0000842941-16-000009.txt : 20161230 0000842941-16-000009.hdr.sgml : 20161230 20161230092804 ACCESSION NUMBER: 0000842941-16-000009 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20161228 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Haverford Trust Co CENTRAL INDEX KEY: 0000842941 IRS NUMBER: 232329854 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-03925 FILM NUMBER: 162076475 BUSINESS ADDRESS: STREET 1: 3 RADNOR CORPORATE CENTER STREET 2: SUITE 450 CITY: RADNOR STATE: PA ZIP: 19087 BUSINESS PHONE: 6109958700 MAIL ADDRESS: STREET 1: 3 RADNOR CORPORATE CENTER STREET 2: SUITE 450 CITY: RADNOR STATE: PA ZIP: 19087 FORMER COMPANY: FORMER CONFORMED NAME: HAVERFORD TRUST CO DATE OF NAME CHANGE: 20060511 FORMER COMPANY: FORMER CONFORMED NAME: RITTENHOUSE TRUST CO DATE OF NAME CHANGE: 19990329 MA-I/A 1 primary_doc.xml MA-I/A 0000842941 XXXXXXXX MarieElena Ness 610-995-8741 mness@haverfordquality.com N Y Jeffrey Michael Bagley 002023697 N 1 0000842941 Haverford Trust Co The Haverford Trust Company 02-01-2010 N 10-23-2014 0000842941 LOCATED SUPERVISED 02-01-2010 3 RADNOR CORPORATE CENTER SUITE 450 RADNOR PA 19087 02-2010 The Haverford Trust Company Radnor PA 19087 Y Y Member of Investment Selection Committee / Portfolio Manager 07-2008 01-2010 Davidson Trust Company Devon PA 19333 N Y Portfolio Manager 06-2007 06-2008 The Vanguard Group Inc. Malvern PA 19355 N Y Senior Investment Analyst 12-1998 06-2007 McCabe Capital Managers, Ltd. King of Prussia PA 19406 N Y Portfolio Manager Y 02-2010 Haverford Financial Services, Inc. 3 Radnor Corporate Center, Suite 450 Radnor PA 19087 N Y SEC registered investment adviser Portfolio Manager / Member of Investment Selection Committee 4 Portfolio Manager / Member of Investment Selection Committee N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 12-28-2016 MarieElena V. Ness Vice President & Chief Compliance Officer