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.

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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