Rya Weickert Zobel

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 39

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • I lrevocable Trust
  • Property Law Association, Annual Dinner

As filed

Assets

Fidelity Select Retailing FSRPX — Int/Div

T.Rowe Price Blue Chip Growth, Inc TRBCX — Int/Div

Calamos Growth Class A CVGRX — Int/Div

Ishares Comex Gold Trust IAL — Int/Div — Buy

SPDR SER TR S&P Homebuilders XHB — Int/Div — Sold

Ishares TR MSCI Emerging Markets Index FEM — Int/Div — Sold

Sector SPDR TR SHS Ben Int Financial XLF(X) — Int/Div

Powershares QQ TR Unit Ser 1 QQQ (X) — Int/Div — Buy (add'l)

IShares TR Russell 2000Index FD IWM — Int/Div — Buy (add'l)

Amex SPDR Energy Select INdex XLE — Int/Div

Amex SPDR Consumer Dis Select XLY — Int/Div

SPDR S&P Retail ETF XRT — Int/Div — Buy (add'l)

IShares DJ US Broker Dealers 1A) — Int/Div

Amex SPDR Technology Select Index XLK — Int/Div — Buy (add'l)

Amex SPDR Technology Select Index XLK — Buy (add'l)

Market Vectors Coal ETF KOL — Int/Div — Buy (add'l)

Market Vectors Coal ETF KOL — Buy (add'l)

Market Vectors Coal ETF KOL — Buy (add'l)

Northern Lights Braver Tact Opp BRAVX — Int/Div

IShares Biotechnology IBB — Int/Div — Buy

IShares Biotechnology IBB — Buy (add'l)

IShares Mid-Cap 400 Growth JK — Int/Div — Buy

IShares Mid-Cap 400 Growth JK — Buy (add'l)

IShares Core S&P S00 1VV — Int/Div — Buy

SPDR S&P Hi YI Anstocrats IDX SDY — Int/Div — Buy

Citizens Bank, checking — Interest

Hanscom Federal Credit Union, savings — Interest

Assets mm Irrevocable Trust

Fidelity Total Bond FTBFX — Int/Div

American High Income Class F AHTFX — Int/Div

US Treasury NTS 4.0% — Interest

US Treasury NTS 4.5% — Interest

Forward Select Income KIFAX — Int/Div

Putnam Diversified Income FD CL Y POVYX — Int/Div

Putnam Income FD CL Y, PNCYX — Int/Div

Goldman Sachs Global Income Institutional, GSGLX — Int/Div

Goldman Sachs Local Emrg Mrkts Debt CL 1. GIMDX — Int/Div

Payden Short ond, PYSBX — Int/Div

Trustee, I lrevocable Trust

Reimbursement — Property Law Association, Annual Dinner — an Rm

On the report for 2013 on line 24 | inadvertently listed a sale of all of the asset shown, Fidelity Total Bond FTBFX. It was in fact a sale of part of that holding.

The value of the portion sold was J and there wus no gain.

1 have also changed the previously incorrectly reported type of income on lines 31, 32, 35 from interest to dividend.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Rya Weickert Zobel | Frix