Sheila K. Oberto
2014Annual
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What was filed
35
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- WestAmerica Bank
- self-employed physician
As filed
Rental Property in LA, CA — Rent
Rental Property #1 in Ventura, CA — None
Rental Property #2 in Ventura, CA — Rent
Chase Bank Accounts — Interest
Wells Fargo Accounts — Interest
WestAmerica Bank Accounts — Interest
Citibank Account — Interest
Bank of America Accounts — Interest
Summit Surgery Center — Int/Div
UBS Money Market Account — Int/Div
PACE Mult Advisor (No Control) — Int
Davis Real Estate Fund (REIT)
Virtus Multi-Sector (Short Term Bond)
Nuveen Tradewinds (Large Cap Int'l)
TCW Galileo Div Focused (Large Cap Value)
JP Morgan (Mid Cap Value)
American Funds (Large Cap Growth)
RS Partners (Small Cap Core)
Columbia CA Tax Exempt (Investment Grade Muni)
Invesco Small Cap Value (Short Cap Value)
Pimco Real Return (Long Term Investment Grade)
Pimco Total Return {Intermediate Investment Grade Bond)
Blackrock Equity (Large Cap Value)
Blackrock Global (Balanced)
Blackrock Muni (Investment Grade Muni)
Glodman Sachs (Mid Cap Value)
Nuveen CA Muni Bond {Investment Grade Bond)
Brokerage Acount #2
Bank of America Stock — Int/Div
Invesco S & P S00 (MSDW) — Int/Div
Nuveen NWQ Multi Cap — Int/Div
Phoemx Home Life: Whole Life Policy — Int/Div
Lincoln Benefit Life: Universal Life Policy — None
Premier Valley Bank — Interest
Legg Mason — Int/Div
Liability — WestAmerica Bank — Personal Loan
Spouse's income — 2014 — self-employed physician
Legg Mason was madvertantly omitted from my prior reports.
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.