0001172661-14-000923.txt : 20140505 0001172661-14-000923.hdr.sgml : 20140505 20140505130959 ACCESSION NUMBER: 0001172661-14-000923 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140505 DATE AS OF CHANGE: 20140505 EFFECTIVENESS DATE: 20140505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WETHERBY ASSET MANAGEMENT INC CENTRAL INDEX KEY: 0001279627 IRS NUMBER: 943112753 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-10655 FILM NUMBER: 14812491 BUSINESS ADDRESS: STREET 1: 417 MONTGOMERY STREET STREET 2: THIRD FL CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-399-9159 MAIL ADDRESS: STREET 1: 417 MONTGOMERY STREET STREET 2: THIRD FL CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001279627 XXXXXXXX 03-31-2014 03-31-2014 true 1 RESTATEMENT false WETHERBY ASSET MANAGEMENT INC
417 Montgomery Street Third Fl San Francisco CA 94104
13F HOLDINGS REPORT 028-10655 N
Jack Olson Chief Compliance Officer 415-399-9159 /s/ Jack Olson San Francisco CA 05-05-2014 0 740 348861
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1708 12592 SH SOLE 2689 0 9903 3M CO COM 88579Y101 51 375 SH OTR 0 0 375 ABB LTD SPONSORED ADR 000375204 30 1166 SH OTR 0 0 1166 ABB LTD SPONSORED ADR 000375204 738 28616 SH SOLE 0 0 28616 ABBOTT LABS COM 002824100 8 216 SH OTR 0 0 216 ABBOTT LABS COM 002824100 775 20113 SH SOLE 4813 0 15300 ABBVIE INC COM 00287y109 11 216 SH OTR 0 0 216 ABBVIE INC COM 00287y109 950 18476 SH SOLE 4812 0 13664 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3 41 SH OTR 0 0 41 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1404 17617 SH SOLE 143 0 17474 ACE LTD SHS H0023R105 4 40 SH OTR 0 0 40 ACE LTD SHS H0023R105 568 5731 SH SOLE 713 0 5018 ACTAVIS PLC SHS g0083b108 4548 22092 SH SOLE 21095 0 997 ADOBE SYS INC COM 00724f101 26 397 SH OTR 0 0 397 ADOBE SYS INC COM 00724f101 324 4934 SH SOLE 115 0 4819 ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 10 1736 SH OTR 0 0 1736 ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 446 80342 SH SOLE 0 0 80342 ADVANTAGE OIL & GAS LTD COM 00765F101 55 11064 SH SOLE 0 0 11064 AEGON N V NY REGISTRY SH 007924103 11 1164 SH OTR 0 0 1164 AEGON N V NY REGISTRY SH 007924103 323 35097 SH SOLE 0 0 35097 AES CORP COM 00130H105 3 230 SH OTR 0 0 230 AES CORP COM 00130H105 150 10537 SH SOLE 328 0 10209 AETNA INC NEW COM 00817Y108 4 57 SH OTR 0 0 57 AETNA INC NEW COM 00817Y108 338 4515 SH SOLE 47 0 4468 AFLAC INC COM 001055102 13 208 SH OTR 0 0 208 AFLAC INC COM 001055102 363 5763 SH SOLE 66 0 5697 AIR PRODS & CHEMS INC COM 009158106 11 95 SH OTR 0 0 95 AIR PRODS & CHEMS INC COM 009158106 462 3885 SH SOLE 28 0 3857 ALCATEL-LUCENT SPONSORED ADR 013904305 22 5611 SH OTR 0 0 5611 ALCATEL-LUCENT SPONSORED ADR 013904305 60 15448 SH SOLE 0 0 15448 ALCOA INC COM 013817101 211 16418 SH SOLE 0 0 16418 ALEXION PHARMACEUTICALS INC COM 015351109 1398 9191 SH SOLE 7866 0 1325 ALLERGAN INC COM 018490102 653 5262 SH SOLE 1054 0 4208 ALLERGAN INC COM 018490102 18 147 SH OTR 0 0 147 ALLSTATE CORP COM 020002101 5 81 SH OTR 0 0 81 ALLSTATE CORP COM 020002101 560 9889 SH SOLE 711 0 9178 ALTRIA GROUP INC COM 02209S103 12 323 SH OTR 0 0 323 ALTRIA GROUP INC COM 02209S103 1376 36752 SH SOLE 13584 0 23168 ALUMINUM CORP CHINA LTD SPON ADR H SHS 022276109 193 22359 SH SOLE 0 0 22359 AMAZON COM INC COM 023135106 4 11 SH OTR 0 0 11 AMAZON COM INC COM 023135106 1711 5087 SH SOLE 494 0 4593 AMBEV SA SPONSORED ADR 02319v103 141 19041 SH SOLE 0 0 19041 AMERICAN ELEC PWR INC COM 025537101 9 182 SH OTR 0 0 182 AMERICAN ELEC PWR INC COM 025537101 213 4213 SH SOLE 359 0 3854 AMERICAN EXPRESS CO COM 025816109 1731 19225 SH SOLE 3695 0 15530 AMERICAN EXPRESS CO COM 025816109 45 500 SH OTR 0 0 500 AMERICAN INTL GROUP INC COM NEW 026874784 656 13115 SH SOLE 269 0 12846 AMERICAN INTL GROUP INC COM NEW 026874784 29 572 SH OTR 0 0 572 AMERICAN TOWER CORP NEW COM 03027x100 15 178 SH OTR 0 0 178 AMERICAN