Lois Bloom

2017Annual

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Pull out the substance of this filing.

What was filed

  • 26

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • self-employed attorney

As filed

American Funds Income Fund of America (a) — Int/Div

Phizer — Int/Div

Citibank Accounts — Interest

Fidelity SEP IRA (heading for items below) — Int/Div

Fidelity International Disc — Int/Div

Int Index Premium Class — Int/Div

S00 Index Premium Class — Int/Div

Fidelity Contrafund — Int/Div

Fidelity Puritan — Int/Div

Fidelity Cash Reserves — Int/Div

Charles Schwab Bank Deposit Accts. — Interest

Activision Blizzard Inc — Int/Div — Sold (part)

Comcast — Int/Div

Constellium NV — None — Buy

Blackstone Group LP — Int/Div — Buy

Blackstone Mortgage TR — Int/Div

Gilead Sciences Inc — Int/Div

Guggenheim CGW — Int/Div

JP Morgan Chase & Co. — Int/Div

Kinder Morgan Inc — Int/Div

Novartis — Int/Div

Schwab Intemational Small — Int/Div — Buy

SPDR Index Shares Fund — Int/Div

TIX Cos lnc — Int/Div

Wisdomtree Investmnt — Int/Div — Buy

Ventas Inc — Int/Div

Spouse's income — 2017 — self-employed attorney

The Spartan Index line was rebranded as "Fidelity" by Fidelity Investments.

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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Lois Bloom | Frix