0000938592-18-000001.txt : 20180202
0000938592-18-000001.hdr.sgml : 20180202
20180202115114
ACCESSION NUMBER: 0000938592-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180202
DATE AS OF CHANGE: 20180202
EFFECTIVENESS DATE: 20180202
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MOODY LYNN & LIEBERSON, LLC
CENTRAL INDEX KEY: 0000938592
IRS NUMBER: 474400544
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04788
FILM NUMBER: 18569385
BUSINESS ADDRESS:
STREET 1: ONE BOSTON PLACE
CITY: BOSTON
STATE: MA
ZIP: 02108
BUSINESS PHONE: 6179730590
MAIL ADDRESS:
STREET 1: ONE BOSTON PLACE
CITY: BOSTON
STATE: MA
ZIP: 02108
FORMER COMPANY:
FORMER CONFORMED NAME: MOODY LYNN & LIEBERSON, INC.
DATE OF NAME CHANGE: 20120508
FORMER COMPANY:
FORMER CONFORMED NAME: MOODY LYNN & CO/
DATE OF NAME CHANGE: 19990319
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0000938592
XXXXXXXX
12-31-2017
12-31-2017
MOODY LYNN & LIEBERSON, LLC
ONE BOSTON PLACE
BOSTON
MA
02108
13F HOLDINGS REPORT
028-04788
N
BRIAN GOWELL
CCO
617-973-0590
BRIAN GOWELL
BOSTON
MA
02-02-2018
0
207
936946
false
INFORMATION TABLE
2
sec13f4q2017.xml
3M COMPANY
COM
88579Y101
6011
23898
SH
SOLE
23898
0
0
A T & T INC
COM
00206R102
1130
30178
SH
SOLE
30178
0
0
ABBOTT LABS
COM
002824100
17802
285113
SH
SOLE
285113
0
0
ABBVIE INC COM
COM
00287Y109
324
2797
SH
SOLE
2797
0
0
ABIOMED INC
COM
003654100
3238
13775
SH
SOLE
13775
0
0
ACCENTURE PLC
COM
G1151C101
1441
9025
SH
SOLE
9025
0
0
ADOBE SYS INC
COM
00724F101
6639
33716
SH
SOLE
33716
0
0
AIR PRODS & CHEMS INC
COM
009158106
8617
51203
SH
SOLE
51203
0
0
ALBEMARLE CORP
COM
012653101
459
4122
SH
SOLE
4122
0
0
ALIBABA GROUP HLDG LTD SPONSOR
COM
01609W102
1439
7209
SH
SOLE
7209
0
0
ALIGN TECHNOLOGY INC COM
COM
016255101
735
2723
SH
SOLE
2723
0
0
ALLERGAN PLC SHS
COM
G0177J108
789
4280
SH
SOLE
4280
0
0
ALPHABET CLASS A
COM
02079K305
28914
24558
SH
SOLE
24558
0
0
ALPHABET CLASS C
COM
02079K107
2106
1810
SH
SOLE
1810
0
0
ALTRIA GROUP INC
COM
02209S103
2435
34873
SH
SOLE
34873
0
0
AMAZON COM INC COM
COM
023135106
17533
12194
SH
SOLE
12194
0
0
AMERICAN FINL GROUP INC OHIOCO
COM
025932104
627
5537
SH
SOLE
5537
0
0
AMERICAN TOWER REIT COM
COM
03027X100
726
5000
SH
SOLE
5000
0
0
AMPHENOL CORP NEW CL A
COM
032095101
740
8000
SH
SOLE
8000
0
0
APPLE INC.