TOWER CORP NEW COM 03027x100 400 4884 SH SOLE 143 0 4741 AMERIPRISE FINL INC COM 03076c106 7 65 SH OTR 0 0 65 AMERIPRISE FINL INC COM 03076c106 334 3032 SH SOLE 49 0 2983 AMERISOURCEBERGEN CORP COM 03073E105 8 128 SH OTR 0 0 128 AMERISOURCEBERGEN CORP COM 03073E105 260 3958 SH SOLE 45 0 3913 AMGEN INC COM 031162100 42 337 SH OTR 0 0 337 AMGEN INC COM 031162100 1360 11027 SH SOLE 273 0 10754 ANADARKO PETE CORP COM 032511107 20 234 SH OTR 0 0 234 ANADARKO PETE CORP COM 032511107 522 6161 SH SOLE 58 0 6103 ANALOG DEVICES INC COM 032654105 275 5182 SH SOLE 33 0 5149 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 8 450 SH OTR 0 0 450 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 164 9600 SH SOLE 0 0 9600 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524a108 25 235 SH OTR 0 0 235 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524a108 620 5891 SH SOLE 0 0 5891 AON PLC SHS CL A g0408v102 18 214 SH OTR 0 0 214 AON PLC SHS CL A g0408v102 267 3170 SH SOLE 53 0 3117 APACHE CORP COM 037411105 2 25 SH OTR 0 0 25 APACHE CORP COM 037411105 455 5490 SH SOLE 18 0 5472 APPLE INC COM 037833100 6580 12260 SH SOLE 2375 0 9885 APPLE INC COM 037833100 2078 3871 SH OTR 3500 0 371 APPLIED MATLS INC COM 038222105 304 14889 SH SOLE 694 0 14195 APPLIED MATLS INC COM 038222105 19 942 SH OTR 0 0 942 APTARGROUP INC COM 038336103 224 3391 SH SOLE 1342 0 2049 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 10 609 SH OTR 0 0 609 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 194 12041 SH SOLE 0 0 12041 ARCHER DANIELS MIDLAND CO COM 039483102 12 275 SH OTR 0 0 275 ARCHER DANIELS MIDLAND CO COM 039483102 288 6627 SH SOLE 79 0 6548 ARM HLDGS PLC SPONSORED ADR 042068106 11 221 SH OTR 0 0 221 ARM HLDGS PLC SPONSORED ADR 042068106 243 4766 SH SOLE 0 0 4766 ASTRAZENECA PLC SPONSORED ADR 046353108 560 8629 SH SOLE 0 0 8629 ASTRAZENECA PLC SPONSORED ADR 046353108 33 504 SH OTR 0 0 504 AT&T INC COM 00206R102 73 2092 SH OTR 0 0 2092 AT&T INC COM 00206R102 1742 49678 SH SOLE 5255 0 44423 AU OPTRONICS CORP SPONSORED ADR 002255107 181 52122 SH SOLE 0 0 52122 AUTOMATIC DATA PROCESSING IN COM 053015103 6 73 SH OTR 0 0 73 AUTOMATIC DATA PROCESSING IN COM 053015103 1022 13228 SH SOLE 1050 0 12178 AUTOZONE INC COM 053332102 250 465 SH SOLE 5 0 460 BAKER HUGHES INC COM 057224107 13 203 SH OTR 0 0 203 BAKER HUGHES INC COM 057224107 328 5048 SH SOLE 21 0 5027 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946k101 41 3404 SH OTR 0 0 3404 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946k101 735 61215 SH SOLE 0 0 61215 BANCO BRADESCO S A SP ADR PFD NEW 059460303 148 10829 SH SOLE 0 0 10829 BANCO BRADESCO S A SP ADR PFD NEW 059460303 19 1391 SH OTR 0 0 1391 BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 66 11798 SH SOLE 0 0 11798 BANCO SANTANDER SA ADR 05964H105 52 5432 SH OTR 0 0 5432 BANCO SANTANDER SA ADR 05964H105 983 102565 SH SOLE 0 0 102565 BANCOLOMBIA S A SPON ADR PREF 05968L102 20 360 SH OTR 0 0 360 BANCOLOMBIA S A SPON ADR PREF 05968L102 218 3857 SH SOLE 0 0 3857 BANK MONTREAL QUE COM 063671101 287 4277 SH SOLE 19 0 4258 BANK N S HALIFAX COM 064149107 385 6634 SH SOLE 0 0 6634 BANK NEW YORK MELLON CORP COM 064058100 551 15623 SH SOLE 3007 0 12616 BANK OF AMERICA CORPORATION COM 060505104 55 3191 SH OTR 0 0 3191 BANK OF AMERICA CORPORATION COM 060505104 1909 111014 SH SOLE 3749 0 107265 BARCLAYS PLC ADR 06738E204 11 669 SH OTR 0 0 669 BARCLAYS PLC ADR 06738E204 380 24212 SH SOLE 4600 0 19612 BARD C R INC COM 067383109 362 2444 SH SOLE 10 0 2434 BAXTER INTL INC COM 071813109 394 5358 SH SOLE 86 0 5272 BB&T CORP COM 054937107 15 370 SH OTR 0 0 370 BB&T CORP COM 054937107 282 7010 SH SOLE 215 0 6795 BECTON DICKINSON & CO COM 075887109 22 189 SH OTR 0 0 189 BECTON DICKINSON & CO COM 075887109 463 3957 SH SOLE 42 0 3915 BERKSHIRE HATHAWAY INC DEL CL A 084670108 17799 95 SH SOLE 95 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 