Elizabeth E. Brown
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
39
investments
2
positions
0
gifts
1
agreements
0
debts
0
reimbursements
2
income
1
spouse income
Named parties
- LUmiversity of Colorado School of Law
- University of Denver Sturm College of Law
- University of Colorado School of Law - Teaching
- University of Denver Sturm College of Law - Teaching
- Self-employed (psychotherapist)
As filed
IRA #1 (H)
1st Bank of Republic Plaza NA. (cash) (Y)
TRUST (H)
John Hancock Universal Life Insurance Policy — None
1st Bank of Republic Plaza NA. (cash) (Y)
Metlife stock (X) — Int/Div
RBC/Wells Fargo Deposit Acct (cash) (Y)
Fundamental Investors Cl A (ANCFX) — Int/Div
Fundamental Investors Inc Cl F1 (AFIFX) — Int/Div
Growth Fund of Amer (GFAFX) — Int/Div
Investment Co. of Amer Cl A (AIVSX) — Int/Div
Investment Co of Amer C1 F1 (AICFX) — Int/Div
Washington Mutual Inv (WSHFX) — Int/Div
Cap World Grwth & Incm (CWGIX) — Int/Div
New Perspective Fund Cl A (ANWPX) — Int/Div
New Perspective Fund Cl FI (NPFFX) — Int/Div
iShares TR (TIP) — Int/Div
Amer. Balanced Cl A (ABALX) — Int/Div
Amer Balanced Fd Cl FI (BALFX) — Int/Div
Gov't Nat'l Mtg. Assn (Y)
IRA #2 (H)
RBC Bank Deposit Program — Int/Div
Advisors Inner Circle Fd (CIPMX) — None — Sold
AMG GWK US Sm Cap Grwth (ATSIX) {formerly Aston Sm Cap Fd (ATASX)) — Int/Div
AMG Mngrs Mutg & Cldwll Grwth (MCGIX) (formerly Ashton Growth Fd) — Int/Div
Artisan Partners Funds Val Fund (APDLX) (formerly Artisan Value Fund) — Int/Div
Dodge & Cox Stock Fd (DODGX) — Int/Div
iShares Core S&P Small Cap (1JR) — Int/Div — Buy
iShares Core S&P SOO (IVY) — Int/Div — Buy
Ivy Lg Cap Gwth Fd (IYGIX) — Int/Div
Riverpark Wedgewood Fund (RWGIX) — Int/Div
SPDR S&P S00 ETR (SPY) — Int/Div
Thomburg Intl Value Fd (TGVIX) — Int/Div
iShares 3-7 yr. Treasury (1E1) — Int/Div
Looms Sayles Inv (LSIIX) — Int/Div
Income Fund of Am (AMECX)(Y)
Intl Growth & Income (IGAAX)(Y)
Collegelnvest Colorado 529 College Savings Plan (H)
Scholars Choice College Savings Prem Age Based — None — Sold (part)
Adpnct Professor, LUmiversity of Colorado School of Law
Adpunct Professor, University of Denver Sturm College of Law
Agreement — 2017 — American Bankruptcy Law Journal - future Editor-in-Chief
Income — 27 — University of Colorado School of Law - Teaching — S9.000.00
Income — 2007 — University of Denver Sturm College of Law - Teaching — $6,000.00
Spouse's income — 2017 — Self-employed (psychotherapist)
Part VII, Line I: Consolidation of 2016, lines 3, 4. 32, and 33.
Part VII, line 3: See 2016, line 1.
Part VII, line 7: See 2016, line 12.
Part VIL, lines 8 and 9: See 2016, line 5.
Part VII, line 11 and 12: See 2016, line 7.
Part VII, lines 15 and 16: See 2016, line 9.
Part VIL, lines 18 and 19: See 2016, line 11
Part VII, line 22: See 2016, lines 18 and 31
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.