David Eugene Rice
2013Annual
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What was filed
120
investments
1
positions
0
gifts
0
agreements
1
debts
3
reimbursements
0
income
0
spouse income
Named parties
- Egenton Home, Inc
- U.S. Dept, of Education
- Bankruptcy Bar Association for the District of Maryland
- American Bankruptcy Institute
- Nanonal Conference of ; Bankruptcy Judges
As filed
PNC Bank Accounts — Interest
Pentagon FCU Account — Interest
APG FCU Account — Interest
USAA Federal Accounts — Interest
New Perspective Mutual Fund — Int/Div
McCormick Common (MKC) — Int/Div
PNC Bank IRA's CD's — Interest
TD Ameritrade Money Market Account — Interest
Facebook. Inc. (FB) — None
Groupon, Inc. (GRPN) — None
Brokerage Account #1
Artisan Midcap Value Inv. Fund (ARTOX) — Int/Div — Buy (add'l)
Artisan Midcap Value Inv. Fund (ARTOX) — Sold (part)
Artisan Midcap Value Inv. Fund (ARTOX) — Sold (part)
Blackrock Inflation Prot. Bond A Fund (BPRAX) — Int/Div — Sold
PIMCO Emerging Mkts Bond A Fund (PAEMX) — Int/Div — Sold (part)
PIMCO Emerging Mkts Bond A Fund (PAEMX) — Sold
EV Income Fund of Boston A (EVIBX) — Int/Div — Sold
EV Income Fund of Boston A (EVIBX) — Buy
Ivy Mid Cap Growth A Fund (WMGAX) — Int/Div — Buy (add'l)
Ivy Mid Cap Growth A Fund (WMGAX) — Sold (part)
Ivy Mid Cap Growth A Fund (WMGAX) — Sold (part)
Invesco Premier Inst. Money Mkt Fund — Int/Div
Citibank deposit account — Interest
IBM Common (IBM) — Int/Div
Invesco Van Kampen Comstock Fund (ACSTX) — Int/Div — Sold (part)
Invesco Van Kampen Comstock Fund (ACSTX) — Buy (add'l)
Invesco Van Kampen Comstock Fund (ACSTX) — Buy (add'l)
Cambiar Small Cap Fund (CAMSX) — Int/Div — Sold (part)
Cambiar Small Cap Fund (CAMSX) — Buy (add'l)
Cambiar Small Cap Fund (CAMSX) — Buy (add'l)
Alliance Bernstein Small Cap Growth Fund (QUAYX) — Int/Div — Buy (add'l)
Alliance Bernstein Small Cap Growth Fund (QUAYX) — Sold (part)
Alliance Bernstein Small Cap Growth Fund (QUAYX) — Sold (part)
Columbia Select Large Cap Growth Fund (ELGAX) — Int/Div — Sold (part)
Columbia Select Large Cap Growth Fund (ELGAX) — Buy (add'l)
Columbia Select Large Cap Growth Fund (ELGAX) — Sold (part)
Dreyfus Emerging Markets Fund (DRFMX) — Int/Div — Buy (add'l)
Dreyfus Emerging Markets Fund (DRFMX) — Sold (part)
Dreyfus Emerging Markets Fund (DRFMX) — Sold (part)
Nuveen Tradewinds International Value Fund (NAIGX) — Int/Div — Buy (add'l)
Nuveen Tradewinds International Value Fund (NAIGX) — Buy (add'l)
Nuveen Tradewinds International Value Fund (NAIGX) — Buy (add'l)
Pimco Foreign Bond Fund (PFOAX) — Int/Div — Buy (add'l)
Pimco Foreign Bond Fund (PFOAX) — Buy (add'l)
Pimco Foreign Bond Fund (PFOAX) — Sold (part)
Pimco Total Return Fund (PTTDX) — Int/Div — Buy (add'l)
Pimco Total Return Fund (PTTDX) — Buy (add'l)
Pimco Total Return Fund (PTTDX) — Sold (part)
Blackrock Low Dur Bond Fund Inv A (BLDAX) — Int/Div — Buy
Blackrock Low Dur Bond Fund Inv A (BLDAX) — Buy (add'l)
Blackrock Low Dur Bond Fund Inv A (BLDAX) — Buy (add'l)
IRA #) — Int/Div
iShares Barclays Short Treasury Bond Fund (SHV) — Buy (add'l)
iShares Barclays Short Treasury Bond Fund (SHV) — Sold
SPDR Barclays Capital High Yield Bond ETF (JNK) — Buy (add'l)
SPDR Barclays Capital High Yield Bond ETF (JNK) — Sold (part)
Dreyfus Liquid Assets Inc. (nowMSLigquid AssetFund)
Vanguard Mid-Cap Value Index Fund {VOFE) — Buy (add'l)
Cambiar Opportunity Fund (CAMWX) — Buy (add'l)