384 3075 SH OTR 2648 0 427 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3532 28266 SH SOLE 14303 0 13963 BHP BILLITON LTD SPONSORED ADR 088606108 1260 18591 SH SOLE 0 0 18591 BHP BILLITON LTD SPONSORED ADR 088606108 26 388 SH OTR 0 0 388 BIOGEN IDEC INC COM 09062X103 807 2638 SH SOLE 21 0 2617 BIOGEN IDEC INC COM 09062X103 45 146 SH OTR 0 0 146 BLACKROCK INC COM 09247X101 9 28 SH OTR 0 0 28 BLACKROCK INC COM 09247X101 366 1164 SH SOLE 16 0 1148 BOEING CO COM 097023105 43 341 SH OTR 0 0 341 BOEING CO COM 097023105 1375 10960 SH SOLE 2240 0 8720 BORGWARNER INC COM 099724106 13 208 SH OTR 0 0 208 BORGWARNER INC COM 099724106 187 3047 SH SOLE 44 0 3003 BOSTON PROPERTIES INC COM 101121101 4 32 SH OTR 0 0 32 BOSTON PROPERTIES INC COM 101121101 289 2522 SH SOLE 613 0 1909 BP PLC SPONSORED ADR 055622104 60 1252 SH OTR 0 0 1252 BP PLC SPONSORED ADR 055622104 1264 26280 SH SOLE 1635 0 24645 BRISTOL MYERS SQUIBB CO COM 110122108 2211 42556 SH SOLE 22960 0 19596 BRISTOL MYERS SQUIBB CO COM 110122108 20 378 SH OTR 0 0 378 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 638 5726 SH SOLE 0 0 5726 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 542 13265 SH SOLE 2779 0 10486 BROOKFIELD OFFICE PPTYS INC COM 112900105 253 13095 SH SOLE 0 0 13095 BT GROUP PLC ADR 05577E101 19 300 SH OTR 0 0 300 BT GROUP PLC ADR 05577E101 528 8277 SH SOLE 0 0 8277 CANADIAN NAT RES LTD COM 136385101 320 8349 SH SOLE 0 0 8349 CANADIAN NATL RY CO COM 136375102 386 6863 SH SOLE 0 0 6863 CANADIAN PAC RY LTD COM 13645T100 301 2001 SH SOLE 0 0 2001 CANADIAN PAC RY LTD COM 13645T100 3 23 SH OTR 0 0 23 CANON INC SPONSORED ADR 138006309 264 8493 SH SOLE 1300 0 7193 CANON INC SPONSORED ADR 138006309 3 90 SH OTR 0 0 90 CAPITAL ONE FINL CORP COM 14040H105 16 208 SH OTR 0 0 208 CAPITAL ONE FINL CORP COM 14040H105 730 9462 SH SOLE 100 0 9362 CARDINAL HEALTH INC COM 14149Y108 7 102 SH OTR 0 0 102 CARDINAL HEALTH INC COM 14149Y108 253 3609 SH SOLE 83 0 3526 CATERPILLAR INC DEL COM 149123101 19 187 SH OTR 0 0 187 CATERPILLAR INC DEL COM 149123101 562 5651 SH SOLE 373 0 5278 CBS CORP NEW CL B 124857202 3 54 SH OTR 0 0 54 CBS CORP NEW CL B 124857202 683 11056 SH SOLE 3617 0 7439 CDN IMPERIAL BK OF COMMERCE COM 136069101 6 69 SH OTR 0 0 69 CDN IMPERIAL BK OF COMMERCE COM 136069101 348 4032 SH SOLE 0 0 4032 CELGENE CORP COM 151020104 768 5501 SH SOLE 643 0 4858 CELGENE CORP COM 151020104 18 130 SH OTR 0 0 130 CEMEX SAB DE CV SPON ADR NEW 151290889 7 540 SH OTR 0 0 540 CEMEX SAB DE CV SPON ADR NEW 151290889 148 11731 SH SOLE 0 0 11731 CENCOSUD S A SPONSORED ADS 15132H101 111 11318 SH SOLE 0 0 11318 CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 59 20902 SH SOLE 0 0 20902 CENTURYLINK INC COM 156700106 18 547 SH OTR 0 0 547 CENTURYLINK INC COM 156700106 200 6079 SH SOLE 281 0 5798 CHESAPEAKE ENERGY CORP COM 165167107 6 242 SH OTR 0 0 242 CHESAPEAKE ENERGY CORP COM 165167107 215 8388 SH SOLE 2806 0 5582 CHEVRON CORP NEW COM 166764100 115 965 SH OTR 0 0 965 CHEVRON CORP NEW COM 166764100 3214 27030 SH SOLE 6573 0 20457 CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 21 501 SH OTR 0 0 501 CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 397 9381 SH SOLE 0 0 9381 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 242 5303 SH SOLE 0 0 5303 CHINA PETE & CHEM CORP SPON ADR H 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COSTCO WHSL CORP NEW COM 22160K105 4 40 SH OTR 0 0 40 COSTCO WHSL CORP NEW COM 22160K105 991 8871 SH SOLE 823 0 8048 COVIDIEN PLC SHS g2554f113 433 5884 SH SOLE 17 0 5867 CPFL ENERGIA S A SPONSORED ADR 126153105 187 11480 SH SOLE 0 0 11480 CREDIT SUISSE GROUP SPONSORED ADR 225401108 17 522 SH OTR 0 0 522 CREDIT SUISSE GROUP SPONSORED ADR 225401108 557 17210 SH SOLE 0 0 17210 CSX CORP COM 126408103 9 306 SH OTR 0 0 306 CSX CORP COM 126408103 469 16195 SH SOLE 93 0 16102 CUMMINS INC COM 231021106 15 98 