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Appleton Partners Inc

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-13Fund Class: Institution

Transactions: Currently showing holdings/transactions Filed between 2009-08-15 and 2009-11-13
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals

Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$194,720,208Current Value:$193,900,055
Change:$-820,15 4 Performance:-0.42 %

Worst Move:Lost $-87,589 on changes made with Nvidia Corp (NVDA) buying shares when price went down.
Best Move:Made $26,761 on changes made with Dolby Laboratories Inc (DLB) buying shares when price went up.
Best Save:Saved $-38,032 on changes made with Deere And Co (DE) selling shares when price went down.
Missed Move:Missed $16,960 on changes made with Gilead Sciences Inc (GILD) selling shares when price went up.

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Contact Information

45 Milk Street 8th Floor,Boston Ma 02109,,
Phone: 6173380700 Fax: Website:

Symbols

Unknown

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
13F-HR2009-11-132009-09-30edgar/data/1055290/0001193125-09-234087.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-132009-09-30 13F-HRColgate-Palmolive CoCLUSCosmetics And Toiletries 17,214Added More1,2067.53 %$1,402,769$1,445,460$42,6913.04 % $2,991News Article History of Appleton Partners Inc Ownership Of Colgate-Palmolive Co
2009-11-132009-09-30 13F-HRBank Of Nova ScotiaBNSCACommer Banks Non-Us 4,600New Holding4,600100 %$212,336$209,300$-3,036-1.42 % $-3,036News Article History of Appleton Partners Inc Ownership Of Bank Of Nova Scotia
2009-11-132009-09-30 13F-HREnergas Resources IncEGSR.OBUSOil Comp-Explor And Prodtn 20,000No Change00 %---- % News Article History of Appleton Partners Inc Ownership Of Energas Resources Inc
2009-11-132009-09-30 13F-HRCisco Systems IncCSCOUSNetworking Products 149,595Sold Some-2,061-1.35 %$3,546,897$3,509,499$-37,399-1.05 % $515News Article History of Appleton Partners Inc Ownership Of Cisco Systems Inc
2009-11-132009-09-30 13F-HRMcdermott International IncMDRUSEngineering/R And D Services 120,725Sold Some-2,415-1.96 %$2,782,711$2,606,453$-176,259-6.33 % $3,526News Article History of Appleton Partners Inc Ownership Of Mcdermott International Inc
2009-11-132009-09-30 13F-HRJacobs Engineering Group IncJECUSEngineering/R And D Services 5,925No Change00 %$260,404$216,796$-43,608-16.74 % $0News Article History of Appleton Partners Inc Ownership Of Jacobs Engineering Group Inc
2009-11-132009-09-30 13F-HRUnited Technologies CorpUTXUSAerospace/Defense-Equip 12,925Sold Some-783-5.71 %$878,771$878,512$-259-0.02 % $16News Article History of Appleton Partners Inc Ownership Of United Technologies Corp
2009-11-132009-09-30 13F-HRSmith International IncSIIUSOil-Field Services 15,250No Change00 %$448,960$411,293$-37,668-8.38 % $0News Article History of Appleton Partners Inc Ownership Of Smith International Inc
2009-11-132009-09-30 13F-HRSociedad Quimica Y Minera De Chile SaSQMUSChemicals-Diversified 59,225New Holding59,225100 %$2,302,076$2,326,950$24,8751.08 % $24,875News Article History of Appleton Partners Inc Ownership Of Sociedad Quimica Y Minera De Chile Sa
