE GRWTH ETF
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SH
SOLE
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ISHARES TR
MSCI ACWI EX US
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SH
SOLE
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0
ISHARES TR
MSCI EAFE ETF
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SH
SOLE
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1248
ISHARES TR
MSCI EMG MKT ETF
464287234
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SH
SOLE
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850
ISHARES TR
RUS MID CAP ETF
464287499
203
985
SH
SOLE
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0
ISHARES TR
RUSSELL 2000 ETF
464287655
3125
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SH
SOLE
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0
ISHARES TR
RUSSELL 3000 ETF
464287689
404
2581
SH
SOLE
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0
0
JOHNSON & JOHNSON
COM
478160104
28159
219732
SH
SOLE
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0
13125
JPMORGAN CHASE & CO
COM
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11453
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SH
SOLE
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1340
LABORATORY CORP AMER HLDGS
COM NEW
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49
300
SH
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LABORATORY CORP AMER HLDGS
COM NEW
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SH
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MARRIOTT INTL INC NEW
CL A
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SH
SOLE
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MARSH & MCLENNAN COS INC
COM
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800
SH
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MARSH & MCLENNAN COS INC
COM
571748102
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SH
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MASTERCARD INCORPORATED
CL A
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SH
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MASTERCARD INCORPORATED
CL A
57636q104
53
300
SH
OTR
300
0
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MCCORMICK & CO INC
COM NON VTG
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6529
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SH
SOLE
59094
0
2275
MCDONALDS CORP
COM
580135101
737
4715
SH
SOLE
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MERCK & CO INC
COM
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651624
SH
SOLE
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MERCK & CO INC
COM
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800
SH
OTR
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0
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MICROSOFT CORP
COM
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554139
SH
SOLE
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MICROSOFT CORP
COM
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96
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SH
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MONDELEZ INTL INC
CL A
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SOLE
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NEXTERA ENERGY INC
COM
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NIKE INC
CL B
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NUTRIEN LTD
COM
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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
SOLE
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PFIZER INC
COM
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PORTLAND GEN ELEC CO
COM NEW
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360
8882
SH
SOLE
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POWERSHARES ETF TRUST
FINL PFD PTFL
73935x229
185
10000
SH
SOLE
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0
0
PPG INDS INC
COM
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469
4200
SH
SOLE
4200
0
0
PRAXAIR INC
COM
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693
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SH
SOLE
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0
PROCTER AND GAMBLE CO
COM
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400
SH
OTR
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0
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PROCTER AND GAMBLE CO
COM
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SH
SOLE
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RAYTHEON CO
COM NEW
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232
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SH
SOLE
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0
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ROPER TECHNOLOGIES INC
COM
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SH
SOLE
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ROYAL DUTCH SHELL PLC
SPONS ADR A
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SH
SOLE
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0
0
SALESFORCE COM INC
COM
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SH
SOLE
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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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TR UNIT
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UTSER1 S&PDCRP
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SH
SOLE
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0
0
STRYKER CORP
COM
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1273
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SOLE
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COM
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SOLE
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56982
SYNCHRONY FINL
COM
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1000
SH
OTR
1000
0
0
SYSCO CORP
COM
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8674
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SOLE
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THERMO FISHER SCIENTIFIC INC
COM
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SOLE
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0
0
TJX COS INC NEW
COM
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61
750
SH
OTR
750
0
0
TJX COS INC NEW
COM
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SH
SOLE
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UNILEVER N V
N Y SHS NEW
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9535
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SOLE
9535
0
0
UNION PAC CORP
COM
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SH
SOLE
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0
0
UNITED PARCEL SERVICE INC
CL B
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500
SH
OTR
500
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UNITED PARCEL SERVICE INC
CL B
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SH
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11450
UNITED TECHNOLOGIES CORP
COM
913017109
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600
SH
OTR
600
0
0
UNITED TECHNOLOGIES CORP
COM
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SH
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US BANCORP DEL
COM NEW
902973304
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SH
SOLE
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VANGUARD GROUP
DIV APP ETF
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3000
SH
SOLE
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0
0
VANGUARD INDEX FDS
GROWTH ETF
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SOLE
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0
VANGUARD INDEX FDS
TOTAL STK MKT
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SOLE
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0
VANGUARD INDEX FDS
S&P 500 ETF SHS
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412
1700
SH
SOLE
1700
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
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SH
SOLE
3550
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6525
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SH
SOLE
136582
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2300
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
2300
51972
SH
SOLE
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0
0
VECTREN CORP
COM
92240g101
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3420
SH
SOLE
3420
0
0
VERIZON COMMUNICATIONS INC
COM
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SH
SOLE
17321
0
0
WABTEC CORP
COM
929740108
16
200
SH
OTR
200
0
0
WABTEC CORP
COM
929740108
20931
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SH
SOLE
244035
0
13100
WALGREENS BOOTS ALLIANCE INC
COM
931427108
911
13917
SH
SOLE
13917
0
0
WALMART INC
COM
931142103
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7466
SH
SOLE
7466
0
0
WASTE MGMT INC DEL
COM
94106l109
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7379
SH
SOLE
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484
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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350
SH
OTR
350
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0
ZIMMER BIOMET HLDGS INC
COM
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SH
SOLE
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