SH OTR 0 0 98 CUMMINS INC COM 231021106 348 2335 SH SOLE 420 0 1915 CVS CAREMARK CORPORATION COM 126650100 29 390 SH OTR 0 0 390 CVS CAREMARK CORPORATION COM 126650100 1060 14165 SH SOLE 445 0 13720 DANAHER CORP DEL COM 235851102 25 332 SH OTR 0 0 332 DANAHER CORP DEL COM 235851102 791 10542 SH SOLE 2466 0 8076 DEERE & CO COM 244199105 3 28 SH OTR 0 0 28 DEERE & CO COM 244199105 544 5996 SH SOLE 54 0 5942 DELHAIZE GROUP SPONSORED ADR 29759W101 27 371 SH OTR 0 0 371 DELHAIZE GROUP SPONSORED 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OTR 0 0 116 DOMINION RES INC VA NEW COM 25746U109 24 341 SH OTR 0 0 341 DOMINION RES INC VA NEW COM 25746U109 410 5770 SH SOLE 276 0 5494 DONALDSON INC COM 257651109 307 7246 SH SOLE 0 0 7246 DOW CHEM CO COM 260543103 22 463 SH OTR 0 0 463 DOW CHEM CO COM 260543103 769 15827 SH SOLE 1175 0 14652 DR REDDYS LABS LTD ADR 256135203 8 183 SH OTR 0 0 183 DR REDDYS LABS LTD ADR 256135203 261 5945 SH SOLE 0 0 5945 DU PONT E I DE NEMOURS & CO COM 263534109 1114 16596 SH SOLE 6532 0 10064 DU PONT E I DE NEMOURS & CO COM 263534109 35 516 SH OTR 0 0 516 DUKE ENERGY CORP NEW COM NEW 26441c204 418 5867 SH SOLE 85 0 5782 E M C CORP MASS COM 268648102 693 25271 SH SOLE 852 0 24419 E M C CORP MASS COM 268648102 14 496 SH OTR 0 0 496 EATON CORP PLC SHS G29183103 24 314 SH OTR 0 0 314 EATON CORP PLC SHS G29183103 364 4850 SH SOLE 506 0 4344 EBAY INC COM 278642103 871 15764 SH SOLE 377 0 15387 ECOLAB INC COM 278865100 9 81 SH OTR 0 0 81 ECOLAB INC COM 278865100 670 6206 SH SOLE 33 0 6173 EMERSON ELEC CO COM 291011104 3 51 SH OTR 0 0 51 EMERSON ELEC CO COM 291011104 992 14857 SH SOLE 4046 0 10811 ENBRIDGE INC COM 29250N105 324 7123 SH SOLE 0 0 7123 ENBRIDGE INC COM 29250N105 23 504 SH OTR 0 0 504 ENI S P A SPONSORED ADR 26874R108 514 10244 SH SOLE 0 0 10244 ENI S P A SPONSORED ADR 26874R108 10 207 SH OTR 0 0 207 EOG RES INC COM 26875p101 8 39 SH OTR 0 0 39 EOG RES INC COM 26875p101 732 3729 SH SOLE 48 0 3681 EQT CORP COM 26884L109 131 1352 SH OTR 1352 0 0 EQT CORP COM 26884L109 121 1245 SH SOLE 0 0 1245 EQUITY RESIDENTIAL SH BEN INT 29476L107 261 4502 SH SOLE 1480 0 3022 ERICSSON ADR B SEK 10 294821608 13 963 SH OTR 0 0 963 ERICSSON ADR B SEK 10 294821608 368 27640 SH SOLE 258 0 27382 EXELON CORP COM 30161n101 206 6124 SH SOLE 235 0 5889 EXELON CORP COM 30161n101 4 111 SH OTR 0 0 111 EXPRESS SCRIPTS HLDG CO COM 30219g108 32 422 SH OTR 0 0 422 EXPRESS SCRIPTS HLDG CO COM 30219g108 1323 17622 SH SOLE 3342 0 14280 EXXON MOBIL CORP COM 30231G102 321 3288 SH OTR 2182 0 1106 EXXON MOBIL CORP 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23346 SH SOLE 0 0 23346 HUDSON CITY BANCORP COM 443683107 99 10034 SH SOLE 273 0 9761 HUMANA INC COM 444859102 367 3259 SH SOLE 1329 0 1930 ICICI BK LTD ADR 45104G104 272 6210 SH SOLE 0 0 6210 ILLINOIS TOOL WKS INC COM 452308109 7 82 SH OTR 0 0 82 ILLINOIS TOOL WKS INC COM 452308109 723 8893 SH SOLE 116 0 8777 IMPERIAL OIL LTD COM NEW 453038408 12 249 SH OTR 0 0 249 IMPERIAL OIL LTD COM NEW 453038408 211 4542 SH SOLE 0 0 4542 INFORMATION SERVICES GROUP I COM 45675Y104 589 119999 SH SOLE 119999 0 0 INFOSYS LTD SPONSORED ADR 456788108 9 161 SH OTR 0 0 161 INFOSYS LTD SPONSORED ADR 456788108 301 5561 SH SOLE 0 0 5561 ING GROEP N V SPONSORED ADR 456837103 22 1531 SH OTR 0 0 1531 ING GROEP N V SPONSORED ADR 456837103 522 36665 SH SOLE 0 0 36665 INGERSOLL-RAND PLC SHS g47791101 10 176 SH OTR 0 0 176 INGERSOLL-RAND PLC SHS g47791101 214 3731 SH SOLE 36 0 3695 INTEL CORP COM 458140100 64 2481 SH OTR 50 0 2431 INTEL CORP COM 458140100 2483 96185 SH SOLE 28277 0 67908 INTERCONTINENTAL HTLS GRP 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CORP COM 539830109 457 2801 SH SOLE 57 0 2744 LORILLARD INC COM 544147101 6 115 SH OTR 0 0 115 LORILLARD INC COM 544147101 344 6356 SH SOLE 144 0 6212 LOWES COS INC COM 548661107 14 296 SH OTR 0 0 296 LOWES COS INC COM 548661107 681 13926 