Elizabeth Cowan Wright

2019

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Pull out the substance of this filing.

What was filed

217
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

3M Company - salary

As filed

Individual Assets (H)

Faegre Daniels LLP Capital Balance (cash) — None

FBD Building Partnership LLP (rental property, Minneapolis, MN) — Rent — Distributed

Ameriprise ACC Cash Reserve (cash) (X) — Interest

Ameriprise ACC Flexible Savings (cash) — Interest — Open

RiverSource Variable Universal Life 5 ES (H)

Riversource VP Mod Aggr Port Cl2 — None

RiverSource Variable Universal Life Insurance IV (H)

Riversource VP Mod Aggr Port Cl4 — None

401k Acct #1 (H)

Schwab/Faegre Baker Daniels Cash Balance Pension Plan (cash) (Y)

Baron Small Cap Instl (BSFIX) — Dividend

American Funds Europacific Growth R6 (RERGX) — Dividend

DFA Global Real Estate Securities Port (DFGEX) — Dividend

Metropolitan West Total Return Bd Plan (MWTSX) — Dividend

PIMCO High Yield Instl (PHIYX) — Dividend

401k Acct #2 (H)

State Street Intermediate-Term Bond Fund — None — Sold (part)

State Street Long Term Bond Index Fund — None — Sold (part)

State Street S&P 500 Stock Index Fund — None — Sold

State Street Small and Mid Cap Stock Index Fund — None — Buy (add'l)

State Street International Stock Index Fund — None — Buy (add'l)

3M Stock — Dividend

IRA #1 (H)

3M Company Stock (MMM) — Dividend

3M Company Stock Option Plan — None

IRA #2 (H)

Ameriprise Insured Money Mkt (AIMMA) (cash) — Interest

Fidelity Advisor New Markets Income Cl I (FGZMX) — Dividend — Buy

Invesco Oppenheimer Steelpath MLP Income Cl Y (MLPZX) — Dividend — Sold

Goldman Sachs Emerg Mkts Eq Insights Inv Cl (GIRPX) — Dividend

Janus Henderson Enterprise Cl I (JMGRX) — Dividend — Buy (add'l)

JPMorgan Intrepid Val Cl I (JPIVX) — Dividend — Sold

Virtus Kar Small Cap Sustainable Growth Cl I (PXSGX) — Dividend

Invesco FTSE RAFI US 1500 Sm Mid ETF (PRFZ) — Dividend — Buy (add'l)

Wisdomtree Mid Cap Div ETF (DON) — Dividend

IRA #3 (H)

Invesco Balanced Risk Commodity Strat Cl Y (BRCYX) — Dividend — Buy

Invesco Oppenheimer Intl Growth Cl Y (OIGYX) — Dividend — Buy

Blackrock Short Obligations Intl Cl (BISOX) — Dividend — Buy

Blackrock Short Obligations Intl Cl (BISOX) — Buy (add'l)

Columbia Select Large Cap Growth Instl Cl (UMLGX) — Dividend — Buy

Goldman Sachs Intl Equity Insights Investor Cl (GCITX) — Dividend — Buy

Goldman Sachs Intl Equity Insights Investor Cl (GCITX) — Buy (add'l)

Goldman Sachs GQG Partners Intl Opptys Investor Cl (GSINX) — Dividend — Buy

John Hancock Classic Value Cl I (JCVIX) — Dividend — Buy

John Hancock Classic Value Cl I (JCVIX) — Buy (add'l)

John Hancock US Global Leaders Growth Cl I (USLIX) — Dividend — Buy

John Hancock US Global Leaders Growth Cl I (USLIX) — Buy (add'l)

Janus Henderson Global Value Cl I (JPPIX) — None — Buy

Janus Henderson Global Value Cl I (JPPIX) — Sold

Janus Henderson US Managed Volatility Cl I (JRSIX) — Dividend — Buy

Janus Henderson US Managed Volatility Cl I (JRSIX) — Buy (add'l)

John Hancock Strategic Income Opptys Cl I (JIPIX) — Dividend — Buy

John Hancock Strategic Income Opptys Cl I (JIPIX) — Sold

Brandywine Global Unconstrained Bond Cl I (LROIX) — None — Buy

Nuveen NWQ Intl Value Cl I (NGRRX) — None — Buy

Nuveen NWQ Intl Value Cl I (NGRRX) — Sold

Principal Global Real Estate Securities Instl Cl (POSIX) — Dividend — Buy

Principal Global Real Estate Securities Instl Cl (POSIX) — Sold

Wells Fargo C&B Mid Cap Value Instl Cl (CBMSX) — Dividend — Buy

Wells Fargo Intl Value Instl Cl (WFVIX) — Dividend — Buy

Global X MSCI Norway Etf (NORW) (X) — Dividend — Sold

IShares MSCI Australia (EWA) — None — Sold (part)

IShares MSCI Australia (EWA) — Sold (part)