COM
037833100
14254
85368
SH
SOLE
85368
0
0
AUTOMATIC DATA PROCESSING
COM
053015103
1959
16212
SH
SOLE
16212
0
0
BAIDU INC SPON ADR REP A
COM
056752108
381
1560
SH
SOLE
1560
0
0
BANK OF AMERICA
COM
060505104
32629
1023495
SH
SOLE
1023495
0
0
BB&T CORP COM
COM
054937107
550
10000
SH
SOLE
10000
0
0
BECTON DICKINSON & CO
COM
075887109
2142
8798
SH
SOLE
8798
0
0
BERKSHIRE HATHAWAY INC DEL CL
COM
084670702
17657
82353
SH
SOLE
82353
0
0
BIOGEN IDEC INC
COM
09062X103
12764
36202
SH
SOLE
36202
0
0
BLACKROCK INC CL A
COM
09247X101
3061
5443
SH
SOLE
5443
0
0
BLACKROCK MUNIVEST FD INC COM
MUTUAL FUNDS
09253R105
112
12000
SH
SOLE
12000
0
0
BLACKSTONE GROUP L P COM UNIT
COM
09253U108
392
10850
SH
SOLE
10850
0
0
BLACKSTONE MTG TR INC COM CL A
COM
09257W100
3192
101463
SH
SOLE
101463
0
0
BNY MELLON FDS TR INCM STKFD I
MUTUAL FUNDS
05569M400
105
10574
SH
SOLE
10574
0
0
BNY MELLON FDS TR MIDCP STK IN
MUTUAL FUNDS
05569M608
340
18973
SH
SOLE
18973
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1080
16884
SH
SOLE
16884
0
0
BROADCOM LTD SHS
COM
Y09827109
2893
12005
SH
SOLE
12005
0
0
BROWN FORMAN CORP CL B
COM
115637209
281
4094
SH
SOLE
4094
0
0
CABOT CORP.
COM
127055101
1016
15000
SH
SOLE
15000
0
0
CABOT OIL & GAS CORP
COM
127097103
14907
558526
SH
SOLE
558526
0
0
CELANESE CORP
COM
150870103
489
4450
SH
SOLE
4450
0
0
CHECK PT SOFTWARE TECH LTD ORD
COM
M22465104
221
2112
SH
SOLE
2112
0
0
CHEVRONTEXACO CORPORATION
COM
166764100
19280
153960
SH
SOLE
153960
0
0
CHUBB LIMITED COM
COM
H1467J104
11670
76242
SH
SOLE
76242
0
0
CHURCH & DWIGHT CO
COM
171340102
2221
45239
SH
SOLE
45239
0
0
CISCO SYS INC
COM
17275R102
1717
40636
SH
SOLE
40636
0
0
CITIGROUP INC
COM
172967424
11671
148442
SH
SOLE
148442
0
0
COCA COLA CO
COM
191216100
2481
52323
SH
SOLE
52323
0
0
COGNIZANT TECHNOLOGY SOLUTIOCL
COM
192446102
409
5254
SH
SOLE
5254
0
0
COLGATE PALMOLIVE CO
COM
194162103
862
11540
SH
SOLE
11540
0
0
CONSTELLATION BRANDS COM
COM
21036P108
509
2313
SH
SOLE
2313
0
0
CUMMINS ENGINE INC
COM
231021106
2293
12245
SH
SOLE
12245
0
0
CURTISS WRIGHT CORP COM
COM
231561101
585
4409
SH
SOLE
4409
0
0
DANAHER CORP
COM
235851102
505
4966
SH
SOLE
4966
0
0
DENTSPLY SIRONA INC COM
COM
24906P109
450
7326
SH
SOLE
7326
0
0
DIAGEO PLC
COM
25243Q205
11892
83433
SH
SOLE
83433
0
0
DISNEY WALT PRODUCTIONS
COM
254687106
2529
22969
SH
SOLE
22969
0
0
DOLLAR TREE INC
COM
256746108
633
5527
SH
SOLE
5527
0
0
DOMINION RES INC VA NEW
COM
25746U109
574
7625
SH
SOLE
7625
0
0
DOVER CORP
COM
260003108
930
8687
SH
SOLE
8687
0
0
EAST WEST BANCORP INC COM
COM
27579R104
804
12105
SH
SOLE
12105
0
0
ELECTRONIC ARTS
COM
285512109
1891
15930
SH
SOLE
15930
0
0
EMERSON ELEC CO
COM
291011104
580
8000
SH
SOLE
8000
0
0
EOG RESOURCES INC.
