Lois Bloom

2015Annual

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Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • self-employed attorney

As filed

American Funds Income Fund of America (a) — Int/Div

Phizer — Int/Div

Citibank Accounts — Interest

Wells Fargo — Interest

Fidelity SEP IRA (heading for items below) — Int/Div

Fidelity International Disc — Int/Div

Fidelity Latin America — Int/Div — Sold

Fidelity Mid Cap Value — Int/Div — Buy

Spartan Int'l Index Investor Class — Int/Div

Spartan S00 Index Investor Class — Int/Div

Fidelity Contrafund — Int/Div

Fidelity Puritan — Int/Div

Fidelity Cash Reserves — Int/Div

Charles Schwab Bank Deposit Accts — Interest

Accenture PLC — Int/Div — Sold

Activision Blizzard Inc — Int/Div

Alps Trust ETF — Int/Div

Care Capital Propery:CCP — None — Sold

Comcast — Int/Div

Blackstone Mortgage TR — Int/Div

EMC Corp - Mass — Int/Div — Sold

Guggenheim CGW — Int/Div

JP Morgan Chase & Co. — Int/Div

Kinder Morgan Inc — Int/Div

National Oil Well — Int/Div

Novartis — Int/Div

Now Inc — Int/Div

SPDR Index Shares Fund — Int/Div

Spectra Energy Corp — Int/Div

TIX Cos Inc — Int/Div

Vanguard Dividend VIG — None — Buy

Vanguard Dividend VIG — None — Sold

Ventas Inc — Int/Div

NY 529 College Savings Program (age based) — Int/Div — Redeemed

Spouse's income — 2015 — self-employed attorney

Part VII. line 18: Care Capital Property was a spin-off of Ventas and therefore was not on report last year,

Part VII. line 34: NYS 529 accounts were redeemed as children graduated college.

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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Lois Bloom | Frix