Elizabeth Cowan Wright
2018Initial
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What was filed
114
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
3
income
0
spouse income
Named parties
- Self-employed attorney
- Self-emploved attorney
As filed
BROKERAGE #1 (H)
Faegre Daniels LLP Capital Balance (cash) — None — Exempt
FBD Building Partnership LLP (rental property, Minneapolis, MN) — Rent
RiverSource Variable Universal Life 5 ES Hy
Riversource VP Mod Ager Port C12 — None
RiverSource Variable Universal Life Insurance IV (H)
Riversource VP Mod Agpr Port Cl4 — None
301k Acct #1 (H)
Charles Schwab/Faegre Baker Daniels Cash Balance Pension Plan (cash) — Interest
Baron Small Cap Inst] (BSFIX) — Int/Div
American Funds Europacific Growth R6 {RERGX) — Int/Div
Cohen & Steers Instl Realty Shs (CSRIX) — Int/Div
DFA Global Real Estate Securities Port {DFGEX) — Int/Div
PIMCO High Yield Instl (PHIYX) — Interest
Metropolitan West Total Return Bd Plan (IMWTSX) — Interest
401k Acct £2 (H)
State Street Intermediate Term Bond Fund — Int/Div
State Street Long Term Bond Index Fund — Int/Div
State Street S&P S00 Stock Index Fund — Int/Div
State Street Small and Mid Cap Stock Index Fund — Int/Div
State Street International Stock Index Fund — Int/Div
3M Stock — Int/Div
IRA #1 (H)
3M Company Stock (MMM) — Int/Div
IM Company Stock Option Plan — None
IRA #2 (H)
Ameriprise Insured Money Mkt (AIMMA) (cash) — Interest
Alger Cap Apprec Cl A (ACAAX) — None
AMG Managers Centersquare Real Estate C T1IMRASX) — Int/Div
Blackrock Hi Yield Bd Inst] CLBHY1X) — Int/Div
Goldman Sachs Emerg Mkts Eq Insights Inv CHGIRPX) — Int/Div
Janus Henderson Enterprise C1 JMGRX) — Int/Div
Janus Henderson Flexible Bond C11 FLEX) — Int/Div
JPMorgan Intrepid Val C11 {JPIVX) — Int/Div
Oppenheimer Developing Mkts C1 Y (ODVYX) — None
Oppenheimer Steelpath MLP Alpha Plus C1 A (MLPLX) — Int/Div
Virtus Kar Small Cap Sustainable Growth Cl HIPXSGX) — Int/Div
Invesco FTSE RAFI US 1500 Sm Mid ETF (PRFZ) — Int/Div
Wisdomtree Mid Cap Div ETF (DON) — Int/Div
IRA 43 (H)
Dreyfus Govt Cash Mgmt Fds (DGCXX) (cash) (Y)
Global X MSC Norway (NORW) — Int/Div
IShares MSC Australia (EWA) — Int/Div
IShares MSC France (EW) — Int/Div
IShares MSC Canada (EWC) — Int/Div
IShares MSC Switzerland (EWL) — None
Shares MSC Span Capped (EWP) — Int/Div
IShares MSCI Germany (EWG) — Int/Div
Shares MSCI Hong Kong (EWH) — Int/Div
IShares Core S&P S00 (VV) — Int/Div
IShares Core US Aggregate Bond (AGG) — Int/Div
IShares 20+ Yr Treas Bond (TLT) — Int/Div
Shares IBOXX High Y1d Corp Bd (HYG) — Int/Div
IShares MBS (MBB) — Int/Div
IShares Core MSCI Emerg Mk1s (IEMG) — Int/Div
IShares MSCI Singapore (EWS) — Int/Div
IShares MSC Emerg Mkts (EEM) — None
IShares MSC Japan (EW)) — Int/Div
IShares Inc MSC Italy Capped (EWI) — Int/Div
