Colin H. Lindsay

2019

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What was filed

183
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

529 # 1 (H)

Alliance Bernstein CollegeBoundfund 529 — None — Distributed (part)

Alliance Bernstein CollegeBoundfund 529 — Distributed (part)

IRA # 1 (H)

American Funds Capital Income Builders Fund — Dividend — Buy (add'l)

American Funds Capital Income Builders Fund — Buy (add'l)

American Funds Capital Income Builders Fund — Sold (part)

American Funds New World Fund — Dividend — Buy (add'l)

American Funds New World Fund — Buy (add'l)

American Funds New World Fund — Sold (part)

American Funds The Growth Fund of America — Dividend — Buy (add'l)

American Funds The Growth Fund of America — Sold (part)

AQR Managed Funds Strategy Funds — Dividend — Buy (add'l)

AQR Managed Funds Strategy Funds — Buy (add'l)

AQR Managed Funds Strategy Funds — Sold (part)

AQR Managed Funds Strategy Funds — Buy (add'l)

Charles Schwab Money Market Account — Interest

Calvert Global Energy Fund — Dividend — Sold (part)

Calvert Global Energy Fund — Sold (part)

Calvert Global Energy Fund — Buy (add'l)

Calvert Global Energy Fund — Sold (part)

Cohen & Steers Realty Fund (X) — Dividend — Buy (add'l)

Cohen & Steers Realty Fund (X) — Sold (part)

Cohen & Steers Realty Fund (X) — Buy (add'l)

Cohen & Steers Realty Fund (X) — Sold (part)

Cohen & Steers Realty Fund (X) — Sold

Davis New York Venture Fund (X) — None — Sold

Deleware Diversified Income Fund — Dividend — Buy (add'l)

Deleware Diversified Income Fund — Sold (part)

Deleware Diversified Income Fund — Buy (add'l)

Diamond Hill Long Short Fund — Dividend — Buy (add'l)

Diamond Hill Long Short Fund — Sold (part)

Eaton Vance Floating Rate Fund — Dividend — Sold (part)

Eaton Vance Floating Rate Fund — Sold (part)

Fidelity Advisor Materials Fund — Dividend — Buy (add'l)

Fidelity Advisor Materials Fund — Sold (part)

Fidelity Advisor Materials Fund — Buy (add'l)

Fidelity Advisor Materials Fund — Sold (part)

Fidelity MSCI Health Care Index ETF — Dividend — Buy (add'l)

Fidelity MSCI Health Care Index ETF — Buy (add'l)

Fidelity MSCI Health Care Index ETF — Sold (part)

First Eagle Overseas Fund — Dividend — Buy (add'l)

First Eagle Overseas Fund — Buy (add'l)

First Eagle Overseas Fund — Sold (part)

IShares Convertible Bond — Dividend — Buy (add'l)

IShares Convertible Bond — Sold (part)

iShares Global REIT ETF — Dividend — Buy

IShares Total USD Bond Market ETF — Dividend — Buy (add'l)

IShares Total USD Bond Market ETF — Buy (add'l)

IShares Total USD Bond Market ETF — Sold (part)

IShares Total USD Bond Market ETF — Buy (add'l)

Oppenheimer Developing Markets Fund — Dividend — Buy (add'l)

Oppenheimer Developing Markets Fund — Sold (part)

PIMCO Commodity Real Return Strategy Fund — Dividend — Buy (add'l)

PIMCO Commodity Real Return Strategy Fund — Buy (add'l)

PIMCO Commodity Real Return Strategy Fund — Sold (part)

ROYCE Opportunity Fund — Dividend — Buy (add'l)

ROYCE Opportunity Fund — Sold (part)

ROYCE Opportunity Fund — Buy (add'l)

ROYCE Opportunity Fund — Sold (part)

ROYCE Opportunity Fund — Buy (add'l)

Segall, Bryant & Hamill Plus Bond (FKA Westcore Plus Bond Fund) — Dividend — Buy (add'l)

Segall, Bryant & Hamill Plus Bond (FKA Westcore Plus Bond Fund) — Buy (add'l)

Segall, Bryant & Hamill Plus Bond (FKA Westcore Plus Bond Fund) — Sold (part)

Segall, Bryant & Hamill Plus Bond (FKA Westcore Plus Bond Fund) — Buy (add'l)

Templeton Global Bond Fund (FKA Franklin Templeton Global Bond Fund) — Dividend — Sold (part)

Templeton Global Bond Fund (FKA Franklin Templeton Global Bond Fund) — Buy (add'l)

Templeton Global Bond Fund (FKA Franklin Templeton Global Bond Fund) — Sold (part)

Vaguard Developing Markets Fund — Dividend — Buy (add'l)

Vaguard Developing Markets Fund — Sold (part)

Vaguard Developing Markets Fund — Buy (add'l)