2009-11-132009-09-30 13F-HRStryker CorpSYKUSMedical Products 16,920Sold Some-30-0.17 %$831,787$824,512$-7,276-0.87 % $13News Article History of Appleton Partners Inc Ownership Of Stryker Corp
2009-11-132009-09-30 13F-HRBaxter International IncBAXUSMedical Products 8,594Added More1481.75 %$471,123$466,912$-4,211-0.89 % $-73News Article History of Appleton Partners Inc Ownership Of Baxter International Inc
2009-11-132009-09-30 13F-HRPrecision Castparts CorpPCPUSMetal Processors And Fabrica 5,490No Change00 %$564,976$566,568$1,5920.28 % $0News Article History of Appleton Partners Inc Ownership Of Precision Castparts Corp
2009-11-132009-09-30 13F-HRBp PlcBPDEOil Comp-Integrated 10,747Sold Some-125-1.14 %$627,087$621,499$-5,588-0.89 % $65News Article History of Appleton Partners Inc Ownership Of Bp Plc
2009-11-132009-09-30 13F-HRApache CorpAPAUSOil Comp-Explor And Prodtn 11,265Sold Some-100-0.87 %$1,105,547$1,086,735$-18,813-1.70 % $167News Article History of Appleton Partners Inc Ownership Of Apache Corp
2009-11-132009-09-30 13F-HREcolab IncECLUSChemicals-Specialty 105,025Sold Some-5,563-5.03 %$4,823,798$4,756,582$-67,216-1.39 % $3,560News Article History of Appleton Partners Inc Ownership Of Ecolab Inc
2009-11-132009-09-30 13F-HRDeere And CoDEUSMachinery-Farm 0Sold All-11,702-100 %---6.83 % $-38,032News Article History of Appleton Partners Inc Ownership Of Deere And Co
2009-11-132009-09-30 13F-HRBaker Hughes IncBHIUSOil-Field Services 15,128Sold Some-375-2.41 %$627,056$612,533$-14,523-2.31 % $360News Article History of Appleton Partners Inc Ownership Of Baker Hughes Inc
2009-11-132009-09-30 13F-HRNucor CorpNUEUSSteel-Producers 47,305New Holding47,305100 %$1,931,463$1,945,655$14,1920.73 % $14,192News Article History of Appleton Partners Inc Ownership Of Nucor Corp
2009-11-132009-09-30 13F-HRXto Energy IncXTOUSOil Comp-Explor And Prodtn 34,860Added More1,1033.26 %$1,500,723$1,433,095$-67,628-4.50 % $-2,140News Article History of Appleton Partners Inc Ownership Of Xto Energy Inc
2009-11-132009-09-30 13F-HRBest Buy Co IncBBYUSRetail-Consumer Electron 6,160Sold Some-660-9.67 %$257,981$266,728$8,7473.39 % $-937News Article History of Appleton Partners Inc Ownership Of Best Buy Co Inc
2009-11-132009-09-30 13F-HRFranklin Resources IncBENUSInvest Mgmnt/Advis Serv 0Sold All-3,075-100 %----1.27 % $4,428News Article History of Appleton Partners Inc Ownership Of Franklin Resources Inc
2009-11-132009-09-30 13F-HRBristol-Myers Squibb CoBMYBEMedical-Drugs 11,700Added More350.30 %$271,206$286,182$14,9765.52 % $45News Article History of Appleton Partners Inc Ownership Of Bristol-Myers Squibb Co
2009-11-132009-09-30 13F-HRBecton Dickinson And CoBDXUSMedical Products 37,937Sold Some-17,346-31.37 %---- % News Article History of Appleton Partners Inc Ownership Of Becton Dickinson And Co
2009-11-132009-09-30 13F-HRRoyal Dutch Shell PlcRDS.AUSOil Comp-Integrated 5,360Sold Some-150-2.72 %---- % News Article History of Appleton Partners Inc Ownership Of Royal Dutch Shell Plc
