Deborah K. Chasanow

2016Annual

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Pull out the substance of this filing.

What was filed

  • 147

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Trust created by family member's will (created 11/2011)
  • State of Marviand Retirement
  • Retirement Income, State of Marviand Judiciary

As filed

AT&T Inc — Int/Div

rollover IRA. Delaware Charter Trustee (H)

Morgan Stanley Bank NA, formerly Daily Income Fund — Interest

Conoco Phillips — Int/Div

Phillips 66 — Int/Div

Washington REIT SBI — Int/Div

Vanguard Dividend Appreciation — Int/Div

Vanguard Short-Term Corporate — Int/Div

UNIMPROVED AGRICULTURAL LAND INST. MARY'S COUNTY. MD. — None

Ameriprise Financial AQEAX — Int/Div

Bank of America SAVINGS — Interest

Bank of America CHECKING — Interest

Bank of America checking — Interest

Bank of America SAVINGS — Interest

Morgan Stanley Bank NA. — Int/Div

America Movil SA — Int/Div

Equitable Life Insurance Policy--whole life — Int/Div

Hartford Life Insurance Policy--whole life on parents’ lives — Interest

SEP IRA (H)

Morgan Stanley Bank NA, formerly Daily Income fund — Int/Div

Plum Creek Timber Co — None — with line 21)

Weyerhaeuser Company — Int/Div

Chevron Corp — Int/Div

Washington REIT SBI — Int/Div

Regions Financial Corp — Int/Div

Spectra Energy Corp. — Int/Div

Johnson and Johnson — Int/Div — Sold (part)

Caterpillar Inc — Int/Div — Sold (part)

Loca Cola Company — Int/Div — Sold (part)

General Mills Inc — Int/Div — Sold (part)

Vanguard Intermediate Bond Fund — Int/Div

iShares Barclays 1-3 year credit bond — Int/Div

Conoco Phillips — Int/Div — Sold

Phillips 66 — Int/Div

Rayomier Inc — Int/Div

Matthews Asian Japan Inv — Int/Div

Bank of America Corp — Int/Div

iShares S&P US PFD Stk Idx — Int/Div

Pfizer Inc — Int/Div

Vanguard FTSE Europe ETF — Int/Div

Wisdomtree Trust Jupn Hedge EQ — Int/Div

Calamos Market Neutral Inc — Int/Div — Buy

Doubleline Income Solutions FD — Int/Div — Buy

Clearbridge Energy MLP FD Inc — Int/Div — Buy

Spectra Enegy Corp. — Int/Div

Anadarko Petroleum Corp — Int/Div

HP Inc Com, formerly Hewlett Packard Co — Int/Div

Apache Corp. — Int/Div

Bank of America Time Deposits — Interest

Conoco Phillips — Int/Div

Phillips 66 — Int/Div

iShares MSC Germany Index — Int/Div

John Deere & Co — Int/Div

Northern Trust Co. checking account — Interest

Bof A. Fund Strat Mngd Acct (Merrill Lynch Xoo control )(H)

