Peter A. Oppeneer
2011Annual
Ask Donna
Pull out the substance of this filing.
What was filed
9
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Self-employed Attorney
As filed
Wells Fargo Edvest (s. 529 plan) Vanguard stock index — None
Dodge & Cox stock fund — None
Brandywine Fund — None — Expired
US. Bank Checking Acct — Interest
Columbia Small Cap Value Il Fund -Z — None — Expired
American Funds Euro-Pacific RS — None
Badger Meter Inc. Common stock — None
Nuveen Midcap Growth Op (note 1) — None — from line 3)
Heartland Value Plus Inst (Note 2) — None — from line 5)
Spouse's income — 2011 — Self-employed Attorney
Note | from Invenstments and Trusts. Balance from the Brandywine fund (marked expired) was transferred to the comparable Nuveen Midcap fund (marked
spinoff) as part of the management of spouse's retirement plan,
Note 2 from Investments and Trusts, Balance from the Columbia small cap fund (marked expired) was transferred to the comparable Heartland value plus fund
(marked spinoff) as part of the management [NNN retirement fund.
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.