Allyne R. Ross
2014Annual
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713
investments
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positions
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gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Part VII
- Trustee of Wisdom Tree Trust
As filed
Kevoorp Preferred
Trust #1
Life Insurance Policy Issued by Northwestern Mutual — None
IRA 21(reflects Int/Div income on this line) — Int/Div
reflects Capital Gains Distribution on this line) — Distribution
Cisco Systems
Transamerica Short-Term Bond Fund
General Electric — Sold (part)
American Express
Citigroup
Intel
Viacom
shares Short Treas. Bond Fund — Sold
Powershares ETF Final PGFD Portofolio
Enterprise Prods Partners
Facebook — Buy
Facebook — Buy (add'l)
Putnam Premier Income Trust — Sold
BlackRock Global Energy & Resources Trust
BlackRock Health Sciences Trust — Buy
BlackRock Health Sciences Trust — Buy (add'l)
Clearbridge Energy MLP — Buy
Fuduciary/Claymore MLP — Buy — Part VII
Tekla Healthcare — Buy
Eaton Vance Limited Duration Fund — Sold
Dow Chemical
Conoco Phillips — Sold
Cohen & Steers Infrastructure Fund
Kayne Anderson Energy Dev. Co
Bank of America
Bank of NY Mellon — Buy
Bristol Myers Squibb — Buy
Bristol Myers Squibb — Buy (add'l)
Colgate Palmolive — Buy
Freeport McMoran Copper & Gold — Sold
Freeport McMoran Copper & Gold — Buy
Freeport McMoran Copper & Gold — Buy
Hospitality PPTYS — Buy — Part VII
Kinder Morgan — Buy
Kinder Morgan — Buy (add'l)
Procter & Gamble — Buy
AT&T — Sold
AT&T — Buy
AT&T — Buy (add'l)
Softbank — Buy
Stratasys — Buy
Deutsche Bank — Buy
Medical Properties Tr
Pepsico
Vale SA — Sold
Mazor Robotics — Sold
Pfizer Inc — Buy (add'l)
Umlever — Sold
Vanguard European MSC ETF — Sold
Walgreen — Sold
Walgreen Boots Alliance — Buy
Willams Partners
Weverhauser — Sold
Cummins Inc — Sold
Dupont — Sold
Eaton Corp. — Sold
NY CMNTY CAPITAL Trust
Linn Energy — Sold
3D Systems Corp — Sold
Amencan Intemational Group — Sold
Pioneer MLTF AST ULT SHT FUND — Sold
Apple
BCE Inc — Sold
Blackstone Group — Sold
IRA #2 — Int
Domimon Resources
Johnson & Johnson
Citibank Account
Morgan Stanley Capital Tr
Annaly Capital Mgt
Kayne Anderson Energy
Cohen & Steers Infrastructure Fund
Power Shares
Brisol Myers Squibb
Caterpillar
Spyglass Resources
Freeport McMoran Copper & Gold
Merck
Clorox — Buy
Colgate Palmolive — Buy
Teva Pharmaceuticals — Buy — Part VII
IRA #3 — Int/Div
Spartan Small Cap Index Fund — Buy
Spartan Extended Market Index Fund — Buy
Spartan Extended Market Index Fund — Buy (add'l)
Spartan Small Cap Index Fund — Buy (add'l)
Citibank Accounts — Interest
S&P Variable Participation Note — None
Vanguard Ltd-Term Tax-Exempt Fund — Int/Div
Vanguard Emerging Markets Index Fund — Int/Div
Vanguard Mid-Cap Index Fund — Int/Div
Vanguard High-Yield Tax-Exempt Fund — Int/Div — Sold (part)
