Sarah Sharer Curley
2013Annual
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What was filed
30
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Part VII
- ABA JUDICIAL DIVISION -NATIONAL CONFERENCE OF FEDERAL TRIAL JUDGES
As filed
AXA EQUITABLE — Interest
IRA ACCOUNT. WELLS FARGO BANK — Int/Div
WELLS FARGO MONEY MARKET ACCT. — Sold (part) — Part VII
WELLS FARGO ADV. TOTAL RETURN BOND FUND (MNTRX)
MFS SER. TR. VALUE (MSFRX)
HARTFORD INFLATION PLUS FUND, CLASS A (HIPAX)
HARTFORD MTL MIDCAP VALUE, CLASS A (HMVAX)
HARTFORD MTL MIDCAP VALUE, CLASS A (HMVAX) — Matured — Part VII
HARTFORD MTL MIDCAP VALUE, CLASS A (HMVAX) — Matured — Part VII
HARTFORD MTL MIDCAP VALUE, CLASS A (HMVAX) — Matured — Part VII
COMMON STOCK - PEPSICO (PEM
SHS CISCO COMMON STOCK — Int/Div
WELLS FARGO MONEY MARKET FUND A — Interest
IRA ACCOUNT. US BANK — Int/Div
US BANK MONEY MARKET ACCT — Sold (part) — Part VII
HARTFORD FUNDS BALANCED INC FUND, CLASS A (HBLAVXX) — Buy
HARTFORD INFLATION PLUS FUND, CLASS A (HIPAX)
HARTFORD FUNDS MIDCAP VALUE, CLASS A (HMVAX)
HARTFORD FUNDS GLOBAL HEALTH FUND. CLASS A (HGHAX) — Buy (add'l)
HARTFORD FUNDS CHECKS & BALANCES. CLASS A (HCKAX)
CD's
IRA ACCOUNT, FIDELITY INVESTMENTS (X) — Int/Div
FIDELITY MONEY MARKET ACCOUNT (X) — Buy
SPARTAN TOTAL MARKET INDEX ADVANTAGE CLASS (FSTVXXX) — Buy
SPARTAN INT'L INDEX, ADVANTAGE CLASS (FSIVXKX) — Buy
SPARTAN U.S. BOND INDEX, ADVANTAGE CLASS (FSITX)XX) — Buy
GLENMEDE SMALL CAP EQUITY ADVISOR CLASS (GTCSX HX) — Buy
SPARTAN TOTAL MARKET INDEX ADVANTAGE CLASS (FSTVXXX) — Buy
SPARTAN U.S. BOND INDEX, ADVANTAGE CLASS (FSITX NX) — Buy
GLENMEDE SMALL CAP EQUITY ADVISOR CLASS (GTCSX HX) — Buy
EXECUTIVE COMMITEE (Up to 82013), ABA JUDICIAL DIVISION -NATIONAL CONFERENCE OF FEDERAL TRIAL JUDGES
Regarding Part VI - | decided to open a new Fidelity IRA Account in September 2013. | transferred funds from my money-market, IRA accounts at Wells Fargo
and U.S. Bank to open the Fidelity Account. When various CD's matured in the Wells Fargo IRA account, those funds were also placed in the Fidelity Account. In
December 2013, 1 transferred additional funds from my Wells Fargo IRA, money-market account into my Fidelity Account,
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.