Robert B. Jones jr

2017Annual

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Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Coin Company
  • Dr. Robert B. Jones
  • Sallie Mae
  • Physician Salary - Glen Meade Center for Womens' Health, PLA
  • Physician Salary - Caroling Physician Network/New Hanover Regional Medical Center

As filed

IRA #1

Fidelity Money Market — Interest

Fidelity Low Price Stock Fund — Int/Div

Fidelity Magellan Fund — Int/Div

Fidelity OTC Portfolio Fund — Int/Div

IRA®2

Fidelity Money Market — Interest

Duke Enery Corp. (Common) — Int/Div

Fidelity Investment Grade Bond Fund — Int/Div

Fidelity Dividend Growth Fund — Int/Div

Fidelity Mid-Cap Growth Fund — Int/Div

Fidelity Intermediate Bond Fund — Int/Div

Spectra Energy Corp. (Common) — Int/Div — with line 16)

PNC (Common) — Int/Div

Enbridge, Inc — Int/Div

Wells Fargo Accounts — Interest

Brokerage Account #1

General Electric (Common) — Int/Div — Sold

Money Market — Interest

MFS Value Fund — Int/Div — Sold

Intel Corp. (Common) — Int/Div — Sold

Nok Corp.{Common) — Int/Div — Sold

SPDR Trust (S&P S00 Index Fund) — Int/Div — Sold

Brokerage Account 2/529 Plan

Amencan Funds Europacific Growth Fund — Int/Div

American Funds Smallcap World Fund — Int/Div

American Funds Investment Company of Amenca — Int/Div

Amencan Funds Money Market — Int/Div

IRAZ3

American Funds Europacific Growth — Int/Div

Anencan Funds Growth Fund of America — Int/Div

American Funds Smallcap World Fund — Int/Div

American Funds Investment Company of America — Int/Div

Glen Meade Ob/Gyn PA 401(k) Profit Sharing Plan (PSP#1) — Int/Div

ComstX) — None — Sold — Coin Company

Health Care Power of Attomey, Dr. Robert B. Jones

Liability — Sallie Mae — Crraduate School Loan #1

Spouse's income — 2017 — Physician Salary - Glen Meade Center for Womens' Health, PLA

Spouse's income — 2007 — Physician Salary - Caroling Physician Network/New Hanover Regional Medical Center

Assets described in Part VIL, Line 41 is family member's profit sharing plan. The PSP is a nsk-based strategy. Family member has no control over selection of

assets,

Assets described in Part VII, Line 33. The money market account is not actively traded.

Assets described in Part VII,

ine 43 are coins that were not appraised or otheriwse valued until sold.

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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