Diane K. Vescovo
2013Annual
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What was filed
297
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Umiversity of Memphis Board of Visitors
- Federal Magistrate Judges Assocution
- Wells Fargo Bank
- Salary - Black McLaren Jones Ryland & Griffee PLC Law Firm
As filed
Real Property #1, Destin, FL, Undivided 1 interest — Rent
Sovereign Inherent Return Fund, L.P — None — Sold (part)
Sovereign Inherent Return Fund, L.P — Sold (part)
Ist Tennessee Bank Accounts — Interest
Federal Credit Union Accounts — Interest
Northwestern Whole Life mo — Int/Div
Sun Whole Life m — Int/Div
Morgan Keegan Account
Cash Regions FDIC — Interest — Distnbuted
Thornburg Limited Term Muni BD Fund Class — Int/Div — Distnbuted
Dodge & Cox Income — None — Distnbuted
PIMCO Total Return Fund P — Int/Div — Distributed
Vanguard Short Term Bond Index Fund — Int/Div — Distnbuted
iShares Technology Sector IDX Trust Dow Jones US Fund — None — istnbuted
iShares Industry Index Trust Dow Jones LS — None — Distnbuted
Nuveen Global Infrastructure (see Notes) — None — Distnibuted
Franklin Inc Adv — Int/Div — Distnbuted
Thomburg Investment Income Builder Fund — None — Distributed
Greenhaven Continuous Commodity Index Fund — None — Distnbuted
iShares DJ US Energy Sector Index Fund — None — Distnbuted
FPA Crescent Fund — None — Distnbuted
Ivy Asset Strategy Fund — None — Distributed
RS Global Natural Resources — None — Distnbuted
Templeton Global Bond Fund Advisor Class — Int/Div — Distnibuted
Energy Transfer Partners LP — Distribution — Distnbuted
Energy Transfer Equity — None — Distributed
Enterprise Product Partners LP — Distribution — Distnbuted
Kinder Morgan Energy Partners LP — istmbution — Distnbuted
Plains All American Pipeline LP — istmbution — Distnbuted
First Trust Financial Alphadex Fun — None — Distributed
First Trust Health Care Alphadex Fund — None — Distnbuted
Fairholme Fund — None — Distnbuted
Kinder Morgan, Inc — Int/Div — Distnbuted
Alger Spectra — None — Distributed
Federated Strategic Value IS — Int/Div — Distnbuted
Glenmede Small Cap Equity Institutional Shares — None — Distributed
Oppenheimer Developing Markets — None — Distnbuted
Prudential Jennison Equity Income Fund CL — None — Distnbuted
Riverpark/Wedgewood Fund Institutional — None — Distnbuted
Scout Mid Cap — None — Distributed
SunAmerica Focused Dividend Strategy Port Class A — None — Distnibuted
PIMCO All Assett All Authority — None — Distnbuted
EV Energy Parters LP — Distribution — Distributed
Magellan Midstream Partners LP — Distribution — Distributed
Morgan Keegan IRA Account
Cash Regions FDIC — Interest — Distnbuted
Dodged& Cox Income — None — Distnbuted
PIMCO Total Return Fund P — Int/Div — Distributed
First Trust Financial Alphadex Fund — None — Distnibuted
First Trust Health Care Alphadex Fund — None — Distnbuted
First Trust Industrials Producers Durables Alphadex Fund — None — Distnbuted
First Trust Tech Alpha Dex — None — Distnbuted
Fairholme Fund — None — Distributed
Franklin Inc Ady — Int/Div — Distnbuted
Thornburg Investment Income Builder Fund 1 — None — Distnbuted
Physical Precious Metal ETFS — None — Distnbuted
First Trust Energy — None — Distributed
Greenhaven Continuous Commodity Index Fund — None — Distnbuted
FPA Crescent Fund — Int/Div — Distnbuted
lvy Asset Strategy Fund — None — Distnbuted
RS Global Natural Resources Y — None — Distnbuted
Templeton Global Bond Fund Advisor Class — Int/Div — Distnbuted
Alger Spectra — None — Distnbuted
Glenmede Small Cap Equity Institutional Shares — None — Distnbuted
Oppenheimer Developing Markets — None — Distnibuted
Riverpark/Wedgewood Fund Institutional — None — Distnbuted
Scout Mid Cap — None — Distnbuted
PIMCO All Assert All Authority — None — Distnbuted
Morgan Keegan Account
Cash Regions FDIC — Interest — Distnbuted
iShares Technology Sector IDX Trust Dow Jones US Fund — None — Distributed
iShares Industry Index Trust Dow Jones us — None — Distnibuted
Nuveen Global Infrastructure — None — Distnbuted
