Waverly David Crenshaw jr

2016

Ask Donna

Pull out the substance of this filing.

What was filed

156
investments
16
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Nashville School of Law
Tennessee Supreme Court Historical Society, Inc
American Bar Foundation
Nashville Bar Foundation
Tennessee Bar Foundation
Napier-Looby Bar Foundation
Belle Meade Country Club
Betty Nixon

As filed

Brokerage (H)

Federated Capital Reserve — Int/Div

Blackstone/GSO Strategic — Int/Div

Brandes Emerging Mkts Value — Int/Div — Buy

Capital Income Builder Fund Class A — Int/Div — Buy

Capital Income Builder Fund Class C — Int/Div — Buy

Davis Appreciation & Income Fund Class C — Int/Div — Buy

Davis Appreciation & Income Fund Class C — None — Soid

Fidelity Advisor Strategic Income Fund Class C — Int/Div — Buy

Fidelity Advisor Strategic Income Fund Class C — None — Buy

Fidelity Advisor Stock Selector All Cap Fund Class C — None — Buy

Fidelity Advisor New Insights Fund Class A — Int/Div — Buy

Fidelity Advisor New Insights Fund Class C — Int/Div

Fundamental Investors Class C — Int/Div

The Growth Fund of America Class C — Int/Div — Buy

The Growth Fund of America Class C — None — Sold (part)

Nuveen Municipal Income Fund Inc — Int/Div — Buy

Nuveen Municipal Income Fund Inc — None — Sold

Pimco All Asset Fund Class C — Int/Div — Buy

Pimco All Asset Fund Class C — None — Buy

Pimco Muni Income Fund II — Int/Div — Buy

Pimco Muni Income Fund II — None — Sold

Pimco Income Fund Class C — Int/Div — Sold (part)

Pimco Commodities Plus Strategy Fund Class C — None — Buy

Small Cap World Fund Class C — Int/Div — Buy (add'l)

ALPS ETF TR Alerian MLP ETF — Int/Div

Localshares Invt TR Nashville Area ETE — Int/Div

Select Sector SPDR TR Energy — Int/Div

Brandes International Small Cap Equity — None — Sold

Davis New York Venture Class C — Int/Div — Buy

Davis New York Venture Class C — None — Buy (add'l)

Davis New York Venture Class C — None — Sold

Fidelity Advisor Growth Opportunities — Int/Div — Buy

Fidelity Advisor Growth Opportunities — None — Buy

Fidelity Advisor Growth Opportunities — None — Sold

Fidelity Advisor Investment Grade Bond Fund Class C — Int/Div — Sold

Ishares TR US Oil Eqpt & Svcs — Int/Div — Buy

Ishares TR US Oil Eqpt & Svcs — None — Buy (add'l)

Tshares TR US Oil Eqpt & Svcs — None — Sold

Washington Mutual Investors Fund Class A — Int/Div — Buy (add'l)

Washington Mutual Investors Fund Class A — None — Buy (add'l)

Washington Mutual Investors Fund Class A — None — Sold

Nuveen Municipal Value Fund — Int/Div — Sold

Fidelity Advisor Mega Cap Stock Fund Class A — None — Sold

Fidelity Advisor Mega Cap Stock Fund Class C — None — Sold

Traditional [RA (H)

Pershing Government Account — None

Brandes Emerging Mkts Value Fund Class Cc — Int/Div

Davis New York Venture Class A — Int/Div

Davis New York Venture Class C — Int/Div

Europacific Growth Fund Class A — Int/Div

Europacific Growth Fund Class C — None — Buy

Fidelity Advisor Strategic Income fund Class C — Int/Div — Buy

Fidelity Advisor Growth Opportunities Fund Class C — Int/Div

Fidelity Advisor International Discovery Fund Class A — Int/Div

Fidelity Advisor New Insights Fund Class T' — Int/Div

Fidelity Advisor New Insights Fund Class C — Int/Div

Fundamental Investors Class C — Int/Div — Buy

The Growth Fund of America Class C — Int/Div — Buy

Pimco Total Return Class C — Int/Div — Buy

Pimco All Asset Fund Class C — Int/Div — Buy

Pimco All Asset Fund Class A — Int/Div

Pimco Income Fund Class C — Int/Div — Buy

Washington Mutual Investors Fund Class C — Int/Div — Buy

ROTH Ira (H)

Pershing Government Account — None

Europacitic Growth Fund Class F-2 — Int/Div — Buy

Fidelity Advisor Strategic Income Fund Class 1 — Int/Div — Buy

Fidelity Advisor New Insights Fund Class I — Int/Div — Buy

Fundamental Investors Class F-2 — Int/Div — Buy

The Growth Fund of America — Int/Div — Buy

New World Fund Class F-2 — Int/Div — Buy

Pimco All Asset Fund Institutional Class — Int/Div — Buy

Pimco Income Fund Institutional Class — Int/Div — Buy

Washington Mutual Investors Fund Class F-2 — Int/Div — Buy

Brokerage (H)

