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Terrence George Berg

2015Annual

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Pull out the substance of this filing.

What was filed

  • 199

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Gesu School Board of Regents
  • Historical Society for the United States District Court for the Eastern District of Michigan
  • Legacy DMC
  • Michigan State Bar
  • Gesu Catholic School Salary

As filed

Virtus Global Growth Income Fund € — Int/Div — Closed

Coca Cola Enterprises — Int/Div — Sold

Michigan 529-Ageressive Age Based Option Age 18+ Number — istnibution — Distnbuted

Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Distribution — Sold (part)

Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Distribution — Sold (part)

Michigan 529-Moderate Age Based Option Age 16 Number 3 — Int/Div

Peoples Trust Credit Union Accounts — Int/Div

Midland National Life Insurance Whole Life Policy X — Interest

IRA-Fidelity Investment ITS Asset Management, LP X — Int/Div — Closed

Alliance Bernstein High Income Class A — Sold

Black Rock Secured Credit A — Buy

Black Rock Secured Credit A — Sold

Eagle Small Cap Growth A — Buy

Eagle Small Cap Growth A — Sold (part)

Eagle Small Cap Growth A — Sold

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Buy (add'l)

Fidelity Defense & Aerospace — Buy

Fidelity Defense & Aerospace — Sold

Fidelity GNMA — Buy

Fidelity GNMA — Buy (add'l)

Fidelity GNMA — Sold

Fidelity Cash Reserves — Buy

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Buy (add'l)

Fidelity Cash Reserves — Sold

Fidelity Select Consumer Discretionary — Buy

Fidelity Select Consumer Discretionary — Sold

Fidelity Select Consumer Staples — Buy

Fidelity Select Consumer Staples — Sold

Fidelity Select Health Care — Buy

Fidelity Select Health Care — Sold

Fidelity Total Bond — Sold

Glenmede Large Cap Growth — Buy

Glenmede Large Cap Growth — Sold

iShares 1-3 Year Treasury Bond — Buy

S10. — Sold (part)

S10. — Sold

iShares MSC1 EAFE Min Volatility — Buy

iShares MSC1 EAFE Min Volatility — Sold

iShares MSC EAFE Small Cap Index — Buy

iShares MSC EAFE Small Cap Index — Sold (part)

iShares MSC EAFE Small Cap Index — Sold

iShares MSC Japan Index — Buy

iShares MSC Japan Index — Sold

Shares S&P 500 Growth Index — Buy

Shares S&P 500 Growth Index — Sold

iShares S&P MidCap 400 Index — Buy

iShares S&P MidCap 400 Index — Sold

iShares S&P MidCap 400 Index — Buy

iShares S&P MidCap 400 Index — Sold

Harttord Growth Opportumties A — Buy

Harttord Growth Opportumties A — Sold

Rvdex Consumer Prods Inv — Buy

Rvdex Consumer Prods Inv — Sold

TCW Total Return Bond Class N — Buy

TCW Total Return Bond Class N — Buy (add'l)

TCW Total Return Bond Class N — Sold

Matthews Japan — Buy

Matthews Japan — Sold

Putnam Capital Spectrum A — Sold (part)

Putnam Capital Spectrum A — Sold

Pumam Diversified Income A — Sold

Loomis Savles Strategic Inc A — Sold

Dreyfus MidCap Index — Sold

Rvdex NASDAQ 100 Adv — Buy (add'l)

Rvdex NASDAQ 100 Adv — Sold (part)

Rvdex NASDAQ 100 Adv — Buy (add'l)

Rvdex NASDAQ 100 Adv — Sold

Fidelity Spartan 500 Index Inv — Sold

Fidelity Spartan Long Term Treasury Bond Index Initial — Sold

Spartan Intermediate Treasure Bond Index Inv — Buy

Spartan Intermediate Treasure Bond Index Inv — Sold

Janus Global Life Sciences T — Buy

Janus Global Life Sciences T — Sold (part)

Janus Global Life Sciences T — Sold

Oakmark Select — Sold

Bluck Rock Total Return A — Sold

Western Asset Cor Plus Bond FI — Buy

Western Asset Cor Plus Bond FI — Sold

Allianz Vision Deferred Variable Annuity X — Int/Div

AZL T. Rowe Price Capital App — Sold (part)

AZL T. Rowe Price Capital App — Buy (add'l)

AZL T. Rowe Price Capital App — Sold (part)

AZL T. Rowe Price Capital App — Buy (add'l)

AZL T. Rowe Price Capital App — Sold (part)

AZL T. Rowe Price Capital App — Buy (add'l)

AZL T. Rowe Price Capital App — Sold (part)

AZL T. Rowe Price Capital App — Buy (add'l)

AZL Multi Manager (was "MS") Mid Cap Growth — Sold (part)

AZL Multi Manager (was "MS") Mid Cap Growth — Buy (add'l)

AZL Multi Manager (was "MS") Mid Cap Growth — Sold (part)

AZL Multi Manager (was "MS") Mid Cap Growth — Buy (add'l)

AZL Multi Manager (was "MS") Mid Cap Growth — Sold (part)

AZL Multi Manager (was "MS") Mid Cap Growth — Buy (add'l)

AZL Multi Manager (was "MS") Mid Cap Growth — Sold (part)

AZL Multi Manager (was "MS") Mid Cap Growth — Buy (add'l)

