Cathy Ann Bencivengo

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 58

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • J. Chitford Wallace, Amencan Inn of Court
  • Sun Diego Chapter of the Association of Business Trial Lawyers
  • Association
  • Thermo Fisher Scientific = Salary & Commission

As filed

Dodge & Cox Stock

IRA #2 (Edward Jones) — Int/Div

Edward Jones Cash Reserves

Columbia Small Cap Value Il — Sold (part)

Dodge & Cox Income Fund — Buy (add'l)

Dodge & Cox Stock Fund — Sold (part)

Fundamental Investors Fund — Sold (part)

Hartford Cap Apprecation Fund — Sold

Hotchkis & Wiley Mid Cap Val — Sold (part)

JPMorgan Core Bond Fund Select — Buy (add'l)

JPMorgan Core Bond Fund Select — Buy (add'l)

JPMorgan Core Bond Fund Select — Buy (add'l)

JPMorgan Core Bond Fund Select — Buy (add'l)

Lomis Sayles Invt Grade Bd — Buy (add'l)

MFS Value Fund — Sold (part)

MFS Value Fund — Buy (add'l)

Munder Mid Cap Core Growth — Sold (part)

Muwal Global Discovery Fund — Sold (part)

Oppenheimer Intl Growth Fund — Sold (part)

Invesco Comstock Fund — Sold (part)

JPM Fed Money Market Inst C1 — Buy (add'l)

Artisan Intl Value Fund — Sold (part)

Alger Small/Mid Cap Growth — Sold (part)

Buropacific Growth Fund — Sold (part)

T.Rowe Price Intl Discovery — Sold (part)

Harbor Capital Appreciation — Buy (add'l)

Rainer Mid Cap Equity — Sold (part)

Delaware US Growth — Buy (add'l)

T.Rowe Price Int Lrge Cp Gr — Buy

T.Rowe Price Int Lrge Cp Gr — Sold (part)

401K £2 (Thermo Fisher) — Int/Div

T. Rowe Price Retirement 2040 Fund — Sold

Thermo Fisher Scientific Inc

Pimco Total Return Inst]

Dodge & Cox Intl Stock — Buy

SSGA S&P 500 Index CL C — Buy

Brokerage Acct. #2

Fundamental Investors — Int/Div

New World Growth Fund of America — Int/Div

US. Govt. Securities Fund — Int/Div — Sold (part)

Palomar Pomerado Health Muni Bonds — None

Temple City California Unifed School District Muni Bonds — None — Buy

Money Market Charles Schwab — Interest

Brokerage Acct. #4 (Schwab)

Columbia Seligman Comm & Info Fund — Int/Div

Matthews Asian Growth & Inc Fund — Int/Div

Munder Index S00 Fund — Int/Div

Oakmark Equity Income Fund — Int/Div

Parnassus Equity Income — Int/Div

Permanent Portfolio — Int/Div

Reynolds Blue Chip — Int/Div

Yacktman Focused Fund — Int/Div

IRA #1 — Int/Div

JDS Uniphase Corp. Common Stock

Fidelity Intl Discovery Mutual Fund

IRA #3 (Schwab) — Int/Div

Deposit Account/Cash Reserves

Parnassus Equity Income

President, J. Chitford Wallace, Amencan Inn of Court

Member of Board of Governors, Sun Diego Chapter of the Association of Business Trial Lawyers

Reimbursement — Association — ch Nu .- — ee ART. Seren Rt eiadac edd Panelist at Global Fellows Patent Law Conference — bp asada hea aaa A dai 4 EE be lodging

Spouse's income — 2013 — Thermo Fisher Scientific = Salary & Commission

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.

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Cathy Ann Bencivengo | Frix