Charles E. Erdmann
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
38
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- STATE OF MONTANA RETIREMENT INCOME
As filed
GENWORTH FINANCIAL ANNUITY — Interest — Buy (add'l)
NORTHWESTERN MUTUAL LIFE INS CASH VALUE OF POLICIES — Int/Div — Buy (add'l)
CAPITAL ONE BANK - CHECKING & SAVINGS — Interest — Buy (add'l)
AMERICAN FEDERAL SAVINGS BANK CHECKING & SAVINGS — Interest — Sold (part)
CHARLES SCHWAB IRA — Int/Div
SCHWAB MONEY MARKET CASH
AMERICAN CENTURY EQUITY GROWTH FUND — Buy (add'l)
HARDING LOEVNER EMERGING MARKETS FUND — Buy (add'l)
PERKINS MID CAP VALUE FUND — Buy (add'l)
UMB SCOUT INTERNATIONAL FUND — Buy (add'l)
USTRUST IRA — Int
US TRUST IRA MONEY MARKET ACCOUNT — Sold (part)
BERSHIRE HATHAWAY INCC(LB
COLUMBIA DIVIDEND INCOME FUND
COLUMBIA SELECT LARGE CAP GROWTH FUND
COLUMBIA SHORT TERM BOND FUND
COLUMBIA SMALL CAP GROWTH FUND
JANUS INVESTMENTS ENTERPRISE FUND
PIMCO TOTAL RETURN FUND
HUSSMAN INVT STRATEGIC GROWTH HEDGE FUND
PERMANENT PORTFOLIO HEDGE FUND
LAZARD EMERGING MARKETS EQUITY PORTFOLIO FUND — Buy (add'l)
PIMCO EMERGING LOCAL BOND FUND
PIMCO FOREIGN BOND FUND
PIMCO ALL ASSET FUND
THORNBURG INTL VALUE FUND
SPDR GOLD TR GOLD SHARES — Buy
US TRUST JOINT AGENCY ACCOUNT — Int/Div
BANK OF AMERICA MONEY MARKET FUND — Sold (part)
COLUMBIA SHORT TERM MUNICIPAL BOND FUND
COLUMBIA DIVIDEND INCOME FUND
COLUMBIA SELECT LARGE CAP GROWTH FUND
COLUMBIA SMALL CAP GROWTH FUND
JANUS INVESTMENTS ENTERPRISE FUND
COLUMBIA INTERMEDIATE MUNI BOND FUND
THORNBURG INTL VALUE FUND
LAZARD EMERGING MARKETS PORTFOLIO EQUITY FUND — Buy (add'l)
PIMCO ALL ASSET FUND
Spouse's income — 2012 — STATE OF MONTANA RETIREMENT INCOME
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.