Federated Capital Reserve — Int/Div

Blackstone/GSO Strategic — Int/Div

Brandes Emerging Mkts Value — Int/Div — Buy

Capital Income Builder Fund Class A — Int/Div — Buy

Capital Income Builder Fund Class C — Int/Div — Buy

Davis Appreciation & Income Fund Class C — Int/Div — Buy

Davis Appreciation & Income Fund Class C — None — Soid

Fidelity Advisor Strategic Income Fund Class C — Int/Div — Buy

Fidelity Advisor Strategic Income Fund Class C — None — Buy

Fidelity Advisor Stock Selector All Cap Fund Class C — None — Buy

Fidelity Advisor New Insights Fund Class A — Int/Div — Buy

Fidelity Advisor New Insights Fund Class C — Int/Div

Fundamental Investors Class C — Int/Div

The Growth Fund of America Class C — Int/Div — Buy

The Growth Fund of America Class C — None — Sold (part)

Nuveen Municipal Income Fund Inc — Int/Div — Buy

Nuveen Municipal Income Fund Inc — None — Sold

Pimco All Asset Fund Class C — Int/Div — Buy

Pimco All Asset Fund Class C — None — Buy

Pimco Muni Income Fund II — Int/Div — Buy

Pimco Muni Income Fund II — None — Sold

Pimco Income Fund Class C — Int/Div — Sold (part)

Pimco Commodities Plus Strategy Fund Class C — None — Buy

Small Cap World Fund Class C — Int/Div — Buy (add'l)

ALPS ETF TR Alerian MLP ETF — Int/Div

Localshares Invt TR Nashville Area ETE — Int/Div

Select Sector SPDR TR Energy — Int/Div

Brandes International Small Cap Equity — None — Sold

Davis New York Venture Class C — Int/Div — Buy

Davis New York Venture Class C — None — Buy (add'l)

Davis New York Venture Class C — None — Sold

Fidelity Advisor Growth Opportunities — Int/Div — Buy

Fidelity Advisor Growth Opportunities — None — Buy

Fidelity Advisor Growth Opportunities — None — Sold

Fidelity Advisor Investment Grade Bond Fund Class C — Int/Div — Sold

Ishares TR US Oil Eqpt & Svcs — Int/Div — Buy

Ishares TR US Oil Eqpt & Svcs — None — Buy (add'l)

Tshares TR US Oil Eqpt & Svcs — None — Sold

Washington Mutual Investors Fund Class A — Int/Div — Buy (add'l)

Washington Mutual Investors Fund Class A — None — Buy (add'l)

Washington Mutual Investors Fund Class A — None — Sold

Nuveen Municipal Value Fund — Int/Div — Sold

Fidelity Advisor Mega Cap Stock Fund Class A — None — Sold

Fidelity Advisor Mega Cap Stock Fund Class C — None — Sold

Traditional [RA (H)

Pershing Government Account — None

Brandes Emerging Mkts Value Fund Class Cc — Int/Div

Davis New York Venture Class A — Int/Div

Davis New York Venture Class C — Int/Div

Europacific Growth Fund Class A — Int/Div

Europacific Growth Fund Class C — None — Buy

Fidelity Advisor Strategic Income fund Class C — Int/Div — Buy

Fidelity Advisor Growth Opportunities Fund Class C — Int/Div

Fidelity Advisor International Discovery Fund Class A — Int/Div

Fidelity Advisor New Insights Fund Class T' — Int/Div

Fidelity Advisor New Insights Fund Class C — Int/Div

Fundamental Investors Class C — Int/Div — Buy

The Growth Fund of America Class C — Int/Div — Buy

Pimco Total Return Class C — Int/Div — Buy

Pimco All Asset Fund Class C — Int/Div — Buy

Pimco All Asset Fund Class A — Int/Div

Pimco Income Fund Class C — Int/Div — Buy

Washington Mutual Investors Fund Class C — Int/Div — Buy

ROTH Ira (H)

Pershing Government Account — None

Europacitic Growth Fund Class F-2 — Int/Div — Buy

Fidelity Advisor Strategic Income Fund Class 1 — Int/Div — Buy

Fidelity Advisor New Insights Fund Class I — Int/Div — Buy

Fundamental Investors Class F-2 — Int/Div — Buy

The Growth Fund of America — Int/Div — Buy

New World Fund Class F-2 — Int/Div — Buy

Pimco All Asset Fund Institutional Class — Int/Div — Buy

Pimco Income Fund Institutional Class — Int/Div — Buy

Washington Mutual Investors Fund Class F-2 — Int/Div — Buy

Board of Trustee, Nashville School of Law

Board Member, Tennessee Supreme Court Historical Society, Inc

Fellow, American Bar Foundation

Fellow, Nashville Bar Foundation

Fellow, Tennessee Bar Foundation

Fellow, Napier-Looby Bar Foundation

Member, Belle Meade Country Club

Executor of Estate, Betty Nixon

Board of Trustee, Nashville School of Law

Board Member, Tennessee Supreme Court Historical Society, Inc

Fellow, American Bar Foundation

Fellow, Nashville Bar Foundation

Fellow, Tennessee Bar Foundation

Fellow, Napier-Looby Bar Foundation

Member, Belle Meade Country Club

Executor of Estate, Betty Nixon

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.