0001039807-14-000004.txt : 20140512
0001039807-14-000004.hdr.sgml : 20140512
20140512124423
ACCESSION NUMBER: 0001039807-14-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20140512
DATE AS OF CHANGE: 20140512
EFFECTIVENESS DATE: 20140512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BOSTON FAMILY OFFICE LLC
CENTRAL INDEX KEY: 0001039807
IRS NUMBER: 050492777
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06344
FILM NUMBER: 14832514
BUSINESS ADDRESS:
STREET 1: 88 BROAD STREET
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 6176240800
MAIL ADDRESS:
STREET 1: 88 BROAD STREET
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
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false
false
false
0001039807
XXXXXXXX
03-31-2014
03-31-2014
BOSTON FAMILY OFFICE LLC
88 BROAD STREET
BOSTON
MA
02110
13F HOLDINGS REPORT
028-06344
N
George Beal
Managing Partner
617-624-0800
George Beal
Boston
MA
05-12-2014
0
258
750291
false
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668
8228
SH
SOLE
8228
0
0
Starwood Property Trust
COM
85571B105
894
37904
SH
SOLE
37904
0
0
State Street
COM
857477103
648
9317
SH
SOLE
9317
0
0
Stepan Company
COM
858586100
969
15016
SH
SOLE
15016
0
0
Stericycle
COM
858912108
14443
127121
SH
SOLE
127121
0
0
Stryker
COM
863667101
5342
65565
SH
SOLE
65565
0
0
Syntel Inc.
COM
87162H103
271
3020
SH
SOLE
3020
0
0
Sysco
COM
871829107
215
5950
SH
SOLE
5950
0
0
Target
COM
87612E106
2885
47677
SH
SOLE
47677
0
0
Teradata
COM
88076W103
9509
193307
SH
SOLE
193307
0
0
Teva Pharmaceutical
COM
881624209
6023
113992
SH
SOLE
113992
0
0
The Fresh Market Inc
COM
35804H106
1011
30100
SH
SOLE
30100
0
0
Thermo Fisher Scientific
COM
883556102
2250
18710
SH
SOLE
18710
0
0
Thor Industries
COM
885160101
3288
53850
SH
SOLE
53850
0
0
Time Warner Cable
COM
88732J207
206
1500
SH
SOLE
1500
0
0
Time Warner Inc
COM
887317303
400
6125
SH
SOLE
6125
0
0
Total S A Sponsored ADR
COM
89151E109
561
8548
SH
SOLE
8548
0
0
Travelers Companies Inc
COM
89417E109
590
6933
SH
SOLE
6933
0
0
UGI Corp
COM
902681105
278
6100
SH
SOLE
6100
0
0
Unilever PLC ADR
COM
904767704
350
8170
SH
SOLE
8170
0
0
Union Pacific Corp
COM
907818108
10492
55909
SH
SOLE
55909
0
0
United Natural Foods Co
COM
911163103
1119
15775
SH
SOLE
15775
0
0
United Technologies
COM
913017109
9356
80074
SH
SOLE
80074
0
0
Vanguard REIT ETF
COM
922908553
529
7494
SH
SOLE
7494
0
0
Verifone Systems
COM
92342Y109
468
13825
SH
SOLE
13825
0
0
Verisk Analytics, Inc
COM
92345y106
275
4590
SH
SOLE
4590
0
0
Verizon Communications
COM
92343V104
2694
56637
SH
SOLE
56637
0
0
Viaspace Inc.
COM
92554W106
2
193750
SH
SOLE
193750
0
0
Visa Inc Class A
COM
92826C839
916
4245
SH
SOLE
4245
0
0
Vodafone Group PLC (new)
COM
92857w308
2129
57835
SH
SOLE
57835
0
0
Wabtec Corp
COM
929740108
3965
51155
SH
SOLE
51155
0
0
Wal Mart Stores Inc
COM
931142103
493
6445
SH
SOLE
6445
0
0
Walgreen Co
COM
931422109
1223
18525
SH
SOLE
18525
0
0
Waste Management
COM
94106L109
536
12750
SH
SOLE
12750
0
0
Wells Fargo Company
COM
949746101
1940
39009
SH
SOLE
39009
0
0
Whole Foods Mkt Inc
COM
966837106
781
15400
SH
SOLE
15400
0
0
WPP Plc
COM
92937a102
674
6540
SH
SOLE
6540
0
0
Yum Brands Inc
COM
988498101
1411
18722
SH
SOLE
18722
0
0
Zebra Tech Corp Cl A
COM
989207105
5967
85971
SH
SOLE
85971
0
0
iShares Core S&P Mid-Cap
EFT
464287507
312
2266
SH
SOLE
2266
0
0
iShares Developed Small Cap Ex
EFT
464288497
205
4400
SH
SOLE
4400
0
0
iShares FTSE China Large Cap E
EFT
464287184
246
6875
SH
SOLE
6875
0
0
iShares MSCI Australia Index
EFT
464286103
1083
41866
SH
SOLE
41866
0
0
iShares MSCI Emerging Markets
EFT
464287234
1304
31792
SH
SOLE
31792
0
0
iShares MSCI Germany Index Fun
EFT
464286806
268
8563
SH
SOLE
8563
0
0
iShares MSCI Thailand Capped I
EFT
464286624
2442
33591
SH
SOLE
33591
0
0
iShares Russell 2000 Grow
EFT
464287648
673
4950
SH
SOLE
4950
0
0
iShares Russell 2000 Index Fun
EFT
464287655
767
6596
SH
SOLE
6596
0
0
iShares Russell Microcap Index
EFT
464288869
1785
23090
SH
SOLE
23090
0
0
iShares Russell Midcap Index
EFT
464287499
394
2544
SH
SOLE
2544
0
0
iShares S&P 500 Index Fund
EFT
464287200
228
1212
SH
SOLE
1212
0
0
iShares S&P 500 Value Index Fu
EFT
464287408
834
9600
SH
SOLE
9600
0
0
iShares S&P SmallCap 600 Index
EFT
464287804
10193
92547
SH
SOLE
92547
0
0
Powershares QQQ
EFT
73935A104
3436
39193
SH
SOLE
39193
0
0
SPDR S&P 500
EFT
78462F103
18279
97742
SH
SOLE
97742
0
0
SPDR S&P China ETF
EFT
78463x400
2810
38645
SH
SOLE
38645
0
0
SPDR S&P Dividend
EFT
78464A763
959
13035
SH
SOLE
13035
0
0
SPDR S&P Midcap 400
EFT
78467Y107
11978
47802
SH
SOLE
47802
0
0
Vanguard Dividend Appreciation
EFT
921908844
411
5467
SH
SOLE
5467
0
0
Vanguard Extended Market
EFT
922908652
960
11292
SH
SOLE
11292
0
0
Vanguard FTSE All-World Ex-US
EFT
922042775
5952
118306
SH
SOLE
118306
0
0
Vanguard FTSE Developed Market
EFT
921943858
4680
113399
SH
SOLE
113399
0
0
Vanguard FTSE Emerging Mkts
EFT
922042858
22969
566023
SH
SOLE
566023
0
0
Vanguard Large Cap
EFT
922908637
971
11291
SH
SOLE
11291
0
0
Vanguard Mid-Cap
EFT
922908629
518
4557
SH
SOLE
4557
0
0
Vanguard Small Cap
EFT
922908751
486
4306
SH
SOLE
4306
0
0
Vanguard Total Stock
EFT
922908769
491
5035
SH
SOLE
5035
0
0