Milan Dale Smith jr

2011Annual

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Pull out the substance of this filing.

What was filed

  • 276

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Self emploved attorney
  • Gogian Foundation-Trustee

As filed

General Electric Co — Int/Div — Buy

General Electric Co — None — Buy (add'l)

General Electric Co — None — Sold (part)

Coca-Cola Company — Int/Div

Intuitive Surgical Inc — None

Kinder Morgan energy Partners LP Unit Ltd Partnership — Distribution

American Tower Corp CL A — Int/Div

Devon Energy Corp New — Int/Div — Sold (part)

Devon Energy Corp New — None — Buy (add'l)

L-3 Communications Holdings Inc — None — Sold

Pepsico Incorporated — Int/Div — Buy (add'l)

Time Wamer, Inc — Int/Div

Time Wamer Cable — Int/Div

Canadian Natl Ry Co — Int/Div

First Colony Life Policy — None

Aetna Life Policy — Int/Div

California Pizza Kitchen — None — Sold (part)

Quanta SVCS Inc — None

Dow Chemical Company 5.750 12/15/12 — Interest

Dow Chemical Company $.3000 3/15/13 — Interest

Franklin Universal Trust — Int/Div — Buy (add'l)

Franklin Universal Trust — None — Buy (add'l)

Goldman Sachs 5.250 10/15/13 — Interest

John Hancock Life Ins Co Sr. Uns 4.15% Due 2/15/12 — Interest

LaSalle Fndg LLC Multi 3.000 1/15/11 — Interest

McDonald's Corp 6.000 4/15/11 — Interest

MFS Intermediate Income Trust — Int/Div — Buy (add'l)

MFS Intermediate Income Trust — None — Sold (part)

MFS Intermediate Income Trust — None — Sold (part)

National Rural Utilities 4.125 2/15/11 — Interest — Sold

New York Tel Co. 7.000 6/15/13 — Interest

Teco Energy Inc 7.200 5/1/11 — Interest — Sold

Oneok Ine New — Int/Div — Sold (part)

Oneok Inc New — None — Sold (part)

Oneok Inc New — None — Sold (part)

Century Tel, Inc. Cpn 5.000% Due 2/15/15 — Interest

Dean Witter Discover Odd Cpn Med Term Notes 7.07% 2/1V14 — Interest

Boeing Co. Global Notes Cpn 5.125% Due 215/13 — Interest

Genzyme Corp Gen Div — None — with line 272)

Mamott Int Inc Class A — Int/Div

Money Mkt Oblig Trust Auto Cash Mgmt — Int/Div

American Capital Agency Corp — Int/Div — Buy (add'l)

American Capital Agency Corp — None — Buy (add'l)

Williams Partwers LP Com Unit Lid Part Int — Distribution — Sold (part)

Ishares Trust Barclays 1-3 Yr. Treasury Bd FD — Int/Div

Capstead Mig Corp Com No Par — Int/Div

MFA Mortgage Investments Inc. (MFA Financial Inc) — Int/Div — Buy (add'l)

MFA Mortgage Investments Inc. (MFA Financial Inc) — None — Buy (add'l)

MFA Mortgage Investments Inc. (MFA Financial Inc) — None — Buy (add'l)

MFA Mortgage Investments Inc. (MFA Financial Inc) — None — Buy (add'l)

MFA Mortgage Investments Inc. (MFA Financial Inc) — None — Buy (add'l)

MFA Mortgage Investments Inc. (MFA Financial Inc) — None — Sold (part)

MFA Mortgage Investments Inc. (MFA Financial Inc) — None — Sold (part)

Hatteras Financial Corp — Int/Div — Buy (add'l)

Hatteras Financial Corp — None — Buy (add'l)

Hatteras Financial Corp — None — Buy (add'l)

Hatteras Financial Corp — None — Buy (add'l)

Hatteras Financial Corp — None — Sold (part)

Putnam Managed Municipal Income Trust. SBI — Int/Div — Buy (add'l)