Vanguard European Stock Index Fund — Int/Div — Buy (add'l)
Vanguard Global Real Estate Fund — Int/Div — Buy
Vanguard Global Real Estate Fund — Buy (add'l)
Target — Int/Div — Buy
General American Investors — Int/Div — Buy (add'l)
General American Investors — Buy (add'l)
Dedge & Cox Global Stock Fund — None — Buy
WFG-WPX Partners LLC — Distribution
WisdomTree Commodity Country ETF — Int/Div
Wisdom Tree Managed Futures ETF — None
Columbia Acorn Fund — None — Redeemed
JP Morgan Midcap Value Fund — None — Redeemed
Telecom Iulia — None — Buy
Turkive Guarantee Bank — Int/Div — Buy
Turkiye Guarantee Bank — Buy (add'l)
Turkive Guarantee Bank — Buy (add'l)
Tyco Ind — None — Buy
Tyco Intl — Buy (add'l)
Union Pacific — Int/Div — Buy
Cemer — None
Kimberly Clark — Int/Div — Sold (part)
Kimberly Clark — Sold (part)
Kimberly Clark — Sold
Amencan Tower Corp. REIT — Int/Div — Buy (add'l)
Facebook — None — Buy
Facebook — Buy (add'l)
Facebook — Buy (add'l)
Facebook — Buy (add'l)
Facebook — Buy (add'l)
Facebook — Buy (add'l)
Industrial & Commerical Bank China — None — Buy
Industrial & Commercial Bank China — Buy (add'l)
Industrial & Commercial Bank China — Buy (add'l)
ARM Holdings — Int/Div — Sold (part)
Intesa San Paolo — None — Buy
Intesa San Paolo — Buy (add'l)
Astrazeneca — Int/Div — Buy (add'l)
Astrazeneca — Sold (part)
Astrazeneca — Buy (add'l)
Astrazeneca — Buy (add'l)
AthenaHealth — None — Buy (add'l)
AthenaHealth — Sold (part)
AthenaHealth — Sold (part)
AthenaHealth — Sold (part)
Sanofi — A
AthenaHealth — Buy (add'l)
AthenaHealth — Buy (add'l)
AthenaMHealth — Buy (add'l)
AthenaHealth — Buy (add'l)
AthenaHealth — Buy (add'l)
AthenaHealth — Buy (add'l)
AthenaHealth — Buy (add'l)
Biomarin Pharmaceutical — None
Alexion Pharmaceuticals — None — Buy
Alexion Pharmaceuticals — Buy (add'l)
Alexion Pharmaceuticals — Buy (add'l)
Alexicon Pharmaceuticals — Buy (add'l)
Alexion Pharmaceuticals — Buy (add'l)
Alexion Pharmaceuticals — Buy (add'l)
Alexion Pharmaceuticals — Buy (add'l)
Celgene Com. — None — Buy (add'l)
Celgene Com. — None — Buy
Marathon Oil — Int/Div
Marathon Petroleum — Int/Div
Lockheed Martin — Int/Div — Buy
Kroger — Int/Div — Buy
Kroger — Buy (add'l)
Morgan Stanley — Int/Div — Buy
Morgan Stanley — Buy (add'l)
Morgan Stanley — Buy (add'l)
Raytheon — Int/Div
Publicis Group — Int/Div — Buy
Allergan — Int/Div — Buy (add'l)
Citigroup — Int/Div — Buy (add'l)
Citigroup — Buy (add'l)
Infosys — Int/Div — Buy
Companhia Energetica de Minas Gerais — None — Sold (part)
Companhia Energetica de Minas Gerais — Sold
Norsk Hydro — Int/Div — Buy
Norsk Hydro — Buy (add'l)
Ryanair — None — Buy
Ryanair — Buy (add'l)
Ryanair — Buy (add'l)
Wolseley — Int/Div — Buy
Wolseley — Buy (add'l)
Wolseley — Buy (add'l)
Wolseley — Buy (add'l)
Dri-Quip — None — Sold (part)
Dri-Quip — Sold (part)
Dri-Quip — Sold (part)
Dri-Quip — Sold (part)
Dri-Quip — Sold
