Andrew David Hurwitz
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
342
investments
3
positions
0
gifts
1
agreements
0
debts
4
reimbursements
1
income
0
spouse income
Named parties
- Avondale Acres Investment Parmership
- Commussion on the Future of Legal Education
- National Conference of Bar Examiners Torts Drafting Committee
- Commission on the Future of } Legal Education
- Fordham University
- National Conference of Bar Examiners
- National Conference of Bar Examiners (stipend)
As filed
US BANK (CASH) — Interest
TRUST #1 (H)
MORGAN STANLEY BANK NA — Interest
CUBESMART COM (CUBE) — None — Buy
EQUITY LIFESTYLE PROPERTIES (ELS) — None — Buy
JP MORGAN ALERIAN MLP INDEX ETN (AM) — None — Buy
ISHARES MSCLJAPAN MIN VOL JPMV) — None — Sold (part)
ISHARES MSCLJAPAN MIN VOL JPMV) — Sold
ISHARES MSC1 USA MIN VOL ETF (USMV) — Int/Div — Sold (part)
ISHARES MSC1 USA MIN VOL ETF (USMV) — Sold
ISHARES MSC1 USA MIN VOL ETF (USMV) — Buy
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold (part)
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold
FLEXSHARES TR STOXX GLOBR INF INFRA) — Int/Div — Buy
FLEXSHARES TR STOXX GLOBR INF INFRA) — Sold (part)
FLEXSHARES TR STOXX GLOBR INF INFRA) — Sold
ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)
ISHARES MORTGAGE REAL ESTATE (REM) — Sold (part)
ISHARES MORTGAGE REAL ESTATE (REM) — Sold (part)
ISHARES MORTGAGE REAL ESTATE (REM) — Sold (part)
ISHARES RESIDENTIAL REAL ESTATE ETF (REZ) — Int/Div — Buy
PACER TRENDPILOT US LARGE CAP (PTLC)Y — Int/Div — Buy
PACER TRENDPILOT US LARGE CAP (PTLC)Y — Sold (part)
PACER TRENDPILOT US LARGE CAP (PTLC)Y — Sold (part)
VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)
VANGUARD GROWTH ETF (VUG) — Sold (part)
VANGUARD GROWTH ETF (VUG) — Sold (part)
VANGUARD GROWTH ETF (VUG) — Buy (add'l)
VANGUARD MID CAP VALUE ETF (VOE) — Int/Div — Buy
VANGUARD MID CAP VALUE ETF (VOE) — Sold (part)
VANGUARD SMALL CAP VALUE ETF (VBR) — Int/Div — Sold (part)
VANGUARD SMALL CAP VALUE ETF (VBR) — Buy (add'l)
VANGUARD SMALL CAP VALUE ETF (VBR) — Sold (part)
WISDOMTREE EUROPE HEDGED EQUITY (HED) — Int/Div — Sold (part)
WISDOMTREE EUROPE HEDGED EQUITY (HED) — Sold (part)
WISDOMTREE EUROPE HEDGED EQUITY (HED) — Sold (part)
WISDOMTREE EUROPE HEDGED EQUITY (HED) — Buy (add'l)
WISDOMTREE TRUST JAPN HEDGE EQ — Int/Div — Sold (part)
WISDOMTREE TRUST JAPN HEDGE EQ — Buy (add'l)
WISDOMTREE TRUST JAPN HEDGE EQ — Sold (part)
AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Sold (part)
AIG FOCUSED DIV STRAT A (FDSAX) — Buy (add'l)
AIG FOCUSED DIV STRAT A (FDSAX) — Sold (part)
AIG FOCUSED DIV STRAT A (FDSAX) — Sold
BARON REAL ESTATE INST (BREIX) — None — Sold (part)
BARON REAL ESTATE INST (BREIX) — Sold
COHEN & STEERS PREF SEC&INC HePxXIxy — Int/Div — Sold (part)
COHEN & STEERS PREF SEC&INC HePxXIxy — Buy (add'l)
COHEN & STEERS PREF SEC&INC HePxXIxy — Sold (part)
COHEN & STEERS PREF SEC&INC HePxXIxy — Sold (part)
COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Int/Div — Sold (part)
COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Sold (part)
COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Sold (part)
