Norman H. Stahl
2017Annual
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What was filed
890
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Tufts Medical Center Board of Governors
As filed
McDonalds — Sold (part)
Ashland House Associates, LP, 9%, Bedford, NH - Rental Income — Rent
Citizen's Bank, Cash, Checking and MM — Interest
Martha's Vineyard Savings Bank, Cash — Interest
Trust#1(H)
Exxon Mobil — Int/Div
Kellogg Co — Int/Div — Buy (add'l)
Kellogg Co — Buy (add'l)
Kellogg Co — Buy (add'l)
Kellogg Co — Buy (add'l)
Pepsico — Int/Div
Charles Schwab Corp — Int/Div
Alphabet Inc. Class C — None
Nestle SA — Int/Div — Buy (add'l)
Nestle SA — Buy (add'l)
Nestle SA — Buy (add'l)
Diageo PLC — Int/Div
Time Warner Inc — Int/Div — Sold (part)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold
Walt Disney Co — Int/Div — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Sold (part)
William Sonoma — Int/Div — Sold (part)
William Sonoma — Sold (part)
William Sonoma — Sold
Nike Inc. Class B — Int/Div — Buy (add'l)
Nike Inc. Class B — Buy (add'l)
Nike Inc. Class B — Sold (part)
Nike Inc. Class B — Sold (part)
Apple — Int/Div — Sold (part)
Apple — Sold
Lululemon Athletica — None — Buy (add'l)
Starbucks — Int/Div — Sold (part)
Starbucks — Sold (part)
Starbucks — Sold
Visalnc CLA — Int/Div — Sold (part)
AMC Networks, Inc — None — Sold (part)
AMC Networks, Inc — Sold
LVMH MOET — Int/Div — Sold (part)
United Parcel Service — Int/Div — Sold (part)
United Parcel Service — Sold (part)
United Parcel Service — Sold
The Priceline Group — None — Sold (part)
S10. — Sold
Comcast Corporation — Int/Div
McDonalds — Int/Div — Buy (add'l)
McDonalds — Buy (add'l)
Wal-mart Stores — Int/Div — Buy (add'l)
Carmival Corp — Int/Div — Sold (part)
Estee Lauder — Int/Div — Sold
Facebook Class A — None — Sold (part)
Facebook Class A — Sold (part)
Facebook Class A — Sold (part)
Facebook Class A — Sold (part)
Heineken NV FADR — Int/Div — Buy (add'l)
Marriott Intl Inc. Class A — Int/Div — Sold (part)
Marriott Intl Inc. Class A — Sold (part)
Microsoft Corp — Int/Div — Buy (add'l)
Microsoft Corp — Buy (add'l)
Paypal Holdings — None — Sold (part)
Paypal Holdings — Sold (part)
Paypal Holdings — Sold (part)
Paypal Holdings — Sold (part)
Paypal Holdings — Sold (part)
Paypal Holdings — Sold (part)
Paypal Holdings — Sold
Coca Cola — Int/Div — Buy
Coca Cola — Buy (add'l)
Coca Cola — Buy (add'l)
Coca Cola — Buy (add'l)
Coca Cola — Buy (add'l)
Darden Restaurants — Int/Div — Buy
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Dunkin Brands Group — Int/Div — Buy
Hersey Company — Int/Div — Buy
Hersey Company — Buy (add'l)
Hersey Company — Buy (add'l)
Hersey Company — Buy (add'l)
Proctor & Gamble — None — Buy
Proctor & Gamble — Buy (add'l)
Proctor & Gamble — Int/Div — Buy
Proctor & Gamble — Buy (add'l)
Proctor & Gamble — Buy (add'l)
Proctor & Gamble — Buy (add'l)
Proctor & Gamble — Buy (add'l)
Proctor & Gamble — Sold (part)
Proctor & Gamble — Sold (part)
Proctor & Gamble — Sold (part)
Proctor & Gamble — Sold
Ulta Beauty, Inc — None — Buy
Ulta Beauty, Inc — Buy (add'l)
Ulta Beauty, Inc — Buy (add'l)
Ulta Beauty, Inc — Buy (add'l)
Cash, Schwab Govt Money Fund (Y)
Cash, Schwab Bank Sweep (previously called Deposit Accounts) — Interest
