J Philip Klingeberger
2014Annual
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What was filed
30
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- American Bankrutey Institute
As filed
Accounts- Centier Bank — Interest
Account-- Sth 3rd Bank — Interest
Memill Lynch IRA — Int/Div
Dreyfus Appreciation FD
Eaton Vance Floating Rate Fund
MFS Value FD
Oppenhemmer Intemational Growth Fund
Pioneer Strategic Income Fund
Prudential Short Term Corp Bond Fund
TCW Total Return Bond Fund
The Oakmark Select Fund
Wells Fargo Small Cap Value Fund
Mainstay Large Cap Growth Fund
Pioneer Strategic Income Fund — Sold
Pioneer Strategic Income Fund — Sold
Pioneer Strategic Income Fund — Sold
The Oakmark Select Fund — Sold
Mainstay Market Field Fund — Buy
The Oakmark Select Fund — Sold
TCW Total Return Bond Fund — Buy
MFS Value Fund — Buy
Pioneer Strategic Income FD — Sold
Western Asset Core Plus Bond Fund — Buy
Mainstay Large Cap Growth Fund — Sold
Oppenheimer Intemational Growth Fund — Buy
Ivy Asset Strategy Fund — Sold
Mainstay Marketfield Fund — Sold
JP Morgan Strategic Income Opp Fund — Sold
Permanent Portfolio Fund — Sold
Dreyfus Appreciation Fund — Buy
Reimbursement — American Bankrutey Institute — 6/1272014 - 6/15/2014 — Lake Geneva, WI — Instructor at ABI Central States Conference — Semnar fees/lodging/truvel
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