Kenneth P. Neiman

2014Final

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Pull out the substance of this filing.

What was filed

  • 153

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Neiman & Fierst: 50% Ownership of Rental Property #
  • Self-employed climcal social worker

As filed

Rental Property #1, Northampton, MA — Rent

TDBank Savings Acct — Interest

New England Securities Brokerage Account (pars, 4-25)

Dreyfus Insured Deposits — Interest

Fidelity Floating Rate High Income Mutual Fund — Int/Div

Goldman Sachs Global Income Mutual Fund — Int/Div — Sold

Index ETF TRS0 Hedge Multi-Strategy Fund — Int/Div — Sold (part)

IShares TR (mominstar) Large Cap Growth Index Fund — Int/Div

IShares TR Russell Mid-Cap Index Fund — Int/Div

IShares TR S&P Global 100 Index Funds — Int/Div

IShares TR Russell 2000 Index Fund — Int/Div

Powershares Exchange Traded Fund — Int/Div

SPDR Ser TR Barclays High Yield Bond Fund — Int/Div — Buy (add'l)

U.S. Commodity Index Fund — None — Sold

Vanguard Int'l Equity Index Fund Inc. FTSE All World — Int/Div — Sold

Vanguard Equity Index Funds MSC Emerging Markets — Int/Div — Buy (add'l)

Vanguard Index FDS REIT EIF — Int/Div

IShares Tr. MSC ACW Index — Int/Div — Buy (add'l)

Goldman Sachs Strategic Income Fund — Int/Div

Franklin Low Duration Total Return Fund — Int/Div — Sold (part)

SPDR Index Funds World Ex-US E1r — Int/Div — Buy

SPDR Index Funds World Ex-US E1r — Sold

Lord Abbett Short Duration Income Fund — Int/Div — Buy

Vanguard Limited Term Fund — Int/Div — Buy

IShares Trust Core MSC — Int/Div — Buy

New England Securities Ret. Acct, (Pars 2744)

Berkshire Hathaway Class B — None

Dreyfus Insured Deposits — Interest

IShares Russell 2000 Index Fund — Int/Div

Goldman Sachs Global Income Fund. Inst Class — Int/Div — Sold (part)

IShares (Momingstar) Large Cap Growth Fund — Int/Div

Index IQ Hedge Multi-Strategy Tracker Fund — Int/Div — Sold

Fidelity Floating Rate High Income Fund — Int/Div

Vanguard Index FDS REIT Fund — Int/Div

Vanguard Intl Equity Emerging Mkt Fund — Int/Div — Buy (add'l)

Vanguard Int'l Equity All World Fund — Int/Div — Sold

US. Commondity Index Fund — None — Sold

SPDR Barclay High Yield Bd. Fund — Int/Div — Buy (add'l)

IShares S&P Global 100 Index Fund — Int/Div

IShares MSC Index Fund — Int/Div — Buy (add'l)

Goldman Sachs Strategic Income Fund — Int/Div

SPDR Index S&P World Fund — Int/Div — Buy

Franklin Low Duration Total Return Fund — Int/Div — Buy

Lord Abbett Short Duration Income Fund — Int/Div — Buy

New Eng. Sec. IRA (pars, 46-61)

Berkshire Hathaway Fund A — None

Dreyfus Insured Deposits — Interest

Goldman Sachs Global Income Fund — Int/Div — Sold (part)

Fidelity Floating Rate Income Fund — Int/Div

Index 1Q Hedge Multi-Strategy Tracker — Int/Div — Sold

SPDR Barclays High Yield Bd. Fund — Int/Div — Buy (add'l)

Vanguard Int'l Equity Emerging Markets Fund — Int/Div — Buy (add'l)

IShares Tr MSC ACW Index Fund — Int/Div — Buy (add'l)

Vanguard Index Funds REIT — Int/Div

Vanguard Int'l Equity Index All World Fund — Int/Div — Sold

US. Commodity Index Fund — None — Sold

IShares Global 100 ETF — Int/Div

Goldman Sachs Strategic Income Fund — Int/Div

SPDR Index World Fund — Int/Div — Buy

Franklin Low Duration Total Return Fund — Int/Div — Buy

Lord Abbett Short Duration Fund — Int/Div — Buy

Vanguard Retirement Account — Int/Div

Retir. Acct. Pershing LLC Custodian (pars 64-122)

Berkshire Hathaway Fund B — None — Buy (add'l)

Amencan Express Common Stock — Int/Div — Buy (add'l)

Johnson & Johnson Common Stock — Int/Div

Pershing Gov't Account Cash Reserves — None

Coca Cola Corp. Common Stock — Int/Div — Sold (part)

