Charles E. Erdmann
2013Annual
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What was filed
43
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- STATE OF MONTANA RETIREMENT INCOME
As filed
GENWORTH FINANCIAL ANNUITY — Interest — Buy (add'l)
NORTHWESTERN MUTUAL LIFE INS CASH VALUE OF POLICIES — Int/Div — Buy (add'l)
CAPITAL ONE BANK - CHECKING & SAVINGS — Interest — Buy (add'l)
AMERICAN FEDERAL SAVINGS BANK CHECKING & SAVINGS — Interest — Buy (add'l)
CHARLES SCHWAB IRA — Int/Div
SCHWAB MM CASH
AMERICAN CENTURY EQUITY GROWTH FUND — Buy (add'l)
HARDING LOEVNER EMERGING MARKETS FUND — Buy (add'l)
PERKINS MID CAP VALUE FUND — Buy (add'l)
UMB SCOUT INTERNATIONAL FUND — Buy (add'l)
USTRUST IRA — Int
US TRUST IRA MONEY MARKET ACCOUNT — Sold (part)
BERKSHIRE HATHAWAY INCCLB
COLUMBIA DIVIDEND INCOME FUND
COLUMBIA SELECT LARGE CAP GROWTH FUND — Buy (add'l)
COLUMBIA SHORT TERM BOND FUND — Sold
COLUMBIA SMALL CAP GROWTH FUND
JANUS INVESTMENTS ENTERPRISE FUND
PIMCO TOTAL RETURN FUND
PRUDENTIAL SHORT-TERM CORP BOND FUND — Buy
HUSSMAN INVT STRATEGIC GROWTH HEDGE FUND — Sold
PERMANENT PORTFOLIO HEDGE FUND
LAZARD EMERGING MKTS FUND — Buy (add'l)
PIMCO EMERGING LOCAL BOND FUND — Sold
PIMCO FOREGN BOND FUND
FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND — Buy
PIMCO ALL ASSET FUND — Buy (add'l)
PRUDENTIAL GLOBAL REAL ESTATE FUND — Buy
THORNBURG INTL VALUE FUND
VANGUARD FISE DEVELOPED MARKETS ETV — Buy
SPDR GOLD TR GOLD SHARES
VANGUARD FI1SE EMERGING MARKETS ETF — Buy
USTRUST JOINT AGENCY ACCOUNT — Int/Div
BANK OF AMERICA MONEY MARKET FUND — Sold (part)
COLUMBIA SHORT TERM MUNICIPAL BOND FUND
COLUMBIA DIVIDEND INCOME FUND
COLUMBIA SELECT LARGE CAP GROWTH FUND — Buy (add'l)
COLUMBIA SMALL CAP GROWTH FUND
JANUS INVESTMENTS ENTERPRISE FUND
COLUMBIA INTERMEDIATE MUNI BOND FUND
THORNBURG INTL VALUE FUND
LAZARD EMERGING MARKETS PORTFOLIO FUND — Buy (add'l)
PIMCO ALL ASSET FUND
Spouse's income — 2013 — STATE OF MONTANA RETIREMENT INCOME
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.