Richard A. Paez

2011Annual

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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

  • 72

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Westen Justice Center, Pasadena, CA
  • New York University
  • California Judges Retirement System
  • Cedars Sinai Medical Center - Salary
  • Health Care Partners - Salary

As filed

Fidelity Magellan — Int/Div

Fidelity Cash Reserves (IRA) — Int/Div

Fidelity Short Term Bond (IRA) — Int/Div

Fidelity Govt Income (IRA) — Int/Div

Fidelity CA Mum MM — Int/Div

Cedars Sinai Med Ctr 403b - ING (SP) — Int/Div

Vanguard Target — Int/Div — Buy/Month

Vanguard Target — Sold

SSGA S&P Index Fund — Int/Div — Buy/Month

SSGA S&P Index Fund — Sold

Vanguard Midcap Index Fund — Int/Div — Buy/Month

Vanguard Midcap Index Fund — Int/Div — Sold

Fidelity PAS (IRA KSp) See Note — Int/Div

Fidelity Cash Reserves — Int/Div

Fidelity Cap & Inc Fund — Int/Div — Sold (part)

Fidelity Cap & Inc Fund — Buy (add'l)

Fidelity Total Bond — Int/Div — Sold (part)

Fidelity Total Bond — Buy (add'l)

Pimco Total Return Adm Shs — Int/Div — Sold (part)

Pimco Total Returm Adm Shs — Buy (add'l)

Pimco Short Term Adm Shs — Int/Div — Buy (add'l)

Pimco Short Term Adm Shs — Sold (part)

Pimco Short Term Adm Shs — Buy (add'l)

Pimco Short Term Adm Shs — Buy (add'l)

T. Rowe Price High Yield Advisor CL — Int/Div — Sold (part)

T. Rowe Price High Yield Advisor CL — Buy (add'l)

Strategic Advisors Small-mid Cap Fund — Int/Div — Buy (add'l)

Small-Mid Cap Fund - See note in Sec. VII — Sold (part)

Strategic Advisors Small-mid Cap Fund — Buy (add'l)

Strategic Advisors Val, Fund — Int/Div — Sold (part)

Strategic Advisors Val. Fund — Sold (part)

Strategic Advisors Val. Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Int/Div — Buy (add'l)

Strategoc Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Core Fund — Int/Div — Sold (part)

Strategic Advisors Core Fund — Buy (add'l)

Strategic Advisors Core Fund — Sold (part)

Strategic Advisors Core Fund — Buy (add'l)

Strategic Int'l Fund — Int/Div — Sold (part)

Strategic Int'l Fund — Buy (add'l)

Strategic Int'l Fund — Buy (add'l)

Strategic Int'l Fund — Buy (add'l)

Strategic Advisors US Opportunities Fund — Int/Div — Sold (part)

Strategic Advisors US Opportunities Fund — Buy (add'l)

Strategic Advisors US Opportunities Fund — Sold (part)

Strategic Advisors US Opportunities Fund — Buy (add'l)

Strategic Advisors Growth Fund — Int/Div — Buy (add'l)

Strategic Advisors Growth Fund — Buy (add'l)

Strategic Advisors Growth Fund — Buy (add'l)

Strategic Advisors Emerging Markets — Int/Div — Buy (add'l)

Strategic ADvisors Emerging Markets — Buy (add'l)

Fidelity Select Gold — Int/Div — Buy (add'l)

Fidelity High Income — Int/Div — Sold (part)

Fidelity High Income — Buy (add'l)

FIMM Market Port Inst CL — Int/Div — Sold (part)

FIMM Market Port Inst CL — Buy (add'l)

FIMM Market Port Inst CL — Sold (part)

FIMM Market Port Inst CL — Sold (part)

FIMM Market Port Inst CL — Buy (add'l)

FIMM Market Port Inst CL — Buy (add'l)

FIMM Market Port Inst CL — Sold (part)

Credit Suisse Commd Ren Strigy — Int/Div — Sold (part)

Credit Suisse Commd Run Strigy — Buy (add'l)

Merger Fund — Int/Div — Buy (add'l)

Metropolitan West Low Duration — Int/Div — Sold (part)

Metropolitan West Low Duration — Buy (add'l)

Strategic Advisors Income Opportunities — Int/Div — Buy (add'l)

Strategic Advisors Income Opportunities — Buy (add'l)

Templeton Global Bond Class A — Int/Div — Buy (add'l)

Fidelity Advissor New Insights CL (Y) — Int/Div — Sold

Board of Directors, Westen Justice Center, Pasadena, CA

Reimbursement — New York University — 032010 — NYC — Interviewer - Root-Tilden Pub. Int. students — Aartare and Hotel

Income — California Judges Retirement System — S6.606.(5)

Spouse's income — 2011 — Cedars Sinai Medical Center - Salary

Spouse's income — 2011 — Health Care Partners - Salary

Part VIL. Investments and Trusts (cont'd)

*

made monthly contributions to her Cedars Sinai Medical Center 403(b) retirement plan until

changed employers,

TRA.

* Fidelity Portfolio Advisory Services manages

* Sec VII, line 27:

Strategic Advisors Small-Mid Cap Fund was mistakenly identified as "PAS Sm-Mid-CA Fund" ou my 2010 Report.

The 2010 Report also reflected that this asset was sold in full on 12/07/10, when there was only a partial sale, Thus, this fund

carried over to my 2011 Report

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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Richard A. Paez | Frix