Sheila K. Oberto
2011Annual
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What was filed
33
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- WestAmerica Bank
- self-employed
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
PACE Multi Advisor (No Control) — Int/Div
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 Mum (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 Muth Cap — Int/Div
Phoenix Home Life: Whole Life Policy — Int/Div
Lincoln Benefit Life: Universal Life Policy — None
Premier Valley Bank — Int/Div — Open
Liability — WestAmerica Bank — Personal Loan
Spouse's income — 2011 — self-employed
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.