Ellen Segal Huvelle
2008
Ask Donna
Pull out the substance of this filing.
What was filed
106
investments
0
positions
0
gifts
0
agreements
1
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Sale
- HSBC
- University of Virginia Law Sch 00]
- self-employed, partner in law firm
As filed
America Online (now named Time Wamer) — Int/Div
Cisco Systems — None
iShares MSCI EAFE Fund — Int/Div
Oracle Corp. — None
Missouri St. Health Edl Facs 5/125% due 01 101/09 — Interest — Redeemed
Cinco TX Municipal Utility 4.0% due 9/1/10 — Interest
MFS Muni Bond — Int/Div
Van Kampen Emerging Markets — Int/Div
Oppenheimer Developing Markets Fund — Int/Div
Templeton Developing Markets — Int/Div
AIM Intemational Growth Fund — Int/Div
Manulife Venture Annuity — None
iShares Sm Cap 600 Growth — Int/Div
iShares S&P Latin Amenca — Int/Div — Sold
Allianz CCM Cap App Class C — Int/Div
Calvert Large Growth Fd C1 C — None
MEFS Int'l Growth Fd CIC — Int/Div
Van Kampen Comstock CI C — Int/Div
Andover Minn GO Ref-B 2.500% due 2/1 08 — Interest — Redeemed
El Paso Co CO School Dist #038 5.500% d ue 12/1/08 — Interest — Redeemed
North East Independent Sch Dist TX 2.75 0% due 8/1/09 — Interest
Baker Hughes — Int/Div
Johnson & Johnson — Int/Div
Morgan Stanley India Investment Fund — Int/Div
Powershares Wildhill Clean Energy — None
Whole Foods Markets — Int/Div
Wisdom Tree Large Cap Dividend ETF — Int/Div
Eaton Vance Large Value Fund — Int/Div
AllianceBemstein Intemational Growth — Int/Div
Putnam New Value — None — Sold
Lubbock TX Health 5.0% 7/1/08 — Interest — Redeemed
Lauderdale FL 2.75% 10/01/08 — Interest — Redeemed
Las Vegas NV 4.0% 10/01/09 — Interest
Montgomery Co MD 5.0% 10/01/12 — Interest
Amex Centurion Bank 2.9% 12/10/09 — None — Buy
Bear Steams Co 7.625% 12/07/09 — Interest — Buy
Indiana St Education 5.0% 02/01/09 — Interest — Buy
Market Vectors Gold Miners — None — Buy
MidFirst Bank CD 3.5% 06/25/08 — Interest — Buy
MidFirst Bank CD 3.5% 06/25/08 — Redeemed
Morgan Stanley Bank CD 2.9% 12/11/09 — None — Buy
Palm Beach Crnminal 5.375% 06/01/11 — Interest — Buy
Rydex Managed Futures Stategies Fund — Int/Div — Buy
Tulsa Co ISD 3.5% 08/01/10 — None — Buy
WestemBank PR CD 2.75% 02/02/09 — None — Buy
1RA #2 — Int/Div
Morgan Stanley Bank
iShares S&P Small Cap Value
1Shares S&P 500 Growth
1Shares S&P 500 Value
1Shares Sm Cap Growth
Genzyme Corp — Buy
Salomon Smith Bamey 6.5% due 2/15/08 — Redeemed
Wal-Mart Stores 6.875% due 8/10/09
Van Kampen Comstock
MFS Value
MFS Int'l Growth Fd
Calvert Large Growth
Goldman Sachs Small Cap Value
Abbott Laboratories — Buy
American Gr. Fund
Amernican Inv. Co.
Sentinel Small Company
Delaware Small Cap Value
AllianceBemstein Intemational Value Fund Class C !
Dreyfus Premier Alpha Growth Fund Class Cc
Dreyfus Premier New Leaders Fund Class Cc
Allianz Cap App — Int/Div
Calvert Large Growth — None
MFS Value — Int/Div
Am. Inv. Co. of Am. — Int/Div
Franklin Small Midcap Growth Fund — Int/Div
AIM Constellation Fund — None — Sold
Templeton Foreign Fund — None — Sold
Alpine Int'l Real Estate — None — Sold
North Las Vegas Nv 4.35% 11/01/10 — Interest
Russellville Ar 4.25% 2/1/12 — Interest — Sold — Sale
MS Fx Alpha Plus Strat Port — Int/Div
AIM Tax Exempt Cash Fund — Int/Div — Buy
Amens Bank CD 4.0% 7/30/2008 — Interest — Buy
Amens Bank CD 4.0% 7/30/2008 — Sold
Bank of India 2/85% 3/18/2008 — None — Buy
Capital One Bank 4.0% 02/08/10 — None — Buy
Connecticut Health Education 4.0% 7/01/ 2010 — None — Buy
Midfirst Bank CD 3.5% 6/25/2008 — Interest — Buy
Midfirst Bank CD 3.5% 6/25/2008 — Sold
Sovereign Bank CD 2.9% 3/17/2009 — None — Buy
1st Pacific Bank CD 4.05% 2/08/2010 — None — Buy
IRA #1 — Int/Div
Morgan Stanley Bank
Delaware Small Cap Value Fund
C&B — Interest
Cov. Fund LLC — Distribution
Greenwood at Cleveland Park LLC — None
Rental Property, Washington, DC — Rent
Rental Property, Washington, DC — None — Sold
Winslow Green Mutual! Fund — Int/Div — Buy
Retirement Account — Int/Div
Dodge & Cox
American Funds Growth Fund of Am.
American Beacon Small Cap
Ranier SmalUMid Cap Equity
Lazard Emerging Mkts
Thomburg Intemational
Schwab Stable Value
PIMCO Total Return — Buy
Liability — HSBC — Mortgage on Rental Prop., Washington, DC (Part VII, Line 119)
Reimbursement — University of Virginia Law Sch 00] — February 23-24 — Charlottesville, VA — Moot Court Judge — Transportation, Food and Hotel
Reimbursement — onal Law Journal Dinner Honoring Min ority Lawyers
Spouse's income — 2008 — self-employed, partner in law firm
Line 73 of the report filed on May 10, 2008 showed a "partial sale” of E.V. Emerging Markets. In fact, it was a full sale, and the gain code should have been a "B.”
As a result, as of June 2007, I no longer held E.V. (Eaton Vance) Emerging Markets.
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.