SH SOLE 2478 0 11448 LUXOTTICA GROUP S P A SPONSORED ADR 55068R202 487 8445 SH SOLE 0 0 8445 LUXOTTICA GROUP S P A SPONSORED ADR 55068R202 6 103 SH OTR 0 0 103 MACYS INC COM 55616p104 13 222 SH OTR 0 0 222 MACYS INC COM 55616p104 378 6376 SH SOLE 711 0 5665 MANITOWOC INC COM 563571108 274 8704 SH SOLE 0 0 8704 MANULIFE FINL CORP COM 56501R106 286 14816 SH SOLE 0 0 14816 MARATHON OIL CORP COM 565849106 7 206 SH OTR 0 0 206 MARATHON OIL CORP COM 565849106 246 6930 SH SOLE 107 0 6823 MARATHON PETE CORP COM 56585a102 9 103 SH OTR 0 0 103 MARATHON PETE CORP COM 56585a102 288 3304 SH SOLE 47 0 3257 MARIN SOFTWARE INC COM 56804T106 236 22342 SH SOLE 22342 0 0 MARRIOTT INTL INC NEW CL A 571903202 250 4465 SH SOLE 26 0 4439 MASTERCARD INC CL A 57636Q104 27 360 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234 3755 SH SOLE 23 0 3732 NORFOLK SOUTHERN CORP COM 655844108 12 122 SH OTR 0 0 122 NORFOLK SOUTHERN CORP COM 655844108 357 3670 SH SOLE 57 0 3613 NORTHROP GRUMMAN CORP COM 666807102 6 47 SH OTR 0 0 47 NORTHROP GRUMMAN CORP COM 666807102 338 2742 SH SOLE 40 0 2702 NOVARTIS A G SPONSORED ADR 66987V109 73 854 SH OTR 0 0 854 NOVARTIS A G SPONSORED ADR 66987V109 1765 20755 SH SOLE 392 0 20363 NOVO-NORDISK A S ADR 670100205 1245 27271 SH SOLE 3725 0 23546 NOVO-NORDISK A S ADR 670100205 28 610 SH OTR 0 0 610 NTT DOCOMO INC SPONS ADR 62942M201 2 100 SH OTR 0 0 100 NTT DOCOMO INC SPONS ADR 62942M201 362 22948 SH SOLE 0 0 22948 NUCOR CORP COM 670346105 226 4473 SH SOLE 89 0 4384 O REILLY AUTOMOTIVE INC NEW COM 67103h107 7 48 SH OTR 0 0 48 O REILLY AUTOMOTIVE INC NEW COM 67103h107 194 1309 SH SOLE 27 0 1282 OCCIDENTAL PETE CORP DEL COM 674599105 31 329 SH OTR 0 0 329 OCCIDENTAL PETE CORP DEL COM 674599105 826 8672 SH SOLE 119 0 8553 OI S.A. SPN ADR REP PFD 670851203 23 17342 SH SOLE 0 0 17342 OMNICOM GROUP INC COM 681919106 18 250 SH OTR 0 0 250 OMNICOM GROUP INC COM 681919106 557 7678 SH SOLE 0 0 7678 ORACLE CORP COM 68389X105 62 1519 SH OTR 100 0 1419 ORACLE CORP COM 68389X105 2131 52089 SH SOLE 1004 0 51085 ORANGE SPONSORED ADR 684060106 7 491 SH OTR 0 0 491 ORANGE SPONSORED ADR 684060106 194 13231 SH SOLE 0 0 13231 ORIX CORP SPONSORED ADR 686330101 15 214 SH OTR 0 0 214 ORIX CORP SPONSORED ADR 686330101 436 6185 SH SOLE 0 0 6185 P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 203 5154 SH SOLE 0 0 5154 PACCAR INC COM 693718108 7 104 SH OTR 0 0 104 PACCAR INC COM 693718108 279 4138 SH SOLE 78 0 4060 PARKER HANNIFIN CORP COM 701094104 11 96 SH OTR 0 0 96 PARKER HANNIFIN CORP COM 701094104 345 2880 SH SOLE 26 0 2854 PAYCHEX INC COM 704326107 368 8644 SH SOLE 783 0 7861 PAYCHEX INC COM 704326107 8 180 SH OTR 0 0 180 PEARSON PLC SPONSORED ADR 705015105 7 387 SH OTR 0 0 387 PEARSON PLC SPONSORED ADR 705015105 191 10722 SH SOLE 0 0 10722 PEPSICO INC COM 713448108 53 631 SH OTR 0 0 631 PEPSICO INC COM 713448108 2644 31665 SH SOLE 9850 0 21815 PERFUMANIA HLDGS INC COM NEW 71376C100 377 55668 SH SOLE 55668 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 140 10679 SH SOLE 0 0 10679 PFIZER INC COM 717081103 90 2791 SH OTR 0 0 2791 PFIZER INC COM 717081103 3584 111597 SH SOLE 37273 0 74324 PHILIP MORRIS INTL INC COM 718172109 7 90 SH OTR 0 0 90 PHILIP MORRIS INTL INC COM 718172109 2037 24881 SH SOLE 13003 0 11878 PHILLIPS 66 COM 718546104 73 943 SH OTR 242 0 701 PHILLIPS 66 COM 718546104 633 8210 SH SOLE 473 0 7737 PIMCO ETF TR TOTL RETN ETF 72201R775 372 3485 SH SOLE 2503 0 982 PIONEER NAT RES CO COM 723787107 12 64 SH OTR 0 0 64 PIONEER NAT RES CO COM 723787107 361 1929 SH SOLE 49 0 1880 PNC FINL SVCS GROUP INC COM 693475105 28 321 SH OTR 0 0 321 PNC FINL SVCS GROUP INC COM 693475105 612 7032 SH SOLE 167 0 6865 POLARIS INDS INC COM 731068102 651 4662 SH SOLE 3912 0 750 POLYONE CORP COM 73179P106 550 15000 SH SOLE 0 0 15000 PORTUGAL TELECOM SGPS S A SPONSORED ADR 737273102 8 1894 SH OTR 0 0 1894 PORTUGAL TELECOM SGPS S A