Rya Weickert Zobel
2011Annual
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What was filed
31
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- Rya W. Zobel Irrevocable Trust
- Property Law Association, Annual Dinner
As filed
Assets of Rya W. Zobel
Fidelity Select Retailing FSRPX — Int/Div
T.Rowe Price Blue Chip Growth, Inc TRBCX — Int/Div — Sold (part)
T.Rowe Price Blue Chip Growth, Inc TRBCX — Sold (part)
Calamos Growth Class A CVGRX — Int/Div — Sold (part)
Ishares Comex Gold Trust IAL — Int/Div — Buy (add'l)
Powershare Exchange Traded FD TR Wilder PBW (Y) — Int/Div — Sold
SPDR SER TR S&P Homebuilders XHB — Int/Div
Ishares TR MSCI Emerging Markets Index FEM — Int/Div
Ishares TR Dow Jones US Real Estate Index IYR — Int/Div
Sector SPDR TR SHS Ben Int Financial XLF(Y) — Int/Div — Sold
Powershares QQOQ TR Luit Ser 1 QQOQ(Y) — Int/Div — Sold
Vanguard Index FDS Vanguard REIT ETF VNOQ — Int/Div
Barclays Bank PLC Path S&P 500, VIX — Int/Div
ISharesz Silve TR IShares SLV — Int/Div — Sold (part)
IShares Barclays Treas Inflation Protected SECS FD. TIP (Y) — Int/Div — Sold
IShares TR Russell 2000Index FD IWM — Int/Div
Amex SPDR Energy Select INdex XLE (X) — Int/Div — Buy
Citizens Bank, checking — Interest
Hanscom Federal Credit Union, savings — Interest
Assets of Rya W. Zobel Irrevocable Trust
Fidelity Total Bond FTBFX — Interest
American High Income Class F AHTFX — Interest
US Treasury NTS 4.0% — Interest
US Treasury NTS 4.5% — Interest
Forward Select Income KIFAX — Interest
Putnam Diversified Income FD CL Y POVYX — Int/Div
Putnam Income FD CL Y, PNCYX — Int/Div
Goldman Sachs Global Income Institutional, GSGLX — Int/Div
Goldman Sachs Local Emrg Mrkts Debt CL 1. GIMDX — Int/Div
Payden Short ond, PYSBX — Int/Div
Trustee, Rya W. Zobel Irrevocable Trust
Reimbursement — Property Law Association, Annual Dinner — an Rm
The items on lines 3, 6, 7, 10, 16, and 28 of Part VII on the Report for 2010 should have been specified as sales of the entire holding of the named securities.
1
have deleted them from the 2012 report as 1 did not own them in 2011
With respect to the items on lines 9 and 14 of the report for 2010 1 inadvertently failed to report the sale of all of the named securities. 1 have also deleted these
items from the report for 2011.
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