COM
26875P101
1183
10269
SH
SOLE
10269
0
0
ETRADE FINANCIAL CORP COM NEW
COM
269246401
612
11685
SH
SOLE
11685
0
0
EXXON MOBIL CORP
COM
30231G102
3539
40776
SH
SOLE
40776
0
0
FACEBOOK INC CL A
COM
30303M102
20664
110432
SH
SOLE
110432
0
0
FEDERATED EQUITY FDS KAUFMANN
MUTUAL FUNDS
314172644
81
13204
SH
SOLE
13204
0
0
FEDEX CORP
COM
31428X106
9571
36606
SH
SOLE
36606
0
0
FIDELITY ADVISOR NEW INSIGHTS
MUTUAL FUNDS
316071604
347
10044
SH
SOLE
10044
0
0
FIDELITY NATIONAL INFORMATION
COM
31620M106
353
3440
SH
SOLE
3440
0
0
FMC CORP COM NEW
COM
302491303
533
5820
SH
SOLE
5820
0
0
FORTUNE BRANDS HOME & SEC INCO
COM
34964C106
629
8884
SH
SOLE
8884
0
0
FRANKLIN FINANCIAL NETWORK
COM
35352P104
385
11797
SH
SOLE
11797
0
0
GENUINE PARTS CO
COM
372460105
253
2407
SH
SOLE
2407
0
0
GRAINGER, W W INC
COM
384802104
496
1800
SH
SOLE
1800
0
0
GRUPO AEROPORTUARIO DEL SURESP
COM
40051E202
533
2746
SH
SOLE
2746
0
0
GRUPO FINANCIERO GALICIA S ASP
COM
399909100
498
7500
SH
SOLE
7500
0
0
HARRIS ASSOC INVT TR OAKMARK I
MUTUAL FUNDS
413838202
738
24056
SH
SOLE
24056
0
0
HARRIS CORPORATION
COM
413875105
894
5722
SH
SOLE
5722
0
0
HDFC BANK LTD ADR REPS 3 SHS
COM
40415F101
1042
9727
SH
SOLE
9727
0
0
HEICO CORP NEW COM
COM
422806109
5479
67207
SH
SOLE
67207
0
0
HOME DEPOT INC
COM
437076102
8198
40624
SH
SOLE
40624
0
0
HUNTINGTON BANCSHARES INC COM
COM
446150104
161
10000
SH
SOLE
10000
0
0
IDEXX LABORATORIES CORP
COM
45168D104
1306
7000
SH
SOLE
7000
0
0
ILLINOIS TOOL WORKS INC
COM
452308109
13971
79749
SH
SOLE
79749
0
0
INGERSOLL-RAND PLC
COM
G47791101
709
7659
SH
SOLE
7659
0
0
INTEL CORP
COM
458140100
1197
24535
SH
SOLE
24535
0
0
INTUITIVE SURGICAL INC COM NEW
COM
46120E602
4577
10697
SH
SOLE
10697
0
0
ISHARES INC MSCI SWEDEN
COM
464286756
1636
45425
SH
SOLE
45425
0
0
ISHARES SILVER TRUST
COM
46428Q109
1172
91352
SH
SOLE
91352
0
0
ISHARES TR DJ SEL DIV INDX
COM
464287168
368
3660
SH
SOLE
3660
0
0
ISHARES TR MSCI ACWI EX US
COM
464288240
211
4000
SH
SOLE
4000
0
0
ISHARES TR MSCI EMERG MKT
COM
464287234
292
5770
SH
SOLE
5770
0
0
ISHARES TR NASDAQ BIOTECH
COM
464287556
1359
11685
SH
SOLE
11685
0
0
ISHARES TR RSSLL 2000 INDX
COM
464287655
2821
17949
SH
SOLE
17949
0
0
ISHARES TR RUSSELL 2000 GR
COM
464287648
2587
13274
SH
SOLE
13274
0
0
ISHARES TR RUSSELL 2000 VA
COM
464287630
2123
16613
SH
SOLE
16613
0
0
ISHARES TR RUSSL 1000 GRWT
COM
464287614
2107
14651
SH
SOLE
14651
0
0