Putnam Managed Municipal Income Trust. SBI — None — Sold (part)

Putnam Managed Municipal Income Trust. SBI — None — Sold (part)

Putnam Municipal Opportunities Trust-SBI — Int/Div — Buy (add'l)

Putnam Municipal Opportunities Trust-SBI — None — Sold (part)

Putnam Municipal Opportunities Trust-SBI — None — Sold (part)

Seligman Mun FD SER Inc Natl Ser CL A — Int/Div — Sold (part)

Fidelity Advisor Mun Income Fund CL T — Int/Div — Sold

Gabelli GIbl Util Inc Trust GDV — Int/Div

Ishares Trust Iboxx $ Investop Investment Grade Bond Fund — Int/Div — Buy (add'l)

Ishares Trust Iboxx $ Investop Investment Grade Bond Fund — None — Sold (part)

shares Trust Iboxx $ Investop Investment Grade Bond Fund — None — Sold (part)

Ishares Trust Iboxx $ Investop Investment Grade Bond Fund — None — Sold (part)

Ishares Trust Iboxx $ Investop Investment Grade Bond Fund — None — Sold (part)

Ishares Barclays Intermediate Credit Bond Fund — Int/Div — Buy (add'l)

Ishares Barclays Intermediate Credit Bond Fund — None — Buy (add'l)

Ishares Barclays Intermediate Credit Bond Fund — None — Buy (add'l)

Ishares Barclays MBS Bond Fund ETF — Int/Div — Sold (part)

Ishares Barclays 1-3 YR Credit Bond Fund FTF — None

Annaly Capital Management luc — Int/Div — Buy (add'l)

Amnaly Capital Management Inc — None — Buy (add'l)

Amnnaly Capital Management Inc — None — Buy (add'l)

Amnaly Capital Management Inc — None — Buy (add'l)

Amnaly Capital Management Inc — None — Buy (add'l)

Amnaly Capital Management Inc — None — Buy (add'l)

Amaly Capital Management Inc — None — Sold (part)

Linn Energy LLC — Distribution — Buy (add'l)

Linn Energy LLC — None — Sold (part)

Copano Energy LLC — Distribution — Sold (part)

Ishares Trust Barclays Credit Bond Fund FTF — Int/Div — Buy (add'l)

Ishares Trust Barclays Credit Bond Fund FTF — None — Sold (part)

Ishares Trust Barclays Credit Bond Fund ETF — None — Sold (part)

Ameren Corp — Int/Div

Cenovus Energy Inc — Int/Div — Buy (add'l)

Encana Corp — Int/Div — Buy (add'l)

Encana Corp — None — Sold (part)

Abbott Laboratories — Int/Div

H & Q Life Sciences Investors SBI — Int/Div — Buy (add'l)

H & Q Life Sciences Investors SBI — None — Buy (add'l)

H & Q Life Sciences Investors SBI — None — Sold (part)

H & Q Life Sciences Investors SBI — None — Sold (part)

H & Q Life Sciences Investors SBI — None — Sold (part)

Enterprise Products Partners LP — Distribution — Buy (add'l)

Enterprise Products Partners LP — None — Buy (add'l)

Teco Energy Inc — Int/Div — Sold

Blackrock Income Trust Inc — Int/Div — Sold (part)

Blackrock Income Trust Inc — None — Buy (add'l)

Blackrock Income Trust Inc — None — Buy (add'l)

Blackrock Income Trust Inc — None — Sold (part)

Blackrock Income Trust Inc — None — Sold (part)

Blackrock Income Trust Inc — None — Sold (part)

Blackrock Income Trust Inc — None — Sold (part)

Blackrock Income Trust Inc — None — Sold (part)

DWS Dreman Value Income Edge Fund Inc New — Int/Div — Buy (add'l)

DWS Dreman Value Income Edge Fund Inc New — None — Buy (add'l)

DWS Dreman Value Income Edge Fund Inc New — None — Buy (add'l)