Zurich Insurance — None — Buy
Zurich Insurance — Buy (add'l)
Zurich Insurance — Buy (add'l)
Dow Chemical — Int/Div
Duke Energy — Int/Div
Costco Wholesale — Int/Div — Buy (add'l)
CME Group — Int/Div — Buy
Chipotle — None — Buy
Chipotle — Buy (add'l)
Chipotle — Buy (add'l)
Chipotle — Buy (add'l)
Chipotle — Buy (add'l)
Chipotle — Buy (add'l)
Chipotle — Buy (add'l)
Chipotle — Buy (add'l)
Chipotle — Buy (add'l)
Electncite de France — Int/Div — Sold (part)
Electnicite de France — Sold (part)
Electricite de France — Sold (part)
Electricite de France — Sold (part)
Electricite de France — Sold
1ICIC) Bank Lid — None — Sold (part)
ICICI Bank Lid. — Sold
International Paper — Int/Div — Buy (add'l)
International Paper — Buy (add'l)
Mitsubishi Estate — None — Buy
Mitsubishi Estate — Buy (add'l)
Mitsubishi Estate — Sold (part)
Mitsubishi Estate — Sold
KDDI Corp — Int/Div — Buy (add'l)
KDDI Corp — Buy (add'l)
KDDI Corp — Buy (add'l)
KDDI Corp — Sold (part)
KDDI Corp — Sold (part)
Mead Johnson — Int/Div — Buy (add'l)
Mead Johnson — Buy (add'l)
Mead Johnson — Buy (add'l)
Equinix Inc — None — Sold (part)
Equinox Inc — Sold (part)
Fastenal — Int/Div — Sold (part)
Fastenal — Sold (part)
Fastenal — Sold (part)
Fastenal — Sold
Metlife — Int/Div — Buy (add'l)
MetLife — Buy (add'l)
Occidental Petroleum — Int/Div — Sold (part)
Starbucks — Int/Div — Buy (add'l)
Starbucks — Buy (add'l)
Starbucks — Buy (add'l)
Starbucks — Sold (part)
Motorola Solutions — Int/Div
Nomura Holdings — Int/Div — Sold (part)
Nomura Holdings — Sold
Newmont Mining — None — Sold
Nordea Bank — Int/Div — Sold (part)
Nordea Bank — Sold (part)
Nordea Bank — Sold
Intel — Int/Div — Buy (add'l)
Intel — Buy (add'l)
Microsoft — Int/Div — Buy (add'l)
Microsoft — Buy (add'l)
ServiceNow — None — Buy
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
ServiceNow — Buy (add'l)
European Aeronaut — None — Buy
Procter & Gamble — Int/Div — Buy (add'l)
Procter & Gamble — Buy (add'l)
Hitachi — Int/Div — Buy (add'l)
Hitachi — Buy (add'l)
Novartis — Int/Div — Buy (add'l)
Novartis — Sold (part)
Novartis — Sold (part)
Novartis — Sold (part)
Norvatis — Sold (part)
Novartis — Sold (part)
Novartis — Sold
Oceaneering Intl — None — a
Oceaneering Intl — Buy (add'l)
Oceaneeing Intl — Buy (add'l)
Oceaneering Intl — Sold (part)
Oceaneering Intl — Sold
Priceline — None — Sold (part)
Publicis Groupe — Int/Div — Buy (add'l)
Publicis Groupe — Buy (add'l)
Publicis Groupe — Sold (part)
Publicis Groupe — Buy (add'l)
Publicis Groupe — Sold (part)
Sony Comp. — None — Buy
Sony Comp. — Buy (add'l)
Shire PLC — None — Buy
Shire PLC — Buy (add'l)
Schwab Charles — Int/Div
Seven & Holdings — Int/Div — Sold (part)
Silver Wheaton Comp — Int/Div — Sold (part)
Silver Wheaton Corp — Sold (part)
Silver Wheaton Corp. — Sold
Splunk Inc — None — Buy (add'l)
Splunk Inc — Buy (add'l)
Splunk Inc — Buy (add'l)