IShares MSCI Australia (EWA) — Buy (add'l)

IShares MSCI Australia (EWA) — Sold

IShares MSCI Canada (EWC) — None — Sold

IShares MSCI France (EWQ) — None — Buy (add'l)

IShares MSCI France (EWQ) — Sold (part)

IShares MSCI France (EWQ) — Sold

IShares MSCI France (EWQ) — Buy

IShares MSCI France (EWQ) — Buy (add'l)

IShares MSCI France (EWQ) — Sold

IShares MSCI Spain Etf (EWP) — Dividend — Buy

IShares MSCI Spain Etf (EWP) — Buy (add'l)

IShares MSCI Spain Etf (EWP) — Sold

IShares MSCI Hong Kong Etf (EWH) — None — Buy

IShares MSCI Hong Kong Etf (EWH) — Sold

IShares MSCI Switzerland Etf (EWL) — Dividend — Buy

IShares MSCI Switzerland Etf (EWL) — Sold (part)

IShares MSCI Switzerland Etf (EWL) — Sold

IShares Core S&P 500 (IVV) — Dividend — Buy (add'l)

IShares Core S&P 500 (IVV) — Buy (add'l)

IShares Core S&P 500 (IVV) — Sold (part)

IShares Core S&P 500 (IVV) — Sold

IShares Core US Aggregate Bond (AGG) — Dividend — Sold

IShares IBOXX $ High Yield Corp Bond Etf (HYG) — Dividend — Buy

IShares IBOXX $ High Yield Corp Bond Etf (HYG) — Sold (part)

IShares IBOXX $ High Yield Corp Bond Etf (HYG) — Buy (add'l)

IShares IBOXX $ High Yield Corp Bond Etf (HYG) — Sold

IShares MBS (MBB) — Dividend — Buy (add'l)

IShares MBS (MBB) — Sold

IShares MSCI Japan Etf New (EWJ) — None — Buy

IShares MSCI Japan Etf New (EWJ) — Sold

IShares Intermediate Term Corp Bond ETF (IGIB) — Dividend — Buy

IShares Intermediate Term Corp Bond ETF (IGIB) — Sold

IShares MSCI Singapore ETF (EWS) — Dividend — Buy

IShares MSCI Singapore ETF (EWS) — Sold

IShares Inc MSCI Italy New ETF (EWI) — None — Buy

IShares Inc MSCI Italy New ETF (EWI) — Sold

IShares 20+ Year Treasury Bond ETF (TLT) — Dividend — Buy

IShares 20+ Year Treasury Bond ETF (TLT) — Sold (part)

IShares 7-10 Year Treasury Bond ETF (IEF) — Dividend — Buy

IShares 7-10 Year Treasury Bond ETF (IEF) — Buy (add'l)

IShares Core MSCI Emerging Markets Etf (IEMG) — Dividend — Buy

IShares Core MSCI Emerging Markets Etf (IEMG) — Buy (add'l)

IShares Core MSCI Emerging Markets Etf (IEMG) — Sold

IShares Core MSCI Emerging Markets Etf (IEMG) — Buy

IShares Currency Hedged MSCI Eurozone ETF (HEZU) — Dividend — Buy

IShares MSCI UTD Kingdom New ETF (EWU) — Dividend — Buy

IShares MSCI UTD Kingdom New ETF (EWU) — Sold

IShares MSCI UTD Kingdom New ETF (EWU) — Buy

SPDR Portfolio Large Cap ETF (SPLG) — Dividend — Buy

IShares 1-3 Year Treasury Bond ETF (SHY) — Dividend — Buy

IShares 1-3 Year Treasury Bond ETF (SHY) — Sold

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Dividend — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Sold

Schwab Intermediate Term US Treasury ETF (SCHR) — None — Buy

Schwab Intermediate Term US Treasury ETF (SCHR) — Sold

Schwab US REIT (SCHH) — Dividend — Buy

Schwab US REIT (SCHH) — Sold (part)

Schwab US REIT (SCHH) — Sold

Sector Energy Select Sect SPDR (XLE) — None — Sold

Sector Healthcare Select Sector SPDR (XLV) — Dividend — Buy

Sector Healthcare Select Sector SPDR (XLV) — Sold

Sector Consumer Staples Select Sector SPDR ETF (XLP) — Dividend — Buy

Sector Consumer Staples Select Sector SPDR ETF (XLP) — Sold

Sector Industrial Select Sector Spdr Etf (XLI) — Dividend — Buy

Sector Industrial Select Sector Spdr Etf (XLI) — Buy (add'l)

Sector Industrial Select Sector Spdr Etf (XLI) — Sold

Consumer Discretionary Select Sect SPDR (XLY) — Dividend — Sold (part)

Consumer Discretionary Select Sect SPDR (XLY) — Sold

Vanguard Information Technology (VGT) — Dividend — Sold

Vanguard Information Technology (VGT) — Buy

Vanguard Information Technology (VGT) — Buy (add'l)

