Jacob P. Hart
2020
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What was filed
231
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
DAVIS OF NEW YORK MUTUAL FUND — None
MORGAN STANLEY BANK DEPOSIT PROGRAM — Interest
AB GLOBAL INVESTMENT INCOME — Dividend
LOOMIS SAYLES STRATEGIC INCOME — Dividend
DELAWARE TAX FREE PENNSYLVANIA FUND — Dividend
ABERDEEN ULTSHRT MUNI INC INST (ATOI — Dividend
MAINSTAY SHT TRM HI YLD — Dividend
NEUBERGER BERMAN STR INC INST — Dividend
COLONY CAP INC — None — Sold
BLACKROCK LARGE CAP VALUE — Dividend
JP MORGAN GROWTH ADVANTAGE — None
GOLDMAN SACHS STRATEGIC — None
CITIGROUP IRA (H) (assets below)
MS LIQUID ASSET FUND — Dividend
MET WEST TOT RET BD (MWTIX) — Dividend — Buy (add'l)
BLACKROCK LOW DUR BD(BFMSX) — Dividend — Buy (add'l)
T ROWE PRICE SM CAP (PRDSX) — None — Sold
LOOMIS GROWTH Y (LSGRX) — Dividend — Buy (add'l)
JP MORGAN VALUE ADVANTAGE (JVASX) — Dividend — Buy (add'l)
HARDING LOEVNER INTL EQTY INST (HLMIZ) — None — Sold
OAKMARK INTERNATIONAL (OAKIX) — Dividend — Sold (part)
PIMCO SHORT TERM P (PTSPX) — Dividend
HARTFORD MIDCAP (HFMIX) — None — Sold
WELLS FARGO SPECIAL (WFMIX) — Dividend — Buy (add'l)
CAUSEWAY EMERGING MARKETS (CEMIX) — None — Sold
ISHARES RUSSELL 1000 GRW ETF (IWF) — None
ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend — Buy (add'l)
ISHARES TIPS BOND (TIP) — None — Sold
ISHARES RUSSELL 2000 (VALUE) — None — Sold
DELAWARE VALUE INSTL — None — Sold
WESTERN ASSET CORE — Dividend — Buy (add'l)
JOHN HANCOCK INT. GROWTH (GOGIX) — Dividend — Buy (add'l)
ISHARES INC. JAPAN — None — Sold
ISHARES 20+YR TREASU BOND ETF (TLT) — None — Sold
HARDING LOEVNER EMERG MKTS ADV (HLEMX) — None — Buy (add'l)
HARTFORD INTL VALUE 1 (HILIX) — Dividend — Sold (part)
COLUMBIA DIVIDEND INCOME (GSTFX) — None — Buy
EV INCOME FUND OF BOSTON (EIBIX) — Dividend — Buy
GOLDMAN SACHS GQG INTL OPP (GSIMX) — None — Buy
GQG PARTNERS EMRG MKTS (GQGIX) — None — Buy
MFS MIDCAP GROWTH (OTCIX) — None — Buy
NATIONWIDE GENEVA SMCP (NWKDX) — None — Buy
PGIM HIGH YIELD Z (PHYZX) — Dividend — Buy
WASATCH ASSET CORE PLUS (WMCVX) — None — Buy
CITIZENS BANK MONEY MARKET ACCOUNTS — Interest
CITIGROUP SEP IRA (assets listed below)
MS LIQUID ASSET FUND — Dividend
METROPOLITAN WEST TOT RET BD (MWTIX) — Dividend — Buy (add'l)
BLACKROCK LOW DUR BD (BFMSX) — Dividend
T ROWE PRICE QM US SM CP ]GR EQ (PRDSX) — None — Sold
LOOMIS GROWTH (LSGRX) — Dividend — Buy (add'l)
J P MORGAN VALUE ADVANTAGE (JVASX) — Dividend — Buy (add'l)
HARDING LOEVNER INTL EQTY INST (HLMIX) — None — Sold
OAKMARK INTERNATIONAL (OAKIX) — Dividend
PIMCO SHORT TERM P (PTSPX) — Dividend — Sold (part)
HARTFORD MIDCAP I (HFMIX) — None — Sold
