A. Howard Matz
2010
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Pull out the substance of this filing.
What was filed
102
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- FL Trust
As filed
TRUSTNO.3 — Int/Div
AllianceBemnstein Tax Mged — Sold
AllanceBemstein Tax Mged — Sold
AllianceBemstein Tax Mged — Sold
AllianceBemnstein Tax Mged — Sold
AllianceBernstein Tax Mged — Sold
AllianceBernstein Tax Mged — Buy
IRAONE — Int/Div
AllianceBemstein Wealth Apprec — Sold
AllianceBemstein Wealth Apprec — Buy
AllianceBemstein Wealth Apprec — Sold
AllianceBernstein Wealth Apprec — Sold
AllianceBernstein Wealth Apprec — Sold
AllianceBemnstein Wealth Apprec — Buy
IRATWO — Int/Div
AllianceBernstein Wealth Apprec — Sold
AllianceBemnstein Wealth Apprec — Sold
AllianceBemnstein Wealth Apprec — Buy
AllhanceBemstein Wealth Apprec — Sold
AllianceBernstein Wealth Apprec — Sold
AllianceBernstein Wealth Apprec — Buy
TRUSTONE — Int/Div
Allianz AGIC Opport — Sold
Artisan Int!
Black Rock Equity Dividend Fund
General Electric
JP Morgan Mid Cap — Sold
JP Morgan Mid Cap — Sold
Merger Fund — Sold
Morgan Stanley Inst. Emerging Markets — Sold
Permanent Portfolio — Sold
Schwab Money Fund
Selected American Shares — Sold
Venzon Comm
Walt Disney
Fidelity Contra — Sold
Fidelity Contra — Sold
Morgan Stanley Inst. Mid Cap Growth Fund — Sold
Morgan Stanley Inst. Mid Cap Growth Fund — Sold
Oakmark Intl. Small Cap Fund
ICM Small Company Fund — Sold
Dodge & Cox Intl. Stock Fund
Forward Tactical Growth — Sold
JP Morgan Strategic Income Fund — Sold
JP Morgan Strategic Income Fund
RS Emerging Markets — Buy
MLP Alphon Fund — Buy
Frontier Comm. Corp — from line 34)
JRA ROLLOVER — Int/Div
Allianz AGIC Opp
ArtisanIntl. Fund
Dodge & Cox Intl. Stock Fund
ICM Small Company Portfolio
JP Morgan Mid. Cap Value Fund
MergerFund — Sold
MS Inst. Emerging Markets — Sold
MS Inst. Mid Cap Growth
Oakmark Intl. Small Cap
Permanent Portfolio
Selected American Shares — Sold
SchwabMoney Fund
Black Rock Equity Dividend Fund
FidelityContra Fund
Forward Tactical Growth Fund — Sold
JP Morgan Strategic Income Fund
RS Emerging Mkts — Buy
UBSE. Tracs Alerican MLP — Buy
Permanent Portfolio — Sold
Selected American Shares
Schwab Money Fund
Black Rock Equity Dividend Fund — Buy
Fidelity Contra Fund — Buy
TCW Total Retum Bond Fund — Buy
TCW Total Retum Bond Fund — Buy
TCW Total Retum Bond Fund — Buy
TCW Total Retum Bond Fund — Sold
Forward Tactical Growth Inst. Fund — Buy
JP Morgan Strategic Income Fund — Buy
TRUST NO. TWO — Interest
Oppenheimer M/IM
Whittier CA Bon
Calif. St. G/O Bond 2035
ContraCosta LA Bond
Upland CA Bond — Buy
CalEDL Fac 5.25% 4/1/24 — Buy
Calif. St G/O 2033
CAEDL Fac 5% 10/1/2036
San Bemardino Bond — Redeemed
Cal St G/O Bond 2015 — Redeemed
Torrance CA Bond
Capistrano CA Bond
South Tahoe
BonitaCanyon CA Bond
Centos CA Bond
Willis CA Bond
Cupertino CA Bond
Montclair CA Bond — Buy
Calif. Stwde 5.75% (State Water Dev.)
Calif. HFA 5.375%
Bell Gardens 5%
TRUSTNO.6 — Interest
TIAA-CREF — Interest
Co-Trustor and Co-Trustee, FL Trust
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.