Karen K Brown
2015Annual
Ask Donna
Pull out the substance of this filing.
What was filed
72
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
1
spouse income
Named parties
- Part VIL
- Part VII
- Bankrupty Judges
- Bankrupcy Judges
- Debtor-Creditor Section, Oregon State Bar
- FIDELITY NATIONAL MANAGEMENT - SALARY
As filed
MORGAN STANLEY SMITH BARNEY ROLLOVER IRA (name change only) — Int.
Cons Staples Sel Sect SPDR FD (XLP)
Health Care Sel Sect SPDR FD (XLV)
Industrial Sel Sec SPDR Fd (XLh
Ishares S&P GIbl Engy Sctr Index (1XC) — Sold
Vanguard Extended Mkt ETF (VXF)
Powershares S&P High Quality (SPHQ) — Buy (add'l)
AllianceBemstein Inc FD (ACG)
MFS Charter Income TR SB! (MCR)
Ishares MSC PAC Ex-Japan (AAXJ) — Buy (add'l)
Ishares MSC PAC Ex-Japan (AAXJ) — Sold
Vanguard Growth ETF (VUG) — Buy (add'l)
Vanguard Value ETF Index (VTV)
Powershares QQQ TR (QQ)
IShares SP Smallcap 600 Index (JR)
SPDR S&P Midcap 400 ETF Trust (MDY)
Ishares Barclays Agency Bnd Fd (AGZ)
Powershares Wldhill Clean Energy (PBW)
Ishares IBOXX Invest Gr Cor, Fd (LOD)
Ishares MSCI Emerging Mkts Fd ((EEM) — Sold — Part VIL
Ishares DJ US RI Est Index {IYR) — Buy (add'l)
Ishares S&P Pref Stk Indx (PFF) — Buy (add'l)
Ishares Barclays MBS Bond Fund (MBB)
Vanguard FTSE Developed Markets {(VEA) — Buy (add'l)
Vanguard Dividend Appreciation (VIG) — Buy (add'l)
ISHARES BARCLAYS 1-3 YEAR CRED — Sold
Pimco Total Return ETF (BND)
Ishares DJ US Home Construct (ITB) — Buy (add'l)
Ishares Int'l Div. Select, fka Ishares Dow Jones FPAC SCU DV — Sold
Ishares MSC Asia Ex-Japan ETC (AAX)) — Buy
Ishares MSC Asia Ex-Japan ETC (AAX)) — Buy
INTEL COMMON STOCK — Int/Div
DISNEY COMMON STOCK — Int/Div
MEDTRONICS COMMON STOCK — Int/Div — with line 315)
Medtronic PLC — Int/Div
NIKE COMMON STOCK — Int/Div
PEPSI COMMON STOCK — Int/Div
Chevron Texaco Corporation/Common Stock — Int/Div
American Funds: EUROPACIFIC GROWTH FUND - MUTUAL FUND — Int/Div
AQUILLA TAX FREE TRUST - MUTUAL FUND — Int/Div
OREGONIAN FEDERAL CREDIT UNION «PORTLAND. OR — Interest
St. Helens Comm. Fed. Credit Union Accounts-St. Helens. OR — Interest
WELLS FARGO BANK ACCOUNTS PORTLAND. OR — Interest
BANK OF AMERICA « PORTLAND. OR — Interest
PAINEWEBBER RMA - PORTLAND. OR — Interest
Oregon College Savings Plan TIAFF Cref Age Base Portfolio — Int/Div
Agressive Portfolio
UBS IRA ROLLOVERDT — Int/Div
UBS Bank USA Dep Acct
Columbia Acorn Fund, Class A — Sold
Henderson Global Investors Intl Opportunities Fund A (HFOIX)
Voya Global Real Estate Fund fka ING Global Real Estate Fund (IGLIX)
Oppenheimer Developing Markets Fund Class A (ODVYX)
Touchstone Sands Capital (CFSIX) — Sold (part)
Virtas Premium Alpha Sector Fund A, nka Virtus Equity Trend — Sold — Part VII
Templeton Globa Fund (TGBAX) — Sold (part) — Part VII
Loomis Sayles Bond Fund Class Retail (LSBDX)
Lord Abbett Short Duration Income Fund Class A (LDLFX)
TCW Emerging Markets Income Fund — Sold
First Eagle Global Fund (SGIIX)
Franklin Income ADV (FRIAX)
Mamstay Marketfield Fund (MFLDX)
Calamos Convertible Fund — Sold
Diamond Hill Small Midcap (DHMIX) — Buy
Columbia Convertable Securities (NCIAX) — Buy
Sun America Focused Dividend Strategy (FDSWX) — Buy
Principal Preferred Securities (PPSPX) — Buy
Charles Schwab Investor Checking — Int/Div
Northwest Mutual Financial Network (whole life insurance) — Int/Div — Part VII
FIDELITY NATIONAL FINANCIAL GROUP 401K) PROFIT SHARING PLAN — Int/Div — Part VII
Vanguard Wellington Admir
FNF 401K Stock Fund
Reimbursement — Bankrupty Judges — Finance Committee and Board of Governors — te «ame Nutedh «gay 1, vlies mee fe a ae is
Reimbursement — Bankrupcy Judges — TY an ha By aR SGA Yo ah Ly +t Meeting, and Board of Governors Meeting — a a or HE aE RC a ey re ground trunsportion
Reimbursement — Debtor-Creditor Section, Oregon State Bar — 09-17-15 t0 9/19/15 — Sunriver, OR — Annual Meeting — Lodging and meals
Spouse's income — 2015 — FIDELITY NATIONAL MANAGEMENT - SALARY
1. Part VII, line 20, page 5. Amended to account for proper disposition.
2, Part VII, lines 55-56, page 7, Amended to account for proper dispositions.
3. Part VIL, line 69, page 8. No premium payment exceeded $1,000.00.
4. Part VIL line 70, page 8. Acquisitions of investments within Fidelity National Financial Group 401(k) Profit Sharing Plan did not exceed $1,000 on a per
transaction basis,
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.