Franklin Investors Secs Tr Adjustable US Govt Secs Fund — Int/Div — Sold

Gabelli Dividend & Income Fund — Int/Div — Buy (add'l)

Gabell Dividend & Income Fund — None — Buy (add'l)

Gabelh Dividend & Income Fund — None — Buy (add'l)

Gabelli Dividend & Income Fund — None — Buy (add'l)

Gabellh Dividend & Income Fund — None — Buy (add'l)

Gabelli Dividend & Income Fund — None — Buy (add'l)

Gabelli Dividend & Income Fund — None — Buy (add'l)

Gabelli Dividend & Income Fund — None — Sold (part)

Ishares Trust Barclays 1-3 Yr Credit Bond Fund ETF — Int/Div — Buy (add'l)

Ishares Trust Barclays 1-3 Yr Credit Bond Fund ETF — None — Buy (add'l)

Ishares Trust Barclays 1-3 Yr Credit Bond Fund ETF — None — Buy (add'l)

HJ Heinz Co — Int/Div — Buy (add'l)

Eh Lilly & Co — Int/Div — Buy (add'l)

Eh Lilly & Co — None — Buy (add'l)

Statoil Asa Sponsored ADR — Int/Div — Buy (add'l)

St Jude Medical Inc — Int/Div — Sold (part)

Windstream Corp — Int/Div — Sold (part)

Windstream Corp — None — Buy (add'l)

Windstream Corp — None — Buy (add'l)

Windstream Corp — None — Buy (add'l)

Windstream Corp — None — Buy (add'l)

Schwab CA Muni Money Fund Cash Money Market Fund (X) — Int/Div

Western Asset Emerging Mkts Income Fd Ine — Int/Div — Buy (add'l)

Western Asset Emerging Mkis Income Fd Ine — None — Buy (add'l)

Western Asset Emerging Mkts Income Fd Ine — None — Buy (add'l)

Western Asset Emerging Mkts Income Fd Ince — None — Sold (part)

Western Asset Emerging Mkts Income Fd Ine — None — Sold (part)

Western Asset Emerging Mkts Income Fd Inge — None — Buy (add'l)

Western Asset Emerging Mkts Income Fd Ine — None — Buy (add'l)

Western Asset Emerging Mkts Income Fd Ine — None — Buy (add'l)

Western Asset Emerging Mkts Income Fd Ine — None — Buy (add'l)

Western Asset Emerging Mkts Income Fd Inge — None — Buy (add'l)

RBC Prime Money Market Cash Reserve — Int/Div

H & OQ Healthcare Investors SBI — Int/Div — Buy (add'l)

H & OQ Healthcare Investors SBI — None — Buy (add'l)

H & Q Healthcare Investors SBI — None — Sold (part)

NFJ Divid Int & Prem Strategy FD — Int/Div — Buy (add'l)

NFJ Divid Int & Prem Strategy FD — None — Sold (part)

NFJ Divid Int & Prem Strategy FD — None — Sold (part)

NFJ Divid Int & Prem Strategy FD — None — Sold (part)

NFJ Divid Int & Prem Strategy FD — None — Sold (part)

NFJ Divid Int & Prem Strategy FD — None — Sold (part)

NFJ Divid Int & Prem Strategy FD — None — Buy (add'l)

Ishares TR 2012 S&P AMT Free Municipal Ser FD — Int/Div

Ishares TR 2013 S&P AMT Free Municipal Ser FD — Int/Div

Ishares TR 2014 S&P AMT Free Municipal Ser FD — Int/Div

Managed Duration Invt Grade Mun FD — Int/Div — Sold (part)

Managed Duration Invt Grade Mun FD — None — Sold (part)

Managed Duration Invt Grade Mun FD — None — Sold (part)

Ishares TR S&P Short Term Natl Amefr — Int/Div

Textron Inc — Int/Div — Buy (add'l)

Textron Inc — None — Sold (part)

Templeton Income TR Global Total Return FD ADV CL — Int/Div — Buy (add'l)

Templeton Income TR Global Total Return FD ADV CL — None — Buy (add'l)

