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Previous: FRONTIER AIRLINES INC /CO/, SC 13D/A, 2000-10-24 |
Next: MORGAN STANLEY AGGRESSIVE EQUITY FUND INC, 40-8F-A/A, 2000-10-24 |
<PAGE>
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 09/30/2000
Check here if Amendment / / Amendment Number:
This Amendment / / is a restatement
Institutional Investment Manager Filing this Report:
Name: HALDOR INV ADV LP 28-4282
Address: 60 STATE ST 26TH FLOOR
BOSTON, MA 02109
13F File Number: 28-04282
The institutional investment Manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: JEFFREY ANTHONY
Title:
Phone: 617-526-6000
Signature, Place, and Date of Signing:
/S/JEFFREY ANTHONY BOSTON, MASSACHUSETTS 10/19/2000
Report Type (Check only one)
/X/ 13F HOLDINGS REPORT
/ / 13F COMBINATION REPORT
<TABLE>
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AT&T CORP COMMON STOCK 001957109 247 8395 SH SOLE 8395
001957109 707 24073 SH OTHER 23173
OTHER 900
ABBOTT COMMON STOCK 002824100 930 19562 SH SOLE 19562
<PAGE>
LABORATORIES
002824100 642 13500 SH OTHER 11300
OTHER 2200
AGILENT COMMON STOCK 00846U101 83 1692 SH SOLE 1692
TECHNOLOGIES
00846U101 281 5750 SH OTHER 5484
OTHER 266
ALCOA, INC. COMMON STOCK 013817101 565 22302 SH SOLE 22302
013817101 314 12400 SH OTHER 12400
AMERICA ONLINE COMMON STOCK 02364J104 139 2580 SH SOLE 2580
INC DEL
02364J104 364 6765 SH OTHER 6465
OTHER 300
AMERICAN EXPRESS COMMON STOCK 025816109 1000 16460 SH SOLE 16460
CO
025816109 1309 21540 SH OTHER 19740
OTHER 1800
AMERICAN HOME COMMON STOCK 026609107 1256 22204 SH SOLE 22204
PRODUCTS CORP
026609107 834 14752 SH OTHER 12552
OTHER 2200
AMERICAN INTL COMMON STOCK 026874107 1542 16110 SH SOLE 16110
GROUP INC
026874107 3215 33597 SH OTHER 30180
OTHER 3417
AMERICAN WATER COMMON STOCK 030411102 295 10700 SH OTHER 10700
WORKS CO
COLUMN TOTALS 13723
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AMGEN INC COMMON STOCK 031162100 222 3180 SH SOLE 3180
031162100 417 5975 SH OTHER 5505
OTHER 470
<PAGE>
APPLIED COMMON STOCK 038222105 300 5060 SH SOLE 5060
MATERIALS INC
038222105 83 1400 SH OTHER 1400
AUTOMATIC DATA COMMON STOCK 053015103 1122 16780 SH SOLE 16780
PROCESSING INC
053015103 1107 16550 SH OTHER 14650
OTHER 1900
AVERY DENNISON COMMON STOCK 053611109 658 14190 SH SOLE 14190
CORP
053611109 467 10080 SH OTHER 8380
1400
OTHER 300
BP AMOCO - PLC COMMON STOCK 055622104 576 10860 SH SOLE 10860
SPONS ADR
055622104 682 12873 SH OTHER 11815
OTHER 1058
BANK ONE COMMON STOCK 06423A103 185 4801 SH SOLE 4801
CORPORATION
06423A103 477 12361 SH OTHER 10572
OTHER 1789
BAXTER INTL INC COMMON STOCK 071813109 495 6207 SH SOLE 6207
071813109 213 2675 SH OTHER 2375
300
BECTON DICKINSON COMMON STOCK 075887109 201 7600 SH SOLE 7600
& CO
075887109 58 2200 SH OTHER 2200
BELLSOUTH CORP COMMON STOCK 079860102 927 23024 SH SOLE 23024
COLUMN TOTALS 8190
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
079860102 1971 48964 SH OTHER 43264
OTHER 5700
BESTFOODS INC COMMON STOCK 08658U101 116 1600 SH SOLE 1600
<PAGE>
08658U101 1134 15582 SH OTHER 11550
932
OTHER 3100
BRISTOL-MYERS COMMON STOCK 110122108 2030 35543 SH SOLE 35543