Thomburg Investment Income Builder Fund 1 — None — Distnbuted
Greenhaven Continuous Commodity Index Fund — None — Distributed
iShares DJ US Energy Sector Index Fund — None — Distnbuted
lvy Asset Strategy Fund — None — Distnbuted
RS Global Natural Resources — None — Distnbuted
Energy Transfer Partners LP — Distribution — Distributed
Energy Transfer Equity — None — Distnbuted
Enterprise Product Partners LP — Distribution — Distnbuted
Kinder Morgan Energy Partners LP — istmbution — Distnbuted
Plains All American Pipeline LP — Distribution — Distributed
First Trust Financial Alphadex Fund — None — Distnibuted
First Trust Health Care Alphadex Fund — None — Distnbuted
Fairholme Fund — None — Distributed
Franklin Inc Ady — Int/Div — Distnbuted
Kinder Morgan, Inc — Int/Div — Distnbuted
Alger Spectra — None — Distributed
Federated Strategic Value 1S — Int/Div — Distnibuted
Glenmede Small Cap Equity Institutional Shares — None — Distnbuted
Oppenheimer Developing Markets — None — Distnbuted
Prudential Jennison Equity Income Fund CL — None — Distributed
Riverpark/Wedgewood Fund Institutional — None — Distnbuted
Scout Mid Cap — None — Distnbuted
SunAmerica Focused Dividend Strategy Port Class A — None — Distnbuted
PIMCO All Assett All Authority — None — Distributed
EV Energy Partners LP — Distribution — Distnbuted
Magellan Midstream Partners LP — Distribution — Distnbuted
Morgan Keegan IRA Account mn
Cash Regions FDIC — Interest — Distributed
Thomburg Investment Income Builder Fund — None — Distnibuted
Templeton Global Income Fund, INC — Int/Div — Distnbuted
FPA Crescent Fund — Int/Div — Distnbuted
Dodge & Cox Income — None — Distnbuted
Looms Sayles Bond Fund — Int/Div — Distributed
PIMCO Total Return Fund P — Int/Div — Distnbuted
Vanguard Short Term Bond Index Fund — Int/Div — Distnbuted
Alger Spectra — None — Distnbuted
Fairholme Fund — None — Distnibuted
Federated Strategic Value 1S — Int/Div — Distnbuted
Glenmede Small Cap Equity Institutional Shires — None — Distnbuted
Oppenheimer Developing Markets — None — Distnbuted
Prudential Jennison Equity Income Fund CL — None — Distnibuted
Riverpark/Wedgewood Fund Institutional — None — Distnbuted
Scout Mid Cap — None — Distnbuted
Franklin Inc Adv — Int/Div — Distnbuted
JP Morgan Alerian MLP Index — None — Distributed
Ivy Asset Strategy Fund — None — Distnbuted
PIMCO All Assett All Authority — None — Distributed
Osterweis Strategic Income — None — Distributed
Templeton Global Bond Fund Advisor Class — Int/Div — Distnbuted
Raymond James Account
Cash Regions FDIC — Interest — Open
Kinder Morgan, Inc — Int/Div — Open
EV Energy Partners LP — Distribution — Open
Energy Transfer Partners LP — Iistnbution — Open
Energy Transfer Equity — Distribution — Open
Enterprise Product Partners LP — istnbution — Open
Kinder Morgan Energy Partners LP — Distribution — Open
Magellan Midstream Partners LP — Iistnbution — Open
Plains All American Pipeline LP — Distribution — Open
Alger Spectr — istmbution — Open
Dodge & Cox Income — Int/Div — Open
FPA Crescent Fund — Iistnbution — Open
The Fairholme Fund — Distribution — Open
Federated Strategic Value 1S — Int/Div — Open
Franklin Income Fund — Int/Div — Open
Gilenmede Small Cap Equity Institutional Shares — Distribution — Open
Oakmark Intemational Fund — Int/Div — Buy
Ivy Asset Strategy Fund — Int/Div — Open
Clearbridge Aggressive Growth Fund — Distribution — Buy
Nuveen Global Infrastructure — Int/Div — Open
Oppenheimer Developing Markets Fund — Int/Div — Open
PIMCO All Assert All Authority Fund — Int/Div — Open
PIMCO Total Return Fund P — Int/Div — Open
PIMCO Total Return Fund P — Sold (part)
Prudential Jennison Equity Income Fund cL — Distribution — Open
RS Global Natural Resources — Distribution — Open
Riverpark/Wedgewood Fund Institutional — Distribution — Open
Scout Mid Cap — istnbution — Open
SunAmerica Focused Dividend Strategy Port Class A — Int/Div — Open
Templeton Global Bond Fund Advisor Class — Int/Div — Open
Thomburg Investment Income Builder Fund 1 — Int/Div — Open