AZL Franklin Templeton FS Plus — Sold (part)

AZL Franklin Templeton FS Plus — Buy (add'l)

AZL Franklin Templeton FS Plus — Sold (part)

AZL Franklin Templeton FS Plus — Buy (add'l)

AZL Franklin Templeton FS Plus — Sold (part)

AZL Franklin Templeton FS Plus — Buy (add'l)

AZL Franklin Templeton FS Plus — Sold (part)

AZL Franklin Templeton FS Plus — Buy (add'l)

AZL BlackRock Cap Appreciation — Sold (part)

AZL BlackRock Cap Appreciation — Buy (add'l)

AZL BlackRock Cap Appreciation — Sold (part)

AZL BlackRock Cap Appreciation — Buy (add'l)

AZL BlackRock Cap Appreciation — Sold (part)

AZL BlackRock Cap Appreciation — Buy (add'l)

AZL BlackRock Cap Appreciation — Sold (part)

AZL BlackRock Cap Appreciation — Buy (add'l)

Franklin Mutual Shares VIP — Sold (part)

Franklin Mutual Shares VIP — Buy (add'l)

Franklin Mutual Shares VIP — Sold (part)

Franklin Mutual Shares VIP — Buy (add'l)

Franklin Mutual Shares VIP — Sold (part)

Franklin Mutual Shares VIP — Buy (add'l)

Franklin Mutual Shares VIP — Sold (part)

Franklin Mutual Shares VIP — Buy (add'l)

AZL MFS MCap Value Fund — Sold (part)

AZL MFS MCap Value Fund — Buy (add'l)

AZL MFS MCap Value Fund — Sold (part)

AZL MFS MCap Value Fund — Buy (add'l)

AZL MFS MCap Value Fund — Sold (part)

AZL MFS MCap Value Fund — Buy (add'l)

AZL MFS MCap Value Fund — Sold (part)

AZL MFS MCap Value Fund — Buy (add'l)

PIMCO VIT All Asset — Sold (part)

PIMCO VIT All Asset — Buy (add'l)

PIMCO VIT All Asset — Sold (part)

PIMCO VIT All Asset — Buy (add'l)

PIMCO VIT All Asset — Sold (part)

PIMCO VIT All Asset — Buy (add'l)

PIMCO VIT All Asset — Sold (part)

PIMCO VIT All Asset — Buy (add'l)

PIMCO VIT Real Return — Sold (part)

PIMCO VIT Real Return — Buy (add'l)

PIMCO VIT Real Return — Sold (part)

PIMCO VIT Real Return — Buy (add'l)

PIMCO VIT Real Return — Sold (part)

PIMCO VIT Real Return — Buy (add'l)

PIMCO VIT Real Return — Sold (part)

PIMCO VIT Real Return — Buy (add'l)

AZL S&P S00 Index — Sold (part)

AZL S&P S00 Index — Buy (add'l)

AZL S&P S00 Index — Sold (part)

AZL S&P S00 Index — Buy (add'l)

AZL S&P S00 Index — Sold (part)

AZL S&P S00 Index — Buy (add'l)

AZL S&P S00 Index — Sold (part)

AZL S&P S00 Index — Buy (add'l)

PIMCO VIT Total Return — Sold (part)

PIMCO VIT Total Return — Buy (add'l)

PIMCO VIT Total Return — Sold (part)

PIMCO VIT Total Return — Buy (add'l)

PIMCO VIT Total Return — Sold (part)

PIMCO VIT Total Return — Buy (add'l)

PIMCO VIT Total Return — Sold (part)

PIMCO VIT Total Return — Buy (add'l)

Templeton Global Bond VIP Fund — Sold (part)

Templeton Global Bond VIP Fund — Buy (add'l)

Templeton Global Bond VIP Fund — Sold (part)

Templeton Global Bond VIP Fund — Buy (add'l)

Templeton Global Bond VIP Fund — Sold (part)

Templeton Global Bond VIP Fund — Buy (add'l)

Templeton Global Bond VIP Fund — Sold (part)

Templeton Global Bond VIP Fund — Buy (add'l)

AZL JPM International Opportunities — Sold (part)

AZL JPM International Opportunities — Buy (add'l)

AZL JPM International Opportunities — Sold (part)

AZL JPM International Opportunities — Buy (add'l)

AZL JPM International Opportunities — Sold (part)

AZL JPM International Opportunities — Buy (add'l)

AZL JPM International Opportunities — Sold (part)

AZL JPM International Opportunities — Buy (add'l)

AZL INV Intemational Equity — Sold (part)

AZL INV Intemational Equity — Buy (add'l)

AZL INV Intemational Equity — Sold (part)

AZL INV Intemational Equity — Buy (add'l)

AZL INV Intemational Equity — Sold (part)

AZL INV Intemational Equity — Buy (add'l)

AZL INV Intemational Equity — Sold (part)

AZL INV Intemational Equity — Buy (add'l)

CUNA Mutual Group Equity Index Annuity « S&P S00 Index — None — Open

Member, Board of Regents, Gesu School Board of Regents

Member, Board of Directors, Historical Society for the United States District Court for the Eastern District of Michigan

Member, Board of Trustees, Legacy DMC

Member, Commuttee on Limited States Courts, Michigan State Bar

Spouse's income — 2015 — Gesu Catholic School Salary

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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