Allianz NF) — Int/Div

BIF Tax-Exempt Fund — Int/Div

T Rowe Price Dividend — Int/Div

Blackrock Eqty Dividend — Int/Div

Legg Mason Western Asset — Int/Div — Sold

Mainstay Large Cap — Distribution

MFS Value FDCL — Int/Div

Blackrock Short Term Mumi — Int/Div — Sold

Columbia Select Large Cap — Int/Div

The Oakmark Int'l Fund — Int/Div — Sold

Clearbridge Small Cap — None — Sold

Oppenheimer Intemational — Int/Div

Harbor International — Distribution — Sold

Lord Abbett Intermediate — Int/Div — Buy

PNC Small Cap FD — Int/Div — Buy

TT Rowe Price Summit Muni — None — Buy

Victory Sycamore Small — Int/Div — Buy

SPDRSPDIVID ETF — Int/Div — Buy

SPDRSPDIVID ETF — Sold

iShares Tr Russell 2000 — Int/Div — Buy

iShares Tr Russell 2000 — Sold

Hancock Horizon diversified Intl FD Inst — Buy

Hancock Horizon diversified Intl FD Inst — Sold

NextEra Energy, Inc. formerly FPL Group — Int/Div

iShares Barclays TIPS bond — Int/Div

Vanguard Intermediate Bond Fund — Int/Div

iShares Barclays 1-3 Credit Bond — Int/Div

iShares MSC1 Emerging Market Index Fund9 — Int/Div

Capital One Bank, Bank accounts — Interest

Apple, Inc — Int/Div

Amencan Woodmark Corp. — None

CF Industries Holdings, Inc — Int/Div

Schlumberger Ltd — Int/Div

General Mills Inc — Int/Div

iShares MSC Japan ETF — Int/Div

Genl Dynamics Corp — Int/Div

The India Fund Inc — Int/Div

Vanguard FTSE Europe ETF — Int/Div

Vanguard FTSE Pacific ETF — Int/Div

Vanguard Mid-Cap ETF — Int/Div

Vanguard Small Cap ETF — Int/Div

Wisdomtree Europe Hedged Equit — Int/Div

Wisdomtree Trust India — Int/Div

Wisdomtree Trust Japn Hedge EQ — Int/Div

Wells Fargo & Co New — Int/Div — Buy

Blackstone REIT — Interest — Buy

Trust Under Family Member's Will (H)

Property in Sussex Co. Delaware — None

Bank of America checking — Interest

Plains All American Pipeline LP — Distribution

Energy Transfer Partners LP — Distribution

Enterprise Prods Partners LP — Distribution

Clearbridge Energy MLP Tot Ret — Distribution

MPLX LP — Distribution

Merck & Co Inc — Int/Div — Sold (part)

Nestle Spon ADR Rep — Int/Div

Targa Res Pturs LP — Distribution — Sold

Vodafone GP Plc ADS NEW — Int/Div — Sold

BCE Inc — Int/Div

Unit First Trust Deep Value Sub 10 Div 10(X) — Sold

Umit Van Kampen Morgan Stanley Stocks for 2016 — Int/Div — Sold

First TR Morningstar Div — Int/Div — Sold (part)

First Trust DJ GL Sel DVD — Int/Div

Clearbridge Amem Engy MLP FND — Distribution

First Trust New Opp MLP&ENE FD — Distribution

Unit Guggenheim SMID Dividend Strength — Int/Div — Sold

Unit Guggenheim European High Dividend 2 — Int/Div — Sold (part)

Unit Guggenheim European High Dividend 2 — Sold

Verizon Communications — Int/Div — Sold (part)

Unit First Trust Capital Strength Buy: Write 25 — istmbution — Sold (part)

Unit First Trust Dividend Strength 27 — Int/Div

Unit First Trust Dividend Strength 28 — Iistnbution — Sold (part)

Unit Invesco S&P Dividend Sustainability 2018.3 — Distribution

Unit First Trust Deep Value Dividend 8 — Int/Div

Johnson & Johnson — Int/Div

NRG Yield Inc — Iistnbution

Unit Guggenheim SMID Dividend Strength 4 — Int/Div — Buy

Unit Guggenheim Dividend Strength 20 — Int/Div — Buy

iShares Nat Mun BN ETF (MUB) — Int/Div — Buy

Nuveen Intermediate Duration (NI1Q) — Int/Div — Buy

Unit Invesco Stocks for 2019 — Int/Div — Buy

CISCO sys Inc — Int/Div — Buy

GlaxoSmithKlein PLC ADS — Int/Div — Buy

Targa Resources CP — Int/Div — Buy

Morgan Stanley Bank — Interest — Open

Wash Real Est Inv Tr Maryland — Int/Div — Buy

Cummins Inc — None — Buy

Caterpillar Inc — None — Buy

Berkshire Hathaway CL-B New — None — Buy

JP Morgan Alerian MLP Index ETN — None — Buy

8S & P S00 Index fund — Int/Div — Buy

JAMS, Inc/Endispute — Int/Div

Trustee, Trust created by family member's will (created 11/2011)

Income — State of Marviand Retirement — $12,052.62

Spouse's income — Retirement Income, State of Marviand Judiciary

Part VIL, line 114. Asset sold in 2015 and madvertently failed to report in 2015.

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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Deborah K. Chasanow | Frix