Susan C. Bucklew
2020
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Pull out the substance of this filing.
What was filed
26
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Brookshire Homes LLC
- Revocable Trust (See Part VII line 1)
- State of Florida---Division of Retirement
As filed
Revocable Trust #1 (H)
Rental Property Tampa Florida — None — Sold — Brookshire Homes LLC
Pimco Dynamic Income Fund (PDI) — Dividend
Invesco Preferred ETF (PGX) — Dividend — Buy (add'l)
Clearbridge Large Cap Gwth C (SLCCX) — Dividend
Nebraska Pub Pwr Dist Genl Rev-D (Bond) — Interest
Tampa Fla Non-Ad Valorem Re Oid (Bond) — Interest
O'Shares FTSE US Quality Div (OUSA) — Dividend
Federated HRMS Prime CS OBL WS (PCOXX) — Dividend — Buy
Federated HRMS Prime CS OBL WS (PCOXX) — Sold (part)
Federated HRMS Prime CS OBL WS (PCOXX) — Sold (part)
Federated HRMS Prime CS OBL WS (PCOXX) — Sold (part)
Federated HRMS Prime CS OBL WS (PCOXX) — Sold (part)
Morgan Stanley Private Bank--cash account — Interest
IRA (H)
Morgan Stanley Private Bank--cash account — Interest
Clearbridge Large Cap Growth (SMAL) — Dividend
Eaton Vance Floating Rate I (EIBLX) — Dividend — Buy (add'l)
Invesco Premier Inst (IPPXX) — Dividend
John Hancock Intl Growth Fd (GOGIX) — Dividend
JP Morgan Equity Income Select (HLIEX) — Dividend — Buy (add'l)
Lazard US EQ Concentrd Inst (LEVIX) — Dividend — Buy (add'l)
FT-Preferred Secur & Inc ETF (FPE) — Dividend — Buy (add'l)
Vanguard 500 INDX Admiral (VFIAX) — Dividend
Bank of America Checking Account X — Interest
Suncoast Credit Union Savings Account X — Interest
Trustee, Revocable Trust (See Part VII line 1)
Agreement — 1996 — State of Florida---Judicial Retirement
Income — 2020 — State of Florida---Division of Retirement — $54,909.00
VII Lines 16, 17, 18, 19, 20, 21 & 22 are assets in a Morgan Stanley Unified Managed Account. Clearbridge (line 16) contains stocks; EV Floating Rate (line 17),
Invesco Premier Inst (line 18) , John Hancock Intl Growth (line 19), JP Morgan Equity Income (line 20) and Lazard US EQ Concentrd Inst (line 21) are mutual
funds; and FT Preferred Secur & Inc. ETF (line 22) is an ETF. They are broker managed accounts, and I do not control the selection of the assets beyond
selecting a risk category. Therefore I did not list the underlying assets.
VII I did not take an IRA distribution.in 2020
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.