Stephanie Kulp Seymour

What was filed

263
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Crested Butte Music Festival, Crested Butte, CO
self-emploved - lawyer

As filed

Bank of Okla. Accts — Interest

Prospenty Bank Accounts — Interest

UBS Accounts — Interest — Closed

Raymond James Accounts — Interest — Open

Lot, Mt. Crested Butte, CO ($81,000), 10/94) — None

IRA ES(H)

Double Line Total Return Fund Instl (DBLTX) (mutual fund) — Int/Div

Loomis Sayles Investment Grade Bd C1 Y (LSIX) (mutual fund) — Int/Div — Sold (part)

TCW Emerging Markets Income Fd C1 1 (TGEX) (mutual fund) — Int/Div — Buy (add'l)

TCW Emerging Markets Income Fd C1 1 (TGEX) (mutual fund) — Sold (part)

Virtus Multi-Sector Short Term Bond (PIMSX) (mutual fund) — Int/Div — Sold (part)

Blackrock Strategic Income (BSIIX) (mutual fund) — Int/Div — Sold (part)

Blackrock Strategic Income (BSIIX) (mutual fund) — Sold (part)

Columbia Income Opportunities FD Class 2 (CIOZX) (mutual fund) — Int/Div — Sold

Blackrock Global Long/Short Credit FD (BGCIX) (mutual fund) — None — Sold (part)

Blackrock Multi-Asset Income Portfolio Inst! (BHCX) (mutual fund) — Int/Div — Sold (part)

Lord Abbett Short Duration Income Fd (LDLFX) (mutual fund) — Int/Div

Mainstay Short Duration High Yd Fd Class HMDHIX) (mutual fund) — Int/Div — Sold

Mainstay Incom Builder (MTOIX) (mutual fund) — Int/Div — Sold (part)

Mainstay Incom Builder (MTOIX) (mutual fund) — Sold

Guggenheim Macro Opportunities Fd Cl {GIONX) (mutual fund) — Int/Div — Sold (part)

Vanguard Total Bond MKT (BND) (ETF) — Int/Div — Sold

Vanguard Total Intl BD (BNDX) (ETF) — Int/Div

Invesco Core Bond Plus Fund (CPBY X) (mutual fund) — Int/Div — Sold (part)

SPDR Double Line TR Tact ETF (TOTL) (ETF) — Int/Div

AB Global Bond Fund (ANAYX) (mutual fund) — Int/Div

Invesco Floating Rate Fund Class Y (AFRYX) (mutal fund) — Int/Div — Sold

Guggenheim Total Return Bond Fund (GIBIX) (mutual fund) — Int/Div — Buy

Vanguard Wellesley Income Fund (VWIAX) (mutual fund) — Int/Div — Buy

Vanguard Wellesley Income Fund (VWIAX) (mutual fund) — Sold (part)

Invesco Bulletshares 2019 HY Corp Bond (BSIMWIETF) — Int/Div — Buy

Spdr Bloomberg Barclays 1-2 mo. t-bill (BILYETEH) — Int/Div — Buy

Spdr Bloomberg Barclays 1-2 mo. t-bill (BILYETEH) — Buy (add'l)

IRA #6(H)

Double Line Total Return Fund Inst! (DBLTX) (mutual fund) — Int/Div — Sold (part)

Loomis Sayles Investment Grade Bond (LSITX) (mutual fund) — Int/Div — Sold (part)

TCW Emerging Markets Income Fd Class (TGERX) tmutual fund) — Int/Div — Buy (add'l)

TCW Emerging Markets Income Fd Class (TGERX) tmutual fund) — Sold (part)

Virtus Multi-Sector Short Term Bond (PIMSX) (mutual fund) — Int/Div

Blackrock Strategic Income (BSI1X) (mutual fund) — Int/Div — Sold (part)

Columbia Income Opportunities FD (C10ZX) (mutual fund) — Int/Div — Sold

Blackrock Global Long/Short Credit FD (BGCTIX) (mutual fund) — Int/Div — Sold (part)

Blackrock Multi-Asset Income Portfolio Inst! (BIHCX) (mutual fund) — Int/Div — Sold (part)

