Colin H. Lindsay

2020

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What was filed

369
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

529 # 1 H

Alliance Bernstein CollegeBound fund 529 — None — Distributed (part)

Alliance Bernstein CollegeBound fund 529 — Distributed (part)

Alliance Bernstein CollegeBound fund 529 — Distributed

Alliance Bernstein CollegeBound fund 529 — Closed

IRA # 1 H

American Funds Capital — Dividend — Sold (part)

American Funds Capital — Buy (add'l)

American Funds Growth Fund of America — Dividend — Sold (part)

American Funds Growth Fund of America — Sold (part)

American Funds New World — Dividend — Buy (add'l)

American Funds New World — Sold (part)

AQR Managed Futures Strategy — Dividend — Buy (add'l)

AQR Managed Futures Strategy — Sold (part)

AQR Managed Futures Strategy — Buy (add'l)

Calvert Global Energy — None — Sold

Delaware Diversified Income — Dividend — Buy (add'l)

Delaware Diversified Income — Sold (part)

Delaware Diversified Income — Buy (add'l)

Diamond Hill Long Short Fund — Dividend — Buy (add'l)

Diamond Hill Long Short Fund — Buy (add'l)

Eaton Vance Floating Rate — Dividend — Sold (part)

Eaton Vance Floating Rate — Sold (part)

Eaton Vance Floating Rate — Buy (add'l)

Fidelity ADV Materials — Sold

Fidelity MSCI Health — Dividend — Sold (part)

Fidelity MSCI Health — Sold (part)

Fidelity MSCI Health — Buy (add'l)

Fidelity MSCI Materials — Dividend — Buy (add'l)

Fidelity MSCI Materials — Buy (add'l)

Fidelity MSCI Materials — Sold (part)

First Eagle Overseas — Dividend — Buy (add'l)

Invesco Developing Markets — Dividend — Sold (part)

IShares Convertible Bond — Dividend — Sold (part)

IShares Convertible Bond — Sold (part)

IShares Core Growth — Dividend — Buy (add'l)

IShares Core Growth — Sold (part)

IShares Core Growth — Buy (add'l)

IShares Global Clean Energy — Dividend — Buy (add'l)

IShares Global Clean Energy — Buy (add'l)

IShares Global Clean Energy — Sold (part)

IShares Global REIT — Dividend — Buy (add'l)

IShares Global REIT — Buy (add'l)

IShares Total USD Bond — Dividend — Sold (part)

IShares Total USD Bond — Sold (part)

Pimco Commodity Real RET — Dividend — Buy (add'l)

Pimco Commodity Real RET — Sold (part)

Royce Opportunity Fund — Buy (add'l)

Royce Opportunity Fund — Sold (part)

Segall Bryant & Hamill — Dividend — Buy (add'l)

Segall Bryant & Hamill — Buy (add'l)

Templeton Global Bond — Dividend — Buy (add'l)

Templeton Global Bond — Sold (part)

Templeton Global Bond — Buy (add'l)

Vanguard Developed Markets — Sold

Vanguard FTSE Developed — Dividend — Buy

Vanguard Inflation-Prote — Dividend — Buy (add'l)

Vanguard Inflation-Prote — Buy (add'l)

Vanguard Mid Cap — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Buy (add'l)

IRA # 2 H — Sold (part)

American Funds Capital Income — Dividend — Sold (part)

American Funds Capital Income — Buy (add'l)

American Funds Growth — Dividend — Sold (part)

American Funds New World — Dividend — Sold (part)

AQR Managed Futures Strategy — Dividend — Buy (add'l)

AQR Managed Futures Strategy — Sold (part)

AQR Managed Futures Strategy — Buy (add'l)

Calvert Global Energy — Sold

Diamond Hill Long-Short — Dividend — Buy (add'l)

Diamond Hill Long-Short — Buy (add'l)

Diamond Hill Long-Short — Sold (part)

Fidelity ADV Materials — Sold

Fidelity MSCI Health — Dividend — Sold (part)

Fidelity MSCI Health — Sold (part)

Fidelity MSCI Health — Buy (add'l)