Blackrock Inflation Protection Bond Portfolio (BPRIX) — Buy (add'l)
Blackrock Inflation Protection Bond Portfolio (BPRIX) — Sold (part)
Cohen and Steers Realty Shares Fund {CSRSX) — Buy (add'l)
Cohen and Steers Realty Shares Fund {CSRSX) — Buy (add'l)
Cohen and Steers Realty Shares Fund {CSRSX) — Sold (part)
Franklin Templeton Total Retum Fund (FBDAX) — Buy (add'l)
Franklin Templeton Total Retum Fund (FBDAX) — Sold (part)
Godman Sachs Absolute Return Fund (GIRTX) — Buy (add'l)
Godman Sachs Absolute Return Fund (GIRTX) — Buy (add'l)
Ivy Mid Cap Growth Fund (IYMIX) — Buy (add'l)
Janus Overseas Fund JIGFX) — Sold
JP Morgan Dynamic Small Cap Growth Fund JDSCX) — Buy (add'l)
JP Morgan Dynamic Small Cap Growth Fund JDSCX) — Sold (part)
Mainstay Large Cap Growth Fund (MLAIX) — Buy (add'l)
Mainstay Large Cap Growth Fund (MLAIX) — Buy (add'l)
Pimco Emerging Local Bond Fund (PELPX) — Buy (add'l)
Pimco Emerging Local Bond Fund (PELPX) — Buy (add'l)
Pimco Emerging Local Bond Fund (PELPX) — Sold (part)
Pimco Commodity Real Return Strategy Fund (PCRPX) — Buy (add'l)
Pimco Commodity Real Return Strategy Fund (PCRPX) — Buy (add'l)
Pimco Commodity Real Return Strategy Fund (PCRPX) — Buy (add'l)
Royce Premier Fund (RYPRX) — Buy (add'l)
Royce Premier Fund (RYPRX) — Buy (add'l)
Guggenheim ManFutStratFD (RYMFX) — Buy (add'l)
Guggenheim ManFutStratFD (RYMFX) — Sold (part)
Templeton Global Bond Fund (TGBAX) — Buy (add'l)
Templeton Global Bond Fund (TGBAX) — Buy (add'l)
Wells Fargo Adv Em Markets Growth Fund (EMGYX) — Buy (add'l)
Vanguard Short Term Bond Fund (BSV) — Buy
Harding Loevner Int] Equity Fund (HLMIX) — Buy
Harding Loevner Int] Equity Fund (HLMIX) — Buy (add'l)
Metropolitan West Total Return Bond Fund IMWTIX) — Buy
Invesco Premier Portfolio Money Market Fund (IPPXX) — Buy
IRA #2 — Interest
GE Cap Ret Bank (CD) — Matured
Sovereign Bank (CD) — Matured
Morgan Stunley Bank deposit account
Fifth Third Bank (CD) — Buy
Gateway Bank (CD) — Buy
BMO Harris Bank (CD) — Buy
Trust #1 — Int/Div
Comerica Bank deposit account
MBIA Bond
Duke Energy Common (DUK)
Fromtier Comm Common (FTR) — Sold
Spectra Energy Common (SE)
American High Income Trust CL A Fund (AHITX) — Sold
Calamos Growth & Income Fund B (CVTYX) — Sold
Capital Income Builder Fund A (CAIBX) — Sold
Oppenheimer Rochester Natl Mun A Fund {ORNAX)
Oppenheimer SR Floating Rate A Fund (O0SAX)
Washington Mutual Invs FDCLA fund (AWSHX)
Kinder Morgan Energy Partners (KMP)
Alhanzgi Income Growth Fund (AZNCX) — Buy
Pimco Emerging Markets Bond Fund (PEBCX) — Buy
Mineral Rights, Dimmit County, TX — None
Mmeral Rights, Canadian County, OK — Rovalty
Mineral Rights, Franklin County, AR — None
Mineral Rights, Lincoln County, OK — None
Mmneral Rights, Pontotoc County, OK — None
President, Egenton Home, Inc
Liability — U.S. Dept, of Education — Student loans
Reimbursement — Bankruptcy Bar Association for the District of Maryland — 5/3-5/4-2013 — Annapolis, MD — Semmar — Meals, hotel
Reimbursement — American Bankruptcy Institute — S/R.89.2013 — Hershey, PA — Seminar — Meals, hotel
Reimbursement — Nanonal Conference of ; Bankruptcy Judges — 10/30-11/2-2013 — Atlanta, GA — Semmar — Hotel
Western Asset Money Market Fund (LMTXX) identified in Part VII, page 6, line 41 and 42 of the Report for 2012 was sold in its entirety on 6/22/12.
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.