Thelton Eugene Henderson

2015Annual

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What was filed

266
investments
4
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

STILES HALL. BERKELEY.CA
EDWARD J MCFETRIDGE AMERICAN INN OF COURT, SAN FRANCISCO, CA
HISTORICAL SOCIETY OF NORTHERN CALIFORNIA, SAN FRANCISCO, CA
THELTON E HENDERSON CENTER FOR SOCIAL JUSTICE, BERKELEY CA
STATE OF CALIFORNIA - SALARY

As filed

PROVIDENT CENTRAL CREDIT UNION — Int/Div

TRUST -UBS PACE MULT (H)

PACE MONEY MARKET INVESTMENTS FUND — Int/Div — Closed

AMERICAN FUNDS EUROPACIFIC GROWTH FUND — Int/Div — Sold

DAVIS NEW YORK VENTURE FUND — Int/Div — Buy (add'l)

DAVIS NEW YORK VENTURE FUND — Sold

OPPENHEIMER DEVELOPING MARKETS FUND — Int/Div — Sold

GROWTH FUND OF AMERICA — Int/Div — Buy (add'l)

GROWTH FUND OF AMERICA — Sold

INVESTMENT COMPANY OF AMERICA FUND — Int/Div — Buy (add'l)

INVESTMENT COMPANY OF AMERICA FUND — Sold

AMERICAN FUNDS BOND FUND OF AMERICA — Int/Div — Sold (part)

AMERICAN FUNDS BOND FUND OF AMERICA — Sold

AMERICAN FUNDS CAPITAL WORLD BOND FUND — Int/Div — Sold (part)

AMERICAN FUNDS CAPITAL WORLD BOND FUND — Sold

IVY HIGH INCOME FUND — Int/Div — Sold

PIMCO TOTAL RETURN FUND — Int/Div — Sold

FRANKLIN/TEMPLETON GLOBAL BOND FUND — Int/Div — Sold (part)

FRANKLIN/TEMPLETON GLOBAL BOND FUND — Sold

BLACKROCK GLOBAL ALLOCATION FUND INC — Int/Div — Sold

BLACKROCK HIGH YIELD BOND — Int/Div — Buy

BLACKROCK HIGH YIELD BOND — Sold

DELAWARE DIVERSIFIED INCOME — Int/Div — Buy

DELAWARE DIVERSIFIED INCOME — Sold

IRA - UBS PACE MULTI: (H)

PACE MONEY MARKET INVESTMENTS FUND — Int/Div — Closed

AMERICAN FUNDS EUROPACIFIC GROWTH FUND — Int/Div — Sold

DAVIS NEW YORK VENTURE FUND — Int/Div — Buy (add'l)

DAVIS NEW YORK VENTURE FUND — Sold

OPPENHEIMER DEVELOPING MARKETS FUND — Int/Div — Sold

GROWTH FUND OF AMERICA — Int/Div — Buy (add'l)

GROWTH FUND OF AMERICA — Sold

INVESTMENT COMPANY OF AMERICA FUND — Int/Div — Buy (add'l)

INVESTMENT COMPANY OF AMERICA FUND — Sold

AMERICAN FUNDS BOND FUND OF AMERICA — Int/Div — Sold (part)

AMERICAN FUNDS BOND FUND OF AMERICA — Sold

AMERICAN FUNDS CAPITAL WORLD BOND FUND — Int/Div — Sold (part)

AMERICAN FUNDS CAPITAL WORLD BOND FUND — Sold

IVY HIGH INCOME FUND — Int/Div — Sold

PIMCO TOTAL RETURN FUND — Int/Div — Sold

FRANKLIN/TEMPLETON GLOBAL BOND FUND — Int/Div — Sold (part)

FRANKLIN/TEMPLETON GLOBAL BOND FUND — Sold

BLACKROCK GLOBAL ALLOCATION FUND INC — Int/Div — Sold (part)

BLACKROCK GLOBAL ALLOCATION FUND INC — Sold

BLACKROCK HIGH YIELD BOND — Int/Div — Buy

BLACKROCK HIGH YIELD BOND — Sold

DELAWARE DIVERSIFIED INCOME — Int/Div — Buy

DELAWARE DIVERSIFIED INCOME — Sold

SECURITIES AMERICA BANK DEPOSIT SWEEP — Int/Div — Open

VANGUARD BD INDEX FD INC INTERMEDIATE — Int/Div — Buy

VANGUARD BD INDEX FD INC INTERMEDIATE — Buy (add'l)

VANGUARD BD INDEX FD INC INTERMEDIATE — Sold (part)

VANGUARD BD INDEX FD INC INTERMEDIATE — Buy (add'l)

