Billy Roy Wilson

2013Annual

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Pull out the substance of this filing.

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.

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