Vaguard Developing Markets Fund — Sold (part)

Vanguard Inflation Protected SECS ADM SHR — Dividend — Buy (add'l)

Vanguard Inflation Protected SECS ADM SHR — Buy (add'l)

Vanguard Inflation Protected SECS ADM SHR — Sold (part)

Vanguard Mid Cap ETF — Dividend — Buy (add'l)

Vanguard Mid Cap ETF — Sold (part)

Vanguard Mid Cap ETF — Buy (add'l)

Vanguard Mid Cap ETF — Sold (part)

Vanguard Mid Cap ETF — Buy (add'l)

VOYA International Real Estate Fund (X) — Dividend — Sold (part)

VOYA International Real Estate Fund (X) — Buy (add'l)

VOYA International Real Estate Fund (X) — Sold (part)

VOYA International Real Estate Fund (X) — Sold

Wasatch Small Cap Growth Fund — Dividend — Buy (add'l)

Wasatch Small Cap Growth Fund — Sold (part)

Wasatch Small Cap Growth Fund — Buy (add'l)

IRA # 2 (H)

American Funds Capital Income Builder — Dividend — Buy (add'l)

American Funds Capital Income Builder — Buy (add'l)

American Funds New World Fund — Dividend — Buy (add'l)

American Funds New World Fund — Buy (add'l)

American Funds New World Fund — Sold (part)

American Funds The Growth Fund of America — Dividend — Buy (add'l)

American Funds The Growth Fund of America — Sold (part)

AQR Managed Future Strategy Fund — Dividend — Buy (add'l)

AQR Managed Future Strategy Fund — Buy (add'l)

AQR Managed Future Strategy Fund — Sold (part)

AQR Managed Future Strategy Fund — Buy (add'l)

Calvert Global Energy Fund — Dividend — Sold (part)

Calvert Global Energy Fund — Sold (part)

Calvert Global Energy Fund — Buy (add'l)

Calvert Global Energy Fund — Sold (part)

Charles Schwab Money Market Account — Interest

Cohen & Steers Realty Fund — Dividend — Sold (part)

Davis New York Venture Fund (X) — None — Sold

Diamond Hill Long Short Fund — Dividend — Buy (add'l)

Diamond Hill Long Short Fund — Sold (part)

Eaton Vance Floating Rate Fund — Dividend — Sold (part)

Fidelity Advisor Materials Fund — Dividend — Buy (add'l)

Fidelity Advisor Materials Fund — Buy (add'l)

Fidelity MSCI Health Care Index ETF — Dividend — Buy (add'l)

Fidelity MSCI Health Care Index ETF — Buy (add'l)

Fidelity MSCI Health Care Index ETF — Sold (part)

First Eagle Overseas Fund — Dividend — Buy (add'l)

First Eagle Overseas Fund — Buy (add'l)

First Eagle Overseas Fund — Sold (part)

IShares Convertible Bond ETF — Dividend — Sold (part)

iShares Global REIT ETF — Dividend — Buy

IShares Total USD Bond Market ETF — Dividend — Buy (add'l)

Invesco Oppenheimer Developing Markets Fund — Dividend — Buy (add'l)

Invesco Oppenheimer Developing Markets Fund — Sold (part)

Invesco Oppenheimer Developing Markets Fund — Buy (add'l)

PIMCO Commodity Real Return Strategy Fund — Dividend — Buy (add'l)

PIMCO Commodity Real Return Strategy Fund — Buy (add'l)

ROYCE Opportunity Fund — Dividend — Buy (add'l)

ROYCE Opportunity Fund — Buy (add'l)

ROYCE Opportunity Fund — Sold (part)

Templeton Global Bond Fund (FKA Franklin Templeton Global Bond Fund) — Dividend — Sold (part)

Templeton Global Bond Fund (FKA Franklin Templeton Global Bond Fund) — Sold (part)

Templeton Global Bond Fund (FKA Franklin Templeton Global Bond Fund) — Buy (add'l)

Templeton Global Bond Fund (FKA Franklin Templeton Global Bond Fund) — Sold (part)

Vanguard Developing Markets Fund — Dividend — Buy (add'l)

Vanguard Developing Markets Fund — Buy (add'l)

Vanguard Developing Markets Fund — Sold (part)

Vanguard Midcap ETF — Dividend — Sold (part)

Vanguard Midcap ETF — Buy (add'l)

VOYA International Real Estate Fund (X) — Dividend — Sold (part)

VOYA International Real Estate Fund (X) — Buy (add'l)

VOYA International Real Estate Fund (X) — Sold (part)

VOYA International Real Estate Fund (X) — Sold

Wasatch Small Cap Growth Fund — Dividend — Buy (add'l)

Wasatch Small Cap Growth Fund — Sold (part)

Wasatch Small Cap Growth Fund — Buy (add'l)

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.