Nelva Gonzales Ramos
2017Annual
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Pull out the substance of this filing.
What was filed
140
investments
0
positions
0
gifts
1
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Kleberg
As filed
Wells Fargo Bank — Acounts, CD — Interest
First National Bank -- Accounts — Interest
New York Life Insurance Company - Whole Life — None
BROKERAGE #1 (H)
Edward Jones Money Market (JRSXX) — Int/Div
Frunklin Fed Tax - Free Income A (FKTIX) — Int/Div
FT Bld Amer Bds 10-20 Yr #211 (VKBTHX) — Interest
Z(H)
Franklin Balanced Fund CL A (FBLAX) — Int/Div
Franklin Equity Income Fund CL A (FISEX) — Int/Div
Franklin Growth Fund CL A (FKGRX) — Int/Div
Franklin Growth Opptys Fd C1 A (FGRAX) — Int/Div
Franklin Mutual Global Discovery Fund CL A(TEDIX) — Int/Div
Franklin Mutual Shares Fund CL A (TESIX) — Int/Div
Franklin Rising Dividends Fund CL A (FRDPX) — Int/Div
Franklin Small-Mid Cap Grwth A (FRSGX) — Int/Div — Buy
Franklin Total Return Fund CL A (FKBAX) — Int/Div
Franklin U S Government Securities Fund CL A (FKUSX) — Int/Div
Templeton Growth Fund CL A (TEPLX) — Int/Div
Templeton Global Bond Fund CL A {TPINX) — Distribution — Sold
IRA #2 (H)
Franklin Growth Fund CL A (FGRAX) — Int/Div
Templeton Foreign Fund CL A (TFFAX) — Int/Div
Templeton Global Smaller Companies Fund CL A(TEMGX) — Int/Div
Templeton Growth Fund CL A (TEPLX) — Int/Div
Templeton World Fund CL A {TEMWX) — Int/Div
IRA 43 (H)
Cohen & Steers Preferred Sec & Income Fund CL HHCPXIX) — Int/Div — Buy (add'l)
Cohen & Steers Preferred Sec & Income Fund CL HHCPXIX) — Sold (part)
IShares MSC Turkey (TUR) — Sold
Cohen & Steers Preferred Sec & Income Fund CL HHCPXIX) — Sold (part)
Cohen & Steers Preferred Sec & Income Fund CL HHCPXIX) — Buy (add'l)
Deutsche X-Trackers MSCI (DBEF) — None — Buy
Deutsche X-Trackers MSCI (DBEF) — Sold
Doubleline Shiller Enh Cape Fd (DSEEX) — Int/Div — Buy
Doubleline Shiller Enh Cape Fd (DSEEX) — Sold (part)
Doubleline Shiller Enh Cape Fd (DSEEX) — Buy (add'l)
First Trust Preferred (FPE) — Int/Div — Buy
First Trust Preferred (FPE) — Sold
Global X MSCI Norway (NORW) — None — Buy
Global X MSCI Norway (NORW) — Sold
Global X MSCI Portugal (PGAL) — Int/Div — Buy
Global X MSCI Portugal (PGAL) — Sold
Guggenheim China Technol (CQQQ) — None — Buy
Guggenheim China Technol (CQQQ) — Sold
Guggenheim S&P S00 Equal (ETF) (RSP) — Int/Div — Sold (part)
Guggenheim S&P S00 Equal (ETF) (RSP) — Buy (add'l)
Guggenheim S&P S00 Equal (ETF) (RSP) — Sold (part)
Guggenheim S&P S00 Equal (ETF) (RSP) — Sold (part)
Guggenheim S&P S00 Equal (ETF) (RSP) — Sold
IShares Core S&P Mid-Cap (ETF) (1IH) — None — Buy (add'l)
IShares Core S&P Mid-Cap (ETF) (1IH) — Sold
IShares Core S&P Small (ETF) (UR) — Int/Div — Buy (add'l)
IShares Core S&P Small (ETF) (UR) — Sold (part)
IShares Core S&P Small (ETF) (UR) — Buy (add'l)
IShares Core S&P Small (ETF) (UR) — Sold
Shares Core S&P S00 (IVV) — Int/Div — Buy
Shares Core S&P S00 (IVV) — Buy (add'l)
Shares Core S&P S00 (IVV) — Sold (part)
Shares Core S&P S00 (IVV) — Sold
Shares Core S&P S00 (IVV) — Buy (add'l)
Shares Core S&P S00 (IVV) — Buy (add'l)
Shares MSCI All Country (ACW) — Int/Div — Buy
Shares MSCI All Country (ACW) — Sold (part)
Shares MSCI All Country (ACW) — Buy (add'l)
Shares MSCI All Country (ACW) — Buy (add'l)
Shares MSCI All Country (ACW) — Sold
IShares MSC Brazil (EWZ) — None — Buy
IShares MSC Brazil (EWZ) — Sold
IShares MSC Eurozone (EZ) — Int/Div — Buy
IShares MSC Eurozone (EZ) — Sold (part)
IShares MSC Eurozone (EZ) — Buy (add'l)
IShares MSC Eurozone (EZ) — Buy (add'l)
