Alicia O. Valle

2015Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 46

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Valle
  • Weichert Financial Services

As filed

Wells Fargo Accounts — Interest

BB&T Accounts — Interest

HEE Credit Umon Accounts — Interest

Chase Bank Accounts — Interest — Closed

CitiBank Accounts — Interest — Closed

Fidelity Emerging Asia Fund (£1) — Distribution

Fidelity Select Biotechnology — istrnibution

Matthews India Fund — Distribution

Fidelity Cash Reserves (21) — None

Fidelity Contra Fund — Distribution

Fidelity Cash Reserves (#2) — None

Fidelity Cash Reserves (#3) — None

Fidelity Emerging Asia Fund (#2) — Distribution

Spartan S00 Index #) — Int./y

Fidelity Select Natural Resources — Distribution

Fidelity Select Energy Service — Distribution

Spartan S00 Inder #2 — Int/Div

T. Rowe Price Emerging Markets Stock — Distribution

Fidelity Select Medical Equipment — istmbution

TT. Rowe Price New Asia — Distribution

T. Rowe Price Retirement 20258 — Int/Div — Buy (add'l)

T. Rowe Price Summit Cash Reserves — Interest — Sold (part)

T. Rowe Price Summit Cash Reserves — Sold (part)

Rental property--Morristown, NJ (2015 $435.000) — Rent — Buy — Valle

Vanguard Precious Metals and Mining Fund — Distribution

Vanguard 500 Index Fund — Int/Div

Vanguard Prime Money Market — Interest

Rental property--Miami, Florida (2011 190.000) — Rent

Fidelity Select Health Care — istmbution

Fidelity Spartan 500 £3 — Int/Div — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

Fidelity Spartan 500 £3 — Buy (add'l)

T. Rowe Price Real Estate — Distribution — Buy

T. Rowe Price Financial Services — Distribution — Buy

T. Rowe Price Health Sciences — Distribution — Buy

T. Rowe Price Health Sciences — Buy (add'l)

Fidelity Select Medical Delivery — Distribution

Liability — Weichert Financial Services — Mortgage for NJ Property

Part VII, Investments and Trusts - Revised and Corrected this section as follows:

I. Removed "T.Rowe Price Emerging Europe” and the "T.Rowe Price Latin America” funds because these funds were sold and closed in 2014

2. Added Spouse Source of Income in Part 111 B

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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Alicia O. Valle | Frix