DOUBLELINE SHILLER ENH CAPE ({DSFEX) — Int/Div — Sold (part)
DOUBLELINE SHILLER ENH CAPE ({DSFEX) — Buy (add'l)
DOUBLELINE SHILLER ENH CAPE ({DSFEX) — Sold (part)
DOUBLELINE SHILLER ENH CAPE ({DSFEX) — Buy (add'l)
DOUBLELINE STRATEGIC COMMODITY 1LIDBCMX) — Int/Div — Buy
DOUBLELINE STRATEGIC COMMODITY 1LIDBCMX) — Sold (part)
DOUBLELINE STRATEGIC COMMODITY 1LIDBCMX) — Sold
DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)
DOUBLELINE TOTAL RETURN (DBLTX) — Sold (part)
DOUBLELINE TOTAL RETURN (DBLTX) — Sold (part)
DOUBLELINE TOTAL RETURN (DBLTX) — Sold (part)
FIDELITY ADVANCED EMERGING MARKETS 1 {FIMKX) — Int/Div — Buy
FIDELITY ADVANCED EMERGING MARKETS 1 {FIMKX) — Sold (part)
FIRST EAGLE GOLD (FEGIX) — None — Sold (part)
FIRST EAGLE GOLD (FEGIX) — Sold (part)
FIRST EAGLE GOLD (FEGIX) — Sold (part)
FRANKLIN INTERNATIONAL GROWTH ADVANCED (FNGZX) — Int/Div — Buy
INVESCO DEVELOPING MKTS Y 1GTDHYX) — None — Sold (part)
INVESCO DEVELOPING MKTS Y 1GTDHYX) — Sold
HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div — Sold (part)
HENDERSON EUROPEAN FOCUS (HFEIX) — Sold (part)
HENDERSON EUROPEAN FOCUS (HFEIX) — Sold (part)
HENDERSON EUROPEAN FOCUS (HFEIX) — Sold
MATTHEWS ASIAN JAPAN INV (MIFOX) — Int/Div — Sold (part)
MATTHEWS ASIAN JAPAN INV (MIFOX) — Sold (part)
MATTHEWS ASIAN JAPAN INV (MIFOX) — Sold (part)
MATTHEWS ASIAN JAPAN INV (MIFOX) — Buy (add'l)
METROPOLITAN WEST TOT RET BD (IMWTIX) — Int/Div — Sold (part)
METROPOLITAN WEST TOT RET BD (IMWTIX) — Sold (part)
METROPOLITAN WEST TOT RET BD (IMWTIX) — Sold (part)
METROPOLITAN WEST TOT RET BD (IMWTIX) — Sold (part)
NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div — Sold (part)
NORTHERN AZ TAX EXEMPT FUND INOAZX) — Sold (part)
PIMCO INCOME P (PONPX) — Int/Div — Sold (part)
PIMCO INCOME P (PONPX) — Sold (part)
PIMCO INCOME P (PONPX) — Sold (part)
PIMCO INCOME P (PONPX) — Sold (part)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Sold (part)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Buy (add'l)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Sold (part)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Sold (part)
TROWE PRICE MID CAP GR (RPMGX) — Int/Div — Sold (part)
TROWE PRICE MID CAP GR (RPMGX) — Sold (part)
TROWE PRICE MID CAP GR (RPMGX) — Sold (part)
TROWE PRICE MID CAP GR (RPMGX) — Sold (part)
TROWE PRICE QM US SMALL CAP GROWTH EQUITY FUND (PRDSX) — Int/Div — Buy
TROWE PRICE QM US SMALL CAP GROWTH EQUITY FUND (PRDSX) — Sold (part)
TROWE PRICE QM US SMALL CAP GROWTH EQUITY FUND (PRDSX) — Sold (part)
TOUCHSTONE SANDS CAP SEL GR Y (CFSIX) — None — Buy
TOUCHSTONE SANDS CAP SEL GR Y (CFSIX) — Sold (part)
TOUCHSTONE SANDS CAP SEL GR Y (CFSIX) — Sold
WELLS FARGO MUNI (WMBIX) — Int/Div — Sold (part)
WELLS FARGO MUNI (WMBIX) — Sold (part)
WELLS FARGO MUNI (WMBIX) — Sold (part)
WELLS FARGO MUNI (WMBIX) — Sold (part)
TRUST £2 (H)
MORGAN STANLEY BANK NA — Interest
CUBESMART COM (CUBE) — None — Buy
EQUITY LIFESTYLE PROPERTIES (ELS) — None — Buy
JP MORGAN ALERIAN MLP INDEX ETN (AM) — None — Buy
ACTIVE BEAR ETF (HDGE) — None — Sold
ISHARES MSCLJAPAN MIN VOL PMV) — None — Sold
