Billy Roy Wilson
2013Annual
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What was filed
38
investments
3
positions
1
gifts
0
agreements
1
debts
1
reimbursements
0
income
0
spouse income
Named parties
- County, AR
- Hendrix College
- Forester Historical Society
- Eighth Circuit Jury Instruction Committee
- Tonalll Society
- Visa
- Tonahill Society
As filed
Alliance Bernstein Sm Cap Growth — Distribution — Sold (part)
Capital Guardian Research — None — Sold
Common Stock Index (please see Part VIII) — None — Buy
GAMCO Small Co Value — None — Sold (part)
Global Multi-Sector Equity — None — Sold
Hugoton Royalty Trust — None
International Growth of MFS Investment Management — None — Sold
Large Cap Core PLUS (please see Part VIII) — None — Sold
Large Cap Value Index (please see Part vin — None — Buy (add'l)
Mid Cap Index (please see Part VIII) — None — Sold (part)
Mid Cap Value PLUS (please see Part VIII) — None — Sold (part)
Oppenheimer Global — None — Sold
Templeton Global Equity — None — Buy
T. Rowe Price Growth Stock — None — Sold
Wells Fargo Omega Advantage Omega Growth — None — Sold
LionOil — Rovalty
Endeavor Oil — Rovalty
H.M. Berg — Rent — County, AR
Shell il (X) — Rovalty
Aberdeen Global -- changed from Artio Global High Income Fund Class A — None — Buy (add'l)
Columbia Acorn International Fund Class A — None — Buy (add'l)
Dodge and Cox Intemational Stock Fund — None — Sold (part)
SPDR Dow Jones Reit ETF -- changed from ETF SPDR DIREIT — None — Buy (add'l)
Fidelity Advisors New Insight — None — Buy (add'l)
Goldman Sachs Growth Opportunity Fund Inst Shrs — None — Sold (part)
Invesco Con. Secs CL Y — None — Buy (add'l)
IShares Barclays Tips Bond Fund — None — Sold
IShares Russell 1000 Value -- used to be IShares Trust Russell — None — Sold
J. P. Morgan Mid-Cap Value — Int/Div
J. P. Morgan Strategic Income — None — Buy (add'l)
Loomis Sayles Global Bond — None — Buy (add'l)
Oppenheimer Developing Markets CL Y — None — Buy (add'l)
Oppenhemmer Discovery Fund — Int/Div
Pimco Total Retum Fund Class A — None — Buy (add'l)
Princeton Futures Strategy — None — Buy (add'l)
Rovee Total Return Fund Investment Class — None — Sold
T. Rowe Price Small Cap Value Fund — None — Buy
T. Rowe Price Value Fund — None — Buy
Board Member, Hendrix College
Board Member, Forester Historical Society
Chair, Eighth Circuit Jury Instruction Committee
Gift — Tonalll Society — Lucchesee Boots — $500.00
Liability — Visa — Credit Card
Reimbursement — Tonahill Society — March 25, 2013 March 26, 2013 — Austin, TX — Assocation Meeting — Transportation, Lodging and Meals
PART VIL. INVESTMENTS AND TRUSTS
1. COMMON STOCK INDEX
Fund Family -- Alliance Bemstein
Fund Name -- Accumulator Plus 04: EQ/Commeon Stock Index Portfolio
2. LARGE CAP VALUE INDEX
Fund Family -- SSgA Funds Management, Inc.
Fund Name -- Accumulator Plus 04:EQ/Large Cap Value Index Portfolio
3. MID CAP INDEX
Fund Family -- SSgA Funds Management, Inc.
Fund Name -- Accumulator Plus -4:EQ/Mid Cap Index Portfolio
4. LARGE CAP CORE PLUS
Fund Family/Families «Institutional Capital LLC: Capital Guardian Trust Company: Blackrock, Inc.: AXA Equitable Funds Management Group, LLC:
Thornburg Investment Management, Inc,
Fund Name -- AXA Large Cap Core Managed Volatility
5. MID CAP VALUE PLUS
Fund Family/Families - Wellington Management Company, LLP: Diamond Hill Capital Management, Inc.: Blackrock, Inc.: AXA Equitable Funds Management
Group, LLC
Fund Name -- AXA Mid Cap Value Managed Volatility
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.