Elizabeth Cowan Wright

2018Annual

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Pull out the substance of this filing.

What was filed

  • 88

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Self-employed attorney

As filed

Faegre Daniels LLP Capital Balance (cash) — None

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

DFA Global Real Estate Securities Port (DFGEX) — Int/Div

Metropolitan West Total Return Bd Plan IMWTSX) — Int/Div

PIMCO High Yield Instl (PHIYX) — Int/Div

301k 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 Intemational Stock Index Fund — Int/Div

IM Stock — Int/Div

IRAZI(H)

3M Company Stock (MMM) — Int/Div

3M Company Stock Option Plan — None

IRA #2 (H)

Ameriprise Insured Money Mkt (AIMMA ) (cash) — Interest

Goldman Sachs Emerg Mkts Eq Insights Inv CHGIRPX) — Int/Div

Janus Henderson Enterprise C1 JMGRX) — Int/Div

JPMorgan Intrepid Val C1 1 (JPIVX) — Int/Div

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 (HH

IShares MSC Australia (EWA) — Int/Div

IShares MSC Canada (EWC) — Int/Div — Buy

IShares MSC France (EWQ) — Int/Div

IShares Core S&P S00 (VV) — Int/Div — Sold (part)

IShares Core S&P S00 (VV) — Sold (part)

IShares Core S&P S00 (VV) — Sold (part)

IShares Core S&P S00 (VV) — Sold (part)

IShares Core US Aggregate Bond (AGG) — Int/Div — Buy (add'l)

IShares Core US Aggregate Bond (AGG) — Buy (add'l)

Shares IBOXX High YId Corp Bd (HYG) — Int/Div — Sold

Shares MSC Smgapore (EWS) — Int/Div — Sold

IShares MBS (MBB) — Int/Div — Buy

IShares MBS (MBB) — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Int/Div — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Buy (add'l)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

Schwab US REIT (SCHH) — Int/Div — Buy

Schwab US REIT (SCHH) — Sold

Sector Healthcare Select Sector SPDR (XLV) — Int/Div — Sold

Sector Healthcare Select Sector SPDR (XLV) — Buy

Consumer Discretionary Select Sect SPDR — Int/Div

Sector Materials Sel Sect SPDR (XLB) — Int/Div — Buy

Sector Materials Sel Sect SPDR (XLB) — Sold

Sector Energy Select Sect SPDR (XLE) — Int/Div — Buy

Sector Industrial Sel Sect SPDR (XL — Int/Div — Sold (part)

Sector Industrial Sel Sect SPDR (XL — Sold

Vanguard Financials (VFH) — Int/Div — Buy

Vanguard Financials (VFH) — Sold

Vanguard Information Technology (VGT) — Int/Div

Vanguard FTSE All World Ex US (VEU) — Int/Div — Sold (part)

Vanguard FTSE All World Ex US (VEU) — Buy (add'l)

Vanguard Intermed Term Treas Idx (VGIT) — Int/Div — Buy (add'l)

Vanguard Long Term Treas (VGLT) — Int/Div

Barclays Bank PLC IPath Bloom Comm Indx Tot Ret (DIP) — None

IRA #4 (H)

Oppenheimer Active Alloc A (OAAAX) — Int/Div

IRA 25 (H)

Columbia Income Builder C1 C (RBBCX) — Int/Div

IRA 26 (H)

Hines Global Reit (HNGL) — Int/Div

BROKERAGE #1 (H)

Alger Cap Apprec Z (ACAZX) — Int/Div

Columbia Minnesota Tax Exempt Z (CMNZX) — Int/Div — Sold

Columbia Minnesota Tax Exempt Z (CMNZX) — Buy

Goldman Sachs Mgd Fut Strat Inv (GFIRX) — Int/Div

Ivy Intl Core Equity (ICEIX) — Int/Div — Sold

Mainstay Mackay High Yield Mun Bond CI IMMHIX) — Int/Div

Oppenheimer Steelpath MLP Inc A (MLPDX) — Int/Div

Delaware Minnesota High Yield Mun Bond Inst] CHIDMHIX) — Int/Div

IShares Intl Select Dividend (IDV) — Int/Div — Buy (add'l)

IShares Edge MSCl Min Vol (LSMV) — None — Buy

Income — 2018 — Self-employed attorney — $211,217.00

Part 11: Holdings within this plan are reported in Part VIL

Part VII, line 1: The firm's capital funds are held at Wells Fargo.

Part VIL, 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.

Part VII, lines 11, 27-29, 32, 34, 40, 41, 45-48, 51, 54, 56-64, 67, 72, 74, 77, 79-81, 84, 91-95, 98, 103, 104, 106, and 111-114 of the imtial report

are not reportable in 2018; there are not corresponding reportable transactions during this reporting period.

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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