Joseph H. McKinley jr

2015Annual

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Pull out the substance of this filing.

What was filed

  • 62

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • and Becky Conkright

As filed

IRA Z(H)

Invesco Energy Fund Class C — Int/Div

Invesco Global Core Equity Fund Class ( — Int/Div

Alger Spectra Fund Class C (see Item VIII) — Int/Div

Blackrock U.S. Opportunities Fund Class C — Int/Div

First Eagle Gold Fund Class € — Int/Div

Fist Eagle Overseas Class C — Int/Div

MFS New Discovery Fund Class C — Int/Div

Oppenheimer Equity Income Fund, Inc Class C — Int/Div

Oppenheimer Developing Markets Class ( — Int/Div

Transamerica Small/Mid Cap Value Fund Class C (see Item VIN — Int/Div

SunAmerica Focused Dividend Strategy Fund Class C — Int/Div

Columbia Acom Fund Class — Int/Div

MFS Internation New Discovery Fund Class C — Int/Div

Brokerage Account # (H)

Ishares TR 3-7 YR Treas BD ETF — Int/Div — Buy

Ishares TR 3-7 YR Treas BD ETF — Sold (part)

Ishares TR Short Treas BD ETF — Int/Div — Buy

Ishares TR Short Treas BD ETF — Sold

Claymore Exchange Traded FD — Int/Div — Sold

Indexiq ETF TR 1Q Hedge Multi-STrutegy — Int/Div — Buy (add'l)

Indexiq ETF TR 1Q Hedge Multi-STrutegy — Sold

Pimco ETF TR 0-5 YR High Yield Corp BD — Int/Div — Sold

Powershares QQQ TR Unit Ser — Int/Div — Buy (add'l)

Powershares QQQ TR Unit Ser — Sold (part)

Powershares QQQ TR Unit Ser — Buy (add'l)

Rydex ETF TR Guggenheim S&P 500 Equal Weight ETF — Int/Div — Sold (part)

Rydex ETF TR Guggenheim S&P 500 Equal Weight ETF — Sold

Rydex ETF TR Guffenheim S&P 500 Pure Value ETF — Int/Div — Sold

Vanguard BD Index FD INC Total BD Market — Int/Div — Buy (add'l)

Vanguard BD Index FD INC Total BD Market — Sold (part)

Vanguard BD Index FD INC Total BD Market — Buy (add'l)

shares Tr Core S&P SOO ETF — Int/Div — Buy

shares Tr Core S&P SOO ETF — Buy (add'l)

shares Tr Core S&P SOO ETF — Sold (part)

shares Tr Core S&P SOO ETF — Buy (add'l)

Powershars Global Exchange Traded FD TR PFD — Int/Div — Buy

Powershars Global Exchange Traded FD TR PFD — Sold

Wisdomtree TR Managed Futures Strategy FD — Int/Div — Buy

Wisdomtree TR Managed Futures Strategy FD — Sold

Ishares TR Barclays 1-3 Yr Treas BD ETF — Int/Div — Buy

Ishares TR Barclays 1-3 Yr Treas BD ETF — Sold (part)

Proshares TR Short S&PSO0 — Int/Div — Buy

Proshares TR Short S&PSO0 — Sold

Select Sector SPDR TR Consumer Staples — Int/Div — Buy

Select Sector SPDR TR Consumer Staples — Sold

Vanguard Index FDS S&P 500 ETF SHS New — Int/Div — Buy

Dreyfus Ins Deposit Program (X) See Part vil — Int/Div

Owensboro Country Club Stock — None

Money Market Account-Money Concepts (Hy — Int./hv

Dreyfus Insured Deposits

Federated Reserves

Evansville Teachers Federal Credit Union Account — Interest

John Hancock Freedom S29 A) — Int/Div

Lifestyle Growth 529 Portfolio A

John Hancock Freedom S29 B) — Int/Div

Lifestyle Growth 529 Portfolio A

John Hancock Freedom S29 C) — Int/Div

wLifestlye Growth 529 Portfolio A

John Hancock Freedom S29 D) — Int

Lifestlve Growth 529 Portfolio A

Rental Property #1 Owensboro, Daviess Co. KY — Rent — Sold — and Becky Conkright

Line 46 not reported previously. It represents the cash held in the brokerage account at various Himes in various amounts.

Lines 4 and 11 inadvertantly omitted from originally filed 2015 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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Joseph H. McKinley jr | Frix