Rya Weickert Zobel
2015Annual
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What was filed
35
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Rya W. Zobel Irrevocable Trust
As filed
Assets of Rya W. Zobel
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
Sector SPDR TR SHS Ben Int Financial XLF(X) — Int/Div
Powershares QQOQ TR Lnit Ser 1 QQQ (X) — Int/Div
IShares TR Russell 2000Index FD IWM — Int/Div
Amex SPDR Energy Select INdex XLE — Int/Div
Amex SPDR Consumer Dis Select XLY — Int/Div
SPDR S&P Retail ETF XRT — Int/Div
IShares DJ US Broker Dealers IA] — Int/Div
Amex SPDR Technology Select Index XLK — Int/Div
Market Vectors Coal ETF KOL — Int/Div — Sold
Northern Lights Braver Tract OppBRAVX — Int/Div — Sold
IShares Biotechnology IBB — Int/Div
IShares Mid-Cap 400 Growth UK — Int/Div
IShares Core S&P S00 IVY — Int/Div
SPDR S&P Hi YId Anstocrats 1DX SDY — Int/Div
FDIC Insured Deposit Account — Int/Div
Citizens Bank. checking — Interest
Hanscom Federal Credit Union, savings — Interest
Assets of Rya W, Zobel Irrevocable Trust
Fidelity Total Bond FTBFX — Int/Div
American High Income Class F AHTFX — Int/Div
US Treasury NTS 4.0% — Interest — Sold
US Treasury NTS 4.5% — Interest — Sold
Forward Select Income KIFAX — Int/Div
Putnam Diversified Income FD CL Y PDVYX — 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 — Sold
Payden Short ond, PYSBX — Int/Div
Vanguard Wellesley Income Fund PNCYX — Int/Div — Buy
FDIC Insured Deposit Account (X) — Interest
Trustee, Rya W. Zobel Irrevocable Trust
On the report for 2014 | inadvertently failed to note accounts for the proceeds of sales of securities. They are added on Imes 20 and 36 of the 2015 report.
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