ISHARES MSCI USA MIN VOL ETF (USMV) — Int/Div — Sold
ISHARES MSCI USA MIN VOL ETF (USMV) — Buy
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold
FLEXSHARES TR STOXX GLOBR INF (NFRA) — Int/Div — Buy
FLEXSHARES TR STOXX GLOBR INF (NFRA) — Sold
ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)
ISHARES RESIDENTIAL REAL ESTATE ETF (REZ) — Int/Div — Buy
PACER TRENDPILOT US LARGE CAP (PTLC) — Int/Div — Buy
PACER TRENDPILOT US LARGE CAP (PTLC) — Buy (add'l)
VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)
VANGUARD GROWTH ETF (VUG) — Buy (add'l)
VANGUARD MID CAP VALUE ETF {VOE) — Int/Div — Buy
VANGUARD SM CAP VAL ETF (VBR) — Int/Div — Sold (part)
WISDOMTREE EUROPE HEDGED EUQITY (HEDJ) — Int/Div — Sold (part)
WISDOMTREE EUROPE HEDGED EUQITY (HEDJ) — Buy (add'l)
WISDOMTREE TRUST JAPN HEDGE EQ (DX — Int/Div — Buy (add'l)
WISDOMTREE TRUST JAPN HEDGE EQ (DX — Buy (add'l)
AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Buy (add'l)
AIG FOCUSED DIV STRAT A (FDSAX) — Sold
BARON REAL ESTATE INST (BREIX) — None — Sold
COHEN & STEERS PREF SEC&INC (CPXIX) — Int/Div — Sold (part)
COHEN & STEERS PREF SEC&INC (CPXIX) — Sold (part)
COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Int/Div — Sold (part)
COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Buy (add'l)
DOUBLELINE SHILLER ENH CAPE (DSFEX) — Int/Div — Buy (add'l)
1443, — Buy (add'l)
DOUBLELINE STRATEGIC COMMODITY L{DBCMX) — Int/Div — Buy
DOUBLELINE STRATEGIC COMMODITY L{DBCMX) — Sold
DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)
FIDELITY ADVANCED EMERGING MARKETS 1HFIMKX) — Int/Div — Buy
FIDELITY ADVANCED EMERGING MARKETS 1HFIMKX) — Buy (add'l)
FIRST EAGLE GOLD (FEGIX) — None — Buy (add'l)
FIRST EAGLE GOLD (FEGIX) — Buy (add'l)
FRANKLIN INTERNATIONAL GROWTH ADVANCED (FNGZX) — Int/Div — Buy
INVESCO DEVELPING MKTS Y 1GTDYX) — None — Sold
HENDERSON EUROPEAN FOCUS (HFEIX) — None — Sold (part)
HENDERSON EUROPEAN FOCUS (HFEIX) — Sold
MATTHEWS ASIAN JAPAN (MJFOX) — Int/Div — Sold (part)
MATTHEWS ASIAN JAPAN (MJFOX) — Buy (add'l)
METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Sold (part)
NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div — Sold (part)
PIMCO INCOME P (PONPX) — Int/Div — Sold (part)
PIMCO SHORT TERM P(PTSPX) — Int/Div — Buy
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Buy (add'l)
T ROWE PRICE MID CAP GR ADV (RPMGX) — None — Sold (part)
T ROWE PRICE MID CAP GR ADV (RPMGX) — Sold
TROWE PRICE QM US SMALL CAP GROWTH EQUITY (PRDSX) — Int/Div — Buy
TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — None — Buy
TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — Sold
WELLS FARGO MUNI BOND INST (WMBIX) — Int/Div — Sold (part)
TRUST #3 (H)
MORGAN STANLEY BANK NA — Interest
CUBESMART COM (CUBE) — None — Buy
EQUITY LIFESTYLE PROPERTIES (ELS) — None — Buy
JP MORGAN ALERIAN MLP INDEX ETN (AM) — None — Buy
ACTIVE BEAR ETF (HDGE) — None — Sold
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold
FLEXSHARES TR STOXX GLOBR INF INFRA) — Int/Div — Buy
FLEXSHARES TR STOXX GLOBR INF INFRA) — Sold
ISHARES MSC USA MIN VOL ETF (USMV) — Int/Div — Sold
ISHARES MSC USA MIN VOL ETF (USMV) — Buy
ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)
ISHARES RESIDENTIAL REAL ESTATE ETF (REZ) — Int/Div — Buy
PACER TRENDPILOT US LARGE CAP {PTLC) — Int/Div — Buy
PACER TRENDPILOT US LARGE CAP {PTLC) — Sold (part)
VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)
VANGUARD GROWTH ETF (VUG) — Buy (add'l)
VANGUARD MID CAP VALUE ETF {VOE) — Int/Div — Buy
VANGUARD MID CAP VALUE ETF {VOE) — Buy (add'l)
VANGUARD SM CAP VAL ETF (VBR) — Int/Div
WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Int/Div — Sold (part)
WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Buy (add'l)
WISDOMTREE TRUST JAPN HEDGE EQ (DX) — Int/Div — Buy (add'l)
WISDOMTREE TRUST JAPN HEDGE EQ (DX) — Buy (add'l)
AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Buy (add'l)
AIG FOCUSED DIV STRAT A (FDSAX) — Sold
BARON REAL ESTATE INST (BREIX) — None — Sold
COHEN & STEERS PREF SEC&INC HCPXIX) — Int/Div — Buy (add'l)
COHEN & STEERS PREF SEC&INC HCPXIX) — Sold (part)
COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Int/Div — Sold (part)
COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Buy (add'l)
DOUBLELINE SHILLER ENH CAPE (DSEEX) — Int/Div — Buy (add'l)
DOUBLELINE SHILLER ENH CAPE (DSEEX) — Buy (add'l)
DOUBLELINE STRATEGIC COMMODITY 1{DBCMX) — Int/Div — Buy
DOUBLELINE STRATEGIC COMMODITY 1{DBCMX) — Sold
DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div
FIDELITY ADVANCED EMERGING MARKETS 1HFIMKX) — Int/Div — Buy
FIDELITY ADVANCED EMERGING MARKETS 1HFIMKX) — Buy (add'l)
FIRST EAGLE GOLD (FEGIX) — None — Sold (part)
FRANKLIN INTERNATIONAL GROWTH ADVANCED (FNGZX) — Int/Div — Buy
HENDERSON EUROPEAN FOCUS (HFEIX) — None — Sold (part)
HENDERSON EUROPEAN FOCUS (HFEIX) — Sold
INVESCO DEVEL MKTS Y (GTDYX) — None — Sold
MATTHEWS ASIAN JAPAN (MJFOX) — Int/Div — Sold (part)
MATTHEWS ASIAN JAPAN (MJFOX) — Buy (add'l)
METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Sold (part)
NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div — Sold (part)
PIMCO INCOME P (PONPX) — Int/Div — Sold (part)
PIMCO INCOME P (PONPX) — prt)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Buy (add'l)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Sold (part)
T ROWE PRICE MID CAP GR ADV (RPMGX) — Int/Div — Sold (part)
T ROWE PRICE MID CAP GR ADV (RPMGX) — Sold (part)
TROWE PRICE QM US SMALL CAP GROWTH EQUITY (PRDSX) — Int/Div — Buy
TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — None — Buy
TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — Sold
WELLS FARGO MUNI BOND (WMBIX) — Int/Div — Sold (part)
WELLS FARGO MUNI BOND (WMBIX) — Sold (part)
IRA #1 (H)
MORGAN STANLEY BANK NA — Interest
FIRST TRUST MORTGAGE INCOME (FMY) — Int/Div — Sold
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy
FLEXSHARES TR STOXX GLOBR INF INFRA) — Int/Div — Buy
ISHARES MSC USA MIN VOL ETF (USMV) — Int/Div — Sold
ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)
PACER TRENDPILOT 7S0 ETF (PTLO) — Int/Div — Buy
VANGUARD GROWTH ETF (VUG) — Int/Div — Buy
VANGUARD MID CAP VALUE ETF (VOE) — Int/Div — Buy
VANGUARD SM CAP VAL ETF (VBR) — Int/Div
WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Int/Div — Sold (part)
WISDOMTREE TRUST JAPN HEDGE EQ (DX) — Int/Div — Buy (add'l)
AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Buy (add'l)
COHEN & STEERS PREF SEC&INC HCPXIX) — Int/Div — Sold (part)
COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Int/Div — Sold (part)
DOUBLELINE SHILLER ENH CAPE {DSFEX) — Int/Div — Buy (add'l)
DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)
FIDELITY ADVANCED EMERGING MARKETS 1 {FIMKX) — Int/Div — Buy
FIRST EAGLE GOLD (FEGIX) — None — Sold (part)
INVESCO DEV MKTS Y (GTDYX) — None — Sold
HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div
MATTHEWS ASIAN JAPAN INV (MJFOX) — Int/Div — Buy (add'l)
METROPOLITAN WEST TOT RET BD (MWTIX) — Int/Div — Sold (part)
PIMCO INCOME P (PONPX) — Int/Div — Sold (part)
PGIM (FORMERLY PRUDENTIAL) FLOATING RATE INC Z (FRFZX) — Int/Div — Buy
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Sold (part)
T ROWE PRICE MID CAP GR ADV (RPMGX) — Int/Div — Sold (part)
TROWE PRICE QM US SM CP GR EQ (PRDSX) — Int/Div — Sold (part)
TOUCHSTONE SANDS CAP SEL GR Y (CFSIX) — Int/Div — Buy (add'l)
VANGUARD INFLAT PROT SEC FUND (VIPSX) — Int/Div — Sold (part)
IRA £2 (H)
JOHN HANCOCK MGD VOL GROWTH PORTFOLIO — None
IRA 43 (H)
MORGAN STANLEY BANK NAY)
CUBESMART COM (CUBE) — None — Buy
EQUITY LIFESTYLE PROPERTIES (ELS) — None — Buy
JP MORGAN ALERIAN MLP INDEX ETN (AMJ) — None — Buy
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy
FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold
FLEXSHARES TR STOXX GLOBR INF INFRA) — Int/Div — Buy
FLEXSHARES TR STOXX GLOBR INF INFRA) — Sold
ISHARES MSCI USA MIN VOL (USMV) — Int/Div — Sold
ISHARES MSCI USA MIN VOL (USMV) — Buy
ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)
ISHARES RESIDNTL RL EST ETF (REZ) — Int/Div — Buy
PACER TRENDPILOT 7SO ETF (PTLC) — Int/Div — Buy
PACER TRENDPILOT 7SO ETF (PTLC) — Sold (part)
PACER TRENDPILOT 7SO ETF (PTLC) — Sold
VANGUARD GROWTH ETF (VUG) — Int/Div — Buy
VANGUARD GROWTH ETF (VUG) — Sold (part)
VANGUARD MID CAP VALUE ETF (VOE) — Int/Div — Buy
VANGUARD MID CAP VALUE ETF (VOE) — Sold
VANGUARD SM CAP VALUE ETF (VBR) — Int/Div — Sold
WISDOMTREE EUROPE HEDGED EQUITY (HED) — Int/Div — Sold (part)
WISDOMTREE TRUST JAPN HEDGE (DX — Int/Div — Buy (add'l)
AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Buy (add'l)
AIG FOCUSED DIV STRAT A (FDSAX) — Sold (part)
COHEN & STEERS PREF SEC&INC HCPXIX) — Int/Div — Sold (part)
COHEN & STEERS PREF SEC&INC HCPXIX) — Sold (part)
COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Int/Div — Sold (part)
COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Sold (part)
DOUBLELINE SHILLER ENH CAPE (DSFEX) — Int/Div — Buy (add'l)
DOUBLELINE SHILLER ENH CAPE (DSFEX) — Sold (part)
DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)
DREYFUS TBC SM/MD/CAP GRW (SDSCX) — None — Buy
FIDELITY ADV EMERG MKTS (FIMKX) — Int/Div — Buy
FIDELITY ADV EMERG MKTS (FIMKX) — Buy (add'l)
FIRST EAGLE GOLD (FEGIX) — None — Sold (part)
FIRST EAGLE GOLD (FEGIX) — Buy (add'l)
FRANKLIN INTL GROWTH ADV (FNGZX) — Int/Div — Buy
INVESCO DEVELOPING MKTS Y 1GTDYX) — None — Sold