Lord Abbett Short Duration Inc Fd (LDLFX) (mutual fund) — Int/Div

Mainstay Short Duration High Yield Fd C1 (MDHIX (mutual fund) — None — Sold

Guggenheim Macro Opportunities Fd (GIOX) (mutual fund) — Int/Div — Sold (part)

Mainstay Incom Building (MTOIX) (mutual fund) — Int/Div — Sold (part)

Mainstay Incom Building (MTOIX) (mutual fund) — Sold

AB Global Bond Fund Class Advisor (ANAYX) (mutual fund) — Int/Div

Invesco Core Bond Plus Fund Class Y (CPBY X) (mutual fund) — Int/Div

SPDR Double Line Tr Tact ETF (TOTL) (ETF) — Int/Div — Buy (add'l)

Vanguard Total Bond Mkt ETF (BND) (ETF) — None — Sold

Vanguard Total Intl Bond ETF (BNDX) (ETF) — Int/Div

Invesco Floating Rate Fund Class ¥ (AFRYX) (mutual fund) — Int/Div — Sold

Guggenheim Total Return Bond Fund (GIBIX) (mutual fund) — Int/Div — Buy

Guggenheim Total Return Bond Fund (GIBIX) (mutual fund) — Sold (part)

Vanguard Wellesley Incoome Fund (VWIAX) (mutual fund) — Int/Div — Buy

Invesco Bulletshares 2019 High Yield (BSINETF) — Int/Div — Buy

Spdr Bloomberg Barclays 1-3 mo. (BIL) (ETF) — Int/Div — Buy

Spdr Bloomberg Barclays 1-3 mo. (BIL) (ETF) — Buy (add'l)

Brokerage #9 (H)

Jackson Nat'l Life Ins Co Perspective L Series Class LL — None

Lincoln Nat'l Choice Plus Assurance L Share — None

Lincoln Nat'l Choice Plus Assur L Share — None

Ohio Nat'l Oncore Lite 11 Class L — None

Brokerage #10 (H)

Blackrock Strategic Income (BSI1X) (mutual fund) — Int/Div — Sold (part)

Blackrock Strategic Income (BSI1X) (mutual fund) — Sold (part)

Vanguard Total Stock Market (VT1) (ETF) — Int/Div — Sold (part)

Vanguard Total Stock Market (VT1) (ETF) — Sold (part)

Powershares QOQQ Trust (QQQ) (E11) — Int/Div — Buy (add'l)

Powershares QOQQ Trust (QQQ) (E11) — Sold (part)

Invesco Equally-Weighted S&P 500 (VADDX) (mutual fund) — Int/Div — Sold (part)

Invesco Equally-Weighted S&P 500 (VADDX) (mutual fund) — Sold (part)

Lord Abbett Short Duration Income Fd (LDLFX) (mutual fund) — Int/Div — Buy (add'l)

Lord Abbett Short Duration Income Fd (LDLFX) (mutual fund) — Sold (part)

Guggenheim Macro Opportunities Fd (GION) (mutual fund) — Int/Div — Sold (part)

Guggenheim Macro Opportunities Fd (GION) (mutual fund) — Sold (part)

Davis Financial Fund Class Y (DVFYX) (mutual fund) — None — Sold (part)

Davis Financial Fund Class Y (DVFYX) (mutual fund) — Sold

JP Morgan Small Cap Equity Bond Fund Select (VSEIX) (mutual fund) — Int/Div — Sold (part)

JP Morgan Small Cap Equity Bond Fund Select (VSEIX) (mutual fund) — Sold (part)

SPDR S&P S00 ETF (SPY) (ETF) — Int/Div — Sold

Vanguard Intl Equity Index FD FISE All World EX US(VEUYETF) — Int/Div — Sold (part)

Vanguard Intl Equity Index FD FISE All World EX US(VEUYETF) — Sold (part)

Invesco Floating Rate Fund Class Y (AFRY X) (mutual fund) — Int/Div — Sold (part)

Invesco Floating Rate Fund Class Y (AFRY X) (mutual fund) — Sold (part)

Virtus Emerging Markets Opportunities (HIEMX (mutual! fund) — Int/Div — Buy (add'l)

Virtus Emerging Markets Opportunities (HIEMX (mutual! fund) — Sold (part)

