Jacques Loeb Wiener jr
2012Annual
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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.