2009-11-132009-09-30 13F-HRAmetek IncAMEUSElectric Products-Misc 15,185Sold Some-83,083-84.54 %$550,608$557,138$6,5301.18 % $-35,726News Article History of Appleton Partners Inc Ownership Of Ametek Inc
2009-11-132009-09-30 13F-HRAlcon IncACLCHOptical Supplies 2,290New Holding2,290100 %$335,783$332,645$-3,137-0.93 % $-3,137News Article History of Appleton Partners Inc Ownership Of Alcon Inc
2009-11-132009-09-30 13F-HRAecom Technology CorpACMUSEngineering/R And D Services 49,665New Holding49,665100 %$1,391,117$1,344,928$-46,188-3.32 % $-46,188News Article History of Appleton Partners Inc Ownership Of Aecom Technology Corp
2009-11-132009-09-30 13F-HRBhp Billiton LtdBHPGBDiversified Minerals 45,199New Holding45,199100 %$3,312,635$3,315,799$3,1640.09 % $3,164News Article History of Appleton Partners Inc Ownership Of Bhp Billiton Ltd
2009-11-132009-09-30 13F-HRMkt Vect AgrbshsMOOUSUnknown 17,990Sold Some-150-0.82 %---- % News Article History of Appleton Partners Inc Ownership Of Mkt Vect Agrbshs
2009-11-132009-09-30 13F-HRHecla Mng CoHL-BUSMetal-Diversified 10,000No Change00 %---- % News Article History of Appleton Partners Inc Ownership Of Hecla Mng Co
2009-11-132009-09-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 3No Change00 %---- % News Article History of Appleton Partners Inc Ownership Of Berkshire Hathaway Inc
2009-11-132009-09-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 3Sold Some-130-97.74 %---- % News Article History of Appleton Partners Inc Ownership Of Berkshire Hathaway Inc
2009-11-132009-09-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 144Added More1414700.00 %---- % News Article History of Appleton Partners Inc Ownership Of Berkshire Hathaway Inc
2009-11-132009-09-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 144Added More118.27 %---- % News Article History of Appleton Partners Inc Ownership Of Berkshire Hathaway Inc
2009-11-132009-09-30 13F-HRAkamai Technologies IncAKAMUSInternet Infrastr Sftwr 49,013Added More3750.77 %$1,197,388$1,173,371$-24,016-2.00 % $-184News Article History of Appleton Partners Inc Ownership Of Akamai Technologies Inc
2009-11-132009-09-30 13F-HRFord Motor CoFUSUnknown 12,200Added More2,00019.60 %$102,602$105,408$2,8062.73 % $460News Article History of Appleton Partners Inc Ownership Of Ford Motor Co
2009-11-132009-09-30 13F-HRDollar Tree IncDLTRUSRetail-Discount 19,820New Holding19,820100 %$972,567$969,793$-2,775-0.28 % $-2,775News Article History of Appleton Partners Inc Ownership Of Dollar Tree Inc
2009-11-132009-09-30 13F-HRNvidia CorpNVDAUSElectronic Compo-Semicon 132,710New Holding132,710100 %$1,799,548$1,711,959$-87,589-4.86 % $-87,589News Article History of Appleton Partners Inc Ownership Of Nvidia Corp
2009-11-132009-09-30 13F-HROracle CorpORCLUSEnterprise Software/Serv 108,265Added More6770.62 %$2,418,640$2,418,640$00.00 % $0News Article History of Appleton Partners Inc Ownership Of Oracle Corp
2009-11-132009-09-30 13F-HRMicrosoft CorpMSFTUSApplications Software 156,072Sold Some-7,745-4.72 %$4,624,413$4,622,853$-1,561-0.03 % $77News Article History of Appleton Partners Inc Ownership Of Microsoft Corp
