Barbara Brandriff Crabb
2016Annual
Ask Donna
Pull out the substance of this filing.
What was filed
100
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Facktor-Mervis chantable foundation
- Wisconsin Department of Employee Trust Funds
As filed
AQR Managed Futures Strategy (AQMIX) — Int/Div — Buy
AQR Managed Futures Strategy (AQMIX) — Sold (part)
AOR Style Premia Alt. (OSPIX) — Int/Div — Buy
AOR Style Premia Alt. (OSPIX) — Sold (part)
AOR Style Premia Alt. (OSPIX) — Sold (part)
AXA Variable Life Ins Annuity {formerly Equitable Life) comprising: — Int/Div
EQ/nt'l Equity — Int/Div
AXA Intl Core Volatility — Int/Div
EQ/Equity S00 Index — Int/Div
BEQ/Mid Cap Index — Int/Div
EQ/Small Company — Int/Div
Blackstone Alt Mult Strat Inst. (BXMIX) — None — Buy
Blackstone Alt Mult Strat Inst. (BXMIX) — Sold (part)
Blackstone Alt Mult Strat Inst. (BXMIX) — Sold
Cisco Systems, Inc. (CSCO) — Int/Div
Deutche X-Trackers MSC ELR (DBUE) — Int/Div — Buy
Deutche X-Trackers MSC ELR (DBUE) — Sold (part)
Deutche X-Trackers MSC ELR (DBUE) — Sold
Diamond Hill Small Cap (DHSIX) — Int/Div — Buy
Diamond Hill Small Cap (DHSIX) — Sold (part)
Ed Vest -529 College Savings Plan (Balanced Portfolio 3437-Med. Risk) — Interest — Buy
EV Income Fund of Boston (EIBIX) — Int/Div — Buy
EV High Yield Muni Income (EIHYX) — Int/Div — Buy
First TR High YL Lg/Sht ETF (HYLS) — Int/Div — Buy
First Trust North American (EMLP) — Int/Div — Sold (part)
First Trust North American (EMLP) — Sold (part)
Harding Loevner Intl Eqty (HLMIX) — Int/Div — Buy
Harding Loevner Intl Eqty (HLMIX) — Sold (part)
Home Savings & Loan — Interest
Ishares Core MSCI Europe (EUR) — None — Sold
Ishares Core MSCI (IEFA) (dup. of #45. entered in error) see letter
Ishares Core U.S. Age. f/k/a Ishares Barclays Age. Bd, Fd.(AGG) — Int/Div — Buy
S10.
Ishares Edge MSCI Min Vol (EFAV) — None — Buy
Ishares Edge MSCI Min Vol (EFAV) — Sold
ishares Edge MSCI Emerg Mkt Min. Vol (EEMV) — Int/Div — Buy
ishares Edge MSCI Emerg Mkt Min. Vol (EEMV) — Sold (part)
ishares Edge MSCI Emerg Mkt Min. Vol (EEMV) — Buy
Ishares MSC Japan ETF (EW)J) — Int/Div — Buy
Ishares MSC Japan ETF (EW)J) — Sold (part)
Ishares MSC Japan ETF (EW)J) — Sold
shares Russell Midcap ETF (IWP) — Int/Div — Buy
shares Russell Midcap ETF (IWP) — Sold (part)
shares Russell Midcap ETF (IWP) — Sold (part)
Ishares Russell Midcap (IWS) — Int/Div — Buy
Ishares Russell Midcap (IWS) — Sold (part)
Ishares Russell Midcap (IWS) — Sold (part)
Ishares Russell 1000 Growth Index (IWF) — Int/Div — Sold (part)
Ishares Russell 1000 Growth Index (IWF) — Sold (part)
Ishares Russell 1000 Growth Index (IWF) — Sold (part)
Ishares Russell 1000 Value (IWD) — Int/Div — Buy
Ishares Russell 1000 Value (IWD) — Sold (part)
Ishares Russell 2000 Growth Fund (WO) — Int/Div — Buy
Ishares Russell 2000 Growth Fund (WO) — Buy
Ishares Russell 2000 Growth Fund (WO) — Sold (part)
Ishares Russell 2000 Value (IWN) — Int/Div — Buy
Ishares Russell 2000 Value (IWN) — Sold (part)
Lazard Emerg Mkts Core EQ (ECEIX) — Int/Div — Buy
Lazard Emerg Mkts Core EQ (ECEIX) — Sold (part)
Lazard Int'l Strat EQ (LISIX) — Int/Div — Buy
Lazard Int'l Strat EQ (LISIX) — Sold (part)
Medtronic, Inc. (MDT) — Int/Div
Metropolitan West TOT RET BD (MWTIX) — Distribution — Buy
Metropolitan West TOT RET BD (MWTIX) — Sold (part)
Met Life — Int/Div
MS Liquid Asset Fund (ILAF) — Int/Div
Morgan Stanley Private Bank NA (MSPBNA) — Int/Div
Nuveen Int Dur Mim Bond (NUVBX) — None — Buy
Nuveen Int Dur Mim Bond (NUVBX) — Sold
Nuveen Ltd Term Muni Bd (FLTRX) — None — Buy
Nuveen Ltd Term Muni Bd (FLTRX) — Sold
Oakmark (OAKMX) — Int/Div — Buy
Oakmark (OAKMX) — Sold (part)
Pimco Intermed Mun Bd (MUNI) — Interest — Buy
Pimco 1-5 Year US. TIPX IDX Fd (STPZ) — None — Sold (part)
Pimco 1-5 Year US. TIPX IDX Fd (STPZ) — Sold (part)
Pimco 1-5 Year US. TIPX IDX Fd (STPZ) — Sold
PIMCO 0-5 Year HY Corp. Bond (HYS) — None — Buy
PIMCO 0-5 Year HY Corp. Bond (HYS) — Sold (part)
PIMCO 0-5 Year HY Corp. Bond (HYS) — Sold
SPDR Barcap Short Term/Hi Yield (SINK) — None — Sold
SPDR Series Trust DB Int. Gvt (WIP) — None — Buy
SPDR Series Trust DB Int. Gvt (WIP) — Sold (part)
SPDR Series Trust DB Int. Gvt (WIP) — Sold
SPDR Doubleline Tr Tact ETF (TOTL) — None — Buy
SPDR Doubleline Tr Tact ETF (TOTL) — Sold
Synchrony Bank Acct — Interest
Touchstone Small Cap Growth (MXAIX) — Int/Div — Buy
UW Credit Union — Interest
Vanguard Municipal Fund — Int/Div
Vanguard Reit ETF (VNQ) — Int/Div — Sold (part)
Vanguard Reit ETF (VNQ) — Sold (part)
Vanguard Short Term Bnd (BSV) — Int/Div — Buy
Vanguard Short Term Corporate (VCSH) — None — Sold (part)
Vanguard Short Term Corporate (VCSH) — Sold
Vanguard European MSCI ETF (VGK) — None — Buy
Vanguard European MSCI ETF (VGK) — Sold (part)
Vanguard European MSCI ETF (VGK) — Sold
WisdomTree Trust Japan Hedge EQ (DX) — Int/Div — Sold (part)
WisdomTree Trust Japan Hedge EQ (DX) — Buy
Director, Facktor-Mervis chantable foundation
Spouse's income — 2016 — Wisconsin Department of Employee Trust Funds
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.