0001622820-19-000002.txt : 20190114 0001622820-19-000002.hdr.sgml : 20190114 20190114163824 ACCESSION NUMBER: 0001622820-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190114 DATE AS OF CHANGE: 20190114 EFFECTIVENESS DATE: 20190114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Moreno Evelyn V CENTRAL INDEX KEY: 0001598011 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15768 FILM NUMBER: 19525405 MAIL ADDRESS: STREET 1: C/O NIXON PEABODY STREET 2: 100 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001598011 XXXXXXXX 12-31-2018 12-31-2018 Moreno Evelyn V
C/O NIXON PEABODY 100 SUMMER STREET BOSTON MA 02110
13F COMBINATION REPORT 028-15768 028-04578 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA N
Dennis Kushmerek Relationship Manager 617-345-6136 Dennis Kushmerek Boston MA 01-14-2019 0 117 302750 false
INFORMATION TABLE 2 13F123118EVM.xml EVM 4Q 2018 AIR PRODUCTS & CHEMICALS INCCommon Stock009158106492630775SHSOLE0307750AIR PRODUCTS & CHEMICALS INCCommon Stock0091581066063785SHOTR037850ALPHABET INC CCommon Stock02079K10753455161SHSOLE051583ALPHABET INC CCommon Stock02079K107474458SHOTR04580ALPHABET INC ACommon Stock02079K30542294047SHSOLE040443ALPHABET INC ACommon Stock02079K305229219SHOTR02190AMAZON.COM INCCommon Stock02313510653363553SHSOLE035530AMAZON.COM INCCommon Stock023135106430286SHOTR02860AMERICAN EXPRESS COCommon Stock0258161093343500SHSOLE035000APPLE INCCommon Stock0378331001011664128SHSOLE06406860APPLE INCCommon Stock0378331007634835SHOTR048350AUTOMATIC DATA PROCESSING INCCommon Stock0530151035073863SHSOLE038630AUTOMATIC DATA PROCESSING INCCommon Stock0530151034323295SHOTR032950BERKSHIRE HATHAWAY CL BCommon Stock084670702327116022SHSOLE0160220BERKSHIRE HATHAWAY CL BCommon Stock084670702134657SHOTR06570BIOGEN IDEC INCCommon Stock09062X103544818106SHSOLE01808224BIOGEN IDEC INCCommon Stock09062X1033251080SHOTR010800BOOKING HOLDINGS INCCommon Stock09857L10874494325SHSOLE043223BOOKING HOLDINGS INCCommon Stock09857L108508295SHOTR02950CVS HEALTH CORPORATIONCommon Stock1266501006666101735SHSOLE010166075CVS HEALTH CORPORATIONCommon Stock1266501005187907SHOTR079070CISCO SYSTEMS INCCommon Stock17275R10233751SHSOLE07510CISCO SYSTEMS INCCommon Stock17275R1022124900SHOTR049000COCA COLA COCommon Stock1912161005435114780SHSOLE01147800COCA COLA COCommon Stock1912161003968360SHOTR083600COGNIZANT TECH SOLUTIONS CORPCommon Stock1924461027393116458SHSOLE0116323135COGNIZANT TECH SOLUTIONS CORPCommon Stock1924461025548735SHOTR087350COMCAST CORP NEW CL ACommon Stock20030N1015807170534SHSOLE01705340COMCAST CORP NEW CL ACommon Stock20030N10146613675SHOTR0136750DANAHER CORPCommon Stock235851102627460841SHSOLE06074299DANAHER CORPCommon Stock2358511026946730SHOTR067300EDWARDS LIFESCIENCES CORPCommon Stock28176E108153210000SHSOLE0100000EXXON MOBIL CORPCommon Stock30231G102503073759SHSOLE07366990EXXON MOBIL CORPCommon Stock30231G1025397910SHOTR0119100GARTNER GROUP INC NEW CL ACommon Stock3666511073202500SHSOLE025000GENERAL DYNAMICS CORP COMCommon Stock369550108267216997SHSOLE0169970GENERAL DYNAMICS CORP COMCommon Stock3695501082551620SHOTR016200HOME DEPOT INCCommon Stock437076102470627391SHSOLE02734348HOME DEPOT INCCommon Stock4370761025703320SHOTR033200ILLINOIS TOOL WORKS INCCommon Stock4523081094253357SHSOLE0328275ILLINOIS TOOL WORKS INCCommon Stock4523081093712925SHOTR029250INSULET CORPCommon Stock45784P101295537250SHSOLE0372500INTEL CORPCommon Stock4581401009117194265SHSOLE0194112153INTEL CORPCommon Stock45814010073415650SHOTR0156500INTERCONTINENTALEXCHANGE GROUP INCCommon Stock45866F104477463374SHSOLE0633740INTERCONTINENTALEXCHANGE GROUP INCCommon Stock45866F1042903845SHOTR038450ISHARES MSCI EMERG MKT INDEX FDEmerging Markets - ETF46428723488722700SHSOLE0227000ISHARES MSCI EMERG MKT INDEX FDEmerging Markets - ETF46428723438970SHOTR09700ISHARES MSCI EAFE INDEX FDInternational Equity - ETF46428746513431228500SHSOLE02285000ISHARES MSCI EAFE INDEX FDInternational Equity - ETF464287465194733124SHOTR0331240ISHARES RUSSELL 2000 INDEX FUNDSmall Cap Funds - ETF464287655318023751SHSOLE0237510ISHARES RUSSELL 