Pepsico Inc. Common Stock — Int/Div

Bristol Myers Squibb Co. Common Stock — Int/Div

Nestle SA Sponsored ADRS Registered Common Stock — Int/Div — Buy (add'l)

Nestle SA Sponsored ADRS Registered Common Stock — Buy (add'l)

Proctor & Gamble Common Stock — Int/Div

Wells Fargo & Co. Common Stock — Int/Div

American International Group Com. Stock — Int/Div — Sold (part)

American International Group Com. Stock — Sold (part)

American International Group Com. Stock — Buy (add'l)

American International Group Com. Stock — Buy (add'l)

Bank of New York Mellon Corp. Common Stock — Int/Div — Sold (part)

Bank of America Common Stock — Int/Div — Sold (part)

Bank of America Common Stock — Buy (add'l)

Bank of America Common Stock — Sold (part)

Bank of America Common Stock — Buy (add'l)

Dunkin Brands Group Inc. Common Stock — Int/Div — Sold (part)

Dunkin Brands Group Inc. Common Stock — Sold (part)

Dunkin Brands Group Inc. Common Stock — Sold

General Motors Common Stock — None — Sold (part)

General Motors Common Stock — Sold

Swatch Group AG Common Stock — Int/Div — Sold (part)

Swatch Group AG Common Stock — Sold (part)

Swatch Group AG Common Stock — Sold

Sysco Corp. Common Stock — Int/Div

Unilever DLC Spon Common Stock — Int/Div — Sold

FiServe lnc. Common Stock — None — Sold

Morgan Stanley Common Stock — Int/Div — Sold (part)

Walgreen Company Common Stock — Int/Div — Sold (part)

Walgreen Company Common Stock — Buy (add'l)

Walgreen Company Common Stock — Sold

BP PLC Spons ADR — Int/Div — Buy

BP PLC Spons ADR — Buy (add'l)

BP PLC Spons ADR — Buy (add'l)

BP PLC Spons ADR — Buy (add'l)

BP PLC Spons ADR — Sold (part)

BP PLC Spons ADR — Sold (part)

BP PLC Spons ADR — Sold (part)

BP PLC Spons ADR — Sold

United Health Group Common Stock — Int/Div — Buy

Exxon Mobil Corp Common Stock — Int/Div — Buy

Exxon Mobil Corp Common Stock — Buy (add'l)

Exxon Mobil Corp Common Stock — Buy (add'l)

Exxon Mobil Corp Common Stock — Sold (part)

Exxon Mobil Corp Common Stock — Buy (add'l)

Fanuc Corp ADR Common Stock — Int/Div — Buy

International Business Machines Common Stock — None — Buy

International Business Machines Common Stock — Buy (add'l)

International Business Machines Common Stock — Buy (add'l)

International Business Machines Common Stock — Sold (part)

International Business Machines Common Stock — Sold

Facebook. Inc — None — Buy

Facebook. Inc — Sold

Canadian Natural Resources Common Stock — None — Buy

Suncor Energy Common Stock — None — Buy

Capital One Savings Account — Interest

Florence Savings Bank — Interest

Allianz Annuity Retirement Plan — None

Pershing Investment Account (pars 127-153)

Genreral Money Market Fund — Interest — Open

Wells Fargo & Co. Common Stock — Int/Div — Buy

Wells Fargo & Co. Common Stock — Buy (add'l)

Unilever PLC Spon ADR — None — Buy

Unilever PLC Spon ADR — Sold

Walgreens PLC Spon ADR — None — Buy

Walgreens PLC Spon ADR — Sold

Bank of America Corp. Common Stock — None — Buy

Bank of America Corp. Common Stock — Buy (add'l)

American Internation Group Common Stock — None — Buy

American Internation Group Common Stock — Buy (add'l)

American Internation Group Common Stock — Buy (add'l)

BP PLC Spous ADR — None — Buy

BP PLC Spous ADR — Sold

Berkshire Hathaway Class B — None — Buy

General Elecgtric Corp. Common Stock — Int/Div — Buy

General Elecgtric Corp. Common Stock — Sold

Internanational Business Machines Common Stock — None — Buy

Internanational Business Machines Common Stock — Sold

Nestle SA Common Stock — None — Buy

Pepsico, Inc. Common Stock — Int/Div — Buy

American Express Company Common Stock — None — Buy

Franklin Resource Inc — None — Buy

Franklin Resource Inc — Sold

Bank of New York Mellon Common Stock — None — Buy

Canadian Natural Resources — Int/Div — Buy

Exxon Mobil Corp Common Stock — None — Buy

Partner, Neiman & Fierst: 50% Ownership of Rental Property #

Spouse's income — 2014 — Self-employed climcal social worker

Part VII (1): Value method: toral tax assessment by the City as of 12/31/14: $529,500.

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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