Gerald L Rushfelt
2017Annual
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What was filed
76
investments
1
positions
3
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #
- Reduced Membership Dues
- Membership Dues
- LP. Morgan Chase Bank, NA
As filed
Life Ins. VA, Whole Life,.- Philadelphia, PA — Interest
US. Savings Bonds — Interest — Sold (part)
FIDELITY MANAGEMENT TRUST CO {IRA - Mutual Funds) - #1 (H) — Int/Div
Strategic Advisers Small-Mid Cap Fund ( FSCFX) — Int/Div
Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Int/Div — Sold (part)
Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)
Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)
Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)
Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)
Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)
Templeton Global Bond Class A (TPINX) — Int/Div — Sold
Strategic Advisers Value Fund (FVSAX) — Int/Div — Sold (part)
Strategic Advisers Value Fund (FVSAX) — Sold (part)
Strategic Advisers Value Fund (FVSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Int/Div — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Core Fund (FCSAX) — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Int/Div — Sold (part)
Strategic Advisers Growth Fund (FSGFX) — Sold (part)
Strategic Advisers Emerging Markets (FSAMX) — Int/Div
Strategic Advisers Core Income Fund (FPCIX) — Int/Div — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)
Strategic Advisers Core Income Fund (FPCIX) — Sold
Strategic Advisers Core Income Fund (FPCIX) — Buy
Strategic Advisers Income Opportunities (FP1ox) — Int/Div — Sold (part)
Strategic Advisers Short Duration Fund (FAUDX) — Int/Div — Buy (add'l)
Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l)
Strategic Advisers Short Duration Fund (FAUDX) — Sold (part)
Fidelity SAI U.S. Large Cap Index (FLCPX) — Int/Div — Buy (add'l)
Fidelity SAI Emerg Markets Index (FERGX) — Int/Div
AQR Multi Strgy Alternative Class N (ASANX) — Int/Div
AQRManaged Futures Fund CI N (AQMNX) — None
Fidelity GNMA Fund (FGMNX) — Int/Div — Sold (part)
Fidelity GNMA Fund (FGMNX) — Sold
Eaton Vance Global Macro Abslte Rt C1 (EIGMX) — Int/Div
Pimco Commodity Real Retum Inst (PCRIX) — Int/Div
FIMM Government Pottfolio: Instl Cl {FRGXX) — Int/Div
Fidelity SAI International Index {FIONX) — Int/Div — Buy
Fidelity SAI International Index {FIONX) — Buy (add'l)
MERRILL LYNCH IRA ACCOUNT (H)
Cash, /k/a/ Beyond Banking - Money Account — None
Bank of America NA RASP fik/a/ ML Bank USA RASP - Cash Account — Interest
American Funds Inc. Fund of America Cl F2 (AMEFX /KalFAFX) FAFX) — Int/Div — Sold (part)
First Eagle Global Class 1 (SGIIX f/k/a (FESGX) — Int/Div — Sold (part)
Pioneer Strategic Income Fund CY (STRYX &/a/ PSRCX) — Int/Div — Sold (part)
Nuveen Intm Dur Mum Bond Fd C1 1 — None
BROKERAGE #1 - Merrill Lynch Account (Hy
Cash, fk/a Beyond Banking - Money Account (X) — None
ML Bank Deposit Program f/&/a ML Bank USA RASP (X) — Interest
Franklin Income Fd ADV (FRIAX {/k/a FCISX) — Int/Div
American Capital Income Builder Fd C1 F2 (CAIFX f&/a CIBCX) — Int/Div
Blackrock National Muni Fund Inst) (MANLX f%/a MFNLX) — Int/Div
First Eagle Global C11 (SGIIX {/k/a FESGX) — Int/Div
Franklin US Govt Secs Fd Adv C1 (FUSAX k/aFRUGX)
Nuveen Kansas Municipal Bond FD C1 (FRKSX /k/a FCKSX) — Int/Div — Sold (part)
Americam Funds American Balanced Fund Cl F2 (AMBFX f/k/a BALCX) — Int/Div — Buy (add'l)
Blackrock Multi Asset Income Portfolio Inst] (BHCX k/a BCICX) — Int/Div
IShares Core S&P SOO ETF — Int/Div — Buy (add'l)
Lord Abbott Floating Rate Fund C1 F — Int/Div
Nuveen Intm Dur Muni Bond Fd C11 — Int/Div
UMB Bank, n.a., Overland Park, KS accounts — Interest
Amencan Century IRA (H)
One Choice Portfolio: Moderate (AOMIX) — Int/Div
Trust # 1 (Income Beneficiary) (H)
160 Acres of farm land in Grant County, KS - appraised 08/10/2010 — None
Linn Operating Co. gas leases, Grant Co, KS (Rovalty) — Rovalty
First National Bank of Omaha, f/k/a 1st Nat'l Bank Overland Pk, KS — Interest
Central Bank of the Midwest f/k/a/ Metcalf Bank « Accounts — Interest
Ist Nat'l. Bank of Omaha, f/k/a 1st N.B Overland Park KS — Interest
Leaming Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — Int/Div
Co-Trustee, Trust #
Gift — Reduced Membership Dues — Intemational Society of Barnisters — $475.00
Gift — Membership Dues — American Board of Tnal Advocates — $500.00
Gift — Membership Dues — American College of Trial Lawyers — $700.00
Liability — LP. Morgan Chase Bank, NA — Mortgage on residence of adult child in Portland, OR
Part VII Investments and Trusts: Line 59: First Eagle Global Ct. | was mistakenly designated, on Line 57 of Amended Report dtd 12/11/17 for Reporting Period
01/01/2016 through 12/31/2016, as Redeemed. It should have been designated as Redeemed (part) and with a Value Code of L in Column C and a Value Method
of Tin Column C (2).
Line 2 is corrected to show that U.S. Savings Bonds were redeemed in part.
Line 60 - Franklin US Govt Sees Fd Adv C1{FUSAX f/k/a FRUGX) was fully redeemed 11/03/16, as shown at Line 76 of the Amended Report for 2016.
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.