2000 INDEX FUNDSmall Cap Funds - ETF46428765527200SHOTR02000ISHARES S&P SMALL CAP 600 INDEX FDSmall Cap Funds - ETF464287804659795169SHSOLE0951690ISHARES S&P SMALL CAP 600 INDEX FDSmall Cap Funds - ETF4642878045287618SHOTR076180JPMORGAN CHASE & COCommon Stock46625H100694171098SHSOLE0710980JPMORGAN CHASE & COCommon Stock46625H1006746900SHOTR069000JOHNSON & JOHNSONCommon Stock4781601049157093SHSOLE0701875JOHNSON & JOHNSONCommon Stock4781601044973850SHOTR038500LOWES COS INCCommon Stock548661107224424295SHSOLE0242950LOWES COS INCCommon Stock5486611071141232SHOTR012320MASTERCARD INCCommon Stock57636Q104219511635SHSOLE0116350MASTERCARD INCCommon Stock57636Q104137725SHOTR07250MERCK & COCommon Stock58933Y105265834782SHSOLE0347820MERCK & COCommon Stock58933Y105971275SHOTR012750MICROSOFT CORPCommon Stock594918104970795574SHSOLE09548490MICROSOFT CORPCommon Stock5949181048708570SHOTR085700NOVARTIS AG SPONSORED ADRForeign Stock66987V109653076096SHSOLE07602175NOVARTIS AG SPONSORED ADRForeign Stock66987V1096027015SHOTR070150PAYPAL HOLDINGS INCCommon Stock70450Y1035907015SHSOLE070150PAYPAL HOLDINGS INCCommon Stock70450Y10319225SHOTR02250PEPSICO INCCommon Stock713448108562050871SHSOLE05077596PEPSICO INCCommon Stock7134481086045470SHOTR054700T ROWE PRICE GROUP INCCommon Stock74144T108447048418SHSOLE04831999T ROWE PRICE GROUP INCCommon Stock74144T1083313580SHOTR035800PROCTER & GAMBLE COCommon Stock742718109587463898SHSOLE06385048PROCTER & GAMBLE COCommon Stock7427181095165613SHOTR056130ROCKWELL AUTOMATION INC COMCommon Stock773903109618141074SHSOLE04102648ROCKWELL AUTOMATION INC COMCommon Stock7739031094082710SHOTR027100ROYAL DUTCH SHELL PLC ADR B SHSCommon Stock780259107224537449SHSOLE03735099ROYAL DUTCH SHELL PLC ADR B SHSCommon Stock7802591071111855SHOTR018550ROYAL DUTCH SHELL PLC-ADR AForeign Stock780259206417071561SHSOLE0715610ROYAL DUTCH SHELL PLC-ADR AForeign Stock7802592063375785SHOTR057850SPDR S&P 500 ETFEquity Funds - ETF78462F10324629850SHSOLE098500SPDR S&P MIDCAP 400 ETF TRUSTMid Cap Fund - ETF78467Y1071738357432SHSOLE05739636SPDR S&P MIDCAP 400 ETF TRUSTMid Cap Fund - ETF78467Y10712704197SHOTR041970SALESFORCE.COMCommon Stock79466L302677349451SHSOLE04938269SALESFORCE.COMCommon Stock79466L3024823520SHOTR035200SCHLUMBERGER LTDCommon Stock80685710849113600SHSOLE013462138SCHLUMBERGER LTDCommon Stock8068571081845100SHOTR051000SELECT SECTOR SPDR TR UTILSEquity Funds - ETF81369Y8863747075SHSOLE070750SELECT SECTOR SPDR TR UTILSEquity Funds - ETF81369Y88618332SHOTR03320STRYKER CORPCommon Stock863667101800951093SHSOLE05104548STRYKER CORPCommon Stock8636671017845000SHOTR050000TJX COMPANIES INC COMCommon Stock8725401097479167167SHSOLE0166999168TJX COMPANIES INC COMCommon Stock87254010962513960SHOTR0139600THERMO FISHER SCIENTIFIC INCCommon Stock8835561023881735SHSOLE017350THERMO FISHER SCIENTIFIC INCCommon Stock88355610245202SHOTR020203M COCommon Stock88579Y1014002100SHSOLE0210003M COCommon Stock88579Y10150265SHOTR02650THE TRAVELERS COMPANIES INCCommon Stock89417E109519343368SHSOLE04330860THE TRAVELERS COMPANIES INCCommon Stock89417E1094403675SHOTR036750US BANCORPCommon Stock9029733046821149262SHSOLE0149139123US BANCORPCommon Stock90297330455412125SHOTR0121250UNITED TECHNOLOGIES CORPCommon Stock913017109499846939SHSOLE04686772UNITED TECHNOLOGIES CORPCommon Stock9130171094904605SHOTR046050VANGUARD FTSE EMERGING MKTS ETFEmerging Markets - ETF9220428582977800SHSOLE078000VERIZON COMMUNICATIONS INCCommon Stock92343V1047180127713SHSOLE012761499VERIZON COMMUNICATIONS INCCommon Stock92343V1045439650SHOTR096500WASTE MGMT INC DELCommon Stock94106L109504956740SHSOLE0567400WASTE MGMT INC DELCommon Stock94106L1093724185SHOTR041850WELLS FARGO & CO NEWCommon Stock949746101325370604SHSOLE070454150WELLS FARGO & CO NEWCommon Stock9497461014108900SHOTR089000ACCENTURE PLC CL A IRELANDCommon StockG1151C1014233000SHSOLE030000ACCENTURE PLC CL A IRELANDCommon StockG1151C10126185SHOTR01850INGERSOLL RAND CO LTDForeign StockG477911013654000SHSOLE040000MEDTRONIC INCCommon StockG5960L103671473808SHSOLE0738080MEDTRONIC INCCommon StockG5960L1035135635SHOTR056350