IShares Currency Hedged MSC Germany (HEWG)Y — Int/Div
IShares Currency Hedged MSC Japan (HEWH — None
IShares MSC Utd Kingdom (EWU) — None
SPDR S&P S00 (SPY) — Int/Div
SPDR MSCI ACW! Ex-US(CWI) — None
SPDR Bloomberg Barclays Hi Yield Bond NK) — Int/Div
SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Int/Div
Schwab US Reit (SCHH) — Int/Div
Schwab Intermed Trm LS Treas (SCHR) — None
Sector Healthcare Select Sector SPDR (XLV) — Int/Div
Consumer Discretionary Select Sect SPDR (XLV) — Int/Div
Sector Matenals Sel Sect SPDR (XLB) — Int/Div
Sector Energy Select Sect SPDR (XLE) — Int/Div
Sector Financial Sel Sect SPDR (XLF) — Int/Div
Sector Industrial Sel Sect SPDR (XL) — Int/Div
Sector Technology Sel Sect SPDR (XLK) — Int/Div
Vanguard Financials (VFH) — Int/Div
Vanguard Information Technology (VGT) — Int/Div
Vanguard Communication Services (VOX) — Int/Div
Vanguard FTSE All World Ex US (VEU) — Int/Div
Vanguard Mortgage Backed Securities (VMBS) — Int/Div
Vanguard Long Term Corp Bond (VCLT) — Int/Div
Vanguard Intermediate Trm Corp Bond vem — Int/Div
Vanguard Long Term Treas (VGLT) — Int/Div
Vanguard Intermed Term Treas Idx (VGIT) — Int/Div
Vanguard REIT Index (VNQ) — Int/Div
Barclays Bank PLC 1Path Bloom Comm Indx Tot Rem (DIP) — None
IRA #4 (H)
Oppenheimer Active Alloc A (OAAAX) — Int/Div
IRA 45(H)
Columbia Income Builder C1 C (RBBCX) — Int/Div
IRA #6(H)
Ameriprise Insured Money Market (AIMMA) (cash) — Interest
IRA #7 (H)
Ameriprise Insured Money Market (AIMMA) (cash) — Interest
IRA #8 (H)
Ameriprise Insured Money Market (AMMA) (cash) — Interest
Hines Global Reit (HNGL) — Int/Div
Ameriprise Insured Money Market (AMMA) (cash) (Y)
Alger Cap Apprec Z (ACAZX) — Int/Div
Columbia Minnesota Tax Exempt Z ({CMNZX) — Int/Div
Goldman Sachs Mgd Fut Strat Inv (GFIRX) — Int/Div
Ivy Intl Core Equity (ICEIX) — Int/Div
LoCorr Managed Futures Strategy (LFMIX) — None
Lord Abbett Floating Rate C1 F (LFRFX) — Int/Div
Mainstay Mackay High Yield Mun Bond CI THIMMHIX) — Int/Div
Sit Mn Tax Free Income (SMTFX) — Int/Div
Oppenheimer Steelpath MLP Inc A (IMLPDX) — Int/Div
Delaware Minnesota High Yield Mun Bond Inst] CHIDMHIX) — Int/Div
Shares Int] Select Dividend (IDV) — Int/Div
Shares Edge MSCI Min Vol (USMV) — Int/Div
BROKERAGE #2 (H)
Ameriprise Insured Money Market (AMMA) (cash) — Interest
Columbia Income Builder C (RBBCX) — Int/Div
Wells Fargo Abs Retum C (WARCX) — Int/Div
Income — 2018 — Self-employed attorney — $211,217.00
Income — 2017 — Self-emploved attorney — S3SR.032.00
Income — 2016 — Self-emploved attorney — $324,813.00
Part 11: Holdings within this plan are reported in Part VIL
Part 111 A: No reportable income for 2019,
Part VII, line 1: The firm's capital funds are held at Wells Fargo.
Part VII, line 2: Reporting is based upon the filer’s pro rata share.
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.