ISHARES TR S&P 500 INDEX
COM
464287200
503
1775
SH
SOLE
1775
0
0
ISHARES TR S&P MIDCAP 400
COM
464287507
584
2987
SH
SOLE
2987
0
0
J.P. MORGAN CHASE & CO
COM
46625H100
30151
261931
SH
SOLE
261931
0
0
JOHNSON & JOHNSON
COM
478160104
17493
122819
SH
SOLE
122819
0
0
KINDER MORGAN INC DEL COM
COM
49456B101
338
18529
SH
SOLE
18529
0
0
L3 TECHNOLOGIES INC
COM
502413107
4888
22800
SH
SOLE
22800
0
0
LABORATORY CORP AMER HLDGS COM
COM
50540R409
540
3040
SH
SOLE
3040
0
0
LAUDER ESTEE COS INC CL A
COM
518439104
23923
175093
SH
SOLE
175093
0
0
LEAR CORP COM NEW
COM
521865204
608
3075
SH
SOLE
3075
0
0
LILLY ELI & CO
COM
532457108
993
11537
SH
SOLE
11537
0
0
LOCKHEED MARTIN CORP
COM
539830109
20591
58765
SH
SOLE
58765
0
0
MAGELLAN MIDSTREAM PARTNERS LP
COM
559080106
499
6924
SH
SOLE
6924
0
0
MASTERCARD INC CL A
COM
57636Q104
27220
162809
SH
SOLE
162809
0
0
MATTHEWS INTL FDS JAPAN FD INS
MUTUAL FUNDS
577130792
2012
77663
SH
SOLE
77663
0
0
MCDONALDS CORP
COM
580135101
6299
36521
SH
SOLE
36521
0
0
MEDEQUITIES REALTY TRUST INC
COM
58409L306
641
59054
SH
SOLE
59054
0
0
MEDTRONIC PLC
COM
G5960L103
2339
27211
SH
SOLE
27211
0
0
MERCK & COMPANY
COM
58933Y105
3552
58560
SH
SOLE
58560
0
0
METTLER TOLEDO INTERNATIONALCO
COM
592688105
760
1122
SH
SOLE
1122
0
0
MICROSOFT CORP
COM
594918104
27667
298324
SH
SOLE
298324
0
0
MORGAN STANLEY DEAN WITTER
COM
617446448
7101
125460
SH
SOLE
125460
0
0
M&T BANK CORP
COM
55261F104
1019
5345
SH
SOLE
5345
0
0
NESTLE S A ADR
COM
641069406
830
9645
SH
SOLE
9645
0
0
NETFLIX COM INC
COM
64110L106
535
1920
SH
SOLE
1920
0
0
NEXTERA ENERGY INC COM
COM
65339F101
483
3113
SH
SOLE
3113
0
0
NIKE INC CLASS B
COM
654106103
1010
15000
SH
SOLE
15000
0
0
NORTHROP GRUMMAN CORP
COM
666807102
8276
24380
SH
SOLE
24380
0
0
NOVARTIS AG ADR SPONSORED
COM
66987V109
461
5030
SH
SOLE
5030
0
0
OLD REP INTL CORP COM
COM
680223104
576
26204
SH
SOLE
26204
0
0
ORACLE SYSTEMS CORP
COM
68389X105
284
5575
SH
SOLE
5575
0
0
PARKER HANNIFIN CORP
COM
701094104
747
3649
SH
SOLE
3649
0
0
PAYPAL HLDGS INC COM
COM
70450Y103
14806
176727
SH
SOLE
176727
0
0
PEPSICO INC
COM
713448108
1636
13648
SH
SOLE
13648
0
0
PERKIN ELMER INC
COM
714046109
743
9169
SH
SOLE
9169
0
0
PFIZER INC
COM
717081103
1546
40911
SH
SOLE
40911
0
0
PHILIP MORRIS INTL INC COM
COM
718172109
235
2176
SH
SOLE
2176
0
0
PHILLIPS 66 COM
COM
718546104
4252
41572
SH
SOLE
41572
0
0
PINNACLE FINL PARTNERS INC COM
COM
72346Q104
460