Vanguard Information Technology (VGT) — Sold

Vanguard Information Technology (VGT) — Buy

Vanguard Information Technology (VGT) — Buy (add'l)

Vanguard Information Technology (VGT) — Sold

Vanguard Communication Services Etf (VOX) — Dividend — Buy

Vanguard Communication Services Etf (VOX) — Sold

Vanguard Communication Services Etf (VOX) — Buy

Vanguard Communication Services Etf (VOX) — Sold

Vanguard FTSE All World Ex US (VEU) — Dividend — Buy (add'l)

Vanguard FTSE All World Ex US (VEU) — Sold (part)

Vanguard FTSE All World Ex US (VEU) — Buy (add'l)

Vanguard FTSE All World Ex US (VEU) — Sold

Vanguard Long Term Corp Bond Etf (VCLT) — Dividend — Buy

Vanguard Long Term Corp Bond Etf (VCLT) — Sold

Vanguard Intermediate Term Corp Bond Etf (VCIT) — Dividend — Buy

Vanguard Intermediate Term Corp Bond Etf (VCIT) — Sold

Vanguard Intermed Term Treas Idx (VGIT) — None — Sold (part)

Vanguard Intermed Term Treas Idx (VGIT) — Sold (part)

Vanguard Intermed Term Treas Idx (VGIT) — Sold

Vanguard Long Term Treas (VGLT) — Dividend — Sold

Vanguard Long Term Treas (VGLT) — Buy

Vanguard Long Term Treas (VGLT) — Sold

Vanguard Real Estate Index Etf (VNQ) — Dividend — Buy

Vanguard Real Estate Index Etf (VNQ) — Sold

Vanguard Real Estate Index Etf (VNQ) — Buy

Vanguard Real Estate Index Etf (VNQ) — Buy (add'l)

Vanguard Real Estate Index Etf (VNQ) — Sold

Barclays Bank PLC IPath Bloom Comm Indx Tot Retn (DJP) — None — Sold (part)

Barclays Bank PLC IPath Bloom Comm Indx Tot Retn (DJP) — Buy (add'l)

Barclays Bank PLC IPath Bloom Comm Indx Tot Retn (DJP) — Sold

Vanguard Consumer Staples ETF (VDC) — Dividend — Buy

Vanguard Energy ETF (VDE) — Dividend — Buy

Vanguard Short Term Corp Bond ETF (VCSH) — Dividend — Buy

Vanguard Short Term Corp Bond ETF (VCSH) — Sold

Vanguard Mortgage Backed Securities ETF (VMBS) — Dividend — Buy

Vanguard Mortgage Backed Securities ETF (VMBS) — Sold

Vanguard Health Care ETF (VHT) — Dividend — Buy

IRA #4 (H)

Invesco Oppenheimer Active Alloc A (OAAAX) — None — Sold

IRA #5 (H)

Columbia Income Builder Cl C (RBBCX) — Dividend

IRA #6 (H)

Hines Global Reit (HNGL) — Dividend

IRA #7 (H)

Putnam Dynamic Asset Alloc Growth Cl C (PAECX) — Dividend — Buy

IRA #8 (H)

Ameriprise Insured Money Market (AIMMA) (cash) — Interest — Open

BROKERAGE #1 (H)

Invesco Oppenheimer Steelpath MLP Inc A (MLPTX) — Dividend — Sold

Alger Cap Apprec Z (ACAZX) — Dividend

Calamos Market Neutral Income Cl I (CMNIX) — Dividend — Buy

Calamos Market Neutral Income Cl I (CMNIX) — Buy (add'l)

Columbia Minnesota Tax Exempt Z (CMNZX) — Dividend

Goldman Sachs Mgd Fut Strat Inv (GFIRX) — None — Sold

Mainstay Mackay High Yield Mun Bond Cl I (MMHIX) — Dividend — Sold (part)

Delaware Minnesota High Yield Mun Bond Instl Cl (DMHIX) — Dividend — Buy (add'l)

IShares Intl Select Dividend (IDV) — Dividend

IShares Edge MSCI Min Vol (USMV) — Dividend

Agreement — 2016 — Faegre Daniels LLP Retirement Savings Plan

Spouse's income — 2019 — 3M Company - salary

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.Part II: Holdings within this plan are reported in Part VII.

Part VII, line 2: The firm's capital funds are held at Wells Fargo.

Part VII, line 3: Reporting is based upon the filer's pro rata share.

Oppenheimer Steelpath MLP Income CL Y (MLPZX) and is now Invesco Oppenheimer Steelpath MLP Income CL Y (MLPZX).

Oppenheimer Active Alloc Cl A (OAAAX) is now Invesco Oppenheimer Active Alloc Cl A (OAAAX).

Oppenheimer Steelpath MLP Select 40 Cl Y (MLPDX) is now Invesco Oppenheimer Steelpath MLP Select 40 Cl Y (MLPTX).

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.