SQUIBB CO
110122108 1881 32927 SH OTHER 27252
OTHER 5675
CVS CORPORATION COMMON STOCK 126650100 86 1850 SH SOLE 1850
126650100 185 4000 SH OTHER 4000
CABOT CORP COMMON STOCK 127055101 407 12848 SH OTHER 12848
CHASE MANHATTAN COMMON STOCK 16161A108 33 714 SH SOLE 714
CORP NEW
16161A108 305 6600 SH OTHER 6600
CHEVRON CORP COMMON STOCK 166751107 34 400 SH SOLE 400
166751107 242 2833 SH OTHER 2833
CISCO SYSTEMS INC COMMON STOCK 17275R102 1937 35051 SH SOLE 35051
17275R102 6569 118893 SH OTHER 108443
800
OTHER 9650
CINTAS CORP. COMMON STOCK 172908105 139 3200 SH SOLE 3200
172908105 83 1900 SH OTHER 1900
CITIGROUP, INC. COMMON STOCK 172967101 824 15244 SH SOLE 15244
172967101 762 14101 SH OTHER 13276
OTHER 825
COCA COLA CO COMMON STOCK 191216100 1123 20380 SH SOLE 20380
COLUMN TOTALS 19861
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
191216100 1023 18562 SH OTHER 16592
OTHER 1970
COMMON STOCK 194162103 610 12934 SH SOLE 12934
<PAGE>
194162103 2247 47603 SH OTHER 34985
OTHER 12618
DELL COMPUTER COMMON STOCK 247025109 231 7500 SH SOLE 7500
CORP
247025109 155 5040 SH OTHER 4540
500
DISNEY WALT CO COMMON STOCK 254687106 866 22633 SH SOLE 22633
254687106 975 25497 SH OTHER 25297
OTHER 200
DOW CHEMICAL CO COMMON STOCK 260543103 333 13350 SH SOLE 13350
260543103 235 9429 SH OTHER 8484
OTHER 945
DUPONT E I COMMON STOCK 263534109 388 9360 SH SOLE 9360
DENEMOURS & CO
263534109 668 16132 SH OTHER 15132
OTHER 1000
E M C CORP COMMON STOCK 268648102 1237 12480 SH SOLE 12480
268648102 1249 12600 SH OTHER 11800
800
ELAN PLC FOREIGN STOCK 284131208 60 1100 SH SOLE 1100
284131208 148 2700 SH OTHER 2700
EMERSON ELECTRIC COMMON STOCK 291011104 270 4034 SH SOLE 4034
CO
291011104 477 7125 SH OTHER 7125
ENRON CORP COMMON STOCK 293561106 825 9420 SH SOLE 9420
293561106 716 8175 SH OTHER 5465
COLUMN TOTALS 12713
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
OTHER 2710
EXXON MOBIL COMMON STOCK 30231G102 3869 43406 SH SOLE 43406
CORPORATION
<PAGE>
30231G102 5199 58333 SH OTHER 49758
OTHER 8575
FLEETBOSTON COMMON STOCK 339030108 60 1530 SH SOLE 1530
FINANCIAL
339030108 230 5887 SH OTHER 5887
GENERAL ELECTRIC COMMON STOCK 369604103 5250 91009 SH SOLE 91009
CO
369604103 11205 194239 SH OTHER 176859
OTHER 17380
GENERAL MILLS INC COMMON STOCK 370334104 230 6480 SH SOLE 6480
370334104 163 4600 SH OTHER 4600
GILLETTE CO COMMON STOCK 375766102 279 9052 SH SOLE 9052
375766102 863 27943 SH OTHER 24143
OTHER 3800
GLAXO WELLCOME FOREIGN STOCK 37733W105 286 4725 SH SOLE 4725
PLC
37733W105 133 2200 SH OTHER 1800
OTHER 400
JOHN HANCOCK COMMON STOCK 41014S106 20 760 SH SOLE 760
FINANCIAL SRVCS
41014S106 196 7300 SH OTHER 4800
OTHER 2500
HARTFORD FINL COMMON STOCK 416515104 170 2332 SH SOLE 2332
SVCS GROUP INC
416515104 290 3976 SH OTHER 3976
HEWLETT PACKARD COMMON STOCK 428236103 432 4450 SH SOLE 4450
CO
COLUMN TOTALS 28875
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
428236103 1795 18500 SH OTHER 16600
OTHER 1900
HOME DEPOT INC COMMON STOCK 437076102 279 5260 SH SOLE 5260
<PAGE>
437076102 261 4923 SH OTHER 4723
OTHER 200
HONEYWELL COMMON STOCK 438516106 561 15743 SH SOLE 15743
INTERNATIONAL,
INC.