HENDERSON EUROPEAN FOCUS (HFEIX) — None — Sold (part)
HENDERSON EUROPEAN FOCUS (HFEIX) — Sold
MATTHEWS ASIAN JAPAN INV (MJIFOX) — Int/Div — Buy (add'l)
METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Sold (part)
PIMCO INCOME (PONPX) — Int/Div — Sold (part)
PIMCO INCOME (PONPX) — Sold (part)
PGIM (FORMERLY PRUDENTIAL) FLOATING RATE INC Z (FRFZX) — Int/Div — Buy
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Sold (part)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Buy (add'l)
TROWE PRICE MID CAP GR ADV (RPMGX) — None — Sold (part)
TROWE PRICE MID CAP GR ADV (RPMGX) — Sold
TROWE PRICE QM US SM CP GR EQ (PRDSX) — None — Sold (part)
TROWE PRICE QM US SM CP GR EQ (PRDSX) — Sold
TOUCHSTONE SANDS CAP SEL GR {CFSIX) — Int/Div — Buy (add'l)
TOUCHSTONE SANDS CAP SEL GR {CFSIX) — Sold (part)
IRA #2 (H)
ISHARES MSCI MIN VOL USA (USMV) y)
PACER TRENDPILOT 780 ETF (PTL) — Int/Div — Buy
PACER TRENDPILOT 780 ETF (PTL) — Sold (part)
VANGUARD GROWTH ETF (VUG) (X) wy)
WISDOM REE EUROPE HEDGED EQUITY (HED) (Y)
WISDOM REE EUROPE HEDGED EQUITY (HED) (Y) — Sold (part)
COLUMBIA SELECT LG CP GROWTH Z (UMLGXOY)
DOUBLELINE SHILLER ENH CAPE {DSEEX) — Int/Div — Buy (add'l)
DOUBLELINE SHILLER ENH CAPE {DSEEX) — Sold (part)
DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold
HENDERSON EUROPEAN FOCUS (HFEIX) UY)
METROPOLITAN WEST TOT RET BD (IMWTIXIHY)
PIMCO INCOME (PONPXIY)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z(PDBZX) — Int/Div — Sold (part)
PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z(PDBZX) — Sold (part)
T ROWE PRICE MID CAP GR (RPMGX) (X)y)
TOUCHSTONE SANDS CAP SEL GR (CFSIX) — Int/Div — Buy (add'l)
TOUCHSTONE SANDS CAP SEL GR (CFSIX) — Sold (part)
VANGUARD INFLAT PROT SEC (VIPSX)H IY)
52921 (H) — Int/Div
AMERICAN AMCAP S29A (CAFAX) — Int/Div — Buy (add'l)
AMERICAN MUTUAL 529A (CMLAX) — Int/Div — Buy (add'l)
529 #2 (H) — Int/Div
AMERICAN AMCAP S29A (CAFAX) — Int/Div — Buy (add'l)
AMERICAN MUTUAL 529A (CMLAX) — Int/Div — Buy (add'l)
S29 #3 (H)
AMERICAN AMCAP S29A (CAFAX) — Int/Div — Buy
AMERICAN BALANCED 529 A (CLBAX) — Int/Div — Buy
Partner, Avondale Acres Investment Parmership
Comnuttee Member, Commussion on the Future of Legal Education
Committee Member, National Conference of Bar Examiners Torts Drafting Committee
Agreement — 2013 — Arizona Elected Officials Retirement System: no control
Reimbursement — Commission on the Future of } Legal Education — Jan. 28-29, 2018 — Las Vegas, NV — Conference of Chief Justices — Transportation, lodging, and food
Reimbursement — Fordham University — April 6-9, 2018 — New York, NY — Moot Court Competition (judging final round) — Transportation, lodging, and food
Reimbursement — National Conference of Bar Examiners — May 10-13, 2018 — Santa Barbara, CA — Torts Drafting Committee Meeting — Transportation, lodging, and food
Reimbursement — National Conference of Bar Examiners — Sept. 20-23, 2018 — New York, NY — Torts Drafting Committee Meeting — Transportation, lodging, and food
Income — 2018 — National Conference of Bar Examiners (stipend) — S7.000.00
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.