John J Thomas
2011Annual
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What was filed
31
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- (no beneficial interest)
- Pennsylvania Bar Institute
- Turnaround Management Association
- Luzerne County Child Development Council-salary
As filed
Prefer Stock-TCT Co. & closed corp.) — Int/Div
Common Stock-TCT Co. ( & closed comp.) — None
IRA #1-AIM Value B Mutual Fund n/k/a INVESCO(CHTRX) — Int/Div
IRA #1-Oppenheimer Main Street Growth & Income Fund (MSIGX) — Int/Div
Roth IRA #1 Investment Co — Int/Div
Am Growth Fund-A (AGTHX)
Capital World (CWGIX)
Am Growth Fund-B (AGRBX)
Munder Funds-A (MNNAX)
Roth IRA #2 Investment Co — Int/Div
Am Growth Fund-B (AGRBX) — Sold (part)
wncome FDA (AMECX)
Munder Growth-A (MNNAX)
Am Growth Fund A (AGTHX) — from line 11)
Personal Accounts PNC Bank — Interest
Charitable Foundation A (no beneficial interest) — Int/Div
Janus Mid Cap Value Fund FD (JMCVX) wk/a Perkins Midcap
Calamos Growth Fund CL-A FD 2606 (CVGRX)
Royce Opportunity Fund Investment Class. FD #249 (RYPNX)
Astruzeneca PLC
LCisco Systems, Inc — Sold
ISHARES Barclays TR US Tip (TIP)
ISHARES Barclays AGG Bond Fund (AGG)
Prudential Jennison 20/20 Focus Fund Class Z(PTWZX)
T Rowe Price Value FD luc Fund 2107 — Sold
T Rowe Price Growth FD 240 (PRGFX)
Blackrock Funds Fund 332 (BFMCX)
Harbor Int] Fund Class Ins. (HAINX)
ISHARES IBOXX $ INVESTOP (LQD) Inv, Grade Corp. BD FD ETF — Buy (add'l)
Eaton Vance Fund #924 (EIBLX) — Buy
ISHARES TR DJ SELECT (DVY) — Buy
(no beneficial interest)
Reimbursement — Pennsylvania Bar Institute — 9/14/1201 1 to 9152011 — Mechanicsburg, PA — 16th Annual Bankruptcy Institute — Transportation; lodging; food; and registration fees
Reimbursement — Turnaround Management Association — 11/714:2011 10 11/15:2011 — Pittsburgh, PA — Local Chapter Program "Bankrupecy Judges Speak” — Transportation; lodging. and food
Spouse's income — 2011 — Luzerne County Child Development Council-salary
PART VIL INVESTMENTS AND TRUSTS.
==It appears that in 2010, previously reported Munder FDS-B (MNNBX) [See Line 8 of 2010 Report] was liquidated and converted to current investment Am
Growth Fund - A (AGTHX) [See Line 6].
>>Line 23. ISHARES Barclays AGG Bond Fund (AGG) ETF is still listed inasmuch it should have been listed as "part sold” on 12/02/2010 [See 2010 Report at
Line 23].
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.