A Bruce Campbell

2013Annual

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Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Tenth Circuit Historical Society
  • American Bankruptcy Institute

As filed

Land, Routt County, Colorado — None

Anadarko Pet. Common — Int/Div

Occidental Petr. Common — Int/Div — Sold (part)

EQ/Allance Common St. — None — Buy

EQ/Alliance Int'l (f/%/a Global) — None

EQ/Alliance Mny Mkt — None — Sold

EQIP Morgan Core Bond — None — Buy

EQ/Alliance High Yield (now known as Multi Sector Bond) — None — Sold

EQ/FI SmMid.Cap. Val — None

EQ/Alliance Common St — None — Buy

EQ/Alliancee Int] ({/k/a Global) — None

EQ/Alliance Many Mkt — None — Sold

EQ/JP Morgan Core Bond — None — Buy

EQ/Alliance High Yield - now known as Multi Sector Bond — None — Sold

EQ/FISm/Mid. Cap. Val — None

Mario Lintz Personal Loan Receivable — None

Bond Fund of America — None

Growth Fund of America — None

Intermed. Bd Fund of Am — None — Sold (part)

Invest. Co. of America — None

Smallcap World Fund — None

Equitable Whole Life Policy — Int/Div

City Wide Banks Various Accts — Interest

Pepsico Common — Int/Div

Holly Frontier Corp. — Int/Div — Sold (part)

Spencer Edwards, Inc. (Broker) Account (See Part VID — Interest

Colorado Business Bank Acct — Interest — Closed

Bonnie Cleland Mich. First Mort. Note — None

Avon Products Inc — Int/Div

AT&T Inc — Int/Div — Buy

Intel Corp. — Int/Div — Buy

Newmont Mining Corp. Hidg — Int/Div — Buy

Director, Tenth Circuit Historical Society

Reimbursement — American Bankruptcy Institute — January 24-25, 2013 — Demver. Colorado — CLE Pancl — Meals, tuition

The securities in Items A-2 through A-3 and the shares in A-24 through A-25, and A-29 through A-32 are held in brokerage acount.

Items A-4 through A-15 and A-17 through A-21 are held in IRA account in AXA.

Items A-26 is cash account at broker in which cash dividends und some stock sales proceeds are held.

As on prior years' reports, no income is reported on Items A-4 through A-15 and Items A-17 through A-21, as these investments are each held in an IRA, and

dividends or additional units are not distributed or realized as income,

The "buy" in Item A-4, Column C. and the “sell” in Item A-6 Column C. reflect an interaccount transfer within the IRA account with AXA.

The "buy" in Item A-7 Column C. and the "sell" in Item A-8 Column C. reflect an interuccount transfer within the IRA account with AXA.

The "buy" in Item A-10 Column C. and the "sell" in Item A-12 Column C. reflect an interaccount transfer within the IRA account with AXA.

The "buy" m ltem A-13 Column C. and the "sell" in Item A-14 Column C. reflect an mteraccount transfer within the IRA account with AXA.

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.

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