Terry I Adelman

2013Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 61

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • to 12/31/13-- i Salary Private Law Practice
  • to 12/31/13-- J State of Missouri Pension

As filed

HW Amazon Com Inc Com — None

HH Apple — Int/Div

HR AT&T Inc — Int/Div — Buy (add'l)

WH Bank of New York — Int/Div — Buy

HW Berkshire Hathaway B — None

WH Comcast — Int/Div

HM Conoco Phillips — Int/Div

HN Ebay — None

WH Energy Transfer Pturs — None — Buy

mW Exxon Mobil Corp — Int/Div

mm Facebook — None

WH Frontier Comm — Int/Div — Sold

WH Glaxo Smith Kline — Int/Div — Buy

Wl McDonalds — Int/Div

HW Microsoft — Int/Div

Nextera Energy — Int/Div

WA Panera Bread — None

Wl Pepco Hidgs — Int/Div

Pfizer — Int/Div

Phillips 66 — Int/Div

PPL Corp — Int/Div — Buy

mf Priceline — None

Sirius Sat — None

mW Starbucks — Int/Div

HW Teva Pharma — Int/Div

W Twitter — None — Buy

WH Verizon — Int/Div

mH Visa — Int/Div

WH Vodaphone — Int/Div

Walmart — Int/Div

ER American New Persp. Fund — Int/Div — Buy (add'l)

HW Blackrock National Municipal Bond — Int/Div

DWS Muni Bond Fund — Int/Div

ml Franklin High Yield Tax Free Income Fund — Int/Div

Nuveen Intm Duration — Int/Div

Hl Beaver Valley Ranch — Int/Div

HE US Savings Bonds — Interest

US Bank — Interest

mm Memill-Lynch CMA Fund — Interest

ML Retirement Res- MLB&T Rasp — Int/Div

Allianz Sm Cap--IRA + Jl IRA — Int/Div

HW American Amcap Fd C1 C - IRA — Int/Div

Wl Amer Euro Pacific FD-IRA — Int/Div

mW Amer New World Fund--IRA + Jl IRA — Int/Div

Blackrock Equity — Int/Div

HW IRA--Bluckrock High Income Corp Bond Fund — Int/Div — Sold

Davis NY Fund Venture--IRAs & Jl IRA — Int/Div

Hotchkis & Wiley Large - gl IRA — Int/Div — Sold

IP Morgan MidCap Value C1 C-IRA & mI IRA — Int/Div

Allianz NFJ--IRA, Small Cap & Dividend (2 funds) — Int/Div

MFS Value Fund--IRA + Jl IRA — None

Oppenheimer Global Fund IRA — Int/Div

Hl American Growth Fund--IRA — Int/Div

Hl Columbia Midcap Val--IRA — Int/Div

mW DWS Dreman Val IRA — Int/Div

Ivy Asset Strategy--IRA & J IRA — Int/Div

Munder Midcap Core--IRA — Int/Div

HW Van Eck Global-- Self and Jl IRA — None — Sold

HEE RAs--Google — None

J State of Missouri Deferred Comp Plan — Interest

Social Security Pension (X) — None

Spouse's income — 1/3 — to 12/31/13-- i Salary Private Law Practice

Spouse's income — 11113 — to 12/31/13-- J State of Missouri Pension

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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Terry I Adelman | Frix