Fidelity MSCI Materials — Dividend — Buy (add'l)

First Eagles Overseas — Dividend — Buy (add'l)

First Eagles Overseas — Sold (part)

First Eagles Overseas — Buy (add'l)

Invesco Developing Markets — Dividend

iShares Convertible Bond — Dividend — Sold (part)

iShares Convertible Bond — Sold (part)

iShares Core Growth — Dividend — Buy (add'l)

iShares Core Growth — Sold (part)

iShares Core Growth — Buy (add'l)

iShares Global Clean Energy — Dividend — Buy (add'l)

iShares Global Clean Energy — Sold (part)

iShares Global REIT — Dividend — Buy (add'l)

iShares Global REIT — Buy (add'l)

iShares Total USD Bond — Dividend — Sold (part)

iShares Total USD Bond — Sold (part)

iShares Total USD Bond — Buy (add'l)

Pimco Commodity Real RET — Dividend — Buy (add'l)

Pimco Commodity Real RET — Buy (add'l)

Royce Opportunity Invmt — Buy (add'l)

Royce Opportunity Invmt — Sold (part)

Templeton Global Bond — Dividend — Sold (part)

Templeton Global Bond — Buy (add'l)

Vanguard Developed Markets — Sold

Vanguard FTSE Developed Markets — Dividend — Buy (add'l)

Vanguard Mid Cap — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Sold (part)

Alliance Bernstein CollegeBound fund 529 — None — Distributed (part)

Alliance Bernstein CollegeBound fund 529 — Distributed (part)

Alliance Bernstein CollegeBound fund 529 — Distributed

Alliance Bernstein CollegeBound fund 529 — Closed

IRA # 1 H

American Funds Capital — Dividend — Sold (part)

American Funds Capital — Buy (add'l)

American Funds Growth Fund of America — Dividend — Sold (part)

American Funds Growth Fund of America — Sold (part)

American Funds New World — Dividend — Buy (add'l)

American Funds New World — Sold (part)

AQR Managed Futures Strategy — Dividend — Buy (add'l)

AQR Managed Futures Strategy — Sold (part)

AQR Managed Futures Strategy — Buy (add'l)

Calvert Global Energy — None — Sold

Delaware Diversified Income — Dividend — Buy (add'l)

Delaware Diversified Income — Sold (part)

Delaware Diversified Income — Buy (add'l)

Diamond Hill Long Short Fund — Dividend — Buy (add'l)

Diamond Hill Long Short Fund — Buy (add'l)

Eaton Vance Floating Rate — Dividend — Sold (part)

Eaton Vance Floating Rate — Sold (part)

Eaton Vance Floating Rate — Buy (add'l)

Fidelity ADV Materials — Sold

Fidelity MSCI Health — Dividend — Sold (part)

Fidelity MSCI Health — Sold (part)

Fidelity MSCI Health — Buy (add'l)

Fidelity MSCI Materials — Dividend — Buy (add'l)

Fidelity MSCI Materials — Buy (add'l)

Fidelity MSCI Materials — Sold (part)

First Eagle Overseas — Dividend — Buy (add'l)

Invesco Developing Markets — Dividend — Sold (part)

IShares Convertible Bond — Dividend — Sold (part)

IShares Convertible Bond — Sold (part)

IShares Core Growth — Dividend — Buy (add'l)

IShares Core Growth — Sold (part)

IShares Core Growth — Buy (add'l)

IShares Global Clean Energy — Dividend — Buy (add'l)

IShares Global Clean Energy — Buy (add'l)

IShares Global Clean Energy — Sold (part)

IShares Global REIT — Dividend — Buy (add'l)

IShares Global REIT — Buy (add'l)

IShares Total USD Bond — Dividend — Sold (part)

IShares Total USD Bond — Sold (part)

Pimco Commodity Real RET — Dividend — Buy (add'l)

Pimco Commodity Real RET — Sold (part)

Royce Opportunity Fund — Buy (add'l)

Royce Opportunity Fund — Sold (part)

Segall Bryant & Hamill — Dividend — Buy (add'l)

