Rya Weickert Zobel
2014Annual
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Pull out the substance of this filing.
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.