Splunk Inc — Buy (add'l)
Splunk Inc — Buy (add'l)
Splunk Ine — Sold (part)
Splunk Inc — Sold (part)
SunTrust Banks — Int/Div — Buy
SunTrust Banks — Buy (add'l)
Tiffany — Int/Div — Buy
Tiffany — Sold (part)
Tiffany — Sold (part)
Chevron — Int/Div
Home Depot — Int/Div — Buy (add'l)
Home Depot — Buy (add'l)
J.P. Morgan Chase — Int/Div — Buy (add'l)
Joy Global — Sold — Part VII
Johnson Controls — Int/Div
Google — None — Sold (part)
Comcast — Int/Div — Buy (add'l)
ENISPA — Int/Div — Sold (part)
ENISPA — Sold (part)
ENISPA — Sold (part)
ENISPA — Sold (part)
ENISPA — Sold
Goldman Sachs — Int/Div — Buy
Intesa Sanpaolo — None — Buy
Intesa Sanpaolo — Buy (add'l)
Societe Generale France — None — Sold
Toyota — Int/Div — Buy (add'l)
Toyota — Buy (add'l)
Toyota — Buy (add'l)
Toyota — Buy (add'l)
United Parcel Service — Int/Div
Schlumberger — Int/Div — Buy (add'l)
Schlumberger — Sold (part)
Schlumberger — Sold (part)
Schlumberger — Sold (part)
Schlumberger — Sold (part)
US Bancorp — Int/Div
Verisk Analytics — None — Sold (part)
Verisk Analytics — Sold (part)
Verisk Analytics — Sold (part)
Verisk Analytics — Sold (part)
Verisk Analytics — Sold (part)
Verisk Analytics — Sold (part)
Verisk Analytics — Sold (part)
Verisk Analytics — Sold (part)
VeriskAnalvtics — Sold (part)
Verisk Analytics — Sold (part)
Verisk Analytics — Sold
Visa lnc — Int/Div
Vmware — None — Sold (part)
Vmware — Sold (part)
Vmware — Sold (part)
Vmware — Sold (part)
Vmware — Sold
Access Midstream Partmers LP — Distribution — Buy (add'l)
Amengas Partners — istnibution
El Paso Pipeline Partners — None — Sold (part)
El Paso Pipeline Partners — Sold (part)
El Paso Pipeline Partners — Sold (part)
El Paso Pipeline Partners — Sold (part)
El Paso Pipeline Partners — Sold (part)
El Paso Pipeline Partners — Sold (part)
El Paso Pipeline Partners — Sold
Enbridge Energy Partners — Distribution — Buy (add'l)
Energy Transfer Partners — Distribution — Buy (add'l)
Energy Transfer Equity — Distribution — Sold (part)
Enlink Midstream Ream Partners — Distribution — Buy
Enlink Midstream Ream Partners — Buy (add'l)
Enlink Midstream Ream Partners — Buy (add'l)
Enlink Midstream Ream Partners — Buy (add'l)
Enterprise Products Partners — Distribution — Sold (part)
EQT Midstream Partners — Distribution — Buy (add'l)
EV Energy Partners — istmbution
Genesis Energy LP — Distribution — Sold (part)
Genesis Energy LP — Sold (part)
Genesis Energy LP — Sold (part)
Genesis Energy LP — Sold (part)
Genesis Energy LP — Sold (part)
Genesis Energy LP — Sold
Linn Energy — istnbution — Sold
Plains All American Pipeline LP — Distribution — Buy (add'l)
General Electric — Int/Div — Sold (part)
Travelers Cos. — Int/Div — Buy (add'l)
Travelers Cos — Sold (part)
AT&T — Int/Div — Sold
Kinder Morgan Energy LP — Distribution — Sold (part)
Kinder Morgan Energy LP — Sold (part)
Kinder Morgan Energy LP — Sold (part)
