Robert James Jonker

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 68

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Self-employed psychology practice

As filed

RETAIL ACCOUNT

Fifth Third Bank - Stock — Int/Div

Deposit Accounts at Fifth Third Bank — Interest

Active Asset Tax Free Trust — Int/Div

First Trust Hith Care Alpha ETF — None — Sold (part)

First Trust Amex Biotech — None — Buy

First Trust Consumer Staples ETF — Int/Div — Sold (part)

First Trust Consumer Discret — Int/Div — Sold (part)

First Trust DJ hnternet IDX — None — Sold (part)

First Trust Larg Cap Value AL — Int/Div — Sold (part)

First Trust S&P Reit Index — None — Sold (part)

First Trust S&P Reit Index — None — Sold

Amencan Gr Fd of Amenca — Int/Div — Sold (part)

BlackRock Equity Dividend — None — Sold (part)

Black Rock Global Long/Short Eq — Int/Div — Buy

EV Floating Rate Hi Inc Inst — Int/Div — Buy (add'l)

EV Global Macro ABS Ret — Int/Div — Buy (add'l)

Goldman Sachs Rising Div Growth — Int/Div — Sold (part)

Ivy Asset Strategy — Int/Div — Sold (part)

JP Morgan Hibrg Dyn Comm Str — None — Sold

Lazard Int'l Equi Sel Inst — Int/Div — Sold (part)

Legg Mason BW Gib Opp Bd — Int/Div — Buy (add'l)

Lord Abbett Alpha Strat F — Int/Div — Sold (part)

Natixis ASG Global Alternative Y — None — Buy (add'l)

Pimco All Asset All Auth — Int/Div — Buy (add'l)

Principal Global Divers Inc A — Int/Div

Virtus Dynamic Aphasector — Int/Div — Sold (part)

Virtus Foreign Oport — Int/Div

Virtus Insight Emerg Markts — Int/Div — Buy (add'l)

Virtus Mult Sect Sht Term BDI — Int/Div — Buy (add'l)

IRA ACCOUNT

Amencan Amcap A — Int/Div

American Bd Fd of Am — Int/Div

Amencan Cap Inc Builder — Int/Div

American Cap World Bond — Int/Div

American Cap World Gr & Inc — Int/Div

American Europacific Growth — Int/Div

Amencan Fundamental Inv — Int/Div

Amencan Gr Fd of Amenca — Int/Div

American New Perspective — Int/Div

IRA ACCOUNT-2

BDP Morgan Stanley Bank — Interest

First Trust Hith Care Alpha ETF — None — Sold (part)

First Trust AMEX Biotech — None — Buy

First Trust Consumer Staples — Int/Div — Sold (part)

First Trust Consumer Discret — Int/Div — Sold (part)

First Trust DJ Internet 1DX — None — Sold (part)

First Trust Larg Cap Value AL — Int/Div — Sold (part)

First Trust S&P Reit Index — None — Sold (part)

First Trust S&P Reit Index — None — Sold

Amencan Gr Fd of Amenca — Int/Div — Sold (part)

Black Rock Equity Divident — Int/Div — Sold (part)

Black Rock Global Long/Short Eq — None — Buy

EV Floating Rate Hi Inc Inst — Int/Div — Buy (add'l)

EV Global Macro ABS Ret — Int/Div

Goldman Suchs Rising Div Grw — Int/Div — Sold (part)

Ivy Asset Strategy — Int/Div — Sold (part)

JP Morgan Hibrg Dyn Comm Str — None — Sold

Lazard Int'l Eqi Sel Inst — Int/Div — Sold (part)

Legg Mason BW Gib Opp Bd Inst — Int/Div — Buy

Lord Abbett Alpha Strat — Int/Div — Sold (part)

Natixis ASG Global Alternative — None — Buy

Pimco All Asset All Auth — Int/Div — Buy (add'l)

Principal Gib Divers Inc A — Int/Div

Virtus Dynamic Alphasector — Int/Div — Sold (part)

Virtus Foreign Opport — Int/Div

Virtus Insight Emerg Markts — Int/Div — Buy (add'l)

Virtus Multi Sect Sht Term BDI — Int/Div — Buy (add'l)

Spouse's income — 2013 — Self-employed psychology practice

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.