7288
SH
SOLE
7288
0
0
PIONEER NAT RES CO
COM
723787107
608
3331
SH
SOLE
3331
0
0
PNC FINANCIAL CORP
COM
693475105
453
2868
SH
SOLE
2868
0
0
PNM RES INC COM
COM
69349H107
570
15130
SH
SOLE
15130
0
0
PRAXAIR INC
COM
74005P104
2426
15094
SH
SOLE
15094
0
0
PROCTER & GAMBLE COMPANY
COM
742718109
2040
23463
SH
SOLE
23463
0
0
PUBLIC STORAGE INC
COM
74460D109
782
4037
SH
SOLE
4037
0
0
QUANTA SVCS INC COM
COM
74762E102
593
15440
SH
SOLE
15440
0
0
RAYTHEON CO
COM
755111507
29971
143279
SH
SOLE
143279
0
0
REGIONS FINANCIAL CORP NEW COM
COM
7591EP100
846
44189
SH
SOLE
44189
0
0
REPUBLIC SVCS INC COM
COM
760759100
606
8876
SH
SOLE
8876
0
0
ROCHE HLDG LTD SPONSORED ADR
COM
771195104
3979
128255
SH
SOLE
128255
0
0
ROYAL CARIBBEAN CRUISES LTD CO
COM
V7780T103
774
5807
SH
SOLE
5807
0
0
ROYAL DUTCH SHELL PLC SPON ADR
COM
780259107
15145
210177
SH
SOLE
210177
0
0
ROYAL DUTCH SHELL PLC SPONS AD
COM
780259206
281
4010
SH
SOLE
4010
0
0
RYMAN HOSPITALITY PPTYS INC CO
COM
78377T107
1214
15890
SH
SOLE
15890
0
0
SALESFORCE.COM INC
COM
79466L302
7193
64090
SH
SOLE
64090
0
0
SCHEIN HENRY INC COM
COM
806407102
503
6440
SH
SOLE
6440
0
0
SCHLUMBERGER
COM
806857108
355
4760
SH
SOLE
4760
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
5425
101965
SH
SOLE
101965
0
0
SELECT SECTOR SPDR TR SBI HEAL
COM
81369Y209
485
5430
SH
SOLE
5430
0
0
SERVICEMASTER GLOBAL HLDGS ICO
COM
81761R109
642
12220
SH
SOLE
12220
0
0
SERVICENOW INC COM
COM
81762P102
3293
22465
SH
SOLE
22465
0
0
SIMON PPTY GROUP INC NEW COM
COM
828806109
502
3086
SH
SOLE
3086
0
0
SKYWORKS SOLUTIONS INC COM
COM
83088M102
1860
19138
SH
SOLE
19138
0
0
SMUCKER J M CO
COM
832696405
483
3789
SH
SOLE
3789
0
0
SPDR DOW JONES INDL AVRG ETF
COM
78467X109
1289
4946
SH
SOLE
4946
0
0
SPDR FD FINANCIAL
COM
81369Y605
633
21357
SH
SOLE
21357
0
0
SPDR GOLD TRUST GOLD SHS
COM
78463V107
14339
113083
SH
SOLE
113083
0
0
SPDR INDEX SHS FDS EURO STOXX
COM
78463X202
1016
23370
SH
SOLE
23370
0
0
SPDR SERIES TRST METALS & MINI
COM
78464A755
6667
178895
SH
SOLE
178895
0
0
SPDR SERIES TRUST S&P REGL BKG
COM
78464A698
9771
156810
SH
SOLE
156810
0
0
SPDR S&P MIDCAP 400 ETF TR
COM
78467Y107
633
1779
SH
SOLE
1779
0
0
SPDR TR UNIT SER 1
COM
78462F103
13519
47982
SH
SOLE
47982
0
0
SPLUNK INC COM
COM
848637104
473
5210
SH
SOLE
5210
0
0
SS&C TECHNOLOGIES HLDGS INC CO
COM
78467J100
534
10696
SH
SOLE
10696
0
0
STARBUCKS CORP COM
COM
855244109
473
8268
SH