Kinder Morgan Energy LP — Sold (part)
Kinder Morgan Energy LP — Sold (part)
Kinder Morgan Energy LP — Sold (part)
Kinder Morgan Energy LP — Sold (part)
Kinder Morgan Energy LP — Sold (part)
Kinder Morgan Energy LP — Sold (part)
Kinder Morgan Energy LP — Sold
Magellan Mainstream Partners LP — Distribution — Buy (add'l)
Magellan Mainstream Partners LP — Buy (add'l)
Magellan Mainstream Partners LP — Buy (add'l)
Magellan Mamstream Partners LP — Buy (add'l)
Markwest Energy Partners LP — Distribution — Buy (add'l)
Oneok Partners LP — Distribution
Regency Energy Partners LP — Distribution — Buy (add'l)
Targa Res Partners LP — istnibution — Buy (add'l)
Targa Res Partners LP — Buy (add'l)
Targa Res Partners LP — Buy (add'l)
Williams Partners LP — Distribution — Buy (add'l)
Williams Parters LP — Buy (add'l)
Amazon.com — None — Sold (part)
Amazon.com — Sold
Northrup Grumman — Int/Div
Phizer — Int/Div — Buy (add'l)
Phizer — Buy (add'l)
Vodafone — Int/Div — Sold (part)
Vodalone — Buy (add'l)
Vodafone — Buy (add'l)
Vodafone — Sold (part)
Vodafone — Buy (add'l)
Vodafone — Buy (add'l)
Vodafone — Buy (add'l)
Vodafone — Sold (part)
Deere — Int/Div — Sold
Wells Fargo — Int/Div
Honeywell International — Int/Div
Kinder Morgan — Int/Div — Sold (part)
Kinder Morgan — Sold
Mitsubishi UFJ Financial — Int/Div — Buy (add'l)
Mitsubishi UF) Financial — Buy (add'l)
Mutsubishi UF) Financial — Sold
Mondelez Intl — Int/Div
General Mills — Int/Div — Sold (part)
Fifth Third Bancorp — Int/Div
Johnson & Johnson — Int/Div
Trishield Special Situations Fund — None
Abbott Labs — Int/Div
Abbvie — Int/Div
Ace Ltd — None — Sold (part)
Allianz — None — Sold (part)
Allianz — Sold
Arcelormittal — None — Buy
Arcelormittal — Sold
Arcelormittal — Int/Div — Sold (part)
Arcelormittal — Sold (part)
Arcelormittal — Sold (part)
Arcelormittal — Buy (add'l)
Amencan Express — Int/Div
ASML Holding — None — Sold (part)
Australia & New Zealand Banking Group — Int/Div — Sold (part)
Australia & New Zealand Banking Group — Buy (add'l)
Australia & New Zealand Banking Group — Sold (part)
Barclays PLC — Int/Div — Buy (add'l)
Barclays PLC — Buy (add'l)
Barclays PLC — Buy (add'l)
Barclays PLC — Buy (add'l)
BASF — Int/Div — Buy (add'l)
BASF — Sold (part)
BASF — Sold (part)
BASF — Sold (part)
BASF — Sold (part)
BASF — Sold
Bayer — Int/Div
BG Group — Int/Div — Buy
BG Group — Buy (add'l)
BG Group — Buy (add'l)
BG Groop — Sold
BHP Billiton — Int/Div — Sold (part)
BHP Billiton — Sold (part)
BHP Billiton — Sold (part)
BNP Paribas — Sold (part)
BNP Paribas — Sold (part)
BNP Paribas — Int/Div — Sold (part)
BNP Paribas — Sold
Bristol Myers Squibb — Int/Div
British American Tobacco — Int/Div — Buy
British American Tobacco — Buy (add'l)
Bntish American Tobacco — Sold
Centrica — None — Sold
China Construction BK — None — Sold (part)
China Construction BK — Sold