Guggenheimm Total Return Bond Fund (GIBIX) (mutual fund) — Int/Div — Buy

Guggenheimm Total Return Bond Fund (GIBIX) (mutual fund) — Sold (part)

Spdr Bloombert Barclays 1-3 mo T-Bill ABILYETF) — Int/Div — Buy

Spdr Bloombert Barclays 1-3 mo T-Bill ABILYETF) — Sold (part)

Spdr Gold Shares (GLD) ETF) — None — Buy

Spdr Gold Shares (GLD) ETF) — Sold (part)

Spdr Gold Shares (GLD) ETF) — Sold

Spdr SSGA Multi-Assest Real Return (RLY VETTE) — Int/Div — Buy

Spdr SSGA Multi-Assest Real Return (RLY VETTE) — Sold (part)

Spdr SSGA Multi-Assest Real Return (RLY VETTE) — Sold

Vanguad Energy (VDE) (ETF) — Int/Div — Buy

Vanguad Energy (VDE) (ETF) — Sold (part)

Vanguad Energy (VDE) (ETF) — Sold

IRA #7 (H)

1Shares MSCI Brazil Capped (EWZ) (ETF) — None — Sold

IShares Core MSC EAFE (JIEFA) (ETF) — Int/Div — Sold (part)

IShares Core MSC EAFE (JIEFA) (ETF) — Sold (part)

IShares Core MSCI Emerging Market (TEMGUETF)Y — Int/Div

IShares Core S&P Small Cap (UR) (ETF) — Int/Div — Buy (add'l)

IShares MSC Chima (MCHO (ETF) — None — Sold (part)

Vanguard Mid Cap (VO) (ETF) — Int/Div — Buy (add'l)

Vanguard Total World STK (VT) (ETF) — Int/Div

Vanguard Value (VIV) (ETF) — Int/Div — Buy (add'l)

Vanguard Growth (VUG) (ETF) — Int/Div — Sold (part)

Vanguard Large Cap (VV) (ETF) — Int/Div — Buy (add'l)

Vanguard Large Cap (VV) (ETF) — Sold (part)

Energy Select Sector SPDR Fund (XLE) (ETF) — None — Sold

IShares Incorporated MSC Russia (ERUS) {ETH — None — Buy

IShares Incorporated MSC Russia (ERUS) {ETH — Sold

Brokerage #12 (H)

Blackrock Strategic Income 1 (BSIIX) (mutual fund) — Int/Div — Sold (part)

Blackrock Strategic Income 1 (BSIIX) (mutual fund) — Sold (part)

Double Line Total Return Fd Inst] (DBLTX) (mutual fund) — Int/Div — Sold (part)

Double Line Total Return Fd Inst] (DBLTX) (mutual fund) — Sold (part)

Invesco High Yield Municipal Fund C1 Y (ACTDX) (mutual fund) — Int/Div — Sold (part)

Invesco High Yield Municipal Fund C1 Y (ACTDX) (mutual fund) — Sold (part)

Thomburg Limited Term Municipal Fd C11 ALTMEX) (mutual fund) — Int/Div — Sold (part)

Thomburg Limited Term Municipal Fd C11 ALTMEX) (mutual fund) — Sold (part)

Virtus Multi-Sector Short Term Bd (PIMSX) (mutual fund) — Int/Div — Sold (part)

Virtus Multi-Sector Short Term Bd (PIMSX) (mutual fund) — Sold (part)

Blackrock Multi-Asset Income Portfolio Inst! (BHCX) (mutual fund) — Int/Div — Sold (part)

Blackrock Multi-Asset Income Portfolio Inst! (BHCX) (mutual fund) — Sold (part)

Blackrock Strategic Municipal Opportunities (MAMTX) (mutual fund) — Int/Div — Sold (part)

Blackrock Strategic Municipal Opportunities (MAMTX) (mutual fund) — Sold (part)

Lord Abbett Short Duration Income Fund (LDLFX) (mutual fund) — Int/Div — Sold (part)

Lord Abbett Short Duration Income Fund (LDLFX) (mutual fund) — Sold (part)

Mainstay Tax Free Bond C11(MTBIX) (mutual fund) — Int/Div — Sold (part)

Mainstay Tax Free Bond C11(MTBIX) (mutual fund) — Sold (part)

Mainstay Incom Builder (MTOIX) (mutual fund) — None — Sold (part)