US Treasury Bill Due 7/31/17 — Interest — Matured
Bank of India CD Due 1/25/17 — Interest — Matured
First Natl Bank CD Due 2/6/17 — Interest — Matured
Bank of China CD Due 5/15/17 — Interest — Buy
Bank of China CD Due 5/15/17 — Matured
Bank of China CD Due 8/17/18 — Interest — Buy
Bank of China CD Due 8/17/18 — Matured
Bank of India CD Due 11/22/17 — Int/Div — Buy
Bank of India CD Due 11/22/17 — Matured
Mizrahi Tefahot CD Due 5/2/17 — Interest — Buy
Mizrahi Tefahot CD Due 5/2/17 — Matured
Pacific Premier CD Due 11720017 — Interest — Buy
Pacific Premier CD Due 11720017 — Matured
US Treasury NT Due 8/15/18 — Interest — Buy
US Treasury Bill Due 5/31/18 — None — Buy
Trust #2 IRA (H)
Alphabet Inc. Class C — None — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Buy (add'l)
Alphabet Inc. Class C — Buy (add'l)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Sold (part)
Alphabet Inc. Class C — Buy (add'l)
AMC Networks Inc — None — Sold (part)
AMC Networks Inc — Sold (part)
AMC Networks Inc — Sold (part)
AMC Networks Inc — Sold (part)
AMC Networks Inc — Sold (part)
AMC Networks Inc — Sold (part)
AMC Networks Inc — Sold
Anheuser-Busch — None — Buy
Anheuser-Busch — Buy (add'l)
Anheuser-Busch — Buy (add'l)
Anheuser-Busch — Buy (add'l)
Anheuser-Busch — Buy (add'l)
Anheuser-Busch — Buy (add'l)
Anheuser-Busch — Buy (add'l)
Anheuser-Busch — Buy (add'l)
Anheuser-Busch — Buy (add'l)
Apple — Int/Div — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold
Carnival Corp — Int/Div — Sold (part)
Carnival Corp — Buy (add'l)
Carnival Corp — Buy (add'l)
Carnival Corp — Sold (part)
Carnival Corp — Sold (part)
Carnival Corp — Sold (part)
Carnival Corp — Sold (part)
Carnival Corp — Sold (part)
Carnival Corp — Sold (part)
Carnival Corp — Buy (add'l)
Carnival Corp — Buy (add'l)
Carnival Corp — Sold (part)
Carnival Corp — Buy (add'l)
Carnival Corp — Buy (add'l)
Charles Schwab Corp — Int/Div — Buy
Charles Schwab Corp — Buy (add'l)
Charles Schwab Corp — Sold (part)
Charles Schwab Corp — Sold (part)
Coca Cola Company — Int/Div — Buy
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Sold (part)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Sold (part)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Comcast — Int/Div — Sold (part)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Sold (part)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Sold (part)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Comcast — Buy (add'l)
Darden Restaurants — Int/Div — Buy
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Sold (part)
Darden Restaurants — put)
Diageo, PLC — Int/Div — Buy (add'l)
Diageo, PLC — Buy (add'l)
Diageo, PLC — Sold (part)
Diageo, PLC — Sold (part)
Diageo, PLC — Sold (part)
Diageo, PLC — Sold (part)
Diageo, PLC — Sold (part)
Diageo, PLC — Sold (part)
Dunkin Brands Group — Int/Div — Buy
Dunkin Brands Group — Buy (add'l)
Dunkin Brands Group — Buy (add'l)
Dunkin Brands Group — Buy (add'l)
Dunkin Brands Group — Buy (add'l)
Estee Lauder Co. Inc. Class A — Int/Div — Buy (add'l)
Estee Lauder Co. Inc. Class A — Buy (add'l)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold (part)
Estee Lauder Co. Inc. Class A — Sold
