Robert James Jonker
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
112
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Self-employed psychology practice
As filed
Deposit Accounts at Fifth Third Bank — Interest
Fifth Third Bank - Stock — Int/Div
RETAIL ACCOUNT
Active Asset Tax Free Trust — Int/Div
First Trust Hith Care Alpha ETF — None — Sold (part)
First Trust Hith Care Alpha ETF — None — Sold (part)
First Trust Amex Biotech — None — Sold
First Trust Consumer Staples ETF — Int/Div — Sold (part)
First Trust Consumer Discret — Int/Div — Buy (add'l)
First Trust DJ Internet 1DX — None — Sold (part)
First Trust DJ Internet 1DX — None — Buy (add'l)
First Trust DW Foxus S Intl — Int/Div — Buy
First Trust Larg Cap Value AL — Int/Div — Sold (part)
First Trust Larg Cap Value AL — Int/Div — Sold (part)
Wisdomtree Trust Japn Hedge Eq — Int/Div — Buy
Wisdomtree Trust Japn Hedge Eq — Int/Div — Buy (add'l)
Amencan Gr Fd of Amenca — Int/Div — Sold (part)
Amencan Gr Fd of Amenca — Int/Div — Sold (part)
BlackRock Equity Dividend — None — Sold (part)
BlackRock Equity Dividend — None — Sold (part)
Black Rock Global Long/Short Eq — None — Buy (add'l)
Black Rock Global Long/Short Eq — None — Buy (add'l)
EV Floating Rate Hi Inc Inst — Int/Div — Buy (add'l)
EV Floating Rate Hi Inc Inst — Int/Div — Buy (add'l)
EV Global Macro ABS Ret — Int/Div — Sold
Goldman Sachs Rising Div Growth — Int/Div — Sold (part)
Goldman Sachs Rising Div Growth — Int/Div — Sold (part)
Ivy Asset Strategy — Int/Div — Sold (part)
Ivy Asset Strategy — Int/Div — Buy (add'l)
Lazard Int'l Equi Sel Inst — None — Sold
Legg Mason BW Gib Opp Bd — Int/Div — Buy (add'l)
Legg Mason BW Gib Opp Bd — Int/Div — Buy (add'l)
Lord Abbett Alpha Strat F — Int/Div — Sold (part)
Lord Abbett Sht Duration Inc — Int/Div — Buy
Lord Abbett Sht Duration Inc — Int/Div — Buy (add'l)
Natixis ASG Global Alternative Y — None — Buy (add'l)
Natixis ASG Global Alternative Y — None — Buy (add'l)
Pimco All Asset All Auth — Int/Div — Sold (part)
Pimco All Asset All Auth — Int/Div — Buy (add'l)
Principal Global Divers Inc A — Int/Div — Buy (add'l)
Principal Global Divers Inc A — Int/Div — Sold (part)
Transparent VL Direct Alloc — None — Buy
Transparent VL Direct Alloc — None — Sold (part)
Virtus Dynamic Aphasector — None — Sold (part)
Virtus Dynamic Aphasector — None — Sold (part)
Virtus Foreign Oport — Int/Div — Buy (add'l)
Virtus Insight Emerg Markts — Int/Div — Buy (add'l)
Virtus Insight Emerg Marks — Int/Div — Sold (part)
Virtus Multi Sect Sht Term BDI — Int/Div — Sold (part)
Virtus Multi Sect Sht Term BDI — Int/Div — Buy (add'l)
IRA ACCOUNT
American Amcap A — Int/Div
American Bd Fd of Am — Int/Div
American Cap Inc Builder — Int/Div
Amencan Cap World Bond — Int/Div — Sold (part)
American Cap World Gr & Inc — Int/Div
American Europacific Growth — Int/Div
Amencan Fundamental Inv — Int/Div
Amencan Gr Fd of Amenca — Int/Div — Sold (part)
American New Perspective — Int/Div
Skybridge Multi-Adsr Hf Ser G — Int/Div — Buy
IRA ACCOUNT-2
BDP Morgan Stanley Bank — Interest
First Trust Hith Care Alpha ETF — None — Sold (part)
First Trust Hith Care Alpha ETF — None — Sold (part)
First Trust AMEX Biotech — Int/Div — Sold (part)
First Trust AMEX Biotech — Int/Div — Sold (part)
First Trust Consumer Staples — Int/Div — Buy (add'l)
First Trust Consumer Staples — Int/Div — Sold (part)
First Trust Consumer Discret — Int/Div — Buy (add'l)
First Trust Consumer Discret — Int/Div — Buy (add'l)
First Trust DJ Internet 1DX — None — Sold (part)
First Trust DJ Internet 1DX — None — Buy (add'l)
First Trust DW Foxus S Intl — Int/Div — Buy
First Trust Larg Cap Value AL — Int/Div — Sold (part)
First Trust Larg Cap Value AL — Int/Div — Sold (part)
Wisdomtree Trust Jupn Hedge Eq — Int/Div — Buy
Wisdomtree Trust Japn Hedge Eq — Int/Div — Buy (add'l)
Amencan Gr Fd of Amenca — Int/Div — Sold (part)
American Gr Fd of Amenca — Int/Div — Sold (part)
Black Rock Equity Dividend — Int/Div — Sold (part)
Black Rock Equity Dividend — Int/Div — Sold (part)
Black Rock Global Long/Short Eq — None — Buy (add'l)
Black Rock Global Long/Short Eq — None — Buy (add'l)
EV Floating Rate Hi Inc Inst — Int/Div — Buy (add'l)
EV Floating Rate Hi Inc Inst — Int/Div — Buy (add'l)
EV Global Macro ABS Ret — None — Sold
Goldman Sachs Rising Div Grw — Int/Div — Sold (part)
Goldman Sachs Rising Div Grw — Int/Div — Sold (part)
Ivy Asset Strategy — Int/Div — Sold (part)
Ivy Asset Strategy — Int/Div — Buy (add'l)
Lazard Int'l Eqi Sel Inst — None — Sold
Legg Mason BW Gib Opp Bd Inst — Int/Div — Buy (add'l)
Legg Mason BW Gib Opp Bd Inst — Int/Div — Buy
Lord Abbett Alpha Strat — Int/Div — Sold (part)
Lord Abbett Alpha Strat — Int/Div — Buy (add'l)
Lord Abbett Sht Duration Inc F — None — Buy
Natixis ASG Global Alternative — None — Buy (add'l)
Natixis ASG Global Alternative — None — Buy (add'l)
Pimco All Asset All Auth — Int/Div — Sold (part)
Pimco All Asset All Auth — Int/Div — Buy (add'l)
Principal Gib Divers Inc A — Int/Div — Buy (add'l)
Principal Gb Divers Inc A — Int/Div — Sold (part)
Transparent VL Direct Allocation — None — Buy
Transparent VL Direct Allocation — None — Sold (part)
Virtus Dynamic Alphasector — None — Sold (part)
Virtus Dynamic Alphasector — None — Sold (part)
Virtus Foreign Opport — Int/Div — Buy (add'l)
Virtus Insight Emerg Marks — Int/Div — Buy (add'l)
Virtus Insight Emerg Marks — Int/Div — Sold (part)
Virtus Multi Sect Sht Term BDI — Int/Div — Sold (part)
Virtus Multi Sect Sht Term BDI — Int/Div — Buy (add'l)
Spouse's income — 2014 — Self-employed psychology practice
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.