boston family office llc
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Contact Information
boston family office llc
88 BROAD STREET
BOSTON MA 02110
Business Phone: 6176240800 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $666,299,226 [1]Prior Market Value: $603,846,628 New Purchases: 12 stocks Additional Purchases: 87 stocks Sold out of: 5 stocks Reduced holdings in: 90 stocks Top 10 Holdings %: 22.42% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Vanguard Emerging Markets Stock ETF 3.38% Exxon Mobil Corp. 3.04% Johnson & Johnson 2.4% SPDR S&P 500 2.33% Ansys, Inc. 2.14% Major new positions on 03/31/2013 Stock % of Portfolio ABBVIE INC. 0.62% BANKUNITED, INC. 0.12% Northeast Utilities 0.06% H&R Block, Inc. 0.04% WisdomTree Japan Hedged Equity 0.03%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Harman International Industries Inc. 0.09% Canon Inc. 0.06% Mead Johnson Nutrition Company 0.05% CF Industries Holdings, Inc. 0.03% Navios Maritime Holdings Inc. 0.01% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-22 Form 13F-HR 2013-02-12 Form 13F-HR 2012-11-07 Form 13F-HR/A 2012-11-07 Form 13F-HR 2012-08-03