0000938592-14-000001.txt : 20140210 0000938592-14-000001.hdr.sgml : 20140210 20140210133835 ACCESSION NUMBER: 0000938592-14-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140210 DATE AS OF CHANGE: 20140210 EFFECTIVENESS DATE: 20140210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOODY LYNN & LIEBERSON, INC. CENTRAL INDEX KEY: 0000938592 IRS NUMBER: 042972753 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04788 FILM NUMBER: 14587592 BUSINESS ADDRESS: STREET 1: ONE BOSTON PLACE CITY: BOSTON STATE: MA ZIP: 02108 BUSINESS PHONE: 6179730590 MAIL ADDRESS: STREET 1: ONE BOSTON PLACE CITY: BOSTON STATE: MA ZIP: 02108 FORMER COMPANY: FORMER CONFORMED NAME: MOODY LYNN & CO/ DATE OF NAME CHANGE: 19990319 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000938592 XXXXXXXX 12-31-2013 12-31-2013 MOODY LYNN & LIEBERSON, INC.
ONE BOSTON PLACE BOSTON MA 02108
13F HOLDINGS REPORT 028-04788 N
Brian Gowell Compliance Officer 617-973-0590 Brian Gowell Boston MA 02-10-2014 0 198 734035000 true
INFORMATION TABLE 2 Q4201313F.xml 3D SYS CORP DEL COM NEW COM 88554D205 2649 28510 SH SOLE 28510 0 0 3M COMPANY COM 88579Y101 16107 114843 SH SOLE 114843 0 0 A T & T INC COM 00206R102 1860 52913 SH SOLE 52913 0 0 ABBOTT LABS COM 002824100 254 6637 SH SOLE 6637 0 0 ACE LTD SHS COM H0023R105 2330 22509 SH SOLE 22509 0 0 ACTAVIS PLC SHS COM G0083B108 3987 23730 SH SOLE 23730 0 0 ADVANCED CELL TECHNOLOGY INCCO COM 00752K105 7 120000 SH SOLE 120000 0 0 AFLAC INC COM 001055102 3478 52066 SH SOLE 52066 0 0 AIR PRODS & CHEMS INC COM 009158106 406 3635 SH SOLE 3635 0 0 AIRGAS INC COM 009363102 572 5117 SH SOLE 5117 0 0 ALTRIA GROUP INC COM 02209S103 1905 49617 SH SOLE 49617 0 0 AMAZON COM INC COM COM 023135106 10130 25401 SH SOLE 25401 0 0 AMERICAN EXPRESS CO COM 025816109 8648 95315 SH SOLE 95315 0 0 AMERICAN INTERNATIONAL GROUP I COM 026874784 10903 213566 SH SOLE 213566 0 0 AMERIPRISE FINL INC COM COM 03076C106 1671 14525 SH SOLE 14525 0 0 AMGEN INC COM 031162100 6837 59930 SH SOLE 59930 0 0 APPLE INC. COM 037833100 20148 35914 SH SOLE 35914 0 0 ATMOS ENERGY CORP COM COM 049560105 275 6050 SH SOLE 6050 0 0 AUTOMATIC DATA PROCESSING COM 053015103 8138 100716 SH SOLE 100716 0 0 AVAGO TECHNOLOGIES LTD SHS COM Y0486S104 214 4047 SH SOLE 4047 0 0 BANK OF THE OZARKS INC COM COM 063904106 5197 91844 SH SOLE 91844 0 0 BE AEROSPACE INC COM COM 073302101 1775 20390 SH SOLE 20390 0 0 BEAM INC COM COM 073730103 3301 48498 SH SOLE 48498 0 0 BEMIS INC COM 081437105 261 6375 SH SOLE 6375 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 13216 111468 SH SOLE 111468 0 0 BIOGEN IDEC INC COM 09062X103 6760 24180 SH SOLE 24180 0 0 BLACKROCK INC CL A COM 09247X101 8284 26177 SH SOLE 26177 0 0 BNY MELLON FDS TR MIDCP STK IN MUTUAL FUNDS 05569M608 243 16941 