WELLS FARGO SPECIAL MDCP VL I (WFMIX) — Dividend — Buy (add'l)
CAUSEWAY EMERGING MKTS INST (CEMIX) — None — Sold
ISHARES RUSSELL 1000 GRW ETF (IWF) — Dividend
ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend
ISAHRES TIPS BOND ETF (TIP) — None — Sold
ISHARES INC. JAPAN — None — Sold
ISHARES RUSSELL 2000 VALUE — None — Sold
DELAWARE VALUE INSTL — None — Sold
WESTERN ASSET CORE — Dividend — Buy (add'l)
JOHN HANCOCK INTL GROWTH — Dividend — Buy (add'l)
HARDING LOEVNER EMERG MKTS ADV (HLEMX) — Dividend — Buy (add'l)
HARTFORD INTL VALUE I — Dividend — Sold (part)
ISHARES 20+ YR TREASU BOND ETF (TLT) — None — Sold
EV INCOME FUND OF BOSTON (EIBIX) — Dividend — Buy
PGIM HIGH YIELD Z (PHYZX) — Dividend — Buy
GQG PARTNERS EMRG MKTS (GQGIX) — Dividend — Buy
GOLDMAN SACHS GQG INTL OPP (GSIMX) — Dividend — Buy
COLUMBIA DIVIDEND INCOME (GSFTX) — Dividend — Buy
MFS MIDCAP GROWTH (OTCIX) — Dividend — Buy
NATIONWIDE GENEVA SMCP GW (NWKDX) — Dividend — Buy
WASATCH SM CP VAL FD (WMCVX) — Dividend — Buy
DAVIS OF NEW YORK MUTUAL FUND — None
MORGAN STANLEY BANK DEPOSIT PROGRAM — Interest
AB GLOBAL INVESTMENT INCOME — Dividend
LOOMIS SAYLES STRATEGIC INCOME — Dividend
DELAWARE TAX FREE PENNSYLVANIA FUND — Dividend
ABERDEEN ULTSHRT MUNI INC INST (ATOI — Dividend
MAINSTAY SHT TRM HI YLD — Dividend
NEUBERGER BERMAN STR INC INST — Dividend
COLONY CAP INC — None — Sold
BLACKROCK LARGE CAP VALUE — Dividend
JP MORGAN GROWTH ADVANTAGE — None
GOLDMAN SACHS STRATEGIC — None
CITIGROUP IRA (H) (assets below)
MS LIQUID ASSET FUND — Dividend
MET WEST TOT RET BD (MWTIX) — Dividend — Buy (add'l)
BLACKROCK LOW DUR BD(BFMSX) — Dividend — Buy (add'l)
T ROWE PRICE SM CAP (PRDSX) — None — Sold
LOOMIS GROWTH Y (LSGRX) — Dividend — Buy (add'l)
JP MORGAN VALUE ADVANTAGE (JVASX) — Dividend — Buy (add'l)
HARDING LOEVNER INTL EQTY INST (HLMIZ) — None — Sold
OAKMARK INTERNATIONAL (OAKIX) — Dividend — Sold (part)
PIMCO SHORT TERM P (PTSPX) — Dividend
HARTFORD MIDCAP (HFMIX) — None — Sold
WELLS FARGO SPECIAL (WFMIX) — Dividend — Buy (add'l)
CAUSEWAY EMERGING MARKETS (CEMIX) — None — Sold
ISHARES RUSSELL 1000 GRW ETF (IWF) — None
ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend — Buy (add'l)
ISHARES TIPS BOND (TIP) — None — Sold
ISHARES RUSSELL 2000 (VALUE) — None — Sold
DELAWARE VALUE INSTL — None — Sold
WESTERN ASSET CORE — Dividend — Buy (add'l)
JOHN HANCOCK INT. GROWTH (GOGIX) — Dividend — Buy (add'l)
ISHARES INC. JAPAN — None — Sold
ISHARES 20+YR TREASU BOND ETF (TLT) — None — Sold
HARDING LOEVNER EMERG MKTS ADV (HLEMX) — None — Buy (add'l)
HARTFORD INTL VALUE 1 (HILIX) — Dividend — Sold (part)
COLUMBIA DIVIDEND INCOME (GSTFX) — None — Buy
EV INCOME FUND OF BOSTON (EIBIX) — Dividend — Buy
