Alicia O. Valle
2015Annual
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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.