SH SOLE 16941 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 1991 37454 SH SOLE 37454 0 0 CARNIVAL CORP COM 143658300 4981 124005 SH SOLE 124005 0 0 CELGENE CORP COM COM 151020104 13279 78588 SH SOLE 78588 0 0 CHEVRONTEXACO CORPORATION COM 166764100 9720 77815 SH SOLE 77815 0 0 CHICAGO BRIDGE & IRON CO N VN COM 167250109 338 4070 SH SOLE 4070 0 0 CHURCH & DWIGHT CO COM 171340102 319 4817 SH SOLE 4817 0 0 COCA COLA CO COM 191216100 1704 41237 SH SOLE 41237 0 0 COLGATE PALMOLIVE CO COM 194162103 334 5124 SH SOLE 5124 0 0 CONOCOPHILLIPS COM 20825C104 5579 78960 SH SOLE 78960 0 0 CONTINENTAL RESOURCES INC COM COM 212015101 1345 11953 SH SOLE 11953 0 0 COSTCO WHSL CORP NEW COM 22160K105 4743 39854 SH SOLE 39854 0 0 CUBIST PHARMACEUTICALS INC COM COM 229678107 452 6560 SH SOLE 6560 0 0 CULLEN FROST BANKERS INC COM COM 229899109 289 3880 SH SOLE 3880 0 0 CUMMINS ENGINE INC COM 231021106 6610 46887 SH SOLE 46887 0 0 DEERE & CO. COM 244199105 1880 20583 SH SOLE 20583 0 0 DEVON ENERGY CORP NEW COM 25179M103 617 9972 SH SOLE 9972 0 0 DIAGEO PLC COM 25243Q205 6665 50333 SH SOLE 50333 0 0 DISCOVERY COMMUNICATNS NEW COM COM 25470F104 6678 73850 SH SOLE 73850 0 0 DISNEY WALT PRODUCTIONS COM 254687106 6714 87880 SH SOLE 87880 0 0 DOLLAR TREE INC COM 256746108 329 5823 SH SOLE 5823 0 0 DOMINION RES INC VA NEW COM 25746U109 604 9335 SH SOLE 9335 0 0 DUNKIN BRANDS GROUP INC COM COM 265504100 1131 23460 SH SOLE 23460 0 0 EATON CORP PLC SHS COM G29183103 2829 37168 SH SOLE 37168 0 0 EATON VANCE CORP COM 278265103 416 9714 SH SOLE 9714 0 0 EBAY INC COM 278642103 5228 95292 SH SOLE 95292 0 0 ECOLAB INC COM 278865100 9984 95750 SH SOLE 95750 0 0 EMERSON ELEC CO COM 291011104 9308 132636 SH SOLE 132636 0 0 ENERGY TRANSFER EQUITY LP COM 29273V100 3666 89698 SH SOLE 89698 0 0 ENTERPRISE PRODS PARTNERS LP U COM 293792107 1748 26361 SH SOLE 26361 0 0 EOG RESOURCES INC. COM 26875P101 4745 28268 SH SOLE 28268 0 0 EQT CORP COM 26884L109 1152 12830 SH SOLE 12830 0 0 EXXON MOBIL CORP COM 30231G102 6714 66344 SH SOLE 66344 0 0 FACEBOOK INC CL A COM 30303M102 4780 87470 SH SOLE 87470 0 0 FIRST REP BK SAN FRAN CALI NCO COM 33616C100 555 10594 SH SOLE 10594 0 0 FISERV INC COM 337738108 3075 52080 SH SOLE 52080 0 0 FLUOR CORP COM 343412102 4293 53470 SH SOLE 53470 0 0 FMC CORP COM NEW COM 302491303 286 3788 SH SOLE 3788 0 0 FOREST LABS INC COM 345838106 327 5451 SH SOLE 5451 0 0 FRANKLIN STREET PPTYS CORP COM COM 35471R106 446 37364 SH SOLE 37364 0 0 FREEPORT MCMORAN COPPER&GOLDCL COM 35671D857 10488 277891 SH SOLE 277891 0 0 GENERAC HLDGS INC COM COM 368736104 324 5722 SH SOLE 5722 0 0 GENERAL ELEC CO COM 369604103 9934 354416 SH SOLE 354416 0 0 GENUINE PARTS CO COM 372460105 11796 141797 SH SOLE 141797 0 0 GILEAD SCIENCES COM 375558103 10273 136787 