Levin Hicks Campbell
2006
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What was filed
124
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- VIII
- USS Constitution Museum, Boston. MA
- Massachusetts Historical Society, Boston, MA
- Trust No. 2
As filed
Emerson Electric
Hewlett Packard
Hubbell, Inc
Merck & Co — Sale
Schlumberger Ltd
DWS Int. Tax/AMT Free (Formerly Scudder) (Mutual Fund)
Dreyfus Tax Exempt Cash Instl. Sh
Vanguard Intl. Growth Portfolio (Mutual Fund) — Buy
Time Warne:
US Treas. Notes 6.25% 2/07
Union Central Life Ins. (Annuity)
Abbott Laboratories
Federal National Mortgage Association — Sale
Federal National Mortgage Association — Sale
Intel Corp
Microsoft Corp.
Cisco Systems, Inc
Templeton Emerging Markets Fund (Mutual Fund)
US Treas. Notes 6.0% 8/09 i
Agilent Technologies Inc
Transocean Inc, Com (Formerly Transocean Sedco Forex Inc)
Johnson & Johnson
Pepsisco, Inc
Alcoa
Anadarko Petroleum
Avery Dennison
BJ's Wholesale Club
Bank of America — Buy
Cardinal Health — all
Citigroup
Constellation Brands
Exxon Mobil
First Data Corp
Lowes
Medtronic
Prologis
Royal Dutch Shell (Was Royal Dutch Petroleum) — Sale
AT&T
Staples
Sysco — all
Vodafone — Sale
Wells Fargo X
Nationwide Ins: Rec'd Annuity payments
Merrill Lynch & Co. Fltg. Rate Notes 2.4652% (was 5.5080%)
US Treas Notes 4.875T 2/12 (New) — Buy
Amgen Inc (New) — Buy
National Oilwell Varco (New) — Buy
Novartis AG Sponsored ADR (New) — Buy
Verigy Ltd (New) — Off — VIII
Verigy Ltd (New) — Sale
Western Union (New) — Off — VIII
Harbor Small Cap Val Fd (Mutual Fund) (New) — Buy — VIII
Trust #2 — Int/Div
Dreyfus Tax Exempt Cash Instl. Sh
US Treas. Notes 6.5% 10/06 — Maturity — VIII
US Treas. Notes 6.25% 2/07
Pepsico
Perrigo — Distn — VIII
Proctor & Gamble — Sale
Exxon Mobil
Schlumberger
Amerncan Intemational Group
Berkshire Hathaway
Cambridge Bancorp — Sale
Citigroup — Sale
Abbott Laboratories — Sale
Sanofi-Aventis ADR
Johnson & Johnson — all
Pfizer — all
Automatic Data Processing
General Electric
Servicemaster
Servicemaster — Sale
Cisco Systems
Hewlett Packard
Microsoft
S & Co Special Equities Fund — Buy
S & Co Health Science fund — Sale
S & Co International — Sale
Shering-Plough
Mass St Wir Pollutn Abatement, 3.0% 8/1/11
US Treas. Notes 3.625% 1/15/10
Mass. St. Wir. Poll. Abatement 3.5% 8/1/11
Bank Account, Sovereign Bank — Interest
Trust #3 — Distribution
Pepsico
Proctor & Gamble
Pfizer
Intel
Automatic Data Processing
Hewlett Packard
Microsoft
Cisco
General Electric
Schlumberger
Citigroup
Berkshire Hathaway
MA Bay Transp. Auth. 5.25% 3/06 — call — VIII
Stoughton, MA 4.3% 2/07
Fidelity Inst. Tax-Exempt Cash Port
CVS Corp
News Corp. C1.B Com
Columbia High Yield Mutual Fund
Century Small Cap Select (Mutual Fund) — Buy
Century Small Cap Select (Mutual Fund) — Buy
MA St. Wtr. Poll. 3.0% 8/11
Dell — all — VIII
Exxon Mobil Corp
Home Depot
Staples
MA St Hsg 12/1/37 (Municipal Bond) (New) — Buy
MA St Hsg 12/1/37 (Municipal Bond) (New) — Sale — VIII
Ishare MSCI EMV Index Fd (Mutual Fund) (New) — Buy
Ishare MSCI Emerging MKts Index Fund (Mutual Fund) (New) — Buy
IRA — Distribution
DWS Lg Cap Value (Formerly Scudder) (Mutual Fund) — Sale
DWS Lg Cap Value (Formerly Scudder) (Mutual Fund) — Sale
DWS Lg Cap Value (Formerly Scudder) (Mutual Fund) — Sale
Dreyfus Instl. Cash Advantage
DWS Core Plus Inc. (FormerlyScudder Income Fund) (Mut Fd) — Sale
DWS Core Plus Inc. (FormerlyScudder Income Fund) (Mut Fd) — Sale
Oakmark Int'l FD CL I (Mutual Fund) (New) — Buy
Bank Acct.,, Cambridge Trust Company — Interest
Overseer, USS Constitution Museum, Boston. MA
Council Member, Massachusetts Historical Society, Boston, MA
Co-Trustee, Trust No. 2
56.
Verigy Ltd.: Received from spin off from Agilent Technologies Stock.
58.
Western Union: Received froma spin off from First Data Corp Stock.
59. Harbor Small Cap Cal Fd was reported on 2005 FDR as item #53 and asset of Trust #2. This was in error. The Fd should have been listed as a new purchase
on 12/30/05 and correctly shown as an asset of Trust #1.
62. Maturity of US Treas NTs resulted in no gain or loss.
65. Perrigo stock was distributed to charity by the trustee(s) of Trust #2.
111. Full call of MBTA bonds resulted in no gain or loss.
124. Sale of Dell stock resulted in a loss.
129. Partial sale of MA St Hsg bond resulted in no gain or loss.
Note: All stocks listed on this report are common.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.