Facebook, Inc. Class A — None — Sold (part)
Facebook, Inc. Class A — Sold (part)
Facebook, Inc. Class A — Sold (part)
Facebook, Inc. Class A — Sold (part)
Facebook, Inc. Class A — Sold (part)
Facebook, Inc. Class A — Sold (part)
Facebook, Inc. Class A — Sold (part)
bad) — Sold (part)
bad) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
pak) — Sold (part)
Heineken NV — Int/Div — Buy (add'l)
Heineken NV — Buy (add'l)
Heineken NV — Buy (add'l)
Heineken NV — Buy (add'l)
Heineken NV — Sold (part)
Heineken NV — Sold (part)
Heineken NV — Sold (part)
Heineken NV — Sold (part)
Heineken NV — Sold (part)
Hershey Company — Int/Div — Buy
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
RITES — Buy (add'l)
RITES — Buy (add'l)
RITES — Buy (add'l)
RITES — Buy (add'l)
RITES — Buy (add'l)
RIT) — Buy (add'l)
RIT) — Buy (add'l)
RIT) — Buy (add'l)
RIT) — Buy (add'l)
RIT) — Buy (add'l)
Kellogg Company — Int/Div — Buy
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
LVMH MOET — Int/Div — Sold (part)
LVMH MOET — Sold (part)
LVMH MOET — Sold (part)
LVMH MOET — Sold (part)
LVMH MOET — Sold (part)
LVMH MOET — Sold (part)
LVMH MOET — Sold (part)
R¥3] — Buy (add'l)
R¥3] — Buy (add'l)
R¥3] — Sold (part)
R¥3] — Sold (part)
R¥3] — Sold (part)
Lululemon Athletica — None — Sold (part)
Lululemon Athletica — Sold (part)
RETH — Sold (part)
RETH — Buy (add'l)
RETH — Buy (add'l)
RETH — Buy (add'l)
RETH — Buy (add'l)
RETH — Buy (add'l)
RETH — Buy (add'l)
RETH — Buy (add'l)
RETH — Buy (add'l)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
RETH — Sold (part)
Marriott Int] Inc. Class A — Int/Div — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
Marriott Int] Inc. Class A — Sold (part)
ARO. — Sold (part)
ARO. — Sold (part)
ARO. — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold (part)
assy — Sold
McDonalds — Int/Div — Buy (add'l)
McDonalds — Buy (add'l)
McDonalds — Buy (add'l)
McDonalds — Buy (add'l)
McDonalds — Buy (add'l)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
McDonalds — Sold (part)
Microsoft Corp — Int/Div — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Microsoft Corp — Sold (part)
Nestle — Int/Div — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Sold (part)
Nestle — Buy (add'l)
Nestle — Sold (part)
Nestle — Sold (part)
Nike Inc — Int/Div — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Buy (add'l)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Nike Inc — Sold (part)
Paypal Holdings Inco — None — Buy (add'l)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold
Priceline Group — None — Sold (part)
Priceline Group — Sold (part)
Priceline Group — Sold (part)
Priceline Group — Sold (part)
Priceline Group — Sold (part)
Priceline Group — Sold
Proctor & Gamble — None — Buy
Proctor & Gamble — Buy (add'l)
Proctor & Gamble — Buy (add'l)
Proctor & Gamble — Buy (add'l)
Sturbucks — Int/Div — Buy (add'l)
Sturbucks — Buy (add'l)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold (part)
Sturbucks — Sold
Time Warner — Int/Div — Sold (part)
Time Warner — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S08. — Sold (part)
S08. — Sold
TJX Companies — Int/Div — Buy
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Buy (add'l)
TJX Companies — Sold (part)
