Jacques Loeb Wiener jr

2012Annual

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Pull out the substance of this filing.

What was filed

  • 272

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • PART VII
  • PART VI
  • COUNCIL, LOUISIANA STATE LAW INSTITUTE

As filed

CASH:

BANCORPSOUTH ACCOUNT 2) — Interest

BANCORPSOUTH ACCOUNT #2 — Interest — PART VII

BANCORPSOUTH ACCOUNT 23 — Interest

REGIONS BANK ACCOUNT #1 — Interest

REGIONS BANK ACCOUNT #2 — Interest

FEDERATED TAX FREE OBLIG — Int/Div

CITIBANK NA BANK DEPOSIT PROGRAM — Interest

JP MORGAN BROKERAGE CASH BALANCE — Interest

JP MORGAN BROKERAGE CASH BALANCE — Interest — PART VII

JPM TAX FREE RESV SWEEP FUND — Int

MUTUAL FUNDS:

JPM SHORT DURATION BOND FD-SEL — Int/Div — Sold (part)

JPM SHORT DURATION BOND FD-SEL — Sold (part)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

JPM SHORT DURATION BOND FD-SEL — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Int/Div — Sold (part)

IPM STRATEGIC INCOME OPP FD — Sold (part)

IPM STRATEGIC INCOME OPP FD — Sold (part)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM STRATEGIC INCOME OPP FD — Buy (add'l)

IPM HIGH YIELD FD-SEL — Int/Div — Buy (add'l)

IPM HIGH YIELD FD-SEL — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

DODGE & COX INTERNATIONAL STOCK — Int/Div

EATON VANCE FLOATING RATE — Int/Div — Sold (part)

EATON VANCE FLOATING RATE — Sold (part)

JPM INTERNATIONAL CURRENCY INCOME FD — None — Sold (part)

JPM INTERNATIONAL CURRENCY INCOME FD — Sold (part)

MANNING & NAPIER FUND — None — Sold (part)

MANNING & NAPIER FUND — Sold

MATTHEWS ASIA DIVIDEND INSTITUTIONAL — Int/Div

NUVEEN NWQ VALUE OPPORTUNITIES FUND — None — Buy (add'l)

NUVEEN NWQ VALUE OPPORTUNITIES FUND — Buy (add'l)

NUVEEN NWQ VALUE OPPORTUNITIES FUND — Sold

ARTISAN INTL VALLE FUND-INY — Int/Div — Buy

ARTISAN INTL VALLE FUND-INY — Buy (add'l)

ARTISAN INTL VALLE FUND-INY — Buy (add'l)

ARTISAN INTL VALLE FUND-INY — Buy (add'l)

BARC 1007 PP CNY — Interest — Buy

BARC 1007 PP CNY — Buy (add'l)

BARC 1007 PP CNY — Buy (add'l)

BARC 1007 PP CNY — Buy (add'l)

BARC 1007 PP CNY — Buy (add'l)

BARC 1007 PP CNY — Buy (add'l)

BARC 1007 PP CNY — Buy (add'l)

BARC 1007 PP CNY — Buy (add'l)

BBH FD INC — Int/Div — Buy

BBH FD INC — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Int/Div — Buy

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

CULLEN HIGH DIV EQUITY FUND — Buy (add'l)

DB MARKET PLUS SXSE Y19v/14 — None — Buy

DOUBLELINE FDS TR — Int/Div — Buy

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

DOUBLELINE FDS TR — Buy (add'l)

GATEWAY FUND-Y — Int/Div — Buy

GATEWAY FUND-Y — Buy (add'l)

GATEWAY FUND-Y — Buy (add'l)

HSBC AMERICAS MARKET PLUS 82713 — None — Buy

ISHARES CORE S&P MID-CAP ETF — Int/Div — Buy

ISHARES CORE S&P MID-CAP ETF — Buy (add'l)

ISHARES CORE S&P MID-CAP ETF — Buy (add'l)

ISHARES RUSSELL 1000 VALUE INDEX — Int/Div — Buy

JPM LARGE CAP GROWTH FD-SEL — Int/Div — Buy

JPM MANAGED INCOME-SEL — Int/Div — Buy

JPM MANAGED INCOME-SEL — Buy (add'l)

JPM MANAGED INCOME-SEL — Buy (add'l)

JPM MANAGED INCOME-SEL — Buy (add'l)

JPM MANAGED INCOME-SEL — Buy (add'l)

JPM MANAGED INCOME-SEL — Buy (add'l)

JPM MANAGED INCOME-SEL — Buy (add'l)

JPM MANAGED INCOME-SEL — Buy (add'l)

JPM SHORT TERM INTERM MUNI BOND-SEL — Int/Div — Buy

JPM SHORT TERM INTERM MUNI BOND-SEL — Buy (add'l)

JPM SHORT TERM INTERM MUNI BOND-SEL — Buy (add'l)

JPM SHORT TERM INTERM MUNI BOND-SEL — Buy (add'l)

JPM SHORT TERM INTERM MUNI BOND-SEL — Buy (add'l)

GREEN DOT CORP — Sold (part) — PART VII

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Int/Div — Buy

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM TR 1 TAX AWARE REAL RTRN FD- SEL — Buy (add'l)

JPM US EQUITY FD-SEL — Int/Div — Buy

JPM US EQUITY FD-SEL — Buy (add'l)

MFS INTL VALLE — Int/Div — Buy

MFS INTL VALLE — Buy (add'l)

SPDR S&P S00 ETF TRUST — Int/Div — Buy

SPDR S&P S00 ETF TRUST — Buy (add'l)

