Robert Clive Jones
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
20
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Worthless
- Family Trust #1
As filed
Commercial Prop (5%), Las Vegas, NV — None — Closed — Worthless
Fidelity Contra Fund — Int/Div
Fidelity Div Grwth Fund — Int/Div — Sold (part)
Fidelity Cash Reserves — Int/Div — Sold (part)
Fidelity OTC Port — Int/Div — Sold
Fidelity Blue Chip Grwth — Int/Div
Chevron Corp — Int/Div — Sold
Alphabet Class A — Int/Div — Buy
Apple Common — Int/Div — Buy
BP PLC Spons'd ADR — Int/Div — Buy
Exxon Mobil Common — Int/Div — Buy
Fidelity Asset Mgt 70% — Int/Div — Sold (part)
Fidelity S00 Index — Int/Div — Buy
Fidelity Sel IT Services — Int/Div — Buy (add'l)
IBM Common — Int/Div — Buy
Fidelity NASDAQ Index — Int/Div — Buy (add'l)
Vanguard World FD Mega Cap Grwth ETF — Int/Div — Buy
Walmart Common — Int/Div — Sold (part)
Amazon Common — Int/Div — Buy (add'l)
VISA Copmmon Cl A — Int/Div — Buy
Trustee, Family Trust #1
Farmly Trust #1 is a revocable living trust without reportable assets.
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.