William A Moorman

2015Annual

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Pull out the substance of this filing.

What was filed

  • 96

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Air Force Aid Society -- Nonprofit
  • Air Force Judge Advocate School Foundation -—- Nonprofit
  • Decedent's Trust #1 « Deceased Family Member
  • Estate #2 - Deceased Family Member
  • IMPACT India Community -- Nonprofit

As filed

MFS Value CIA — Buy (add'l)

Pentagon Federal Share Acct — Interest

Pentagon Federal Money Mkt — Interest

TR Price Capital Appreciation Mutual Fund (IRA) — Int/Div

TR Price Small Cap Value Fund (IRA) — Int/Div

Ameriprise Insured Money Mkt — Interest

Fid Adv Small Cap-A — Int/Div

Fid Adv New Insights-A — Int/Div

Putnam Equity Income-A — Int/Div

MFS Municipal Income-A — Int/Div

W Blair Int] Growth-N — Int/Div

MFS Intl New Disc-A — Int/Div

MFS VA Muni Bond-A — Int/Div

Ford Motor Co Common Stock — Int/Div

Wells Fargo Bank - Savings — Interest

Wells Fargo Bank - Checking — Interest

DWS Deutsche Select Alt Alea — Int/Div — Sold

PG&E Common Stock — Int/Div

Invesco Small Cap — Int/Div — Sold

Google Common Stock — Int/Div

Home Depot Common Stock — Int/Div — Buy

Invesco Balanced Risk Alloc C1 A — Int/Div — Buy

American Century Small Cap Value Cl A — Int/Div — Buy

Trust #1 - Wells-Fargo Bank Savings — Interest — Distnbuted

Trust #1 - Wells-Fargo Bank Checking — None

Estate #2 Wells Fargo Bank Savings — Interest — Distnbuted

Estate 22 Wells Fargo Bank Checking — None

Ameriprise Trust Company WAMoorman Rollover IRA — Int/Div

Columbia Income Opp — Buy (add'l)

Columbia Income Opp — Buy (add'l)

Columbia Income Opp — Sold (part)

Columbia Income Opp — Sold (part)

Active Portfolio Multi Manager Small Cap Equity CI A — Buy (add'l)

Active Portfolio Multi Manager Small Cap Equity CI A — Buy (add'l)

Active Portfolio Multi Manager Small Cap Equity CI A — Buy (add'l)

Active Portfolio Multi Manager Small Cap Equity CI A — Buy (add'l)

Active Portfolio Multi Manager Small Cap Equity CI A — Sold (part)

Active Portfolio Multi Manager Alternative Strat C1 A — Buy (add'l)

Active Portfolio Multi Manager Alternative Strat C1 A — Buy (add'l)

Active Portfolio Multi Manager Alternative Strat C1 A — Buy (add'l)

Active Portfolio Multi Manager Alternative Strat C1 A — Sold (part)

Active Portfolio Multi Manager Alternative Strat C1 A — Sold (part)

Hancock Global Absolute Return — Buy (add'l)

Hancock Global Absolute Return — Sold (part)

MFS Value CIA — Buy (add'l)

MFS Value CIA — Buy (add'l)

MFS Value CIA — Buy (add'l)

MFS Value CIA — Sold (part)

MFS Int'l Value — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Sold (part)

MFS Emerging Markets — Sold

Prudential Global Real Estate — Sold (part)

Prudential Global Real Estate — Sold

Prudential Mid Cap — Buy (add'l)

Prudential Mid Cap — Buy (add'l)

Prudential Mid Cap — Buy (add'l)

Prudential Mid Cap — Buy (add'l)

Prudential Mid Cap — Sold (part)

Wells Fargo Emerging Mkts — Buy (add'l)

Wells Fargo Emerging Mkts — Sold (part)

Wells Fargo Emerging Mkts — Sold

JP Morgan Large Cap Growth — Buy (add'l)

JP Morgan Large Cap Growth — Buy (add'l)

JP Morgan Large Cap Growth — Buy (add'l)

JP Morgan Large Cap Growth — Sold (part)

JP Morgan Large Cap Growth — Sold (part)

Eaton Vance Float Rate — Sold

Invesco Int'l Growth — Buy (add'l)

Invesco Int'l Growth — Buy (add'l)

Invesco Int'l Growth — Buy (add'l)

Invesco Int'l Growth — Buy (add'l)

Invesco Int'l Growth — Sold (part)

American Century Mid Cap — Buy (add'l)

American Century Mid Cap — Buy (add'l)

Fidelity Advisor Total Bond Cl A — Buy (add'l)

Fidelity Advisor Total Bond Cl A — Buy (add'l)

Fidelity Advisor Total Bond Cl A — Buy (add'l)

Fidelity Advisor Total Bond Cl A — Sold (part)

Fidelity Advisor Total Bond Cl A — Sold (part)

Blackrock Strat Inc — Buy (add'l)

Blackrock Strat Inc — Buy (add'l)

Blackrock Strat Inc — Buy (add'l)

Blackrock Strat Inc — Sold (part)

Blackrock Strat Inc — Sold (part)

Active Portfolio Multi Manager Value C1 A — Buy (add'l)

Active Portfolio Multi Manager Value C1 A — Buy (add'l)

Active Portfolio Multi Manager Value C1 A — Buy (add'l)

Active Portfolio Multi Manager Value C1 A — Buy (add'l)

Active Portfolio Multi Manager Growth.Cl A — Buy (add'l)

Active Portfolio Multi Manager Growth.Cl A — Buy (add'l)

Active Portfolio Multi Manager Growth.Cl A — Buy (add'l)

Active Portfolio Multi Manager Growth.Cl A — Buy (add'l)

Active Portfolio Multi Manager Growth.Cl A — Sold (part)

President, Board of Trustees, Air Force Aid Society -- Nonprofit

Member, Board of Trustees, Air Force Judge Advocate School Foundation -—- Nonprofit

Trustee, Decedent's Trust #1 « Deceased Family Member

Executor, Estate #2 - Deceased Family Member

Member, Board of Trustees, IMPACT India Community -- Nonprofit

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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