SOLE
8268
0
0
STRYKER CORP
COM
863667101
9455
56127
SH
SOLE
56127
0
0
SVB FINL GROUP COM
COM
78486Q101
885
3582
SH
SOLE
3582
0
0
SYSCO CORPORATION
COM
871829107
10968
173270
SH
SOLE
173270
0
0
TAKE-TWO INTERACTIVE SOFTWARCO
COM
874054109
2650
22403
SH
SOLE
22403
0
0
TENCENT HLDGS LTD ADR
COM
88032Q109
716
12130
SH
SOLE
12130
0
0
TEXAS INSTRUMENTS INC
COM
882508104
22390
203752
SH
SOLE
203752
0
0
THERMO ELECTRON CORP
COM
883556102
15255
71077
SH
SOLE
71077
0
0
TORAY INDS INC ADR
COM
890880206
5287
259934
SH
SOLE
259934
0
0
TRANSDIGM GROUP INC COM
COM
893641100
330
1040
SH
SOLE
1040
0
0
TRAVELERS COMPANIES INC
COM
89417E109
10445
70233
SH
SOLE
70233
0
0
U S BANCORP
COM
902973304
1613
28102
SH
SOLE
28102
0
0
UNILEVER N V WI
COM
904784709
259
4510
SH
SOLE
4510
0
0
UNION PAC CORP
COM
907818108
12823
94729
SH
SOLE
94729
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
14382
105364
SH
SOLE
105364
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
2097
8861
SH
SOLE
8861
0
0
UNUMPROVIDENT CORP
COM
91529Y106
589
10983
SH
SOLE
10983
0
0
V F CORP
COM
918204108
451
5504
SH
SOLE
5504
0
0
VANECK VECTORS GOLD MINERS ETF
COM
92189F106
6353
270935
SH
SOLE
270935
0
0
VANGUARD DIVIDEND APPRCTN FD
COM
921908844
785
7313
SH
SOLE
7313
0
0
VANGUARD EMERGING MKTS ETF
COM
922042858
34022
686753
SH
SOLE
686753
0
0
VANGUARD INDEX TR 500 PORTFOLI
MUTUAL FUNDS
922908108
1296
4968
SH
SOLE
4968
0
0
VANGUARD INDEX TR STK MRK VIPE
COM
922908769
1016
7039
SH
SOLE
7039
0
0
VANGUARD INTL EQUITY INDEX FAL
COM
922042775
873
15125
SH
SOLE
15125
0
0
VERIZON COMMUNICATIONS
COM
92343V104
1950
36179
SH
SOLE
36179
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
3937
23640
SH
SOLE
23640
0
0
VISA INC COM CL A
COM
92826C839
12174
98538
SH
SOLE
98538
0
0
VULCAN MATERIALS CO
COM
929160109
546
3907
SH
SOLE
3907
0
0
WAL-MART STORES INC
COM
931142103
509
4725
SH
SOLE
4725
0
0
WASTE MANAGEMENT INC
COM
94106L109
12710
144511
SH
SOLE
144511
0
0
WATERS CORP
COM
941848103
289
1345
SH
SOLE
1345
0
0
WEC ENERGY GROUP INC
COM
92939U106
262
4130
SH
SOLE
4130
0
0
WISDOMTREE TR EUROPE HEDGED
COM
97717X701
573
8705
SH
SOLE
8705
0
0
WISDOMTREE TRUST INDIA ERNGS F
COM
97717W422
5852
202913
SH
SOLE
202913
0
0
WISDOMTREE TRUST JAPN HEDGE EQ
COM
97717W851
16204
267920
SH
SOLE
267920
0
0
YUM BRANDS INC COM
COM
988498101
502
5940
SH
SOLE
5940
0
0
YUM CHINA HLDGS INC COM
COM
98850P109
280
5990
SH
SOLE
5990
0
0