Benjamin P. Hursh

2018Annual

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Pull out the substance of this filing.

What was filed

  • 107

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Crrasshopper Land, LLC
  • Cosmetic consulting, consulung fees

As filed

UTMA (H)

Custodian Retirement Account (H)

First Interstate Bank — Interest — Sold (part)

First TR Value Line Divid in SHS — Int/Div — Sold (part)

Ishares TR Core S&P MCP ETF — Int/Div — Sold

Ishares TR Core S&P SCP ETF — Int/Div — Sold

IVY FD Emrgn LC DTB — Int/Div — Sold

IVY Fund - Cundill Global Value — Int/Div — Sold

IVY Fund International Core EQ — Int/Div — Sold

IVY Limited-Term Bond — Int/Div

IVY Microcap Growth Fund — Int/Div — Sold

IVY Science and Technology — Int/Div — Sold (part)

Lord Abbett High Yield — Int/Div

The Growth Fund of America - F2 — Int/Div — Sold

Waddel & Reed Adv Wilshire GLB Asty — Int/Div — with line 17)

WR Advisors Energy — Int/Div — Sold

Ishares TR MIN VOL USA — Int/Div — Buy

IVY FDS Wilshire GBL 1 — Int/Div — Sold

IVY Emerging Markets Equity — Int/Div — Buy

New Perspective Fund - F2 — Int/Div — Buy

New Perspective Fund - F2 — Int/Div — Sold

IVY Cash Management Cl A — Interest — Buy

IVY Cash Management Cl A — Buy (add'l)

UTMA (H)

WR Advisors Science and Technology — Int/Div — with line 26)

WR Advisors Wilshire GBL — Int/Div — with line 33)

Ivy Science and Technology — Int/Div

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Sold (part)

Ivy Science and Technology — Sold (part)

Ivy Wilshire Global Allocation A — Int/Div

Ivy Wilshire Global Allocation A — Buy (add'l)

Ivy Wilshire Global Allocation A — Buy (add'l)

Ivy Wilshire Global Allocation A — Buy (add'l)

Ivy Wilshire Global Allocation A — Buy (add'l)

Ivy Wilshire Global Allocation A — Sold (part)

Ivy Wilshire Global Allocation A — Sold (part)

Ivy Small Cap Core A — Int/Div — Buy

Ivy Small Cap Core A — Buy (add'l)

Ivy Small Cap Core A — Buy (add'l)

Ivy Small Cap Core A — Buy (add'l)

Ivy Small Cap Core A — Buy (add'l)

Ivy Small Cap Core A — Buy (add'l)

Ivy Small Cap Core A — Buy (add'l)

Ivy Emerging Markets Equity A — Int/Div — Buy

Ivy Emerging Markets Equity A — Buy (add'l)

Ivy Emerging Markets Equity A — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

Ivy Balanced A — Int/Div — Buy

Ivy Balanced A — Sold (part)

Ivy Securian Bond A — Int/Div — Buy

Ivy Limited-Term Bond A — Int/Div — Buy

Ivy Apollo Strategic Income A — Int/Div — Buy

IRA (H)

Waddell & Reed Adv Bond Fund — None — with line 63)

WR Advisors Small Cap A — Int/Div — with line 62)

IVY Small Cap Growth — Int/Div

Ivy Corporate Bond A — Int/Div

WR Advisors Science and Technology A — Int/Div — with line 67)

WR Advisors Wilshire GBL AST — None — with line 73)

Ivy Science and Technology — Int/Div

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Sold (part)

Ivy Wilshire Global Allocation — Int/Div

Ivy Wilshire Global Allocation — Buy (add'l)

Ivy Wilshire Global Allocation — Buy (add'l)

Ivy Wilshire Global Allocation — Buy (add'l)

Ivy Wilshire Global Allocation — Buy (add'l)

Ivy Wilshire Global Allocation — Sold (part)

Ivy Emerging Markets Equity — Int/Div — Buy

Ivy Emerging Markets Equity — Buy (add'l)

Ivy Emerging Markets Equity — Buy (add'l)

Ivy Emerging Markets Equity — Buy (add'l)

Ivy Emerging Markets Equity — Buy (add'l)

Ivy Emerging Markets Equity — Buy (add'l)

Ivy Emerging Markets Equity — Buy (add'l)

Ivy Small Cap Core — Int/Div — Buy

Ivy Small Cap Core — Buy (add'l)

Ivy Small Cap Core — Buy (add'l)

Ivy Small Cap Core — Buy (add'l)

Ivy Small Cap Core — Buy (add'l)

Ivy Small Cap Core — Buy (add'l)

Ivy Small Cap Core — Buy (add'l)

IRA (H)

IVY Fund - Cundill Global Value (Y)

WR Advisors Cash Management (Y)

WR Advisors Energy (Y)

Waddel & Reed Adv Wilshire GLB Asty wy)

First Interstate Bank Account — Interest

Bitterroot Valley Bank Account (Trail West Bank) — Interest

Crowley Fleck, PLLP Profit Sharing Plan and Trust (H)

Harbor International Fund (Y)

Janus Enterprise Fund (Y)

American Funds Growth Fund of America yY)

Fidelity S00 Index Fund (Y)

Fidelity Government Income Fund (Y)

Dodge and Cox Income Fund (Y)

Vanguard Retirement 2035 Fund (Y)

Member, Crrasshopper Land, LLC

Spouse's income — 2018 — Cosmetic consulting, consulung fees

Part VIL. Investments and Trusts: Benjamm Hursh's previous retirement account was rolled over mto a new retirement account in 2017. These were listed as assets

in the previous report but had been rolled into other investments during that year, Judge Hursh was exempt from the transactional reporting in his initial report

so these were inlcuded even though that had been rolled into another retirement account. Those items have been indicated with (Y) on the previous page. All

retirement accounts previously held have been rolled into one account (listed as Custodian Retirement Account in Section VIT).

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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