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.

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