SH SOLE 136787 0 0 GLAXO WELLCOME PLC SPONSOR COM 37733W105 5906 110619 SH SOLE 110619 0 0 GOLUB CAPITAL BDC INC COM 38173M102 511 26715 SH SOLE 26715 0 0 GOOGLE INC CL A COM 38259P508 14738 13151 SH SOLE 13151 0 0 HOME DEPOT INC COM 437076102 970 11778 SH SOLE 11778 0 0 HONEYWELL INTERNATIONAL, INC. COM 438516106 5483 60005 SH SOLE 60005 0 0 HUNTINGTON BANCSHARES INC COM COM 446150104 9596 994355 SH SOLE 994355 0 0 ILLINOIS TOOL WORKS INC COM 452308109 10483 124677 SH SOLE 124677 0 0 ILLUMINA INC COM COM 452327109 390 3529 SH SOLE 3529 0 0 INSULET CORP COM COM 45784P101 320 8618 SH SOLE 8618 0 0 INTERNATIONAL BUSINESS MACHINE COM 459200101 230 1224 SH SOLE 1224 0 0 ISHARES INC MSCI GERMAN COM 464286806 12980 408684 SH SOLE 408684 0 0 ISHARES INC MSCI HONG KONG COM 464286871 292 14175 SH SOLE 14175 0 0 ISHARES MSCI EMERG MAR 43 OPTION - PUT 7VX9947S5 32 150 SH Put SOLE 150 0 0 ISHARES TR MSCI POLAND CAP COM 46429B606 2004 67535 SH SOLE 67535 0 0 ISHARES TR RSSLL 2000 INDX COM 464287655 8328 72193 SH SOLE 72193 0 0 ISHARES TR RUSSELL 2000 GR COM 464287648 1099 8110 SH SOLE 8110 0 0 ISHARES TR RUSSELL 2000 VA COM 464287630 1052 10570 SH SOLE 10570 0 0 ISHARES TR RUSSL 1000 GRWT COM 464287614 560 6514 SH SOLE 6514 0 0 ISHARES TR S&P 500 INDEX COM 464287200 270 1455 SH SOLE 1455 0 0 ISHARES TR S&P LAT AMER 40 COM 464287390 259 6980 SH SOLE 6980 0 0 ISHARES TR S&P MIDCAP 400 COM 464287507 644 4813 SH SOLE 4813 0 0 JACOBS ENGR GROUP INC COM 469814107 271 4306 SH SOLE 4306 0 0 JOHNSON CONTROLS COM 478366107 6229 121420 SH SOLE 121420 0 0 JOHNSON & JOHNSON COM 478160104 14828 161892 SH SOLE 161892 0 0 JPMORGAN CHASE & CO ALERIAN ML COM 46625H365 204 4400 SH SOLE 4400 0 0 KBW REGIONAL BANKIN MAR 38 OPTION - CALL 6WB994AX3 66 210 SH Call SOLE 210 0 0 KEYCORP COM 493267108 163 12153 SH SOLE 12153 0 0 KINDER MORGAN EGY PTNS L P UT COM 494550106 880 10905 SH SOLE 10905 0 0 KINDER MORGAN MGMT LLC COM 49455U100 8298 111637 SH SOLE 111637 0 0 LATAM AIRLS GROUP S A SPONSORE COM 51817R106 224 13705 SH SOLE 13705 0 0 LAUDER ESTEE COS INC CL A COM 518439104 316 4200 SH SOLE 4200 0 0 LDR HLDG CORP COM COM 50185U105 297 12597 SH SOLE 12597 0 0 LEAR CORP COM NEW COM 521865204 391 4824 SH SOLE 4824 0 0 LIBERTY MEDIA CORP DELAWARE CL COM 531229102 10790 73760 SH SOLE 73760 0 0 LILLY ELI & CO COM 532457108 1864 36549 SH SOLE 36549 0 0 LINCOLN NAT'L CORP COM 534187109 9861 191026 SH SOLE 191026 0 0 MAGELLAN MIDSTREAM PARTNERS LP COM 559080106 5721 90422 SH SOLE 90422 0 0 MAGNA INTL INC CL A COM 559222401 376 4577 SH SOLE 4577 0 0 MANPOWER INC COM COM 56418H100 282 3280 SH SOLE 3280 0 0 MARKEL CORP COM COM 570535104 4303 7414 SH SOLE 7414 0 0 MARKWEST ENERGY PARTNERS LP COM 570759100 432 6535 SH SOLE 6535 0 0 MASTERCARD INC CL A COM 57636Q104 19857 