Segall Bryant & Hamill — Buy (add'l)

Templeton Global Bond — Dividend — Buy (add'l)

Templeton Global Bond — Sold (part)

Templeton Global Bond — Buy (add'l)

Vanguard Developed Markets — Sold

Vanguard FTSE Developed — Dividend — Buy

Vanguard Inflation-Prote — Dividend — Buy (add'l)

Vanguard Inflation-Prote — Buy (add'l)

Vanguard Mid Cap — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Buy (add'l)

IRA # 2 H — Sold (part)

American Funds Capital Income — Dividend — Sold (part)

American Funds Capital Income — Buy (add'l)

American Funds Growth — Dividend — Sold (part)

American Funds New World — Dividend — Sold (part)

AQR Managed Futures Strategy — Dividend — Buy (add'l)

AQR Managed Futures Strategy — Sold (part)

AQR Managed Futures Strategy — Buy (add'l)

Calvert Global Energy — Sold

Diamond Hill Long-Short — Dividend — Buy (add'l)

Diamond Hill Long-Short — Buy (add'l)

Diamond Hill Long-Short — Sold (part)

Fidelity ADV Materials — Sold

Fidelity MSCI Health — Dividend — Sold (part)

Fidelity MSCI Health — Sold (part)

Fidelity MSCI Health — Buy (add'l)

Fidelity MSCI Materials — Dividend — Buy (add'l)

First Eagles Overseas — Dividend — Buy (add'l)

First Eagles Overseas — Sold (part)

First Eagles Overseas — Buy (add'l)

Invesco Developing Markets — Dividend

iShares Convertible Bond — Dividend — Sold (part)

iShares Convertible Bond — Sold (part)

iShares Core Growth — Dividend — Buy (add'l)

iShares Core Growth — Sold (part)

iShares Core Growth — Buy (add'l)

iShares Global Clean Energy — Dividend — Buy (add'l)

iShares Global Clean Energy — Sold (part)

iShares Global REIT — Dividend — Buy (add'l)

iShares Global REIT — Buy (add'l)

iShares Total USD Bond — Dividend — Sold (part)

iShares Total USD Bond — Sold (part)

iShares Total USD Bond — Buy (add'l)

Pimco Commodity Real RET — Dividend — Buy (add'l)

Pimco Commodity Real RET — Buy (add'l)

Royce Opportunity Invmt — Buy (add'l)

Royce Opportunity Invmt — Sold (part)

Templeton Global Bond — Dividend — Sold (part)

Templeton Global Bond — Buy (add'l)

Vanguard Developed Markets — Sold

Vanguard FTSE Developed Markets — Dividend — Buy (add'l)

Vanguard Mid Cap — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Sold (part)

529 # 1 H

Alliance Bernstein CollegeBound fund 529 — None — Distributed (part)

Alliance Bernstein CollegeBound fund 529 — Distributed (part)

Alliance Bernstein CollegeBound fund 529 — Distributed

Alliance Bernstein CollegeBound fund 529 — Closed

IRA # 1 H

American Funds Capital — Dividend — Sold (part)

American Funds Capital — Buy (add'l)

American Funds Growth Fund of America — Dividend — Sold (part)

American Funds Growth Fund of America — Sold (part)

American Funds New World — Dividend — Buy (add'l)

American Funds New World — Sold (part)

AQR Managed Futures Strategy — Dividend — Buy (add'l)

AQR Managed Futures Strategy — Sold (part)

AQR Managed Futures Strategy — Buy (add'l)

Calvert Global Energy — None — Sold

Delaware Diversified Income — Dividend — Buy (add'l)

Delaware Diversified Income — Sold (part)

Delaware Diversified Income — Buy (add'l)

Diamond Hill Long Short Fund — Dividend — Buy (add'l)

Diamond Hill Long Short Fund — Buy (add'l)

Eaton Vance Floating Rate — Dividend — Sold (part)

Eaton Vance Floating Rate — Sold (part)

Eaton Vance Floating Rate — Buy (add'l)

Fidelity ADV Materials — Sold

Fidelity MSCI Health — Dividend — Sold (part)

