Alicia O. Valle
2016
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What was filed
42
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Weichert Financial Services
As filed
Wells Fargo Accounts — Interest
BB&T Accounts — Interest
Credit Union Accounts — Interest — Closed
Fidelity Emerging Asia Fund (#1) — Distribution
Fidelity Select Biotechnology — Distribution
Matthews India Fund — Distribution
Fidelity Cash Reserves (#1) — None
Fidelity Contra Fund — Distribution
Fidelity Cash Reserves (#2) — None
Fidelity Cash Reserves (#3) — None
Fidelity Emerging Asia Fund (#2) — Distribution
Fidelity (fka Spartan) 500 Index #1 — Int./Div.
Fidelity Select Natural Resources — Distribution
Fidelity Select Energy Service — Distribution
Fidelity (fka Spartan) 500 Inder #2 — Int./Div.
T. Rowe Price Emerging Markets Stock — Distribution
Fidelity Select Medical Equipment — Distribution
T. Rowe Price New Asia — Distribution
T. Rowe Price Retirement 2025 — Int./Div.
T. Rowe Price Retirement 2025 — Buy (add'l)
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) 500 #3 — Int./Div. — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
Fidelity (fka Spartan) 500 #3 — Buy (add'l)
T. Rowe Price Real Estate — Distribution — Sold
T. Rowe Price Financial Services — Distribution — Sold
T. Rowe Price Health Sciences — Distribution
Liability — Weichert Financial Services — Mortgage for NJ Property
Part VII, Investments and Trusts - Revised and Corrected this section as follows:
1.Removed "Fidelity Select Medical Delivery" fund because this fund was sold and closed in 2015, but was not captured on last year's statement.
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.