SPDR S&P S00 ETF TRUST — Buy (add'l)

SPDR S&P S00 ETF TRUST — Buy (add'l)

SPDR S&P S00 ETF TRUST — Buy (add'l)

SPDR GOLD TRUST — None — Buy

SPDR GOLD TRUST — Buy (add'l)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Sold (part)

UBS BREN SPX 6/12/13 — None — Buy

STOCKS:

HESS CORP — Int/Div — Sold

AMERICAN ELECTRIC POWER — Int/Div — Sold

BOEING — Int/Div — Sold (part)

BOEING — Buy (add'l)

CHEVRON COPR NEW — Int/Div — Sold (part)

CHEVRON COPR NEW — Buy (add'l)

EXXON MOBIL CORP — Int/Div — Sold (part)

EXXON MOBIL CORP — Buy (add'l)

LUFKIN INDUSTRIES — Int/Div

GREEN DOT CORP — None — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — Sold (part)

GREEN DOT CORP — None — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VI

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VI

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold (part) — PART VII

GREEN DOT CORP — Sold — PART VII

STOCKS: UNLISTED

COASTAL CLUB — None

CONTENT DIRECTIONS INC B — None

CONTENT DIRECTIONS INC C — None

CONTENT DIRECTIONS INC C — None — PART VII

INVESTMENTS/PARTNERSHIPS:

WW URBAN PROPERTIES LLC — None

WW RURAL PROPERTIES LLC — Distribution

CENTRAL INDUSTRIAL COMPLEX — None

LAMA LIMITED PARTNERSHIP — None

LAMA ‘SY LIMITED PARTNERSHIP — None

RENREW MINERALS. LTD — Distribution

TEE ENERGY. CO. LLC — Distribution

JADOBE INVESTMENTS. LLC — Distribution — Sold

JADOBE INVESTMENTS 1998. LLC — Distribution

JADOBE INVESTMENTS 2000. LLC — Distribution

JASAN. LLC — Distribution

LOUIS ROSEN COMPANY, LLC — Distribution

PROVEN LEGACY. LLC — None — Buy (add'l)

TENFOLD. INC — Distribution

NEXT IGEN LLC-SERIES A — None — Buy (add'l)

NEXT IGEN LLC-SERIES A — Buy (add'l)

NEXT IGEN LLC-SERIES A — Buy (add'l)

NEXT IGEN LLC-SERIES A — Buy (add'l)

NEXT IGEN LLC-SERIES A — Buy (add'l)

NEXT IGEN LLC-SERIES A — Buy (add'l)

NEXT IGEN LLC-SERIES B — None

NEXT IGEN LLC-SERIES C — None — Buy (add'l)

NEXT IGEN LLC-SERIES C — Buy (add'l)

NEXT IGEN LLC-SERIES C — Buy (add'l)

NEXT IGEN LLC-SERIES C — Buy (add'l)

NEXT IGEN LLC-SERIES C — Buy (add'l)

NEXT IGEN LLC-SERIES C — Buy (add'l)

NEXT IGEN LLC-SERIES C — Buy (add'l)

NEXT IGEN LLC-SERIES C — Buy (add'l)

NEXT IGEN LLC-SERIESD — None — Buy (add'l)

NEXT IGEN LLC-SERIESD — Buy (add'l)

NEXT IGEN LLC-SERIESD — Buy (add'l)

NEXT IGEN LLC-SERIESD — Buy (add'l)

NEXT IGEN LLC-SERIES E — None — Buy (add'l)

NEXT IGEN LLC-SERIES E — Buy (add'l)

NEXT IGEN LLC-SERIES E — Buy (add'l)

NEXT IGEN LLC-SERIES F — None — Buy

NEXT IGEN LLC-SERIES F — Buy (add'l)

NEXT IGEN LLC-SERIES F — Buy (add'l)

NEXT IGEN LLC-SERIES F — Buy (add'l)

NEXT IGEN LLC-SERIES F — Buy (add'l)

NEXT IGEN LLC-SERIES F — Buy (add'l)

NEXT IGEN LLC-SERIES G — None — Buy

NEXT IGEN LLC-SERIES H — None — Buy

YETA. LLC — Distribution

DEANSAN, LLC — None — a

DEANSAN, LLC — Buy (add'l)

BIG PINK. LLC — None — Buy

JPM ACCESS MULTISTRATEGY FUND — Int/Div — Buy

POWERSHARES DB COMMODITY INDEX — None

NOTE RECEIVABLES

ALLAIN PERSONAL LOAN-NOTE RECEIVABLE — None

SENIOR OFFICER, COUNCIL, LOUISIANA STATE LAW INSTITUTE

RE: V-GIFTS: NONE AS TRUE GIFTS, BUT ON A RECIPROCAL BASIS-1 ACCEPT INVITATIONS FOR HUNTING OR FISHING WITH FRIENDS

WHO I INVITE TO HUNT OR FISH WITH ME, SOME SUCH RECIPROCAL INVITORS/INVITEE, ARE ATTORNEYS, MANY OF WHOM WERE

FRIENDS AND HUNTING OR FISHING PARTNERS BEFORE | BECAME A JUDGE. | NEVERTHELESS RECUSE MYSELF WHEN SUCH FRIENDS

ARE REPRESENTING CLIENTS BEFORE THIS COURT,

RE: VII-ASSETS OF TRUST FOR BENEFIT OF FAMILY MEMBER OF WHICH | AM TRUSTEE AS INDICATED IN PART IL

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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