438516106 212 5953 SH OTHER 5953
INTEL CORP COMMON STOCK 458140100 2229 53630 SH SOLE 53630
458140100 3367 81014 SH OTHER 64954
5400
OTHER 10660
INTL BUSINESS COMMON STOCK 459200101 2145 19066 SH SOLE 19066
MACHINES CORP
459200101 3002 26680 SH OTHER 23780
400
OTHER 2500
INTL PAPER CO COMMON STOCK 460146103 306 10660 SH SOLE 10660
460146103 120 4200 SH OTHER 4200
JOHNSON & JOHNSON COMMON STOCK 478160104 2339 24898 SH SOLE 24898
478160104 3841 40886 SH OTHER 35716
800
OTHER 4370
KIMBERLY CLARK COMMON STOCK 494368103 209 3750 SH SOLE 3750
CORP
494368103 619 11088 SH OTHER 6240
800
OTHER 4048
LILLY ELI & CO COMMON STOCK 532457108 142 1750 SH SOLE 1750
532457108 385 4750 SH OTHER 4550
COLUMN TOTALS 21812
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
OTHER 200
LUCENT COMMON STOCK 549463107 412 13472 SH SOLE 13472
TECHNOLOGIES INC
<PAGE>
549463107 1817 59438 SH OTHER 49210
648
OTHER 9580
MARSH & MCLENNAN COMMON STOCK 571748102 915 6890 SH SOLE 6890
COS INC
571748102 349 2630 SH OTHER 2150
300
OTHER 180
MCDONALDS CORP COMMON STOCK 580135101 249 8250 SH SOLE 8250
580135101 574 19017 SH OTHER 18617
OTHER 400
MCGRAW HILL COMMON STOCK 580645109 826 13000 SH SOLE 13000
COMPANIES INC
580645109 308 4840 SH OTHER 4600
OTHER 240
MEDTRONIC INC COMMON STOCK 585055106 711 13720 SH SOLE 13720
585055106 189 3650 SH OTHER 3650
MELLON FINANCIAL COMMON STOCK 58551A108 158 3400 SH SOLE 3400
CORPORATION
58551A108 128 2760 SH OTHER 2760
MERCK & CO INC COMMON STOCK 589331107 1490 20020 SH SOLE 20020
589331107 2442 32810 SH OTHER 25910
OTHER 6900
MICROSOFT CORP COMMON STOCK 594918104 379 6280 SH SOLE 6280
594918104 1077 17855 SH OTHER 15755
OTHER 2100
MINNESOTA MINING COMMON STOCK 604059105 1087 11927 SH SOLE 11927
COLUMN TOTALS 13111
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
& MFG CO
604059105 787 8638 SH OTHER 8538
OTHER 100
<PAGE>
J P MORGAN & CO COMMON STOCK 616880100 633 3876 SH SOLE 3876
INC
616880100 1172 7174 SH OTHER 6774
OTHER 400
MOTOROLA INC COMMON STOCK 620076109 671 23738 SH SOLE 23738
620076109 701 24800 SH OTHER 23900
OTHER 900
NETWORK COMMON STOCK 64120L104 726 5700 SH SOLE 5700
APPLIANCE INC
64120L104 255 2000 SH OTHER 1900
OTHER 100
NEW YORK TIMES CO COMMON STOCK 650111107 231 5875 SH SOLE 5875
650111107 149 3800 SH OTHER 2600
800
OTHER 400
NOKIA CORP COMMON STOCK 654902204 553 13880 SH SOLE 13880
654902204 793 19910 SH OTHER 15730
OTHER 4180
NORTEL NETWORKS FOREIGN STOCK 656568102 221 3708 SH SOLE 3708
CORP.
656568102 832 13970 SH OTHER 13970
OMNICOM GROUP INC COMMON STOCK 681919106 722 9900 SH SOLE 9900
681919106 438 6000 SH OTHER 5400
600
PAYCHEX INC COMMON STOCK 704326107 458 8727 SH SOLE 8727
704326107 79 1500 SH OTHER 1500
COLUMN TOTALS 9421
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
PEOPLESOFT INC COMMON STOCK 712713106 176 6300 SH SOLE 6300
712713106 59 2100 SH OTHER 2100
<PAGE>
PEPSICO INC COMMON STOCK 713448108 181 3940 SH SOLE 3940
713448108 923 20062 SH OTHER 17662
OTHER 2400
PERKINELMER INC. COMMON STOCK 714046109 887 8500 SH OTHER 8500
PFIZER INC COMMON STOCK 717081103 2403 53482 SH SOLE 53482
717081103 4120 91693 SH OTHER 76543
2750
OTHER 12400
PITNEY-BOWES INC COMMON STOCK 724479100 140 3550 SH SOLE 3550
724479100 284 7200 SH OTHER 6000
1200
PROCTER & GAMBLE COMMON STOCK 742718109 1121 16730 SH SOLE 16730
CO
742718109 1917 28605 SH OTHER 25605
200
OTHER 2800
REUTERS GROUP PLC FOREIGN STOCK 76132M102 451 4009 SH SOLE 4009
76132M102 619 5509 SH OTHER 3752
