Hannah L. Blumenstiel

2013Annual

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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Meals on Wheels of San Francisco, Ine
  • Mohela - Department of Education
  • EE IISA a.
  • Fn Dn i JR Shi Institute

As filed

First Republic Bank - Checking Account — Interest

First Republic Bank - Savings Account — Interest

Fidelity Money Market Trust Retirement Govt Portfolio — Int/Div — Sold

Dodge & Cox Stock Fund — Int/Div — Sold

Janus Fund Class — Int/Div — Sold

Morgan Stanley Inst. Mid Cap Growth Fund Class 1 — Int/Div — Sold

CRM Mid Cap Value Fund Class Institutional — Int/Div — Sold

John Hancock 111 Disciplined Value Mid Cap Fund Class A — Int/Div — Sold

Dodge & Cox International Stock Fund — Int/Div — Sold

Fidelity Freedom K 2020 Fund — Int/Div — Sold

Fidelity Growth Company Fund - Class K — Int/Div — Sold

Artisan International Investor Class — Int/Div — Buy

Dreyfus Growth & Income — Int/Div — Buy

Fidelity Growth & Income — Int/Div — Buy

Wasatch Core Growth — Int/Div — Buy

TCW Core Fix Ed Inc. Class — None — Buy

Fidelity Real Estate Investment — None — Buy

Director, Meals on Wheels of San Francisco, Ine

Liability — Mohela - Department of Education — Student Loan

Reimbursement — EE IISA a. — 05/19,2013 — - Continuing Education (Speaker/Faculty)

Reimbursement — Fn Dn i JR Shi Institute — 100112013 — - Continuing Education (Speaker/Fuculty)

Additional Information Responsive to Part VII Investments and Trusts

18. Description of Assets Income During Reporting Period Gross Value at End of Reporting Period Transactions During Reporting Period

Amount Code Type Value Code Value Method Type Date Value Code Gain Code Identify of Buyer/Seller (if private transaction)

Fidelity Strategic Income

None KT Buy 05/09/2013 K

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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Hannah L. Blumenstiel | Frix