Norman H. Stahl

2017Annual

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Pull out the substance of this filing.

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.

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