346
OTHER 1411
ROYAL DUTCH FOREIGN STOCK 780257804 833 13896 SH SOLE 13896
PETROLEUM CO
780257804 1180 19680 SH OTHER 18480
OTHER 1200
SBC COMMON STOCK 78387G103 423 8469 SH SOLE 8469
COMMUNICATIONS
INC
78387G103 1379 27579 SH OTHER 26379
OTHER 1200
COLUMN TOTALS 17096
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
SARA LEE CORP COMMON STOCK 803111103 120 5900 SH SOLE 5900
803111103 175 8632 SH OTHER 7532
OTHER 1100
<PAGE>
SCHERING PLOUGH COMMON STOCK 806605101 47 1000 SH SOLE 1000
CORP
806605101 938 20180 SH OTHER 16500
OTHER 3680
SCHLUMBERGER LTD COMMON STOCK 806857108 198 2400 SH SOLE 2400
806857108 281 3411 SH OTHER 3145
266
SCHWAB CHARLES COMMON STOCK 808513105 276 7770 SH SOLE 7770
CORP
808513105 96 2700 SH OTHER 2400
OTHER 300
SMITHKLINE COMMON STOCK 832378301 48 700 SH SOLE 700
BEECHAM PLC
832378301 337 4904 SH OTHER 3904
OTHER 1000
STANDEX INTL CORP COMMON STOCK 854231107 2413 124956 SH OTHER 124956
STATE STREET CORP COMMON STOCK 857477103 247 1900 SH SOLE 1900
857477103 1701 13085 SH OTHER 11585
OTHER 1500
SUN MICROSYSTEMS COMMON STOCK 866810104 114 980 SH SOLE 980
INC
866810104 257 2200 SH OTHER 2200
TEXAS COMMON STOCK 882508104 857 18170 SH SOLE 18170
INSTRUMENTS INC
882508104 726 15386 SH OTHER 14386
800
OTHER 200
COLUMN TOTALS 8831
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
TIME WARNER INC COMMON STOCK 887315109 129 1650 SH SOLE 1650
887315109 200 2550 SH OTHER 2550
<PAGE>
TYCO COMMON STOCK 902124106 786 15152 SH SOLE 15152
INTERNATIONAL LTD
902124106 830 16000 SH OTHER 15300
OTHER 700
UNITED COMMON STOCK 913017109 1138 16440 SH SOLE 16440
TECHNOLOGIES CORP
913017109 777 11220 SH OTHER 11220
VERIZON COMMON STOCK 92343V104 373 7691 SH SOLE 7691
COMMUNICATIONS
92343V104 1456 30068 SH OTHER 24349
OTHER 5719
VIACOM, INC. COMMON STOCK 925524308 227 3887 SH SOLE 3887
925524308 224 3836 SH OTHER 2644
542
OTHER 650
VODAFONE GROUP FOREIGN STOCK 92857W100 43 1170 SH SOLE 1170
PLC
92857W100 315 8505 SH OTHER 7405
OTHER 1100
WAL MART STORES COMMON STOCK 931142103 539 11200 SH SOLE 11200
INC
931142103 703 14600 SH OTHER 14000
400
OTHER 200
WALGREEN CO COMMON STOCK 931422109 2075 54700 SH SOLE 54700
931422109 432 11400 SH OTHER 10600
OTHER 800
WELLS FARGO & COMMON STOCK 949746101 442 9612 SH SOLE 9612
COLUMN TOTALS 10689
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHS INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE X PRN SH PUT DISCRTN MANAGERS SOLE SHARED NONE
SECURITY NAME OF CLASS CUSIP $1000 AMOUNT PRN CALL
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
COMPANY - NEW
949746101 171 3720 SH OTHER 3500
OTHER 220
<PAGE>
WILLIAMS COMMON STOCK 969457100 327 7750 SH SOLE 7750
COMPANIES INC COM
969457100 161 3799 SH OTHER 3799
WORLDCOM INC. COMMON STOCK 98157D106 109 3575 SH SOLE 3575
98157D106 553 18222 SH OTHER 16198
OTHER 2024
NEWWEB INC. CONVERTIBLE 999669005 25 16667 SH OTHER 16667
PREFERRED STOCK
FLEXTRONICS INTL FOREIGN STOCK Y2573F102 246 3000 SH SOLE 3000
LTD
Y2573F102 140 1700 SH OTHER 1700
COLUMN TOTALS 1732
AGGREGATE TOTAL 166054
</TABLE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers:
Form 13F Information Table Entry Total: 199
Form 13F Information Table Value Total: $ 166,054
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment Managers with respect to which this report is filed,
other than the Manager filing this report.
No. 13F File Number Name
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