TJX Companies — Buy (add'l)
TJX Companies — Sold (part)
TJX Companies — Sold (part)
TJX Companies — Sold (part)
TJX Companies — Sold (part)
TJX Companies — Sold
Ultra Beauty Inc — None — Buy
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
Ultra Beauty Inc — Buy (add'l)
United Parcel Service — Int/Div — Sold (part)
United Parcel Service — Sold (part)
United Parcel Service — Sold
Visa, Inc — Int/Div — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
Visa, Inc — Sold (part)
SH). — Sold (part)
Walmart Stores Inc — Int/Div — Buy (add'l)
Walmart Stores Inc — Buy (add'l)
Walmart Stores Inc — Buy (add'l)
S$Hd — Buy (add'l)
S$Hd — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Buy (add'l)
S$hb6 — Buy (add'l)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S$hb6 — Sold (part)
S80. — Sold (part)
S80. — Sold (part)
S80. — Sold (part)
S80. — Sold (part)
S80. — Sold (part)
Walt Disney Co — Int/Div — Sold (part)
Walt Disney Co — Sold (part)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Walt Disney Co — Buy (add'l)
Williams Sonoma — Int/Div — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold (part)
Williams Sonoma — Sold
Cash, Schwab Govt Money Fund (Y)
Cash, Schwab Bank Sweep (previously called Deposit Accounts) — Interest
Bank of China New CD 7/13/17 — Interest — Matured
Bank of India CD Due 1/25/17 — Interest — Matured
Capital One Bank CD Due 4/19/17 — Interest — Matured
Citizens Bank CD Due 2/2/17 — Interest — Matured
Wells Fargo Bank CD Due 11/3/17 — Interest — Matured
Bank Hapoalim CD Due 8/10/17 — Interest — Buy
Bank Hapoalim CD Due 8/10/17 — Matured
Bank of India CD Due 11/8/17 — Interest — Buy
Bank of India CD Due 11/8/17 — Matured
Compass Bank CD 5/8/17 — Interest — Buy
Compass Bank CD 5/8/17 — Matured
Mizrahi Stanley Bh CD Due 5/2/17 — Interest — Buy
Mizrahi Stanley Bh CD Due 5/2/17 — Matured
Morgan Stanley Bk CD Due 11/10/17 — Interest — Buy
Morgan Stanley Bk CD Due 11/10/17 — Matured
Bank of India CD Due 5/9/18 — None — Buy
Bank of China CD Due 7/16/18 — None — Buy
Beul Bank USA CD Due 4/25/18 — None — Buy
Congressional Bank CD Due 5/15/18 — Interest — Buy
United Bank Vemo CD Due 5/15/18 — None — Buy
Trust£ 3 (H)
Alphabet Inc. Class ( — None — Sold (part)
AMC Networks — None — Sold (part)
AMC Networks — Sold (part)
AMC Networks — Sold
Anheuser-Busch — Buy
Anheuser-Busch — Buy (add'l)
Apple — Int/Div — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold (part)
Apple — Sold
Carmival Corp — Int/Div — Sold (part)
Carmival Corp — Sold (part)
Carmival Corp — Sold (part)
Charles Schwab Corp — Int/Div — Buy
Coca Cola Company — Int/Div — Buy
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Coca Cola Company — Buy (add'l)
Comcast Corporation — Int/Div
Darden Restaurants — Int/Div — Buy
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Buy (add'l)
Darden Restaurants — Sold (part)
Diageo PLC — Int/Div
Dunkin Brands Group — Int/Div — Buy
Dunkin Brands Group — Buy (add'l)
Estee Lauder Co. Inc. Class A — Int/Div — Buy (add'l)
Estee Lauder Co. Inc. Class A — Sold
Exxon Mobil — Int/Div
Facebook Inc Class A — None — Sold (part)
Facebook Inc Class A — Sold (part)
Facebook Inc Class A — Sold (part)
Facebook Inc Class A — Sold (part)