2009-11-132009-09-30 13F-HRHenry Schein IncHSICUSMedical Products 7,275Sold Some-400-5.21 %$378,373$367,606$-10,767-2.84 % $592News Article History of Appleton Partners Inc Ownership Of Henry Schein Inc
2009-11-132009-09-30 13F-HRT Rowe Price Group IncTROWUSInvest Mgmnt/Advis Serv 81,481Added More1,3701.71 %$4,134,346$3,968,940$-165,406-4.00 % $-2,781News Article History of Appleton Partners Inc Ownership Of T Rowe Price Group Inc
2009-11-132009-09-30 13F-HRPricelinecom IncPCLNUSE-Commerce/Services 1,450New Holding1,450100 %$292,799$302,688$9,8893.37 % $9,889News Article History of Appleton Partners Inc Ownership Of Pricelinecom Inc
2009-11-132009-09-30 13F-HRWells Fargo And CoWFCUSUnknown 104,064Added More11,41212.31 %$2,880,492$2,900,264$19,7720.68 % $2,168News Article History of Appleton Partners Inc Ownership Of Wells Fargo And Co
2009-11-132009-09-30 13F-HRTeva Pharmaceutical Industries LtdTEVAILMedical-Generic Drugs 82,020Added More3,2564.13 %$4,288,006$4,324,094$36,0890.84 % $1,433News Article History of Appleton Partners Inc Ownership Of Teva Pharmaceutical Industries Ltd
2009-11-132009-09-30 13F-HRCvscaremark CorpCVSUSRetail-Drug Store 47,041Added More1,2932.82 %$1,422,990$1,488,377$65,3874.59 % $1,797News Article History of Appleton Partners Inc Ownership Of Cvscaremark Corp
2009-11-132009-09-30 13F-HRWeatherford International LtdWFTBMOil-Field Services 11,287Sold Some-134-1.17 %$200,683$191,089$-9,594-4.78 % $114News Article History of Appleton Partners Inc Ownership Of Weatherford International Ltd
2009-11-132009-09-30 13F-HR3m CoMMMUSDiversified Manufact Op 6,947Added More3,25087.90 %$537,142$532,418$-4,724-0.87 % $-2,210News Article History of Appleton Partners Inc Ownership Of 3m Co
2009-11-132009-09-30 13F-HRWabtec CorpWABUSMachinery-General Indust 39,668Added More1,0572.73 %$1,618,454$1,576,406$-42,048-2.59 % $-1,120News Article History of Appleton Partners Inc Ownership Of Wabtec Corp
2009-11-132009-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount 9,743Sold Some-275-2.74 %$518,328$528,850$10,5222.03 % $-297News Article History of Appleton Partners Inc Ownership Of Wal-Mart Stores Inc
2009-11-132009-09-30 13F-HRExxon Mobil CorpXOMUSOil Comp-Integrated 131,068Sold Some-4,943-3.63 %$9,498,498$9,748,838$250,3402.63 % $-9,441News Article History of Appleton Partners Inc Ownership Of Exxon Mobil Corp
2009-11-132009-09-30 13F-HRWalt Disney CotheDISUSMultimedia 17,360Sold Some-275-1.55 %$528,438$520,974$-7,465-1.41 % $118News Article History of Appleton Partners Inc Ownership Of Walt Disney Cothe
2009-11-132009-09-30 13F-HRDolby Laboratories IncDLBUSIndustr Audio And Video Prod 21,935New Holding21,935100 %$922,586$949,347$26,7612.90 % $26,761News Article History of Appleton Partners Inc Ownership Of Dolby Laboratories Inc
2009-11-132009-09-30 13F-HRCelgene CorpCELGUSMedical-Biomedical/Gene 5,753No Change00 %$307,670$315,897$8,2272.67 % $0News Article History of Appleton Partners Inc Ownership Of Celgene Corp
2009-11-132009-09-30 13F-HRGilead Sciences IncGILDUSTherapeutics 49,243Sold Some-25,697-34.29 %$2,316,883$2,284,383$-32,500-1.40 % $16,960News Article History of Appleton Partners Inc Ownership Of Gilead Sciences Inc