SPONSORED ADR 737273102 64 15089 SH SOLE 0 0 15089 POSCO SPONSORED ADR 693483109 444 6393 SH SOLE 0 0 6393 POTASH CORP SASK INC COM 73755L107 314 8683 SH SOLE 3600 0 5083 POWERSHARES ETF TRUST DYNM LRG CP VL 73935X708 260 8933 SH SOLE 8933 0 0 PPG INDS INC COM 693506107 13 68 SH OTR 0 0 68 PPG INDS INC COM 693506107 345 1783 SH SOLE 19 0 1764 PRAXAIR INC COM 74005P104 26 195 SH OTR 0 0 195 PRAXAIR INC COM 74005P104 775 5920 SH SOLE 45 0 5875 PRECISION CASTPARTS CORP COM 740189105 21 83 SH OTR 0 0 83 PRECISION CASTPARTS CORP COM 740189105 371 1466 SH SOLE 31 0 1435 PRICE T ROWE GROUP INC COM 74144T108 601 7296 SH SOLE 49 0 7247 PRICE T ROWE GROUP INC COM 74144T108 6 77 SH OTR 0 0 77 PRICELINE COM INC COM NEW 741503403 756 634 SH SOLE 33 0 601 PRINCIPAL FINL GROUP INC COM 74251V102 4 82 SH OTR 0 0 82 PRINCIPAL FINL GROUP INC COM 74251V102 210 4571 SH SOLE 86 0 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SPONS ADR NEW 758205207 18 294 SH OTR 0 0 294 REED ELSEVIER P L C SPONS ADR NEW 758205207 417 6784 SH SOLE 0 0 6784 REGIONS FINL CORP NEW COM 7591EP100 205 18431 SH SOLE 138 0 18293 REGIONS FINL CORP NEW COM 7591EP100 21 1923 SH OTR 0 0 1923 REYNOLDS AMERICAN INC COM 761713106 272 5093 SH SOLE 80 0 5013 RIO TINTO PLC SPONSORED ADR 767204100 20 359 SH OTR 0 0 359 RIO TINTO PLC SPONSORED ADR 767204100 736 13190 SH SOLE 0 0 13190 ROCKWELL AUTOMATION INC COM 773903109 9 72 SH OTR 0 0 72 ROCKWELL AUTOMATION INC COM 773903109 210 1685 SH SOLE 27 0 1658 ROCKWELL COLLINS INC COM 774341101 31 394 SH OTR 300 0 94 ROCKWELL COLLINS INC COM 774341101 419 5263 SH SOLE 15 0 5248 ROSS STORES INC COM 778296103 11 148 SH OTR 0 0 148 ROSS STORES INC COM 778296103 439 6131 SH SOLE 3650 0 2481 ROYAL BK CDA MONTREAL QUE COM 780087102 583 8834 SH SOLE 0 0 8834 ROYAL BK SCOTLAND GROUP PLC SPONS ADR 20 ORD 780097689 9 858 SH OTR 0 0 858 ROYAL BK SCOTLAND GROUP PLC SPONS ADR 20 ORD 780097689 140 13522 SH SOLE 0 0 13522 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1634 22361 SH SOLE 4000 0 18361 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 50 687 SH OTR 0 0 687 SALESFORCE COM INC COM 79466L302 9 156 SH OTR 0 0 156 SALESFORCE COM INC COM 79466L302 369 6461 SH SOLE 65 0 6396 SANOFI SPONSORED ADR 80105N105 32 604 SH OTR 0 0 604 SANOFI SPONSORED ADR 80105N105 866 16562 SH SOLE 0 0 16562 SAP AG SPON ADR 803054204 26 314 SH OTR 0 0 314 SAP AG SPON ADR 803054204 636 7816 SH SOLE 0 0 7816 SASOL LTD SPONSORED ADR 803866300 529 9474 SH SOLE 0 0 9474 SCHEIN HENRY INC COM 806407102 373 3126 SH SOLE 0 0 3126 SCHEIN HENRY INC COM 806407102 7 56 SH OTR 0 0 56 SCHLUMBERGER LTD COM 806857108 1505 15431 SH SOLE 1348 0 14083 SCHLUMBERGER LTD COM 806857108 56 575 SH OTR 0 0 575 SCHWAB CHARLES CORP NEW COM 808513105 21 783 SH OTR 0 0 783 SCHWAB CHARLES CORP NEW COM 808513105 741 27123 SH SOLE 14510 0 12613 SEMPRA ENERGY COM 816851109 10 102 SH OTR 0 0 102 SEMPRA ENERGY COM 816851109 298 3077 SH SOLE 34 0 3043 SESA STERLITE LTD SPONSORED ADR 78413f103 214 17200 SH SOLE 0 0 17200 SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 614 13973 SH SOLE 0 0 13973 SHIRE PLC SPONSORED ADR 82481R106 10 64 SH OTR 0 0 64 SHIRE PLC SPONSORED ADR 82481R106 277 1866 SH SOLE 0 0 1866 SIBANYE GOLD LTD SPONSORED ADR 825724206 90 10817 SH SOLE 0 0 10817 SIEMENS A G SPONSORED ADR 826197501 45 332 SH OTR 0 0 332 SIEMENS A G SPONSORED ADR 826197501 1063 7864 SH SOLE 0 0 7864 SIGMA ALDRICH CORP COM 826552101 373 3997 SH SOLE 17 0 3980 SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 9 1313 SH OTR 0 0 1313 SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 373 56112 SH SOLE 0 0 56112 SIMON PPTY GROUP INC NEW COM 828806109 31 190 SH OTR 0 0 190 SIMON PPTY GROUP INC NEW COM 828806109 641 3907 SH SOLE 1161 0 2746 SK TELECOM LTD SPONSORED ADR 78440P108 5 223 SH OTR 0 0 223 SK TELECOM LTD SPONSORED ADR 78440P108 479 21214 SH SOLE 0 0 21214 