Elizabeth Cowan Wright
2018Annual
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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.