Facebook Inc Class A — Sold (part)
Facebook Inc Class A — Sold (part)
Heineken NV — Int/Div — Buy (add'l)
Heineken NV — Buy (add'l)
Heineken NV — Buy (add'l)
Hershey Company — Int/Div — Buy
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Hershey Company — Buy (add'l)
Kellogg Company — Int/Div — Buy
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
Kellogg Company — Buy (add'l)
LVMH MOET — Int/Div — Sold (part)
LVMH MOET — Sold (part)
LVMH MOET — Sold (part)
LVMH MOET — Sold (part)
Lululemon Athletics — None — Buy (add'l)
Lululemon Athletics — Buy (add'l)
Lululemon Athletics — Buy (add'l)
Marriott Intl Inc. Class A — Int/Div — Sold (part)
T04, — Sold (part)
T04, — Sold (part)
T04, — Sold (part)
T04, — Sold (part)
McDonalds — Int/Div — Buy (add'l)
McDonalds — Buy (add'l)
McDonalds — Buy (add'l)
McDonalds — Buy (add'l)
McDonalds — Buy (add'l)
T13. — Sold (part)
T13. — Sold (part)
Microsoft Corp — Int/Div — Buy (add'l)
Microsoft Corp — Buy (add'l)
Microsoft Corp — Buy (add'l)
TIS. — Buy (add'l)
TIS. — Sold (part)
Nestle — Int/Div — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nestle — Buy (add'l)
Nike Inc Class B — Int/Div — Buy (add'l)
Nike Inc Class B — Buy (add'l)
Nike Inc Class B — Buy (add'l)
Nike Inc Class B — Buy (add'l)
Nike Inc Class B — Buy (add'l)
Nike Inc Class B — Sold (part)
Nike Inc Class B — Sold (part)
Nike Inc Class B — Sold (part)
T16. — Sold (part)
T16. — Sold (part)
T16. — Sold (part)
Paypal Holdings Inco — Buy (add'l)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold (part)
Paypal Holdings Inco — Sold
Pepsico — Int/Div
The Priceline Group — None — Sold (part)
The Priceline Group — Sold (part)
The Priceline Group — Sold (part)
The Priceline Group — Sold
Proctor & Gamble — None — Buy
Starbucks — Int/Div — Buy (add'l)
Starbucks — Sold (part)
Starbucks — Sold (part)
Starbucks — Sold (part)
Starbucks — Sold (part)
Starbucks — Sold
Time Warner Inc — Int/Div — Sold (part)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold (part)
Time Warner Inc — Sold (part)
T66. — Sold (part)
T66. — Sold (part)
T66. — Sold (part)
T66. — Sold
TIX Companies Inc — Int/Div — Buy
TIX Companies Inc — Buy (add'l)
TIX Companies Inc — Buy (add'l)
TIX Companies Inc — Buy (add'l)
TIX Companies Inc — Buy (add'l)
TIX Companies Inc — Buy (add'l)
TIX Companies Inc — Buy (add'l)
bail — Buy (add'l)
bail — Buy (add'l)
bail — Buy (add'l)
bail — Buy (add'l)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold
Ulta Beauty Inc — None — Buy
Ulta Beauty Inc — Buy (add'l)
Ulta Beauty Inc — Buy (add'l)
Ulta Beauty Inc — Buy (add'l)
Ulta Beauty Inc — Buy (add'l)
Ulta Beauty Inc — Buy (add'l)
Ulta Beauty Inc — Buy (add'l)
Ulta Beauty Inc — Buy (add'l)
Ulta Beauty Inc — Buy (add'l)
United Parcel Service — Int/Div — Sold (part)
United Parcel Service — Sold (part)
United Parcel Service — Sold (part)
United Parcel Service — put)
United Parcel Service — Sold
Visa — Int/Div — Sold (part)
Visa — Sold (part)
Wal-Mart Stores — Int/Div — Buy (add'l)
Wal-Mart Stores — Buy (add'l)
Wal-Mart Stores — Buy (add'l)
Wal-Mart Stores — Buy (add'l)
Wal-Mart Stores — Buy (add'l)
Wal-Mart Stores — Buy (add'l)
Wal-Mart Stores — Buy (add'l)
Wal-Mart Stores — Buy (add'l)
Wal-Mart Stores — Sold (part)
