Moreno Evelyn V

Q3 2020 13F Combination Report, Stock Holdings

Signature - Title
Dennis Kushmerek - Trust Operations Senior Specialist
Location
Boston, MA
Holdings as of
September 30, 2020
Value $
$370M
Num holdings
69
Date filed
11/2/2020, 05:59 PM
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q2 2020 - Jul 23, 2020
Next filing
Q4 2020 - Feb 10, 2021
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q3 compared to 2020 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Dennis Kushmerek Relationship Manager Boston, Massachusetts 11/2/2020

List of Other Managers Reporting for Moreno Evelyn V:

Name Holdings Value Location File Number
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $10.8B Boston, MA 028-04578