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 26 345 SH OTR 0 0 345 SMITH & 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SH OTR 0 0 82 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 224 2810 SH SOLE 298 0 2512 STATE STR CORP COM 857477103 12 177 SH OTR 0 0 177 STATE STR CORP COM 857477103 498 7167 SH SOLE 112 0 7055 STATOIL ASA SPONSORED ADR 85771P102 8 283 SH OTR 0 0 283 STATOIL ASA SPONSORED ADR 85771P102 410 14539 SH SOLE 0 0 14539 STMICROELECTRONICS N V NY REGISTRY 861012102 4 443 SH OTR 0 0 443 STMICROELECTRONICS N V NY REGISTRY 861012102 110 11898 SH SOLE 0 0 11898 STRYKER CORP COM 863667101 452 5545 SH SOLE 32 0 5513 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562m209 573 66272 SH SOLE 0 0 66272 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562m209 13 1560 SH OTR 0 0 1560 SUNCOR ENERGY INC NEW COM 867224107 8 242 SH OTR 0 0 242 SUNCOR ENERGY INC NEW COM 867224107 355 10148 SH SOLE 0 0 10148 SUNTRUST BKS INC COM 867914103 15 369 SH OTR 0 0 369 SUNTRUST BKS INC COM 867914103 310 7803 SH SOLE 532 0 7271 SUPERVALU INC COM 868536103 69 10065 SH SOLE 0 0 10065 SYNGENTA AG SPONSORED ADR 87160A100 17 225 SH OTR 0 0 225 SYNGENTA AG SPONSORED ADR 87160A100 467 6161 SH SOLE 0 0 6161 SYSCO CORP COM 871829107 505 13982 SH SOLE 1648 0 12334 SYSCO CORP COM 871829107 4 100 SH OTR 0 0 100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1113 55589 SH SOLE 0 0 55589 TARGET CORP COM 87612E106 770 12726 SH SOLE 5393 0 7333 TARGET CORP COM 87612E106 14 226 SH OTR 0 0 226 TE CONNECTIVITY LTD REG SHS h84989104 18 296 SH OTR 0 0 296 TE CONNECTIVITY LTD REG SHS h84989104 349 5796 SH SOLE 19 0 5777 TELECOM ITALIA S P A NEW SPON ADR ORD 87927Y102 9 744 SH OTR 0 0 744 TELECOM ITALIA S P A NEW SPON ADR ORD 87927Y102 119 10072 SH SOLE 0 0 10072 TELEFONICA S A SPONSORED ADR 879382208 15 970 SH OTR 0 0 970 TELEFONICA S A SPONSORED ADR 879382208 659 41725 SH SOLE 1000 0 40725 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 10 192 SH OTR 0 0 192 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 438 8291 SH SOLE 400 0 7891 TEXAS INSTRS INC COM 882508104 20 416 SH OTR 0 0 416 TEXAS INSTRS INC COM 882508104 1092 23152 SH SOLE 4769 0 18383 THERMO FISHER SCIENTIFIC INC COM 883556102 18 150 SH OTR 0 0 150 THERMO FISHER SCIENTIFIC INC COM 883556102 499 4149 SH SOLE 78 0 4071 TIME WARNER CABLE INC COM 88732j207 613 4465 SH SOLE 47 0 4418 TIME WARNER INC COM NEW 887317303 2 26 SH OTR 0 0 26 TIME WARNER INC COM NEW 887317303 791 12101 SH SOLE 191 0 11910 TJX COS INC NEW COM 872540109 19 306 SH OTR 0 0 306 TJX COS INC NEW COM 872540109 721 11892 SH SOLE 162 0 11730 TORCHMARK CORP COM 891027104 222 2823 SH SOLE 22 0 2801 TORONTO DOMINION BK ONT COM NEW 891160509 567 12076 SH SOLE 0 0 12076 TOTAL S A SPONSORED ADR 89151E109 37 570 SH OTR 0 0 570 TOTAL S A SPONSORED ADR 89151E109 1398 21306 SH SOLE 1240 0 20066 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 1347 11932 SH SOLE 0 0 11932 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 52 465 SH OTR 0 0 465 TRANSALTA CORP COM 89346D107 8 724 SH OTR 0 0 724 TRANSALTA CORP COM 89346D107 131 11296 SH SOLE 0 0 11296 TRANSCANADA CORP COM 89353D107 310 6803 SH SOLE 0 0 6803 TRAVELERS COMPANIES INC COM 89417e109 626 7351 SH SOLE 136 0 7215 TWENTY FIRST CENTY FOX INC CL A 90130a101 6 186 SH OTR 0 0 186 TWENTY FIRST CENTY FOX INC CL A 90130a101 670 20943 SH SOLE 364 0 20579 TYCO INTERNATIONAL LTD SHS h89128104 11 251 SH OTR 0 0 251 TYCO INTERNATIONAL LTD SHS h89128104 246 5799 SH SOLE 0 0 5799 UBS AG SHS NEW H89231338 21 1035 SH OTR 0 0 1035 UBS AG SHS NEW H89231338 771 37188 SH SOLE 0 0 37188 UNILEVER N V N Y SHS NEW 904784709 29 697 SH OTR 0 0 697 UNILEVER N V N Y SHS NEW 904784709 640 15571 SH SOLE 0 0 15571 UNILEVER PLC SPON ADR NEW 904767704 6 141 SH OTR 0 0 141 UNILEVER PLC SPON ADR NEW 904767704 338 7895 SH SOLE 1545 0 6350 UNION PAC CORP COM 907818108 36 193 SH OTR 0 0 193 