Coca Cola — Int/Div — Sold (part)
Coca Cola — Sold (part)
Conoco Phillips — Int/Div
Phillips 66 — Int/Div
Deutsche Telekom — Int/Div — Sold (part)
Deutsche Telekon — Sold (part)
Deutsche Telekon — Sold (part)
Deutsche Telekon — Sold
Deutsche Telekon — Buy
Deutsche Telekon — Buy (add'l)
Deutsche Telekon — Buy (add'l)
Diageo PLC — Int/Div — Sold (part)
Diageo PLC — Sold (part)
Dommion Resources — Int/Div — Sold (part)
Dupont — Int/Div
Enbridge — Int/Div — Sold (part)
Enbridge — Sold (part)
Enbridge — Sold (part)
Enbridge — Sold (part)
Enbridge — Sold (part)
Enbridge — Sold
Exxon Mobil — Int/Div
GDF Suez — Int/Div — Buy (add'l)
GDF Suez — Buy (add'l)
GDF Suez — Buy (add'l)
GDF Suez — Sold (part)
Glaxo SmithKline — Part VII
Honda Motor — Int/Div — Sold (part)
Honda Motor — Sold
HSBC Holdings — Int/Div — Sold (part)
HSBC Holdings — Sold (part)
HSBC Holdings — Buy (add'l)
HSBC Holdings — Sold (part)
HSBC Holdings — Sold (part)
HSBC Holdings — Sold (part)
Hutchison Whampoa — Int/Div — Sold (part)
Hutchison Whampoa — Sold (part)
Hutchison Whampoa — Sold (part)
Numina Inc — None — Buy
NMumina Inc — Buy (add'l)
NMumina Inc — Buy (add'l)
Mumina Inc — Buy (add'l)
Numina Inc — Buy (add'l)
Numina Inc — Sold (part)
NMumina Inc — Buy (add'l)
Mumina Inc — Buy (add'l)
Mumina Inc — Buy (add'l)
Mumina Inc — Buy (add'l)
Numina Inc — Buy (add'l)
Numina Inc — Buy (add'l)
Numina Inc — Buy (add'l)
Numina Inc — None — Buy (add'l)
Numina Inc — Sold (part)
Intercontinential Hotels — Int/Div — Sold (part)
Intercontinential Hotels — Sold (part)
Intercontinential Hotels — Sold (part)
Pearson PLC — None — Sold (part)
Pearson PLC — Sold (part)
Pearson PLC — Sold
Pearson PLC — Int/Div — Sold (part)
Pearson PLC — Sold (part)
Teradata — Part VII
LM Encsson Telefon — None — Sold
Lonlard — Int/Div — Sold
McDonalds — Int/Div
Mead Westvaco Corp. — Int/Div — Sold (part)
Mead Westvaco Corp. — Sold (part)
Mead Westvaco Comp — Sold (part)
Mead Westvaco Corp — Sold (part)
Mead Westvaco Corp. — Sold (part)
Mead Westvaco Corp. — Sold (part)
Mead Westvaco Corp. — Sold
Merck — Int/Div — Buy (add'l)
Natl-Oilwellvarco — None — Sold (part)
Natl-Oilwellvarco — Sold
Nextera Energy — Int/Div — Sold (part)
JSC Nickel — None — Buy
JSC Nickel — Sold
Nippon Tel&Tel — Int/Div — Buy
Nippon Tel&Tel — Sold (part)
Nippon Tel&Tel — Sold
Nestle — None — Buy
Nestle — Buy (add'l)
Nestle — Sold
Aviva — Int/Div — Buy
Aviva — Sold
Commerzbank — None — Buy
Commerzbank — Buy (add'l)
Commerzbank — Buy (add'l)
Commerzbank — Sold (part)
Commerzbank — Sold
Enel — Int/Div — Buy
Enel — Buy (add'l)
Enel — Buy (add'l)
Enel — Buy (add'l)
Enel — Sold (part)
Enel — Sold (part)
Enel — Sold
Porsche — Int/Div — Buy
Porsche — Sold
Northeast Utilities — Int/Div
Orix — Int/Div — Sold (part)
Orix — Sold (part)
Onix — Sold (part)
Philip Morris — Int/Div — Sold (part)
Philip Morris — Sold (part)
