Nelva Gonzales Ramos
2013Annual
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Pull out the substance of this filing.
What was filed
60
investments
0
positions
0
gifts
1
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Kleberg National Bank
As filed
Wells Fargo Bank - Accounts, CD — Interest
First National Bank - Accounts — Interest
Edward Jones Money Market — Int/Div
Frunklin Fed Tax-Free Income A — Int/Div
FT Bld Amer Bds 10-20 Yr #11 — Interest
Texas Municipal Retirement System — Interest
Texas County & District Retirement System — None
New York Life Insurance Company - Whole Life — None
FIA Card Services NA RASP (Y)
Agrium Inc — Int/Div — Sold
Altria Group Inc — Int/Div — Sold
Apple Inc — None — Sold
Chesapeake Energy OKLA — Int/Div — Sold
Citigroup Inc Com New — Int/Div — Sold
Doubleline Tot Rtrn BD Bond Fund CL — Int/Div — Sold
Doublelmne Total Return Bond Fund CL — Int/Div — Sold
Eh Lilly & Co — Int/Div — Sold
Facebook Inc Class A Common Stock — None — Sold
Ford Motor Co — Int/Div — Sold
Home Depot Inc — Int/Div — Sold
Intel Corp — Int/Div — Sold
IShares IBOXX S — Int/Div — Sold
IShares JP Morgan Em Bon — Int/Div — Sold
Kraft Foods Inc Va Cl A — Int/Div — Sold
Nikelnc CIB — Int/Div — Sold
Powershares Global Exchange Traded Fd Tr — Int/Div — Sold
Qualcomm Inc — None — Sold
Spdr Gold Trust — None — Sold
Valero Energy Corp New — Int/Div — Sold
Walmart Stores Inc — Int/Div — Sold
Johnson Ctls Inc Com — Int/Div — Sold
Schlumberger Limited Common — Int/Div — Sold
Johnson & Johnson Solicited — Int/Div — Sold
Templeton Growth Fund CL A--see note Pant § — Int/Div
Franklin Moder 9-12 vears 529 A — Int/Div
Franklin Balanced Fund CL A¥* see note Pant 8 — Int/Div
Franklin Equity Income Fund CL A — Int/Div
Franklin Flex Cap Growth Fund CL A — Int/Div
Franklin Growth Fund CL A — Int/Div
Franklin Growth Fund CL A — Int/Div
Franklin Mutual Shares Fund CL A**see note Part 8 — Int/Div
Franklin Rising Dividends Fund CL A — Int/Div
Franklin Total Return Fund CL A**see note Pant 8 — Int/Div
Franklin U S Government Securities Fund CL A**see note Part 8 — Int/Div
Templeton Global Bond Fund CL A**see note Part 8 — Int/Div
Templeton Foreign Fund CL A — Int/Div — Buy
Templeton Global Smaller Companies Fund CLA — Int/Div — Buy
Templeton World Fund CL A — Int/Div — Buy
Healthcare Select Spdr (ETF) — Int/Div — Buy
Ishare Nasdaq Biotech (ETF) — Int/Div — Buy
Sector Spdr Financial ETF (XLF) — Int/Div — Buy
Vanguard Consumer Staples (VDC) — Int/Div — Buy
Vanguard Energy ETF (VDE) — Int/Div — Buy
Vanguard Industrial ETF (VIS) — Int/Div — Buy
Vanguard Information Tech ETF (VGT) — Int/Div — Buy
Vanguard Materials ETF (VAW) — Int/Div — Buy
Vanguard Telecomm. Srves ETF (VOX) — Int/Div — Buy
AT & T**see note Part 8 — Int/Div — Sold
Caterpillar Inc Com **see note Part 8 — Int/Div — Sold
Mutual Global Discovery Fund CL A **see note Part § — Int/Div
Agreement — 2001 — State of Texas Judicu! Retirement Plan.
Liability — Kleberg National Bank — Note on Jim Hogg County property
Part VII: Line 34--Templeton Growth Fund CL A -- two prior entries purchased on different dates have now been combined (2012 amended report: line entries 78
und 94)
Part VII: Line 36--Franklin Balanced Fund CL A — two prior entries purchased on different dates have now been combined (2012 amended report: line entries 79
and 84)
Part VII: Line 41--Franklin Mutual Shares Fund CL A «= two prior entries purchased on different dates have now been combined (2012 amended report: line
entries 77 and 88)
Part VII: Line 43—Franklin Total Retumn Fund CL A — two prior entries purchased on different dates have now been combined (2012 amended report: line entries
82 and 90)
Part VII: Line 44--Franklin U § Government Securities Fund CL A ~two prior entries purchased on different dates have now been combined (2012 amended
report: line entries 80 and 91)
Part VII: Line 45--Templeton Global Bond Fund CL A - two prior entries purchased on different dates have now been combined (2012 amended report: line
entries 81 and 93)
Amended Report:
Part VII: Line S8<-AT &T -- was reported in 2012 Amended report (line entry 28) as "Sold in Part” and should have been "SOLD"
Part VII: Line 59--Caterpillar Inc Com -- was reported in 2012 Amended report {line entry 75) -— "Sold" in 2013 and wasn't included in 2013 report
Part VII: Line 60 — Mutual Global Discovery Fund CL A -- was reported in 2012 Amended report (line entry 92) -- still maintain account; wasn't included in 2013
report
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.