2009-11-132009-09-30 13F-HRFederated Investors IncFIIUSInvest Mgmnt/Advis Serv 9,150Sold Some-300-3.17 %$251,991$243,756$-8,235-3.26 % $270News Article History of Appleton Partners Inc Ownership Of Federated Investors Inc
2009-11-132009-09-30 13F-HRGoogle IncGOOGUSWeb Portals/Isp 839Added More9512.76 %$479,950$478,196$-1,754-0.36 % $-199News Article History of Appleton Partners Inc Ownership Of Google Inc
2009-11-132009-09-30 13F-HRCitigroup IncCUSFinance-Invest Bnkr/Brkr 43,315Added More5991.40 %$175,426$181,923$6,4973.70 % $90News Article History of Appleton Partners Inc Ownership Of Citigroup Inc
2009-11-132009-09-30 13F-HRMarathon Oil CorpMROUSOil Comp-Integrated 7,400Sold Some-700-8.64 %$256,410$244,348$-12,062-4.70 % $1,141News Article History of Appleton Partners Inc Ownership Of Marathon Oil Corp
2009-11-132009-09-30 13F-HRJohnson And JohnsonJNJUSMedical Products 92,349Added More1,4551.60 %$5,672,999$5,754,266$81,2671.43 % $1,280News Article History of Appleton Partners Inc Ownership Of Johnson And Johnson
2009-11-132009-09-30 13F-HRComputer Sciences CorpCSCUSComputer Services 3,950New Holding3,950100 %$213,142$214,604$1,4620.68 % $1,462News Article History of Appleton Partners Inc Ownership Of Computer Sciences Corp
2009-11-132009-09-30 13F-HRGoldman Sachs Group InctheGSUSFinance-Invest Bnkr/Brkr 26,672Added More5,98828.94 %$4,714,543$4,534,507$-180,036-3.81 % $-40,419News Article History of Appleton Partners Inc Ownership Of Goldman Sachs Group Incthe
2009-11-132009-09-30 13F-HRVerizon Communications IncVZUSTelephone-Integrated 49,791Sold Some-550-1.09 %$1,500,203$1,515,140$14,9370.99 % $-165News Article History of Appleton Partners Inc Ownership Of Verizon Communications Inc
2009-11-132009-09-30 13F-HRVulcan Materials CoVMCUSQuarrying 19,434Sold Some-590-2.94 %$938,468$967,230$28,7623.06 % $-873News Article History of Appleton Partners Inc Ownership Of Vulcan Materials Co
2009-11-132009-09-30 13F-HRPepsico IncncPEPUSBeverages-Non-Alcoholic 83,535Sold Some-692-0.82 %$5,174,158$5,185,853$11,6950.22 % $-97News Article History of Appleton Partners Inc Ownership Of Pepsico Incnc
2009-11-132009-09-30 13F-HRMcdonalds CorpMCDUSRetail-Restaurants 98,338Sold Some-4,825-4.67 %$6,252,330$6,290,682$38,3520.61 % $-1,882News Article History of Appleton Partners Inc Ownership Of Mcdonalds Corp
2009-11-132009-09-30 13F-HRMedco Health Solutions IncMHSUSPharmacy Services 5,576Sold Some-200-3.46 %$341,586$343,537$1,9520.57 % $-70News Article History of Appleton Partners Inc Ownership Of Medco Health Solutions Inc
2009-11-132009-09-30 13F-HRMerck And Co IncnjMRKUSMedical-Drugs 22,943Sold Some-750-3.16 %$759,413$836,502$77,08810.15 % $-2,520News Article History of Appleton Partners Inc Ownership Of Merck And Co Incnj
2009-11-132009-09-30 13F-HRScotts Miracle-Gro CotheSMGUSConsumer Products-Misc 53,420Added More46,360656.65 %$2,228,682$2,183,275$-45,407-2.03 % $-39,406News Article History of Appleton Partners Inc Ownership Of Scotts Miracle-Gro Cothe
2009-11-132009-09-30 13F-HRKellogg CoKUSFood-Misc/Diversified 11,007Sold Some-650-5.57 %$587,444$584,692$-2,752-0.46 % $163News Article History of Appleton Partners Inc Ownership Of Kellogg Co
