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

  • 111

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • POA3

As filed

AT&T. Inc — Int/Div

MS Liquid Asset Fund — Int/Div

Farm House purchased 01/95 for $76,000 in — Rent

Vodaphone Group PLC Sponsor ADR — Int/Div

Venizon Communications — Int/Div

Northwestern Mutual Life Insurance Co (whole life) — Int/Div

Eaton Vance Income Fund — Int/Div — Sold (part)

Eaton Vance Income Fund — Buy (add'l)

Eaton Vance Income Fund — Sold (part)

Eaton Vance Income Fund — Buy (add'l)

Ivy Mid Cap Growth Fund — Int/Div — Sold

JP Morgan Dynamic Small Cap Growth Fund — Int/Div — Sold

Mainstay Large Cap Growth Fund — Int/Div — Sold

Managers AMG Systematic Mid Cap Value Fund — Int/Div — Sold

Metropolitan West Total Return Bond Fund — Int/Div — Buy (add'l)

Metropolitan West Total Return Bond Fund — Buy (add'l)

Metropolitan West Total Return Bond Fund — Buy (add'l)

Metropolitan West Total Return Bond Fund — Buy (add'l)

Virtus Emerging Markets Opportunities Fund — Int/Div — Sold (part)

Virtus Emerging Markets Opportunities Fund — Sold

AQR Managed Futures Strategy I — Int/Div — Sold (part)

AQR Managed Futures Strategy I — Buy (add'l)

AQR Managed Futures Strategy I — Sold (part)

AQR Managed Futures Strategy I — Buy (add'l)

Pimco Foreign Bond US Hedged P — Int/Div — Sold

Causeway Intemational Valve Fund — Int/Div — Sold

Delaware Investment Small Cap Value Fund — Int/Div — Sold

Romancing the Gowns, LLC — None — Closed

Blackrock Low Duration Bond Investment — Int/Div — Sold (part)

Blackrock Low Duration Bond Investment — Sold (part)

Blackrock Low Duration Bond Investment — Buy (add'l)

Blackrock Low Duration Bond Investment — Buy (add'l)

John Hancock Disciplined Value — Int/Div — Sold

Center Coast MLP Focus I — Int/Div — Buy (add'l)

Center Coast MLP Focus I — Buy (add'l)

Center Coast MLP Focus I — Sold (part)

Center Coast MLP Focus I — Sold (part)

Center Coast MLP Focus I — Buy (add'l)

Blackrock Inflat Prot Bond 1 — Int/Div — Buy (add'l)

Blackrock Inflat Prot Bond 1 — Buy (add'l)

Blackrock Inflat Prot Bond 1 — Sold (part)

Blackrock Inflat Prot Bond 1 — Sold (part)

Blackstone Alt Mult-Strat Inst — Int/Div — Sold (part)

Blackstone Alt Mult-Strat Inst — Buy (add'l)

Blackstone Alt Mult-Strat Inst — Sold (part)

Blackstone Alt Mult-Strat Inst — Sold (part)

John Hancock Seaport I (X) — Int/Div — Sold (part)

John Hancock Seaport I (X) — Buy (add'l)

John Hancock Seaport I (X) — Buy (add'l)

John Hancock Seaport I (X) — Buy (add'l)

Nuveen Gresham Div Comm Strt 1 — Int/Div — Sold

Riverpark/Wedgewood Inst — Int/Div — Sold (part)

Riverpark/Wedgewood Inst — Sold (part)

Riverpark/Wedgewood Inst — Buy (add'l)

Riverpark/Wedgewood Inst — Sold (part)

Cambiar Intl Equity Inv — Int/Div — Buy

Cambiar Intl Equity Inv — Buy (add'l)

Cambiar Intl Equity Inv — Sold (part)

Cambiar Intl Equity Inv — Sold (part)

Causeway Emerging Mkts Inst — Int/Div — Buy

Causeway Emerging Mkts Inst — Buy (add'l)

Causeway Emerging Mkts Inst — Sold (part)

Causeway Emerging Mkts Inst — Buy (add'l)

Causeway Emerging Mkts Inst — Sold (part)

Delaware Value Inst] — Int/Div — Buy

Delaware Value Inst] — Sold (part)

Delaware Value Inst] — Sold (part)

Delaware Value Inst] — Buy (add'l)

Edgewood Growth Instl — Int/Div — Buy

Edgewood Growth Instl — Buy (add'l)

Edgewood Growth Instl — Sold (part)

Edgewood Growth Instl — Sold (part)

Edgewood Growth Instl — Sold (part)

Harding Loevner Intl Eqty Inst — Int/Div — Buy

Harding Loevner Intl Eqty Inst — Sold (part)

Harding Loevner Intl Eqty Inst — Sold (part)

Harding Loevner Intl Eqty Inst — Sold (part)

Hartford Midcap I — Int/Div — Buy

Hartford Midcap I — Sold (part)

Hartford Midcap I — Buy (add'l)

Hartford Midcap I — Buy (add'l)

Lazard Intl Strat EQ Ptf Inst — Int/Div — Buy

Lazard Intl Strat EQ Ptf Inst — Sold (part)

Lazard Intl Strat EQ Ptf Inst — Sold (part)

Lazard Intl Strat EQ Ptf Inst — Sold (part)

Lyrical US Value Equity Instr] — Int/Div — Buy

Lyrical US Value Equity Instr] — Buy (add'l)

Lyrical US Value Equity Instr] — Sold (part)

Lyrical US Value Equity Instr] — Sold (part)

Lyrical US Value Equity Instr] — Buy (add'l)

Matthews Asian Japan Inv — Int/Div — Buy

Matthews Asian Japan Inv — Sold (part)

Matthews Asian Japan Inv — Sold (part)

Matthews Asian Japan Inv — Buy (add'l)

Neuberger Intrinsic Value Inst — Int/Div — Buy

Neuberger Intrinsic Value Inst — Sold (part)

Neuberger Intrinsic Value Inst — Buy (add'l)

Neuberger Intrinsic Value Inst — Buy (add'l)

Pimco Short Term P — Int/Div — Buy

Pimco Short Term P — Buy (add'l)

Pimco Short Term P — Buy (add'l)

Pimco Short Term P — Buy (add'l)

Touchstone Small Cap Growth Y — Int/Div — Buy

Touchstone Small Cap Growth Y — Buy (add'l)

Touchstone Small Cap Growth Y — Buy (add'l)

Touchstone Small Cap Growth Y — Buy (add'l)

Wells Fargo Special MDCP I — Int/Div — Buy

Wells Fargo Special MDCP I — Sold (part)

Wells Fargo Special MDCP I — Sold (part)

Wells Fargo Special MDCP I — Sold (part)

Power of attorney #3, POA3

Managing Member - Self

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

John Maughmer | Frix