Rya Weickert Zobel

2010

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Pull out the substance of this filing.

What was filed

  • 54

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Rya W. Zobel Irrevocable Trust
  • Property Law Association. Annual Dinner
  • Aspen Institute

As filed

Fidelity Select Retailing FSRPX — Int/Div

Fidelity Select Construction & Housing ISHOX — Int/Div — Sold

T.Rowe Price Blue Chip Growth, Inc TRBCX. — Int/Div

Calamos Growth Class A — Int/Div

Hodges Fund CVGRX — Int/Div — Sold

Market Vectors ETF TR Coal KOL — Int/Div

Powershare Exchange Traded FD TR Wilder PBW — Int/Div — Sold

SPDR SER TR S&P Homebuilders XHB — Int/Div — Buy

Ishares TR MSCI Emerging Markets Index EEM (X) — Int/Div

Ishares TR Dow Jones US Real Estate Index TYR (X) — Int/Div

Ishares TR Dow Jones US Broker Dealers INdex IAI (X) — Int/Div

Sector SPDR TR SHS Ben Int Financial XLF XX) (Y) — Int/Div — Buy

United STS Nat Gas FD LP Unit UNG (X) — Int/Div — Sold

Powershares QQQ TR Unit Ser 1 QQQ (X) — Int/Div

Vanguard Index FDS Vanguard REIT ETF VNQ — Int/Div — Buy

ISharesz Silve TR IShares SLV — Int/Div — Buy

IShares Barclays Treas Inflation Protected SECS FD, TIP — Int/Div — Buy

Sector SPDR TR SHS BEN Int Financial XLF — Int/Div — Buy

IShares TR Russell 2000Index FD IWM — Int/Div — Buy

Citizens Bank, checking — Interest

Hanscom Federal Credit Union, savings — Interest

Fed! Home Ln Banks Conc. Bd 6.100%, 12/3/10 — Interest — Sold

Fidelity Total Bond — Interest

American High Income Class F AHTFX — Interest

US Treasury NTS 4.0% — Interest

Putnam Diversified Income FD CL Y PDVYX — Int/Div — Buy

Fidelity Select Retailing FSRPX — Int/Div

Fidelity Select Construction & Housing ISHOX — Int/Div — Sold

T.Rowe Price Blue Chip Growth, Inc TRBCX. — Int/Div

Calamos Growth Class A — Int/Div

Hodges Fund CVGRX — Int/Div — Sold

Ishares TR NASDACBiotechnology Indes FDIBB — Int/Div — Sold

Market Vectors ETF TR Coal KOL — Int/Div

Powershare Exchange Traded FD TR Wilder PBW — Int/Div — Sold

SPDR SER TR S&P Homebuilders XHB — Int/Div — Buy

Ishares TR MSCI Emerging Markets Index EEM (X) — Int/Div

Ishares TR Dow Jones US Real Estate Index 1YR (X) — Int/Div

Ishares TR Dow Jones US Broker Dealers INdex IAI (X) — Int/Div

Sector SPDR TR SHS Ben Int Financial XLF (X) (Y) — Int/Div — Buy

United STS Nat Gas FD LP Unit UNG (X) — Int/Div — Sold

Powershares QQQ TR Unit Ser 1 QQQ (X) — Int/Div

Barclays Bank PLC [Path S&P 500, VIX — Int/Div — Buy

Barclays Bank PLC [Path S&P 500, VIX — Sold (part)

ISharesz Silve TR IShares SLV — Int/Div — Buy

Shares Barclays Treas Inflation Protected SECS FD. TIP — Int/Div — Buy

Sector SPDR TR SHS BEN Int Financial XLF — Int/Div — Buy

Citizens Bank, checking — Interest

Hanscom Federal Credit Union, savings — Interest

Fedl Home Ln Banks Conc. Bd 6.100%, 12/3/10 — Interest — Sold

Fidelity Total Bond — Interest

American High Income Class F AHTFX — Interest

US Treasury NTS 4.0% — Interest

Forward Select Income KIFAX (X) — Interest

Putnam Diversified Income FD CL Y PDVYX — Int/Div — Buy

Trustee, Rya W. Zobel Irrevocable Trust

Reimbursement — Property Law Association. Annual Dinner — Hdio JALAL, IVA SIH oy AVM

Reimbursement — Aspen Institute — November 5-7, 2010 — Wye, MD — Seminar — transportation, lodging, food

Line 15 of Part VII reports the purchase in 2010 of this security which had been bought and sold in its entirety in 2009.

In my 2009 report I listed Spartan US Equity Index. This asset has fallen below the reporting threshold and will no longer be reported.

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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Rya Weickert Zobel | Frix