Jean P. Rosenbluth
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
38
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- mother
As filed
Wells Fargo Accounts -- cash equivalent — Interest
American Electric Power common stock — Int/Div
Schwab IRA (H)
Stone Ridge All Asset — Int/Div — Sold
Robinson Tax Advantaged Inc — Int/Div — Buy
Doubleline Strategic Commodity — Int/Div — Buy
Guggenheim Macro Oppty Inst — Int/Div — Sold
Elements Emerging Mkts Port — Int/Div
Elements Intl Small Cap Port — Int/Div
Elements Intl Port — Int/Div
Elements US Small Cap — Int/Div
Elements US Port — Int/Div — Sold (part)
Bank of America Accounts -- cash equivalent — Interest
Morgan Stanley Aggressive Growth A — Int/Div
301K) «= TIAA/CREF (no control) (H)
managed allocation fund (TIMRX) — Int/Div
Lifecycle Retirement Income (TLRRX) — Int/Div
Brokerage Account (H)
Berkshire Hathaway B — None
Deutsche BK Cap 7.6% — Int/Div — Redeemed
Sector Spdr Consumer Fund ETF — Int/Div — Sold (part)
Sector Spdr INd] Select Shares ETF — Int/Div
Sector SPDR Tr Con Splitshares ETF — Int/Div
Harding Loevner Emerging Markets Ady — Int/Div
JP Morgan Small Cap Equity Fund — Int/Div — Buy (add'l)
Schwab Health Care Fund — Int/Div
Vanguard FTSE All World EX US ETF — Int/Div — Sold
Schwab Gov. Money Fund — Interest
dnvesteo QQQ Trust Ser ETF (x) — Int/Div — Sold (part)
Pimco Investment Grade Corp BD Inst) — Int/Div
Pimco nem Inst CL — Int/Div
Wisdomtree Intl Small Cap Divident ETF — Int/Div — Sold (part)
Lord Abbeett Short Dur Income FD CL : LLDYX — Int/Div — Buy
Select SectorUT1 Select SPDR ETF-XLU — Int/Div — Buy
Vanguard Real Estate ETF-VNQ — Int/Div — Buy
Medtronic PLC F MDT — None — Buy
Ridgeworth Seix Float — Int/Div
New York Times common stock — Int/Div
Power of attorney, mother
Re Part VII, Line 30: My husband tells me the name was changed from Powershares last year to Invesico,
Re Part VI, Line 27: my husband informs me that this was a mistake and that he sold Vanguard s't Investment Grade Fund Admiral in 2017. 1 have thus deleted
what was previously listed as line 27.
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.