IShares MSC Eurozone (EZ) — Sold
Shares MSC Austria (EWO) — Int/Div — Buy
Shares MSC Austria (EWO) — Sold
IShares MSC France (EWQ) — Int/Div — Buy
IShares MSC France (EWQ) — Sold
IShares MSC ltaly (EW) — Int/Div — Buy
IShares MSC ltaly (EW) — Sold
Shares MSCI Japan (EW) — None — Buy
Shares MSCI Japan (EW) — Sold
IShares MSC Poland (EPOL) — Int/Div — Buy
IShares MSC Poland (EPOL) — Sold
IShares MSCI Spain (EWP) — Int/Div — Buy
IShares MSCI Spain (EWP) — Sold
IShares MSC South Korea (EWY) — Int/Div — Buy
IShares MSC South Korea (EWY) — Sold
IShares MSC Taiwan (EWT) — Int/Div — Buy
IShares MSC Taiwan (EWT) — Sold (part)
IShares MSC Taiwan (EWT) — Buy (add'l)
IShares MSC Taiwan (EWT) — Sold
IShares MSC Turkey (TUR) — Int/Div — Buy
IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Int/Div — Buy (add'l)
IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Buy (add'l)
IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Buy (add'l)
IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Sold (part)
IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Buy (add'l)
IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Sold (part)
Shares TR Core MSC EAF (ETF) (IEFA) — Int/Div — Sold (part)
Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)
Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)
Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)
Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)
Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)
Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)
Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)
Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)
Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)
Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)
Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)
PIMCO Income Fund CL P (PONPX) — Int/Div — Sold (part)
PIMCO Income Fund CL P (PONPX) — Sold (part)
PIMCO Income Fund CL P (PONPX) — Sold (part)
PIMCO Income Fund CL P (PONPX) — Buy (add'l)
Powershares QQQ Tr Se (QQQ) — Int/Div — Buy
Powershares QQQ Tr Se (QQQ) — Sold (part)
Powershares QQQ Tr Se (QQQ) — Sold (part)
Powershares QQQ Tr Se (QQQ) — Buy (add'l)
Powershares QQQ Tr Se (QQQ) — Buy (add'l)
Powershares Variable Rate (VRP) — Int/Div — Buy
Powershares Variable Rate (VRP) — Sold
SPDR S&P China (GXC) — Int/Div — Buy
SPDR S&P China (GXC) — Sold (part)
SPDR S&P China (GXC) — Buy (add'l)
SPDR S&P China (GXC) — Sold
Vaneck Vectors Russia (RSX) — Int/Div — Buy
Vaneck Vectors Russia (RSX) — Sold
Vanguard Mega Cap 300 (MGK) — Int/Div — Buy
Vanguard Mega Cap 300 (MGK) — Buy (add'l)
Vanguard Mega Cap 300 (MGK) — Sold
Wisdomtree India (EP) — Int/Div — Buy
Wisdomtree India (EP) — Sold (part)
Wisdomtree India (EP) — Buy (add'l)
Wisdomtree India (EP) — Sold (part)
Wisdomtree India (EP) — Buy (add'l)
Wisdomtree India (EP) — Sold (part)
S29 PLAN #1 (H)
Franklin Moder 9-12 vears — Int/Div — Sold
Franklin Mod Alloc Age 13-16 A — Int/Div — Buy
Agreement — 2001 — State of Texas Judicut! Retirement Plans
Liability — Kleberg — Note on Jim Hogg County property
For ease of reporting, Part VII has been separated into individual accounts. This 1s not indicative of reportable transactions.
Part VII, lines 13 and 19: Name corrections; see 2016, lines 21 and 10, respectively
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Part VII, lines 6 and 7 (2016): These are defined benefit pension plans, therefore they have been removed from Part VIT of this and future reports,
These plans are listed collectively in Part 11,
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.