GOLDMAN SACHS GQG INTL OPP (GSIMX) — None — Buy
GQG PARTNERS EMRG MKTS (GQGIX) — None — Buy
MFS MIDCAP GROWTH (OTCIX) — None — Buy
NATIONWIDE GENEVA SMCP (NWKDX) — None — Buy
PGIM HIGH YIELD Z (PHYZX) — Dividend — Buy
WASATCH ASSET CORE PLUS (WMCVX) — None — Buy
CITIZENS BANK MONEY MARKET ACCOUNTS — Interest
CITIGROUP SEP IRA (assets listed below)
MS LIQUID ASSET FUND — Dividend
METROPOLITAN WEST TOT RET BD (MWTIX) — Dividend — Buy (add'l)
BLACKROCK LOW DUR BD (BFMSX) — Dividend
T ROWE PRICE QM US SM CP ]GR EQ (PRDSX) — None — Sold
LOOMIS GROWTH (LSGRX) — Dividend — Buy (add'l)
J P MORGAN VALUE ADVANTAGE (JVASX) — Dividend — Buy (add'l)
HARDING LOEVNER INTL EQTY INST (HLMIX) — None — Sold
OAKMARK INTERNATIONAL (OAKIX) — Dividend
PIMCO SHORT TERM P (PTSPX) — Dividend — Sold (part)
HARTFORD MIDCAP I (HFMIX) — None — Sold
WELLS FARGO SPECIAL MDCP VL I (WFMIX) — Dividend — Buy (add'l)
CAUSEWAY EMERGING MKTS INST (CEMIX) — None — Sold
ISHARES RUSSELL 1000 GRW ETF (IWF) — Dividend
ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend
ISAHRES TIPS BOND ETF (TIP) — None — Sold
ISHARES INC. JAPAN — None — Sold
ISHARES RUSSELL 2000 VALUE — None — Sold
DELAWARE VALUE INSTL — None — Sold
WESTERN ASSET CORE — Dividend — Buy (add'l)
JOHN HANCOCK INTL GROWTH — Dividend — Buy (add'l)
HARDING LOEVNER EMERG MKTS ADV (HLEMX) — Dividend — Buy (add'l)
HARTFORD INTL VALUE I — Dividend — Sold (part)
ISHARES 20+ YR TREASU BOND ETF (TLT) — None — Sold
EV INCOME FUND OF BOSTON (EIBIX) — Dividend — Buy
PGIM HIGH YIELD Z (PHYZX) — Dividend — Buy
GQG PARTNERS EMRG MKTS (GQGIX) — Dividend — Buy
GOLDMAN SACHS GQG INTL OPP (GSIMX) — Dividend — Buy
COLUMBIA DIVIDEND INCOME (GSFTX) — Dividend — Buy
MFS MIDCAP GROWTH (OTCIX) — Dividend — Buy
NATIONWIDE GENEVA SMCP GW (NWKDX) — Dividend — Buy
WASATCH SM CP VAL FD (WMCVX) — Dividend — Buy
DAVIS OF NEW YORK MUTUAL FUND — None
MORGAN STANLEY BANK DEPOSIT PROGRAM — Interest
AB GLOBAL INVESTMENT INCOME — Dividend
LOOMIS SAYLES STRATEGIC INCOME — Dividend
DELAWARE TAX FREE PENNSYLVANIA FUND — Dividend
ABERDEEN ULTSHRT MUNI INC INST (ATOI — Dividend
MAINSTAY SHT TRM HI YLD — Dividend
NEUBERGER BERMAN STR INC INST — Dividend
COLONY CAP INC — None — Sold
BLACKROCK LARGE CAP VALUE — Dividend
JP MORGAN GROWTH ADVANTAGE — None
GOLDMAN SACHS STRATEGIC — None
CITIGROUP IRA (H) (assets below)
MS LIQUID ASSET FUND — Dividend
MET WEST TOT RET BD (MWTIX) — Dividend — Buy (add'l)
BLACKROCK LOW DUR BD(BFMSX) — Dividend — Buy (add'l)
T ROWE PRICE SM CAP (PRDSX) — None — Sold
LOOMIS GROWTH Y (LSGRX) — Dividend — Buy (add'l)
JP MORGAN VALUE ADVANTAGE (JVASX) — Dividend — Buy (add'l)
HARDING LOEVNER INTL EQTY INST (HLMIZ) — None — Sold
OAKMARK INTERNATIONAL (OAKIX) — Dividend — Sold (part)