VANGUARD BD INDEX FD INC LONG TERM BD — Int/Div — Buy

VANGUARD BD INDEX FD INC LONG TERM BD — Buy (add'l)

VANGUARD BD INDEX FD INC LONG TERM BD — Sold (part)

VANGUARD BD INDEX FD INC SHORT TERM BD — Int/Div — Buy

VANGUARD BD INDEX FD INC SHORT TERM BD — Buy (add'l)

VANGUARD BD INDEX FD INC SHORT TERM BD — Sold (part)

VANGUARD BD INDEX FD INC SHORT TERM BD — Buy (add'l)

VANGUARD BD INDEX FD INC SHORT TERM BD — Sold (part)

VANGUARD CHARLOTTE FUNDS — Int/Div — Buy

VANGUARD CHARLOTTE FUNDS — Buy (add'l)

VANGUARD ¥F1SE DEVELOPED MARKET ETF — Int/Div — Buy

VANGUARD ¥F1SE DEVELOPED MARKET ETF — Buy (add'l)

VANGUARD INDEX FDS — Int/Div — Buy

VANGUARD INDEX FDS — Buy (add'l)

VANGUARD INDEX FDS — Sold (part)

VANGUARD INDEX FDS — Buy (add'l)

VANGUARD INDEX TR VANGUARD EXTENDED — Int/Div — Buy

VANGUARD INDEX TR VANGUARD EXTENDED — Buy (add'l)

VANGUARD INDEX TR VANGUARD EXTENDED — Sold (part)

VANGUARD INDEX TR VANGUARD EXTENDED — Buy (add'l)

SPARTAN SMALL CAP INDEX — Sold (part)

VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD — Int/Div — Buy

VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD — Buy (add'l)

VANGUARD INTL EQUITY INDEX FDSFTSE EMERGING MARKETS — Int/Div — Buy

VANGUARD INTL EQUITY INDEX FDSFTSE EMERGING MARKETS — Buy (add'l)

VANGUARD SCOTTSDALE MORTGAGE BACKED SECURITIES ETF — Int/Div — Buy

VANGUARD SCOTTSDALE MORTGAGE BACKED SECURITIES ETF — Buy (add'l)

VANGUARD SCOTTSDALE MORTGAGE BACKED SECURITIES ETF — Sold (part)

VANGUARD SCOTTSDALE MORTGAGE BACKED SECURITIES ETF — Buy (add'l)

CITY NATIONAL ROCHDALE EMERGING MRKTS — Int/Div — Buy

CITY NATIONAL ROCHDALE EMERGING MRKTS — Buy (add'l)

FIDELITY MID CAP VALLE — None — Buy

FIDELITY MID CAP VALLE — Sold

FIDELITY NASDAQ COMPOSITE INDEX — Int/Div — Buy

FIDELITY NASDAQ COMPOSITE INDEX — Buy (add'l)

FIDELITY NASDAQ COMPOSITE INDEX — Sold (part)

FIDELITY NASDAQ COMPOSITE INDEX — Buy (add'l)

MEEDER BALANCED FUND — Int/Div — Buy

MEEDER BALANCED FUND — Buy (add'l)

MEEDER BALANCED FUND — Sold (part)

MEEDER DYNAMIC GROWTH — Int/Div — Buy

MEEDER DYNAMIC GROWTH — Buy (add'l)

MEEDER DYNAMIC GROWTH — Sold (part)

MEEDER MUIRFIELD — Int/Div — Buy

MEEDER MUIRFIELD — Buy (add'l)

MEEDER MUIRFIELD — Sold (part)

MEEDER QUANTEX FUND — Int/Div — Buy

MEEDER QUANTEX FUND — Buy (add'l)

MEEDER QUANTEX FUND — Sold (part)

MEEDER SPECTRUM FUND — Int/Div — Buy

MEEDER SPECTRUM FUND — Buy (add'l)

MEEDER SPECTRUM FUND — Sold (part)

MEEDER SPECTRUM FUND — Buy (add'l)

MEEDER SPECTRUM FUND — Sold (part)

SPARTAN INTL INDEX — Int/Div — Buy

SPARTAN INTL INDEX — Buy (add'l)

SPARTAN INTL INDEX — Sold (part)

SPARTAN INTL INDEX — Buy (add'l)

SPARTAN INTL INDEX — Sold (part)

SPARTAN INTL INDEX — Buy (add'l)

SPARTAN INTL INDEX — Sold (part)

SPARTAN INTL INDEX — Buy (add'l)

SPARTAN INTL INDEX — Sold (part)

SPARTAN REAL ESTATE INDEX FD — Int/Div — Buy