Templeton Income TR Global Total Return FD ADV CL — None — Sold (part)

Templeton Income TR Global Total Return FD ADV CL — None — Sold

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — Int/Div — Buy (add'l)

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — None — Buy (add'l)

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — None — Sold (part)

Allegheny Energy Inc — Int/Div

BlackRock Credit Allocation — Int/Div — Buy

BlackRock Credit Allocation — None — Buy (add'l)

BlackRock Credit Allocation — None — Buy (add'l)

BlackRock Credit Allocation — None — Buy (add'l)

BlackRock Credit Allocation — None — Buy (add'l)

BlackRock Credit Allocation — None — Buy (add'l)

BlackRock Credit Allocation — None — Buy (add'l)

Ishares Trust Dow Jones US Technology Index Fund — Int/Div — Buy

Ishares Trust Dow Jones US Technology Index Fund — None — Buy (add'l)

Ishares Trust Dow Jones US Technology Index Fund — None — Buy (add'l)

Ishares Trust Dow Jones US Technology Index Fund — None — Sold (part)

Ishares Trust Dow Jones US Technology Index Fund — None — Buy (add'l)

Ishares Trust Dow Jones US Technology Index Fund — None — Sold (part)

Ishares Trust S&P Global Info Technology Sector Index Fund — Int/Div — Buy

Ishares Trust S&P Global Info Technology Sector Index Fund — None — Buy (add'l)

Calamos Global Dynamic Income Fund — Int/Div — Buy

Calamos Global Dynamic Income Fund — None — Buy (add'l)

Calamos Global Dynamic Income Fund — None — Buy (add'l)

Calamos Global Dynamic Income Fund — None — Buy (add'l)

Calamos Global Dynamic Income Fund — None — Buy (add'l)

Calamos Global Dynamic Income Fund — None — Buy (add'l)

Calamos Global Dynamic Income Fund — None — Buy (add'l)

Calamos Global Dynamic Income Fund — None — Sold (part)

Liberty All-Star Equity Fund Sh Ben Int — Int/Div — Buy

Liberty All-Star Equity Fund Sh Ben Int — None — Buy (add'l)

Liberty All-Star Equity Fund Sh Ben Int — None — Buy (add'l)

Liberty All-Star Equity Fund Sh Ben Int — None — Buy (add'l)

Liberty All-Star Equity Fund Sh Ben Int — None — Sold (part)

Liberty All-Star Equity Fund Sh Ben Int — None — Sold (part)

Liberty All-Star Equity Fund Sh Ben Int — None — Sold (part)

Liberty All-Star Equity Fund Sh Ben Int — None — Sold (part)

Liberty All-Star Equity Fund Sh Ben Int — None — Sold (part)

Coming Inc — Int/Div — Buy

Corning Inc — None — Sold (part)

Corning Inc — None — Buy (add'l)

Corning Inc — None — Sold (part)

Templeton Global Bond Fund Advisor CL — Int/Div — Buy

Templeton Global Bond Fund Advisor CL — None — Buy (add'l)

Templeton Global Bond Fund Advisor CL — None — Sold (part)

AES Corp — None — Buy

AES Corp — None — Buy (add'l)

Koninklijke Philips Electrs N V Sponsored ADR New 2000 — None — Buy

Koninklijke Philips Electrs N V Sponsored ADR New 2000 — None — Buy (add'l)

Royce Value Trust Inc — Int/Div — Buy

Royce Value Trust Inc — None — Buy (add'l)

Royce Value Trust Inc — None — Sold (part)

Royce Value Trust Inc — None — Sold

Columbia Fds Ser TR IX Tax Exempt FD CLA — Int/Div — Buy

Columbia Fds Ser TR IX Tax Exempt FD CLA — None — Sold (part)

Ishares TR 2015 S&P AMT Free Municipal Ser Fd — Int/Div — Buy

Ishares TR 2015 S&P AMT Free Municipal Ser Fd — None — Buy (add'l)