PIMCO SHORT TERM P (PTSPX) — Dividend
HARTFORD MIDCAP (HFMIX) — None — Sold
WELLS FARGO SPECIAL (WFMIX) — Dividend — Buy (add'l)
CAUSEWAY EMERGING MARKETS (CEMIX) — None — Sold
ISHARES RUSSELL 1000 GRW ETF (IWF) — None
ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend — Buy (add'l)
ISHARES TIPS BOND (TIP) — None — Sold
ISHARES RUSSELL 2000 (VALUE) — None — Sold
DELAWARE VALUE INSTL — None — Sold
WESTERN ASSET CORE — Dividend — Buy (add'l)
JOHN HANCOCK INT. GROWTH (GOGIX) — Dividend — Buy (add'l)
ISHARES INC. JAPAN — None — Sold
ISHARES 20+YR TREASU BOND ETF (TLT) — None — Sold
HARDING LOEVNER EMERG MKTS ADV (HLEMX) — None — Buy (add'l)
HARTFORD INTL VALUE 1 (HILIX) — Dividend — Sold (part)
COLUMBIA DIVIDEND INCOME (GSTFX) — None — Buy
EV INCOME FUND OF BOSTON (EIBIX) — Dividend — Buy
GOLDMAN SACHS GQG INTL OPP (GSIMX) — None — Buy
GQG PARTNERS EMRG MKTS (GQGIX) — None — Buy
MFS MIDCAP GROWTH (OTCIX) — None — Buy
NATIONWIDE GENEVA SMCP (NWKDX) — None — Buy
PGIM HIGH YIELD Z (PHYZX) — Dividend — Buy
WASATCH ASSET CORE PLUS (WMCVX) — None — Buy
CITIZENS BANK MONEY MARKET ACCOUNTS — Interest
CITIGROUP SEP IRA (assets listed below)
MS LIQUID ASSET FUND — Dividend
METROPOLITAN WEST TOT RET BD (MWTIX) — Dividend — Buy (add'l)
BLACKROCK LOW DUR BD (BFMSX) — Dividend
T ROWE PRICE QM US SM CP ]GR EQ (PRDSX) — None — Sold
LOOMIS GROWTH (LSGRX) — Dividend — Buy (add'l)
J P MORGAN VALUE ADVANTAGE (JVASX) — Dividend — Buy (add'l)
HARDING LOEVNER INTL EQTY INST (HLMIX) — None — Sold
OAKMARK INTERNATIONAL (OAKIX) — Dividend
PIMCO SHORT TERM P (PTSPX) — Dividend — Sold (part)
HARTFORD MIDCAP I (HFMIX) — None — Sold
WELLS FARGO SPECIAL MDCP VL I (WFMIX) — Dividend — Buy (add'l)
CAUSEWAY EMERGING MKTS INST (CEMIX) — None — Sold
ISHARES RUSSELL 1000 GRW ETF (IWF) — Dividend
ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend
ISAHRES TIPS BOND ETF (TIP) — None — Sold
ISHARES INC. JAPAN — None — Sold
ISHARES RUSSELL 2000 VALUE — None — Sold
DELAWARE VALUE INSTL — None — Sold
WESTERN ASSET CORE — Dividend — Buy (add'l)
JOHN HANCOCK INTL GROWTH — Dividend — Buy (add'l)
HARDING LOEVNER EMERG MKTS ADV (HLEMX) — Dividend — Buy (add'l)
HARTFORD INTL VALUE I — Dividend — Sold (part)
ISHARES 20+ YR TREASU BOND ETF (TLT) — None — Sold
EV INCOME FUND OF BOSTON (EIBIX) — Dividend — Buy
PGIM HIGH YIELD Z (PHYZX) — Dividend — Buy
GQG PARTNERS EMRG MKTS (GQGIX) — Dividend — Buy
GOLDMAN SACHS GQG INTL OPP (GSIMX) — Dividend — Buy
COLUMBIA DIVIDEND INCOME (GSFTX) — Dividend — Buy
MFS MIDCAP GROWTH (OTCIX) — Dividend — Buy
NATIONWIDE GENEVA SMCP GW (NWKDX) — Dividend — Buy
WASATCH SM CP VAL FD (WMCVX) — Dividend — Buy
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.