UNION PAC CORP COM 907818108 1440 7674 SH SOLE 1361 0 6313 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 11 5052 SH OTR 0 0 5052 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 230 110602 SH SOLE 0 0 110602 UNITED PARCEL SERVICE INC CL B 911312106 1002 10287 SH SOLE 945 0 9342 UNITED TECHNOLOGIES CORP COM 913017109 36 304 SH OTR 0 0 304 UNITED TECHNOLOGIES CORP COM 913017109 1065 9119 SH SOLE 202 0 8917 UNITEDHEALTH GROUP INC COM 91324P102 982 11975 SH SOLE 363 0 11612 UNITEDHEALTH GROUP INC COM 91324P102 31 375 SH OTR 0 0 375 US BANCORP DEL COM NEW 902973304 17 404 SH OTR 0 0 404 US BANCORP DEL COM NEW 902973304 1165 27175 SH SOLE 346 0 26829 V F CORP COM 918204108 5 88 SH OTR 0 0 88 V F CORP COM 918204108 218 3523 SH SOLE 17 0 3506 VALE S A ADR 91912e105 160 11555 SH SOLE 0 0 11555 VALERO ENERGY CORP NEW COM 91913y100 253 4763 SH SOLE 101 0 4662 VALSPAR CORP COM 920355104 252 3500 SH SOLE 0 0 3500 VANGUARD INDEX FDS GROWTH ETF 922908736 562 6011 SH SOLE 6011 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 460 5351 SH SOLE 4194 0 1157 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 326 1900 SH SOLE 0 0 1900 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2854 29283 SH SOLE 28883 0 400 VANGUARD INDEX FDS VALUE ETF 922908744 473 6050 SH SOLE 6050 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1156 22350 SH SOLE 0 0 22350 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 431 5726 SH SOLE 5726 0 0 VENTAS INC COM 92276F100 4 60 SH OTR 0 0 60 VENTAS INC COM 92276F100 225 3721 SH SOLE 802 0 2919 VERIZON COMMUNICATIONS INC COM 92343V104 88 1853 SH OTR 532 0 1321 VERIZON COMMUNICATIONS INC COM 92343V104 1633 34323 SH SOLE 1595 0 32728 VIACOM INC NEW CL B 92553p201 918 10807 SH SOLE 1857 0 8950 VIACOM INC NEW CL B 92553p201 34 401 SH OTR 0 0 401 VISA INC COM CL A 92826C839 28 130 SH OTR 0 0 130 VISA INC COM CL A 92826C839 1142 5289 SH SOLE 126 0 5163 VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857w308 29 783 SH OTR 0 0 783 VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857w308 761 20687 SH SOLE 0 0 20687 VORNADO RLTY TR SH BEN INT 929042109 254 2578 SH SOLE 588 0 1990 WALGREEN CO COM 931422109 35 525 SH OTR 0 0 525 WALGREEN CO COM 931422109 1015 15365 SH SOLE 2094 0 13271 WAL-MART STORES INC COM 931142103 60 789 SH OTR 0 0 789 WAL-MART STORES INC COM 931142103 2241 29321 SH SOLE 8501 0 20820 WATERS CORP COM 941848103 7 63 SH OTR 0 0 63 WATERS CORP COM 941848103 222 2046 SH SOLE 0 0 2046 WELLPOINT INC COM 94973v107 20 203 SH OTR 0 0 203 WELLPOINT INC COM 94973v107 421 4231 SH SOLE 25 0 4206 WELLS FARGO & CO NEW COM 949746101 80 1616 SH OTR 0 0 1616 WELLS FARGO & CO NEW COM 949746101 3186 64060 SH SOLE 16188 0 47872 WESTPAC BKG CORP SPONSORED ADR 961214301 35 1090 SH OTR 0 0 1090 WESTPAC BKG CORP SPONSORED ADR 961214301 1370 42740 SH SOLE 0 0 42740 WHOLE FOODS MKT INC COM 966837106 21 412 SH OTR 0 0 412 WHOLE FOODS MKT INC COM 966837106 203 3994 SH SOLE 18 0 3976 WILLIAMS COS INC DEL COM 969457100 12 304 SH OTR 0 0 304 WILLIAMS COS INC DEL COM 969457100 339 8352 SH SOLE 116 0 8236 WIPRO LTD SPON ADR 1 SH 97651M109 9 707 SH OTR 0 0 707 WIPRO LTD SPON ADR 1 SH 97651M109 250 18620 SH SOLE 0 0 18620 WOORI FIN HLDGS CO LTD ADR 981063100 6 177 SH OTR 0 0 177 WOORI FIN HLDGS CO LTD ADR 981063100 325 9370 SH SOLE 0 0 9370 WPP PLC NEW ADR 92937a102 552 5354 SH SOLE 0 0 5354 WPP PLC NEW ADR 92937a102 20 194 SH OTR 0 0 194 XEROX CORP COM 984121103 3 227 SH OTR 0 0 227 XEROX CORP COM 984121103 147 13031 SH SOLE 788 0 12243 XILINX INC COM 983919101 15 270 SH OTR 0 0 270 XILINX INC COM 983919101 198 3652 SH SOLE 57 0 3595 YAHOO INC COM 984332106 407 11331 SH SOLE 1032 0 10299 YUM BRANDS INC COM 988498101 4 59 SH OTR 0 0 59 YUM BRANDS INC COM 988498101 322 4273 SH SOLE 84 0 4189 ZIMMER HLDGS INC COM 98956P102 385 4069 SH SOLE 1497 0 2572 ZIMMER HLDGS INC COM 98956P102 12 132 SH OTR 0 0 132