237680 SH SOLE 237680 0 0 MCDONALDS CORP COM 580135101 1969 20289 SH SOLE 20289 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 2056 24548 SH SOLE 24548 0 0 MERCK & COMPANY COM 58933Y105 1956 39090 SH SOLE 39090 0 0 METLIFE INC COM 59156R108 216 4000 SH SOLE 4000 0 0 MICROSOFT CORP COM 594918104 4970 132853 SH SOLE 132853 0 0 MORGAN STANLEY DEAN WITTER COM 617446448 9360 298471 SH SOLE 298471 0 0 MORGAN STANLEY EMERG MKTS FDCO MUTUAL FUNDS 61744H105 138 14500 SH SOLE 14500 0 0 MOSAIC CO COM 61945C103 7071 149579 SH SOLE 149579 0 0 NESTLE S A ADR COM 641069406 220 3000 SH SOLE 3000 0 0 NEWELL RUBBERMAID INC. COM 651229106 338 10421 SH SOLE 10421 0 0 NEXTERA ENERGY INC COM COM 65339F101 205 2398 SH SOLE 2398 0 0 NIKE INC CLASS B COM 654106103 13727 174557 SH SOLE 174557 0 0 NOBLE ENERGY INC COM COM 655044105 4325 63505 SH SOLE 63505 0 0 OASIS PETE INC NEW COM COM 674215108 1720 36615 SH SOLE 36615 0 0 OCCIDENTAL PETE CORP COM 674599105 6036 63475 SH SOLE 63475 0 0 OCEANEERING INTL COM 675232102 348 4414 SH SOLE 4414 0 0 PACKAGING CORP AMER COM COM 695156109 359 5667 SH SOLE 5667 0 0 PANDORA MEDIA INC COM COM 698354107 532 20005 SH SOLE 20005 0 0 PATTERSON-UTI ENERGY INC COM 703481101 312 12314 SH SOLE 12314 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 322 21273 SH SOLE 21273 0 0 PEPSICO INC COM 713448108 359 4326 SH SOLE 4326 0 0 PFIZER INC COM 717081103 2185 71326 SH SOLE 71326 0 0 PHILLIPS 66 COM COM 718546104 1802 23361 SH SOLE 23361 0 0 PINNACLE FINL PARTNERS INC COM COM 72346Q104 309 9489 SH SOLE 9489 0 0 PIONEER NAT RES CO COM 723787107 11428 62087 SH SOLE 62087 0 0 POWERSHARES QQQ TRUST COM 73935A104 239 2720 SH SOLE 2720 0 0 PRAXAIR INC COM 74005P104 5356 41189 SH SOLE 41189 0 0 PRECISION CASTPARTS CORP COM 740189105 6570 24396 SH SOLE 24396 0 0 PRICELINE.COM INC COM 741503403 14493 12468 SH SOLE 12468 0 0 PRICESMART INC COM COM 741511109 342 2957 SH SOLE 2957 0 0 PRINCIPAL FINANCIAL GROUP INCO COM 74251V102 361 7319 SH SOLE 7319 0 0 PROCTER & GAMBLE COMPANY COM 742718109 7051 86613 SH SOLE 86613 0 0 PRUDENTIAL FINL INC COM COM 744320102 1196 12970 SH SOLE 12970 0 0 QUALCOMM INC COM 747525103 11638 156746 SH SOLE 156746 0 0 QUESTAR CORP COM 748356102 487 21191 SH SOLE 21191 0 0 REGIONS FINANCIAL CORP NEW COM COM 7591EP100 232 23465 SH SOLE 23465 0 0 RF MICRO DEVICES INC JAN 5 OPTION - CALL 999999999 10 400 SH Call SOLE 400 0 0 ROCHE HLDG LTD SPONSORED ADR COM 771195104 11202 159906 SH SOLE 159906 0 0 SBA COMMUNICATIONS CORP CL A COM 78388J106 309 3443 SH SOLE 3443 0 0 SCHLUMBERGER COM 806857108 221 2456 SH SOLE 2456 0 0 SECTOR SPDR TR SBI ENERGY COM 81369Y506 601 6790 SH SOLE 6790 0 0 SECTOR SPDR-CONS ST JAN 40 OPTION - CALL 999999998 46 150 SH Call SOLE 150 0 0 SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209 