2009-11-132009-09-30 13F-HRNovartis AgNVSCHMedical-Drugs 4,200New Holding4,200100 %$223,608$223,146$-462-0.20 % $-462News Article History of Appleton Partners Inc Ownership Of Novartis Ag
2009-11-132009-09-30 13F-HRInternational Business Machines CorpIBMUSComputers 42,827Sold Some-549-1.26 %$5,440,314$5,437,316$-2,998-0.05 % $38News Article History of Appleton Partners Inc Ownership Of International Business Machines Corp
2009-11-132009-09-30 13F-HROmnicom Group IncOMCUSAdvertising Agencies 8,550Sold Some-300-3.38 %$312,674$308,997$-3,677-1.17 % $129News Article History of Appleton Partners Inc Ownership Of Omnicom Group Inc
2009-11-132009-09-30 13F-HRVisa IncVUSCommercial Serv-Finance 69,656Sold Some-276-0.39 %$5,572,480$5,572,480$00.00 % $0News Article History of Appleton Partners Inc Ownership Of Visa Inc
2009-11-132009-09-30 13F-HROccidental Petroleum CorpOXYUSOil Comp-Explor And Prodtn 3,609No Change00 %$297,562$288,684$-8,878-2.98 % $0News Article History of Appleton Partners Inc Ownership Of Occidental Petroleum Corp
2009-11-132009-09-30 13F-HRMonsanto CoMONUSAgricultural Chemicals 15,190Sold Some-278-1.79 %$1,117,680$1,216,415$98,7358.83 % $-1,807News Article History of Appleton Partners Inc Ownership Of Monsanto Co
2009-11-132009-09-30 13F-HRGeneral Moly IncGMOUSDiversified Minerals 10,000New Holding10,000100 %$23,900$23,300$-600-2.51 % $-600News Article History of Appleton Partners Inc Ownership Of General Moly Inc
2009-11-132009-09-30 13F-HRMcafee IncMFEUSInternet Security 23,800Added More3551.51 %$1,012,452$966,756$-45,696-4.51 % $-682News Article History of Appleton Partners Inc Ownership Of Mcafee Inc
2009-11-132009-09-30 13F-HRIbs AgIBB.BEDEComputer Software 4,765Sold Some-325-6.38 %---- % News Article History of Appleton Partners Inc Ownership Of Ibs Ag
2009-11-132009-09-30 13F-HRSchlumberger LtdSLBANOil-Field Services 88,480Added More6,8358.37 %$5,797,210$5,604,323$-192,886-3.32 % $-14,900News Article History of Appleton Partners Inc Ownership Of Schlumberger Ltd
2009-11-132009-09-30 13F-HRCaterpillar IncCATBEMachinery-Constr And Mining 89,607Sold Some-1,006-1.11 %$5,267,099$5,192,726$-74,374-1.41 % $835News Article History of Appleton Partners Inc Ownership Of Caterpillar Inc
2009-11-132009-09-30 13F-HRChevron CorpCVXBEOil Comp-Integrated 13,049Sold Some-275-2.06 %$1,017,039$1,001,772$-15,267-1.50 % $322News Article History of Appleton Partners Inc Ownership Of Chevron Corp
2009-11-132009-09-30 13F-HRAmazoncom IncAMZNUSE-Commerce/Products 49,610Added More17,74455.68 %$6,596,642$6,432,433$-164,209-2.48 % $-58,733News Article History of Appleton Partners Inc Ownership Of Amazoncom Inc
2009-11-132009-09-30 13F-HRApple IncAAPLUSComputers 33,426Sold Some-1,012-2.93 %$6,833,946$6,682,526$-151,420-2.21 % $4,584News Article History of Appleton Partners Inc Ownership Of Apple Inc
2009-11-132009-09-30 13F-HRArcher-Daniels-Midland CoADMUSAgricultural Operations 8,325No Change00 %$270,646$263,237$-7,409-2.73 % $0News Article History of Appleton Partners Inc Ownership Of Archer-Daniels-Midland Co