Fidelity MSCI Health — Sold (part)

Fidelity MSCI Health — Buy (add'l)

Fidelity MSCI Materials — Dividend — Buy (add'l)

Fidelity MSCI Materials — Buy (add'l)

Fidelity MSCI Materials — Sold (part)

First Eagle Overseas — Dividend — Buy (add'l)

Invesco Developing Markets — Dividend — Sold (part)

IShares Convertible Bond — Dividend — Sold (part)

IShares Convertible Bond — Sold (part)

IShares Core Growth — Dividend — Buy (add'l)

IShares Core Growth — Sold (part)

IShares Core Growth — Buy (add'l)

IShares Global Clean Energy — Dividend — Buy (add'l)

IShares Global Clean Energy — Buy (add'l)

IShares Global Clean Energy — Sold (part)

IShares Global REIT — Dividend — Buy (add'l)

IShares Global REIT — Buy (add'l)

IShares Total USD Bond — Dividend — Sold (part)

IShares Total USD Bond — Sold (part)

Pimco Commodity Real RET — Dividend — Buy (add'l)

Pimco Commodity Real RET — Sold (part)

Royce Opportunity Fund — Buy (add'l)

Royce Opportunity Fund — Sold (part)

Segall Bryant & Hamill — Dividend — Buy (add'l)

Segall Bryant & Hamill — Buy (add'l)

Templeton Global Bond — Dividend — Buy (add'l)

Templeton Global Bond — Sold (part)

Templeton Global Bond — Buy (add'l)

Vanguard Developed Markets — Sold

Vanguard FTSE Developed — Dividend — Buy

Vanguard Inflation-Prote — Dividend — Buy (add'l)

Vanguard Inflation-Prote — Buy (add'l)

Vanguard Mid Cap — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Buy (add'l)

IRA # 2 H — Sold (part)

American Funds Capital Income — Dividend — Sold (part)

American Funds Capital Income — Buy (add'l)

American Funds Growth — Dividend — Sold (part)

American Funds New World — Dividend — Sold (part)

AQR Managed Futures Strategy — Dividend — Buy (add'l)

AQR Managed Futures Strategy — Sold (part)

AQR Managed Futures Strategy — Buy (add'l)

Calvert Global Energy — Sold

Diamond Hill Long-Short — Dividend — Buy (add'l)

Diamond Hill Long-Short — Buy (add'l)

Diamond Hill Long-Short — Sold (part)

Fidelity ADV Materials — Sold

Fidelity MSCI Health — Dividend — Sold (part)

Fidelity MSCI Health — Sold (part)

Fidelity MSCI Health — Buy (add'l)

Fidelity MSCI Materials — Dividend — Buy (add'l)

First Eagles Overseas — Dividend — Buy (add'l)

First Eagles Overseas — Sold (part)

First Eagles Overseas — Buy (add'l)

Invesco Developing Markets — Dividend

iShares Convertible Bond — Dividend — Sold (part)

iShares Convertible Bond — Sold (part)

iShares Core Growth — Dividend — Buy (add'l)

iShares Core Growth — Sold (part)

iShares Core Growth — Buy (add'l)

iShares Global Clean Energy — Dividend — Buy (add'l)

iShares Global Clean Energy — Sold (part)

iShares Global REIT — Dividend — Buy (add'l)

iShares Global REIT — Buy (add'l)

iShares Total USD Bond — Dividend — Sold (part)

iShares Total USD Bond — Sold (part)

iShares Total USD Bond — Buy (add'l)

Pimco Commodity Real RET — Dividend — Buy (add'l)

Pimco Commodity Real RET — Buy (add'l)

Royce Opportunity Invmt — Buy (add'l)

Royce Opportunity Invmt — Sold (part)

Templeton Global Bond — Dividend — Sold (part)

Templeton Global Bond — Buy (add'l)

Vanguard Developed Markets — Sold

Vanguard FTSE Developed Markets — Dividend — Buy (add'l)

Vanguard Mid Cap — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Dividend — Buy (add'l)

Wasatch Small Cap Growth — Sold (part)

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.