Elizabeth Erny Foote
2016Annual
Ask Donna
Pull out the substance of this filing.
What was filed
80
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Foote Lumber Company
As filed
Wells Fargo- Roth IRA (H)
Templeton World Fund — Int/Div
Washington Mutual Investment Fund — Int/Div
Red River Bank Checking — Interest
Red River Bank Checking #2 — Interest
Capital One Savings #1 — Interest
American Funds 529 Plan Account (FBO David)
American Funds Money Market — None
American Balanced Fund — Int/Div
Wells Fargo Roth IRA (H)
John Hancock Regional Bank — Int/Div
Templeton World Fund — Int/Div
Washington Mutual Invs Fund — Int/Div
Chase Investment (H)
JP Morgan US Treas Plus MMKT — Int/Div
JPMorgan Chase & Co Common — Int/Div
AllianceBer Global Thematic Grth — Int/Div
JPMorgan Intrepid Mid Cap — Int/Div
JPMorgan Large Cap Grth — None
Capital One Savings #2 — Interest
Fidelity & Guaranty Life "Indexed Rewards" - Fixed Rate Annuity — Int/Div
Chase Investment-Invesco Global Small & Mid — None
Yuma Exploration-Royalty Interest- , Louisiana — Royalty
Timber land- , Louisiana — None
1/2 interest land- , Louisiana — None
1/2 interest land - , Louisiana — None
1/6 interest - Company — None
1/3 interest Company (power of attorney) — None
Metropolitan Life Insurance Company variable policy
MetLife Stck Index Port — Int/Div
Barclays Ag Bd Idx Port — Int/Div
MSCI EAFE Index — Int/Div
Russell2000 Index Port — Int/Div
Red River Bank- Checking #3 — Interest
Vanguard-Prime Money Mkt Fund — Int/Div
John Hancock-Law Firm 401K, Lifestyle Balanced Fund — Int/Div
Wells Fargo- Roth IRA line 1: Invesco Amer. Franchise — None
American Funds, Uniform Gift to Minor: Capital World Growth — Int/Div
American Funds, Uniform Gift to Minor. Wash Mutual Invs — Int/Div
Red River Bank- Checking #4 — Int/Div
FTJ Fundchoice IRA - iShares North Amer Tech-Software ETF — Int/Div — Buy (add'l)
FT] Fundchoice IRA-SPDR Technology Select Sector — Int/Div — Buy (add'l)
FTI] Fundchoice IRA-iShares Dow Jones US Broker Dealers — Int/Div — Buy (add'l)
FTI] Fundchoice IRA-iShares Dow Jones US Broker Dealers — Sold (part)
FTI] Fundchoice IRA-iShares Dow Jones US Broker Dealers — Sold
FTJ Fundchoice IRA-SPDR Financial Select Sector — Int/Div — Buy (add'l)
FTJ Fundchoice IRA-SPDR Financial Select Sector — Sold (part)
FTJ Fundchoice IRA-SPDR Health Care Select Sector — Int/Div — Sold (part)
FTJ Fundchoice IRA-SPDR Health Care Select Sector — Buy (add'l)
FTJ Fundchoice IRA-WisdomTree Japan Hedged Equity — Int/Div — Sold (part)
FTJ Fundchoice IRA-WisdomTree Japan Hedged Equity — Sold
FTJ Fundchoice IRA-TD Bank USA FDIC Insured Deposit — Int/Div
Aviva Life and Annuity Co.- fixed rate annuity — Int/Div
Vanguard Acct. #1 (H)
Vanguard Mid-Cap Growth — Int/Div
am-en Vanguard Small-Cap Growth — Int/Div
Vanguard Total Stock — Int/Div
Vanguard SEP IRA: Vanguard REIT Index — Int/Div — Buy (add'l)
NR Scandic Springs — Int/Div
FT] Fundchoice IRA- SPDR Consumer Discretionary — Int/Div — Sold
FT) Fundchoice IRA - Vanguard Energy Index — None — Sold
1/14 interest - po and fr [ — None — Sold (part) — Foote Lumber Company
FTJ Fundchoice IRA - iShares Russell 2000 — Int/Div — Buy
FTJ Fundchoice IRA - iShares Russell 2000 — Buy (add'l)
FTJ Fundchoice IRA - iShares Russell 2000 — Sold
FTJ Fundchoice IRA - SPDR Energy Select Sector — Int/Div — Buy
FTJ Fundchoice IRA - SPDR Energy Select Sector — Sold (part)
FTJ Fundchoice IRA - SPDR S&P Bank — Int/Div — Buy
FTJ Fundchoice IRA - SPDR S&P Bank — Buy (add'l)
FTJ Fundchoice IRA - SPDR S&P Bank — Buy (add'l)
FTJ Fundchoice IRA - iShares Nasdaq Biotech Index — Int/Div — Buy
FTJ Fundchoice IRA - iShares Nasdaq Biotech Index — Buy (add'l)
FTJ Fundchoice IRA - iShares Nasdaq Biotech Index — Buy (add'l)
FTJ Fundchoice IRA - Real Estate Select Sector (X) — None — Sold
FTJ Fundchoice IRA -iShares Dow Jones US Home — Int/Div — Buy
FTJ Fundchoice IRA -iShares Dow Jones US Home — Buy (add'l)
FTI Fundchoice IRA -iShares Short Maturity Bond — None — Buy
American Funds 529 Plan Account (FBO Paul) (X)
American Funds Money Market — None
Cash Management Trust of America — None — Closed
Line 21: Description of asset has been updated to better describe annuity. This is a fixed rate annutiy fund called the index rewards fund. No specific investments
are owned. This product is no longer available for purchase and will not be found in the list of products offered by Fidelity.
Line 29 - 33 : Description of asset has been updated to better descrbie life insurance policy and the specific funds reported separately. In prior year all funds were
combined and reported as one asset.
Line 41: FTJ Fundchoice IRA - iShares Goldman Sachs Software Index name has changed to iShares North American Tech-Software ETF.
Line 53: Description of asset has been updated to better describe annutiy.
Line 62: 1/14 interest land located in
, Louisiana and 1/14 interest in land located in
, Louisiana was given to spouse by his mother in
2015. This asset is
separate property and in no way associated with Judge Elizabeth Foote's assets. The
land was sold in 2016. Only
land owned at 12/31/16.
Line 78 - 80: American Funds 529 Plan Account (FBO
In prior years this account was reported with line 7 - 9 American Funds 529 Plan Account (FBO
Line 79: This is a non-interest bearing fund, no income is being eamed.
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.