2009-11-132009-09-30 13F-HRAutozone IncAZOUSRetail-Auto Parts 1,900New Holding1,900100 %$272,973$280,098$7,1252.61 % $7,125News Article History of Appleton Partners Inc Ownership Of Autozone Inc
2009-11-132009-09-30 13F-HRExpress Scripts IncESRXUSPharmacy Services 36,123Sold Some-315-0.86 %$3,068,649$3,073,706$5,0570.16 % $-44News Article History of Appleton Partners Inc Ownership Of Express Scripts Inc
2009-11-132009-09-30 13F-HRAgrium IncAGUBEAgricultural Chemicals 46,208Sold Some-582-1.24 %$2,449,024$2,648,643$199,6198.15 % $-2,514News Article History of Appleton Partners Inc Ownership Of Agrium Inc
2009-11-132009-09-30 13F-HRVca Antech IncWOOFUSVeterinary Diagnostics 13,350Sold Some-325-2.37 %$315,995$311,055$-4,940-1.56 % $120News Article History of Appleton Partners Inc Ownership Of Vca Antech Inc
2009-11-132009-09-30 13F-HRRoper Industries IncROPUSMachinery-General Indust 37,155Sold Some-990-2.59 %$1,961,041$1,964,756$3,7160.18 % $-99News Article History of Appleton Partners Inc Ownership Of Roper Industries Inc
2009-11-132009-09-30 13F-HRAt And T IncTUSTelephone-Integrated 77,868Sold Some-421-0.53 %$2,044,035$2,026,125$-17,910-0.87 % $97News Article History of Appleton Partners Inc Ownership Of At And T Inc
2009-11-132009-09-30 13F-HRAflac IncAFLUSLife/Health Insurance 5,935New Holding5,935100 %$264,938$261,734$-3,205-1.20 % $-3,205News Article History of Appleton Partners Inc Ownership Of Aflac Inc
2009-11-132009-09-30 13F-HRAnsys IncANSSCHComputer Aided Design 126,111Sold Some-6,511-4.90 %$5,081,012$5,020,479$-60,533-1.19 % $3,125News Article History of Appleton Partners Inc Ownership Of Ansys Inc
2009-11-132009-09-30 13F-HRAbbott LaboratoriesABTUSMedical-Drugs 9,454Sold Some-15,270-61.76 %$500,589$507,113$6,5231.30 % $-10,536News Article History of Appleton Partners Inc Ownership Of Abbott Laboratories
2009-11-132009-09-30 13F-HRBank Of America CorpBACUSSuper-Regional Banks-Us 156,320Added More3,7292.44 %$2,497,994$2,515,189$17,1950.68 % $410News Article History of Appleton Partners Inc Ownership Of Bank Of America Corp
2009-11-132009-09-30 13F-HRAmphenol CorpAPHUSElectronic Connectors 40,296Sold Some-45-0.11 %$1,703,312$1,694,044$-9,268-0.54 % $10News Article History of Appleton Partners Inc Ownership Of Amphenol Corp
2009-11-132009-09-30 13F-HRJpmorgan Chase And CoJPMUSFinance-Invest Bnkr/Brkr 16,803Added More4,80140.00 %$720,849$713,455$-7,393-1.02 % $-2,112News Article History of Appleton Partners Inc Ownership Of Jpmorgan Chase And Co
2009-11-132009-09-30 13F-HREi Du Pont De Nemours And CoDDUSChemicals-Diversified 6,775New Holding6,775100 %$232,450$233,805$1,3550.58 % $1,355News Article History of Appleton Partners Inc Ownership Of Ei Du Pont De Nemours And Co
2009-11-132009-09-30 13F-HREmc CorpmassachusettsEMCUSComputers-Memory Devices 117,159Sold Some-4,275-3.52 %$1,977,644$1,996,389$18,7450.94 % $-684News Article History of Appleton Partners Inc Ownership Of Emc Corpmassachusetts
2009-11-132009-09-30 13F-HRIntel CorpINTCUSElectronic Compo-Semicon 114,522Sold Some-9,400-7.58 %$2,269,826$2,203,403$-66,423-2.92 % $5,452News Article History of Appleton Partners Inc Ownership Of Intel Corp
