E. Grady Jolly
2015Annual
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What was filed
35
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- FOOTNOTE 2
- FOOTNOTE 3
- FOOTNOTE 4
- FOOTNOTES
- FOOTNOTE
As filed
Bancorpsouth Money Market Acc't IRA — Interest — with line 26)
Snopes Corp. Common Stock — Int/Div — Closed
Gold Bullion 23 oz — None
Silver Bullion £50 oz. — None
Fred's Inc. Common Stock — Int/Div
Trustmark Bank Acct — Interest
Trustmark Bank Acc't — Interest
Trustmark Bank Acct — None
Trustmark Bank Acct — Interest
Trustmark Bank Acct — Interest
H)' BROKERAGE ACCOUNT #1
Keely Sm Cap Val Fd — Int/Div
US Gov't Money Mkt Fd RBC Reserve Class — Int/Div — FOOTNOTE 2
Berkshire Hathaway C1 B — None
JPMorgan Tr II L Cap Gr Fd Cl A — Int/Div
Pamassus Core Equity Fd — Int/Div — FOOTNOTE 3
SPDRS&PSOOETF Tr — Int/Div
SPDR S & P Dividend ETF — Int/Div — FOOTNOTE 4
Proshares S&P S00 Div Aristocrats ETF — Int/Div
SPDR Dow Jones Ind Avg ETF Tr Unit Ser 1 — Int/Div
Wisdom Tr Europe Hedged Equity Fund — Int/Div — Buy
HY IRA ACCOUNT #1
Columbia Acorn Fd - IRA — None — Sold
First Eagle Global Fd - IRA — Int/Div
Alger Spectra Fd - IRA — Int/Div
US Gov't Money Market Fund RBC Reserve Class-IRA — Interest — FOOTNOTES
JP Morgan Tr Value Advantage Fd-IRA — Int/Div
Ishares Select Dividend ETF-IRA — Int/Div
SPDR Ser Tr S&P Div ETF-IRA — Int/Div
Berkshire Hathway Cl B-IRA — None
Parnassus Core Equity Fd-IRA — Int/Div — FOOTNOTE
SPDR S&P SOO ETF Tr-IRA — Int/Div
Proshares S&P S00 Aristocrats ETF-IRA — Int/Div — Buy
Ishares S&P Mid Cap 400 Growth ETF-IRA — Int/Div — Buy
Wisdomtree Tr Europe Hedged Equity Fd IRA — Int/Div — Buy
FOOTNOTE 1:PARNASSUS INC TR EQ INC NAME CHANGED TO PARNASSUS CORE EQUITY FUND.
FOOTNOTE 2: J P MORGAN TR II US GOVT MONEY MKT FD WAS CHANGED TO US GOV'T MONEY MARKET FUND RBC RESERVE CLASS ON
5/19/14 WHEN THE BROKER CHANGED TRANSFER AGENTS. THIS CHANGE WAS NOT NOTED ON THE 2014 REPORT. REQUEST THAT YOU
ACCEPT THIS CHANGE AS AN AMENDMENT TO BOTH THE 2015 AND 2014 REPORTS.
FOOTNOTE 3: PARNASSUS INC TR EQ INC PORTFOLIO NAME CHANGED TO PARNASSUS CORE EQUITY FUND
FOOTNOTE 4: SPDR SER TR S&P DIVIDEND ETF NAME CHANGED TO SPDR S&P DIVIDEND ETF
FOOTNOTE 5: J P MORGAN MONEY MKT-IRA NAME CHANGED TO US GOV'T MONEY MARKET FUND RBC RESERVE CLASS ON 5/19/14 WHEN
THE BROKER CHANGED TRANSFER AGENTS. THIS CHANGE WAS NOT NOTED ON THE 2014 REPORT. REQUEST THAT YOU ACCEPT THIS
CHANGE AS AN AMENDMENT TO BOTH THE 2015 AND THE 2014 REPORTS.
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.