Philip Morris — Sold (part)
Praxair — Int/Div — Sold (part)
Praxair — Sold (part)
Praxair — Sold (part)
Praxair — Sold (part)
Precision Castparts — Int/Div — Buy
Precision Castparts — Sold (part)
Prudential Financial — Int/Div — Sold (part)
Prudential Fmancial PLC — Int/Div — Sold (part)
Prudential Fimancial PLC — Buy
Publis Service Enterprise Group — Int/Div — Sold
Roche Holding — Int/Div — Buy (add'l)
Roche Holding — Buy (add'l)
Roche Holding — Buy (add'l)
Roche Holding — Sold (part)
Qualcomm — Int/Div — Sold (part)
Qualcomm — Sold (part)
Qualcomm — Buy (add'l)
Qualcomm — Sold (part)
Qualcomm — Buy (add'l)
Qualcomm — Sold (part)
Repsol — Int/Div — Buy (add'l)
Repsol — Buy (add'l)
Repsol — Sold (part)
Rio Tmo — Int/Div — Buy (add'l)
Rio Tinto — Buy (add'l)
Rio Tmo — Sold (part)
Rio Tinto — Sold (part)
Rio Tinto — Sold (part)
Rio Tmo — Sold (part)
Roval Dutch Shell — Int/Div — Buy (add'l)
Roval Dutch Shell — Buy (add'l)
Royal Dutch Shell — Buy (add'l)
Roval Dutch Shell — Buy (add'l)
Roval Dutch Shell — Sold (part)
Royal KPN — Int/Div — Buy
Roval KPN — Buy (add'l)
Roval KPN — Sold (part)
Roval KPN — Sold
Salesforce.com — None — Buy (add'l)
Salesforce.com — Buy (add'l)
Salesforce.com — Buy (add'l)
Sanofi — None — Buy
Sanofi — Buy (add'l)
Sanofi — Buy (add'l)
Sanofi — Sold (part)
Sanofi — Sold (part)
Sanofi — Sold
Schneider Electric — Int/Div — Buy (add'l)
Schneider Electric — Sold (part)
Sempra Energy — Int/Div
Sumitomo Mitsui Financial — Int/Div — Sold (part)
Sumitomo Mitsui Financial — Buy (add'l)
Sumitomo Mitsui Financial — Sold (part)
Toronto Dommion Bank — Int/Div
Total S/A. France — Int/Div — Buy (add'l)
Total S.A. France — Buy (add'l)
Total S.A. France — Buy (add'l)
Total S.A. France — Sold (part)
Total S.A. France — Sold (part)
Tullow Oil — Int/Div — Sold
Unilever — Int/Div — Sold (part)
Unilever — Sold (part)
United technologies — Int/Div — Sold (part)
Verizon Communciations — Int/Div — Buy (add'l)
Verizon Communciations — Sold (part)
Verizon Communciations — Sold (part)
Verizon Communciations — Sold (part)
VF Corp. — Int/Div — Sold (part)
VF Com. — Sold (part)
Walmart — Int/Div — Sold (part)
California Resources Corp. — None — Part VII
Lmkedin Corp. — None — Buy (add'l)
Linkedin Corp — Buy (add'l)
LinkedIn Corp — Buy (add'l)
Linkedin Corp — Buy (add'l)
LinkedIn Corp — Buy (add'l)
Whole Foods Market — Int/Div — Buy (add'l)
Whole Foods Market — Sold
Weverhauser Co. — Int/Div — Sold (part)
Zunch Ins. Group — None — Buy
Zurich Ins. Group — Buy (add'l)
Zurich Ins, Group — Buy (add'l)
IM Co. — Int/Div
shares S & P Mid Cap 400 Index Fund — Int/Div — Buy (add'l)
shares S & P Small Cap 600 Index Fund — Int/Div — Buy (add'l)
JP Morgan International Value SMA Fund — Int/Div — Sold (part)
JP Morgan International Value SMA Fund — Sold (part)
JP Morgan International Value SMA Fund — Buy (add'l)