1392 25110 SH SOLE 25110 0 0 SELECT SECTOR SPDR TR SBI INT- COM 81369Y704 396 7570 SH SOLE 7570 0 0 SIGNATURE BK NEW YORK N Y COM COM 82669G104 343 3192 SH SOLE 3192 0 0 SIRONA DENTAL SYSTEMS INC COM COM 82966C103 358 5105 SH SOLE 5105 0 0 SM ENERGY COMPANY COM 78454L100 224 2700 SH SOLE 2700 0 0 SMUCKER J M CO COM 832696405 860 8304 SH SOLE 8304 0 0 SPDR DOW JONES INDL AVRG ETF COM 78467X109 1552 9379 SH SOLE 9379 0 0 SPDR FUND TECHNOLOGY COM 81369Y803 213 5965 SH SOLE 5965 0 0 SPDR GOLD TRUST GOLD SHS COM 78463V107 905 7482 SH SOLE 7482 0 0 SPDR TR UNIT SER 1 COM 78462F103 3394 18379 SH SOLE 18379 0 0 STAG INDL INC COM COM 85254J102 2948 144586 SH SOLE 144586 0 0 STARBUCKS CORP COM COM 855244109 7811 99637 SH SOLE 99637 0 0 STARZ LIBRTY CAP COM COM 85571Q102 1792 61298 SH SOLE 61298 0 0 STRATASYS LTD SHS COM M85548101 5097 37838 SH SOLE 37838 0 0 TD AMERITRADE HOLDING CORP COM 87236Y108 301 9820 SH SOLE 9820 0 0 TEMPLETON EMERGING MKTS INCMCO MUTUAL FUNDS 880192109 137 10000 SH SOLE 10000 0 0 TIME WARNER INC COM COM 887317303 4576 65630 SH SOLE 65630 0 0 TORTOISE ENERGY INFRSTRCTR COM COM 89147L100 1022 21434 SH SOLE 21434 0 0 TOTAL FINA ELF S A ADR SPONS COM 89151E109 7301 119159 SH SOLE 119159 0 0 TRAVELERS COMPANIES INC COM 89417E109 8117 89653 SH SOLE 89653 0 0 TRIPADVISOR INC COM COM 896945201 4019 48520 SH SOLE 48520 0 0 TWENTY FIRST CENTY FOX INC CL COM 90130A101 1749 49743 SH SOLE 49743 0 0 TWENTY FIRST CENTY FOX INC CL COM 90130A200 13065 377592 SH SOLE 377592 0 0 UNDER ARMOUR INC CL A COM 904311107 3267 37422 SH SOLE 37422 0 0 UNION PAC CORP COM 907818108 9186 54678 SH SOLE 54678 0 0 UNITED TECHNOLOGIES CORP COM 913017109 206 1809 SH SOLE 1809 0 0 UNUMPROVIDENT CORP COM 91529Y106 313 8936 SH SOLE 8936 0 0 VANGUARD DIVIDEND APPRCTN FD COM 921908844 822 10930 SH SOLE 10930 0 0 VANGUARD EMERGING MKTS ETF COM 922042858 391 9492 SH SOLE 9492 0 0 VANGUARD INDEX TR 500 PORTFOLI MUTUAL FUNDS 922908108 890 5226 SH SOLE 5226 0 0 VANGUARD INDEX TR STK MRK VIPE COM 922908769 554 5776 SH SOLE 5776 0 0 VANGUARD INTL EQUITY INDEX FAL COM 922042775 1397 27530 SH SOLE 27530 0 0 VANGUARD TAX-MANAGED INTL FDMS COM 921943858 3981 95506 SH SOLE 95506 0 0 VERIZON COMMUNICATIONS COM 92343V104 2232 45413 SH SOLE 45413 0 0 VISA INC COM CL A COM 92826C839 5627 25269 SH SOLE 25269 0 0 VODAFONE GROUP INC COM 92857W209 7600 193347 SH SOLE 193347 0 0 WALGREEN COMPANY COM 931422109 8605 149801 SH SOLE 149801 0 0 WAL-MART STORES INC COM 931142103 328 4165 SH SOLE 4165 0 0 WELLS FARGO NEW COM 949746101 548 12061 SH SOLE 12061 0 0 WESTERN DIGITAL CORPORATION COM 958102105 2627 31310 SH SOLE 31310 0 0 WHITEWAVE FOODS CO COM CL A COM 966244105 4484 195459 SH SOLE 195459 0 0 YAHOO INC COM 984332106 763 18870 SH SOLE 18870 0 0