Alicia O. Valle

2017Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

46
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income

Named parties

Weichert Financial Services
EE 1nc.- salary

As filed

Wells Fargo Accounts — Interest

BB&T Accounts — Interest

Fidelity Emerging Asia Fund (#1) — istnibution — Sold (part)

Fidelity Select Biotechnology — Distribution — Sold (part)

Matthews India Fund — Distribution — Sold (part)

Fidelity Cash Reserves (£1) — None

Fidelity Contra Fund — istrnibution

Fidelity Cash Reserves (#2) — None

Fidelity Cash Reserves (#3) — None

Fidelity Emerging Asia Fund (£2) — Distribution

Fidelity (fka Spartan) S00 Index #1 — Int

Fidelity Select Natural Resources — Int/Div — Sold

Fidelity Select Energy Service — Int/Div — Sold

Fidelity (ka Spartan) S00 Inder #2 — Int./y

T. Rowe Price Emergmg Markets Stock — Distribution — Sold (part)

Fidelity Select Medical Equipment — Distribution

T. Rowe Price New Asia — istrnibution — Sold (part)

TT. Rowe Price Retirement 2028 — Int/Div — Sold (part)

TT. Rowe Price Retirement 2028 — Sold

T. Rowe Price Summit Cash Reserves — Interest

Rental property--Morristown, NJ (2015 $435,000) — Rent

Vanguard Precious Metals and Mining Fund — Distribution

Vanguard 500 Index Fund — Int/Div

Vanguard Prime Money Market — Interest

Rental property--Miami, Florida (2011 $190,000) — Rent

Fidelity Select Health Care — Distribution

Fidelity (fka Spartan) S00 #3 — Int/Div — Buy (add'l)

Fidelity (fka Spartan) S00 #3 — Buy (add'l)

Fidelity (fka Spartan) S00 #3 — Sold (part)

Fidelity (fka Spartan) S00 #3 — Buy (add'l)

T. Rowe Price Health Sciences — Distribution — Sold (part)

Vanguard Target Ret 2015 #1 — Int/Div — Buy

Vanguard Target Ret 2015 #2 — Int — Buy

T. Rowe Price Corporate Income — Int/Div — Buy

T. Rowe Price Retirement 2020 — Int/Div — Buy

T. Rowe Price Target 2015 — Int/Div — Buy

T. Rowe Price Target 2020 — Int/Div — Buy

Liability — Weichert Financial Services — Mortgage for NJ Property

Spouse's income — 2017 — EE 1nc.- salary

Section VII - Removed |

Credit Union,

ce account was closed in 2016

Section VII - Removed T. Rowe Price Real Estate, since Mutual Fund was sold in 2016

Section VII - Removed T. Rowe Price Financial Services, since Mutual Fund was sold in 2016

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.