JP Morgan International Value SMA Fund — Sold (part)
JP Morgan International Value SMA Fund — Buy (add'l)
JP Morgan International Value SMA Fund — Sold (part)
JP Morgan International Value SMA Fund — Sold (part)
JP Morgan International Value SMA Fund — Sold (part)
JP Morgan International Value SMA Fund — Sold (part)
JP Morgan International Value SMA Fund — Sold (part)
Oppenheimer Developing Markets Fund — Int/Div — Sold (part)
Oppenheimer Developing Markets Fund — Sold (part)
New York Thruway Bond mat 1/16 — Interest
New York Thruway Bond mat. 1/22 — Interest
Hempstead NY Bond — Interest
NY State Dormitory Authority Bond mat 2713 — Interest — Matured
NY State Dormitory Authority Bond mat — Interest
NY State Dormitory Bond mat. 2/20 — Interest
Nassau County Bond — Interest — Buy
NY State Environmental Bond — Interest — Buy
Bay Shore NY Umon Free School District — Interest — Buy
Erie County NY Bond — Interest — Buy
Roslyn NY Union Free School District Bond — Interest — Matured
Arlington NY Cent School Bond matures $/18/18 — Interest
Onondaga County NY Bond — Interest — Sold
Buffalo NY Bond matures 9/1/15 — Interest
NYC Mum WTR m Authority Bond — Interest
Massachusetts Bond — Interest
Metropolitan Transit Authority Bond — Interest
NY Municipal Water Authority Bond — Interest
Dormitory Auth of NY Bond mat. 7.21 — Interest
Garden City NY Bond mat. 3/14 — Interest — Matured
Wallkill NY Gent Sch matures 6/15/15 — Interest
Triborough Bridge & Tunnel Authority Bonds (2) — Interest
14th Street Partmership Bond — Interest
Tampa Florida Bond — Interest
Millbrook Golf & Tennis — Interest
NYC Transit Finance Authority Future — Interest
Indiana Bond — Interest
Chubb — Int/Div
Spouse's income — 1112031 — Trustee of Wisdom Tree Trust
Fart Vil, p. 3, 1. 22 (Miduclary/Claymore) -- purchase omitted from year's report due to mady
Part VII, p. 6,1. 37 (Hospitality PPTYS) - sale omitted from last year's report due to inadvertence.
Part VIL, p.22, 1. 316 (Joy Global) --This asset was mistakenly reported as part sold on 11/21/13 in last years report. In fact it was sold in its entirety on
11.2113.
Part VII, p. 33, 1. 507 (GlaxoSmithKline) -- This asset was mistakenly reported last year as part sold. In fact all of it was sold on the date, value code, and gain
code indicated on last year's report,
Part VIL p. 35, |. 542 (Teradata) This asset was mistakenly reported last year as part sold. In fact all of it was sold on the date, value code, and gain code
indicated on last year's report.
Part VII, p. 42,1. 659 (California Resouces Corp.) —- This asset was received in 4 spin off from Occidental Petroleum on 12/1,
Part VII, p. 40, 1. 625 (Royal KPN) -- Mistakenly reported as part sold on lust year's reort. In fact was sold.
Part VII, p. 9, 1. 86 (Teva) -- Inadvertently omitted from last year's report.
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.