2009-11-132009-09-30 13F-HRActivision Blizzard IncATVIUSEntertainment Software 219,656Sold Some-52,672-19.34 %$2,567,779$2,499,685$-68,093-2.65 % $16,328News Article History of Appleton Partners Inc Ownership Of Activision Blizzard Inc
2009-11-132009-09-30 13F-HRZimmer Holdings IncZMHUSMedical Products 6,207Sold Some-3,000-32.58 %$345,047$353,302$8,2552.39 % $-3,990News Article History of Appleton Partners Inc Ownership Of Zimmer Holdings Inc
2009-11-132009-09-30 13F-HRApollo Group IncAPOLUSSchools 13,712Sold Some-3,157-18.71 %$738,528$755,531$17,0032.30 % $-3,915News Article History of Appleton Partners Inc Ownership Of Apollo Group Inc
2009-11-132009-09-30 13F-HRCerner CorpCERNUSMedical Information Sys 17,075Sold Some-15-0.08 %$1,368,391$1,294,968$-73,423-5.36 % $65News Article History of Appleton Partners Inc Ownership Of Cerner Corp
2009-11-132009-09-30 13F-HRCoca-Cola CotheKOCHBeverages-Non-Alcoholic 18,655Sold Some-17-0.09 %$1,053,261$1,072,289$19,0281.80 % $-17News Article History of Appleton Partners Inc Ownership Of Coca-Cola Cothe
2009-11-132009-09-30 13F-HRPraxair IncPXUSIndustrial Gases 54,556Sold Some-2,602-4.55 %$4,556,517$4,506,871$-49,646-1.08 % $2,368News Article History of Appleton Partners Inc Ownership Of Praxair Inc
2009-11-132009-09-30 13F-HRGeneral Electric CoGEUSDiversified Manufact Op 167,371Sold Some-9,258-5.24 %$2,621,030$2,609,314$-11,716-0.44 % $648News Article History of Appleton Partners Inc Ownership Of General Electric Co
2009-11-132009-09-30 13F-HRWyethWYEUSMedical-Drugs 4,267Sold Some-1,060-19.89 %---- % News Article History of Appleton Partners Inc Ownership Of Wyeth
2009-11-132009-09-30 13F-HRCostco Wholesale CorpCOSTUSRetail-Discount 13,323Added More7455.92 %$805,642$800,179$-5,462-0.67 % $-305News Article History of Appleton Partners Inc Ownership Of Costco Wholesale Corp
2009-11-132009-09-30 13F-HRFreeport-Mcmoran Copper And Gold IncFCXUSMetal-Diversified 59,514Sold Some-6,255-9.51 %$4,854,557$5,033,099$178,5423.67 % $-18,765News Article History of Appleton Partners Inc Ownership Of Freeport-Mcmoran Copper And Gold Inc
2009-11-132009-09-30 13F-HRTarget CorpTGTUSRetail-Discount 10,715Sold Some-200-1.83 %$524,928$508,534$-16,394-3.12 % $306News Article History of Appleton Partners Inc Ownership Of Target Corp
2009-11-132009-09-30 13F-HRPfizer IncPFEUSMedical-Drugs 40,716Sold Some-825-1.98 %$716,194$747,546$31,3514.37 % $-635News Article History of Appleton Partners Inc Ownership Of Pfizer Inc
2009-11-132009-09-30 13F-HRProcter And Gamble CoPGCHCosmetics And Toiletries 108,305Sold Some-9,324-7.92 %$6,672,671$6,693,249$20,5780.30 % $-1,772News Article History of Appleton Partners Inc Ownership Of Procter And Gamble Co
2009-11-132009-09-30 13F-HRQualcomm IncQCOMUSWireless Equipment 36,185Added More1,6814.87 %$1,656,187$1,631,944$-24,244-1.46 % $-1,126News Article History of Appleton Partners Inc Ownership Of Qualcomm Inc
2009-11-132009-09-30 13F-HRNokia OyjNOKUSWireless Equipment 11,025Sold Some-1,240-10.11 %$150,491$146,963$-3,528-2.34 % $397News Article History of Appleton Partners Inc Ownership Of Nokia Oyj
Returned 115 Records!
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