Mainstay Incom Builder (MTOIX) (mutual fund) — Sold (part)

Mainstay Incom Builder (MTOIX) (mutual fund) — Sold

Loomis Sayles Investment Grade Bond Class Y (LSIIX) (mutual fund) — Int/Div — Sold (part)

Loomis Sayles Investment Grade Bond Class Y (LSIIX) (mutual fund) — Sold (part)

Guggenheim Macro Opportunities Fund Class (GIOX) (mutual fund) — Int/Div — Sold (part)

Guggenheim Macro Opportunities Fund Class (GIOX) (mutual fund) — Sold (part)

TCW Emergmg Markets Income Fund Class HHTGEIX) (mutual fund) — Int/Div — Buy (add'l)

TCW Emergmg Markets Income Fund Class HHTGEIX) (mutual fund) — Sold (part)

AB Global Bond Fund Class Adviser (ANAYX) (mutual fund) — Int/Div — Sold (part)

AB Global Bond Fund Class Adviser (ANAYX) (mutual fund) — Sold (part)

Invesco Core Bond Plus Fund Class Y (CPBYX) (mutual fund) — Int/Div — Sold (part)

Invesco Core Bond Plus Fund Class Y (CPBYX) (mutual fund) — Sold (part)

Invesco Core Bond Plus Fund Class Y (CPBYX) (mutual fund) — prt)

SPDR Doubleline TR Tact ETF (TOTL) {ETH — None — Sold

Vanguard Total Bond Mkt ETF (BND) (ETF) — None — Sold

Invesco Floating Rate Fund Class Y (AFRYX) (mutual fund) — Int/Div — Sold

Invesco Intermediate Term Muni Inc Fd C1 Y NL (VKLIX) (mutual fund) — Int/Div — Buy

Invesco Intermediate Term Muni Inc Fd C1 Y NL (VKLIX) (mutual fund) — Sold (part)

Guggenheim Total Return Bd Fd Inst] Cl (GIBIX) (mutual fund) — Int/Div — Buy

Guggenheim Total Return Bd Fd Inst] Cl (GIBIX) (mutual fund) — Sold (part)

Vanguard Wellesley Inc Fd Admiral Shares (VWIAX) (mutual fund) — Int/Div — Buy

Vanguard Wellesley Inc Fd Admiral Shares (VWIAX) (mutual fund) — Sold (part)

Invesco Bulletshares 2019 HY Corp Bd (BSINWIETF)Y — Int/Div — Buy

Invesco Bulletshares 2019 HY Corp Bd (BSINWIETF)Y — Sold (part)

Spdr Bloombert Barclays 1-3 mo T-Bill {BILYETF) — Int/Div — Buy

Spdr Bloombert Barclays 1-3 mo T-Bill {BILYETF) — Sold (part)

Brokerage Account 213 (H)

IShares NASDAQ Biotechnology (1BB) (ETF) — None

SPDR S&P Bank (KBEVETF) — None — Sold

IShares Edge MSC USA Momentum Factor (MTUMMETF) — None

IShares Edge MSCI USA Quality Factor (QUALYETF) — None

Vaneck Vectors Retul (RTH (ETF) — None — Sold

Vanguard Consumer Discretionary (VCR) (ETF) — Int/Div — Sold (part)

Vanguard Energy (VDE) (ETF) — Int/Div — Buy (add'l)

MATS — Sold (part)

Vanguard Financials (VFH) (ETF) — Int/Div — Sold (part)

Vanguard Information Technology (VGT) (ETF) — Int/Div — Sold (part)

Vanguard Health Care (VHT) (ETF) — Int/Div — Sold (part)

Materials Select Sector SPDR Trust (XLB) (ETF) — None

Industrial Select Sector SPDR Fund (XLI) {ETF — Int/Div

Consumers Staples Select Sector SPDR Fund (XLP) — Int/Div — Buy (add'l)

IShares TR Trans Avg (IYT) (ETF) — None — Buy

Invesco KBW Bank (KBWBY (ETF) — Int/Div — Buy

Invesco KBW Bank (KBWBY (ETF) — Sold

Vice President of Board of Directors, Crested Butte Music Festival, Crested Butte, CO

Spouse's income — 2018 — self-emploved - lawyer