Ishares TR 2016 S&P AMT Free Municipal Ser Fd — Int/Div — Buy

Ishares TR 2017 S&P AMT Free Municipal Ser Fd — Int/Div — Buy

Gabelli Healthcare & Wellness Trust — None — Buy

Gabelli Healthcare & Wellness Trust — None — Buy (add'l)

Gabelli Healthcare & Wellness Trust — None — Sold (part)

Gabelli Healthcare & Wellness Trust — None — Buy (add'l)

Gabelli Healthcare & Wellness Trust — None — Buy (add'l)

Gabelh Healthcare & Wellness Trust — None — Buy (add'l)

Gabelli Healthcare & Wellness Trust — None — Buy (add'l)

Gabelh Healthcare & Wellness Trust — None — Buy (add'l)

BlackRock Strategic Equity Dividend Trust — Int/Div — Buy

BlackRock Equity Dividend Trust — Int/Div — Buy

BlackRock Equity Dividend Trust — None — Buy (add'l)

Centerpoint Energy Inc — Int/Div — Buy

Centerpoint Energy Inc — None — Sold (part)

Centerpoint Energy Inc — None — Sold (part)

Amencan Electric Power Co Inc — Int/Div — Buy

Amencan Electric Power Co Inc — None — Sold (part)

Duke Energy Corporation (Holding Company) New — Int/Div — Buy

Duke Energy Corporation (Holding Company) New — None — Sold

Ishares TR Dow Jones EPAC Select Dividend — Int/Div — Buy

Ishares TR Dow Jones EPAC Select Dividend — None — Buy (add'l)

Ishares TR Dow Jones EPAC Select Dividend — None — Sold (part)

Ishares TR Dow Jones EPAC Select Dividend — None — Sold

Microchip Technology — Int/Div — Buy

Microchip Technology — None — Buy (add'l)

Microchip Technology — None — Sold (part)

Public Service Enterprise Group Inc — Int/Div — Buy

Public Service Enterprise Group Ing — None — Sold (part)

Targa Resources Partners LP Unit Ltd Partnership Int — Int/Div — Buy

Targa Resources Partners LP Unit Ltd Partnership Int — None — Sold (part)

Invesco Mortgage Capital Inc — None — Buy

John Hancock Bank and Thrift Opportunity Fund — Int/Div — Buy

John Hancock Bank and Thrift Opportunity Fund — None — Sold

Pimco ETF TR Enhanced Short Maturity — Int/Div — Buy

Southern Co — Int/Div — Buy

Southern Co — None — Sold (part)

ConocoPhillips — Int/Div — Buy

shares TR Dow Jones SEL Divid Index FD — Int/Div — Buy

shares TR Dow Jones SEL Divid Index FD — None — Buy (add'l)

Apollo Residential Mortgage Inc — None — Buy

Intel Corp — None — Buy

Intel Corp — None — Sold

American Capital Mortgage Investment Corp — None — Buy

Genzyme Waive Diss & Contra Cusip — None — with line 272)

RTS Sanofi Contingent Value RT — None — Buy

RTS Sanofi Contingent Value RT — None — Sold

CenturyLink Inc (X) — Int/Div

Sprint Nextel Corp (X) — None

FirstEnergy Corp — Int/Div — Buy

Spouse's income — 2011 — Self emploved attorney

Spouse's income — 2011 — Gogian Foundation-Trustee

Item 277, Part VII (RTS Sanofi Contingent Value RT). This asset, RTS Sanofi Contingent Value RT, was acquired thorugh a spin-off of asset #276 (Genzyme

Waive Diss & Contra Cusip) and #44 {Genzyme Corp Gen Div) on May 9th, 2011.

Ttem 279, Part VII (CenturyLink Inc). This asset, CenturyLink Inc. in the amount of $74.40, was inadvertently omitted on my prior report. It is held by my IRA.

Item 280, Part VII (Sprint Nextel Corp). This asset, Sprint Nextel Corp in the amount of $118.51, was inadvertently omitted on my prior report. It is held by my

IRA

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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