Walt Disney Co — Int/Div — Sold (part)
R13. — Buy (add'l)
R14, — Buy (add'l)
R14, — Buy (add'l)
R16. — Buy (add'l)
R16. — Buy (add'l)
R16. — Buy (add'l)
Pepsico — Int/Div
Wilhams Sonoma — Int/Div — Sold (part)
Wilhams Sonoma — Sold (part)
Wilhams Sonoma — Sold (part)
Wilhams Sonoma — Sold (part)
Wilhams Sonoma — Sold (part)
Wilhams Sonoma — Sold (part)
Wilhams Sonoma — Sold
Cash, Schwab Govt Money Fund (Y)
Cash, Schwab Bank Sweep — Interest
US Treasury Bill Due 5/4/17 — Interest — Matured
Bank of India CD Due 2/8/17 — Interest — Matured
Bank of India CD Due 11/22/17 — Interest — Buy
Bank of India CD Due 11/22/17 — Matured
Bank of China CD Due 5/15/17 — Interest — Buy
ERrS — Matured
Bank of China CD Due 8/17/17 — Interest — Buy
Bank of China CD Due 8/17/17 — Matured
US Treasury CD Due 8/3/17 — Interest — Buy
US Treasury CD Due 8/3/17 — Matured
US Treasury CD Due 11/2117 — Interest — Buy
US Treasury CD Due 11/2117 — Matured
US Treasury CD Due 5/3/18 — None — Buy
Trust#4(H)
Cash, Sch MA Muni MMF — Interest
Massachusetts St Dev Fin Bond, 5%, Due 09/012019 — Interest
Town of Braintree MA 5%, Due 05/152019 — Interest — Sold (part)
Houston Tex ARPT Sys Rev 5%, Due 07/012021 — Interest
Massachusetts St Wer 5 %. Due 08/01/2021 — Interest
Broward Cuty Fla 5%. Due 10/01/2017 — Interest — Sold
Piusfield Mass Rfdg St 5%, Due 03/01/2020 — Interest
Massachusetts Bay Transn Auth 5% Due 07/012022 — Interest
Nebraska St Public Powr Dist 5% Due 01012025 — Interest
Marshfield MA Muni Purpose Bond 5% Due 11/0122024 — Interest
Althens. AL 5% Due 02/01/2023 — Interest
MA ST Wir Poll 5% Due 08/01/2017 — Interest — Sold
TX Southmost CLG 5% Due 02/15/2025 — Interest
Peabody, MA 4% Due 7/15/21 — Interest
MA ST DEV 4.5% Due 7/1/28 — Interest — Redeemed
Georgetown, MA 4% Due 5/1/20 — Interest
MA STFED HWY 5% Due 6/15/26 — Interest
MA ST SCH BLDG AUTH 5% Due R159 — Interest
Boston MA 4% Due 03/01/27 — Interest
Foxborough MA 4% Due 05/15/25 — Interest
MA ST Trans FD 5% Due 06/01/27 — Interest
Billerica Mass 5% Due 2/1/24 — Interest — Buy
FL St B/E Lottery 5% Due 7/1/24 — Interest — Buy
IN Mun Pwr Supps RE 5% Due 1/1/28 — None — Buy
MA St Wir Poll Abat 5% Due 8/1/19 — Interest — Buy
Trust £ 5S IRA (H)
ALPS ETF TR Alerian MLP — Int/Div
Altria Group Inc — Int/Div — Sold (part)
Bank of Montreal — Int/Div — Sold (part)
BCE Inc. New — Int/Div — Buy (add'l)
Welltower. Inc — Int/Div — Buy (add'l)
Lockheed Martin Corp — Int/Div — Buy (add'l)
Merck & Co Inc — Int/Div
Microchip Technology Inc — None — Sold
Royal Dutch Shell PLC — Int/Div
American Electric Power — Int/Div — Buy (add'l)
Chevron — Int/Div
HSBC Holdings PLC — Int/Div — Sold (part)
Weverhacuser — Int/Div — Buy (add'l)
Simon Property Group, Inc — Int/Div — Buy (add'l)
GlaxoSmithK ine — Int/Div — Buy (add'l)
Revnolds American — Int/Div — Sold
Digital Realty Trust, Inc — Int/Div — Sold (part)
Duke Energy — Int/Div — Buy (add'l)
Eaton Corporation — Int/Div
Verizon — Int/Div — Buy (add'l)
Abbvie — Int/Div — Buy (add'l)
Abbvie — Sold (part)
Caterpillar — Int/Div — Buy
Caterpillar — Sold (part)
Cisco Systems — Int/Div — Buy
Board Member, Tufts Medical Center Board of Governors
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.