First Trust ETF Financial Alphadex Fund — Int/Div — Open
First Trust Health Care Alphadex Fund — Int/Div — Open
iShares U.S. Tech ETF — Int/Div — Open
iShares U.S. Inds ETF — Int/Div — Open
iShares U.S. Energy ETF — Int/Div — Open
Thomburg Limited Term Muni BD Fund Class — Int/Div — Open
Thomburg Limited Term Muni BD Fund Class — Sold
Vanguard Short Term Bond Index Fund — Int/Div — Open
Vanguard Short Term Bond Index Fund — Sold
Greenhaven Contmuous Commodity Index Fund — None — Open
Greenhaven Contmuous Commodity Index Fund — Sold
Raymond James IRA Account
Cash — Interest — Open
Alger Spectra Fund — None — Open
Alger Spectra Fund — Buy (add'l)
Dodge& Cox Income Fund — Int/Div — Open
JP Morgan Alerian MLP Index Bond — Buy (add'l)
ETFS Precious Metal Basket Physical — None — Open
FPA Crescent Fund — Int/Div — Open
The Fairholme Fund — None — Open
First Trust ETF Energy Alphadex Fund — Int/Div — Open
First Trust ETF Financial Alphadex Fund — Int/Div — Open
First Trust Health Care Alphadex Fund — Int/Div — Open
First Trust ETF Industrials Prod Durable — Int/Div — Open
First Trust ETF Technology Alphadex — Int/Div — Open
Franklin Income Fund Advisor Class — Int/Div — Open
Glenmede Small Cap Equity Institutional Class — None — Open
Oakmark Intemational Fund — Int/Div — Buy
Ivy Asset Strategy Fund — Int/Div — Open
Oppenheimer Developing Markets — Int/Div — Open
PIMCO All Assert All Authority — Int/Div — Open
PIMCO Total Return Fund Class P — Int/Div — Open
RS Global Natural Resources Y — None — Open
Riverpark/Wedgewood Fund Institutional — None — Open
Riverpark/Wedgewood Fund Institutional — Buy (add'l)
Scout Mid Cap Fund — Int/Div — Open
Sunamerica Focused Dividend Strategy Fund — Int/Div — Buy
Templeton Global Bond Fund Advisor Class — Int/Div — Open
Thorburg Investment Income Builder Fund 1 — Int/Div — Open
Greenhaven Continuous Commodity Index Fund — None — Open
Greenhaven Continuous Commodity Index Fund — Sold
Raymond James Account 1
Cash Regions FDIC — Interest — Open
Kinder Morgan, Inc — Int/Div — Open
Williams Companies, Inc — None — Buy
EV Energy Partners LP — Distribution — Open
Energy Transfer Partners LP — Distribution — Open
Energy Transfer Equity — istnibution — Open
Enterprise Product Partners LP — Distribution — Open
Kinder Morgan Energy Partners LP — Distribution — Open
Magellan Midstream Partners LP — Distribution — Open
Plains All American Pipeline LP — Distribution — Open
Alger Spectra — Distribution — Open
The Fairholme Fund — istnbution — Open
Federuted Strategic Value IS — Int/Div — Open
Federuted Strategic Value IS — Buy (add'l)
Federuted Strategic Value IS — Buy (add'l)
Franklin Income Fund — Int/Div — Open
Glenmede Small Cap Equity Institutional Shares — Distribution — Open
Oakmark Intemational Fund — Int/Div — Buy
Oakmark Intemational Fund — Buy (add'l)
Oakmark Intemational Fund — Buy (add'l)
lvy Asset Strategy Fund — Int/Div — Open
Clearbridge Aggressive Growth Fund — Distribution — Buy
Clearbridge Aggressive Growth Fund — Buy (add'l)
Clearbridge Aggressive Growth Fund — Buy (add'l)
Nuveen Global Infrastructure — Int/Div — Open
Oppenheimer Developing Markets Fund — Int/Div — Open
Oppenheimer Developing Markets Fund — Buy (add'l)
Oppenheimer Developing Markets Fund — Buy (add'l)
PIMCO All Assett All Authority Fund — Int/Div — Open
Principal Global Diversified Income Fund — Int/Div — Buy
Principal Global Diversified Income Fund — Buy (add'l)
Principal Global Diversified Income Fund — Buy (add'l)
Prudential Jennison Equity Income Fund CL — istnbution — Open
Prudential Jennison Equity Income Fund CL — Buy (add'l)
Prudential Jennison Equity Income Fund CL — Buy (add'l)
RS Global Natural Resources — Distribution — Open
Riverpark/Wedgewood Fund Institutional — istnbution — Open
Scout Mid Cap — istmbution — Open
SunAmerica Focused Dividend Strategy Port Class A — Int/Div — Open
SunAmerica Focused Dividend Strategy Port Class A — Buy (add'l)
Thomburg Investment Income Builder Fund — Int/Div — Open
First Trust ETF Financial Alphadex Fund — Int/Div — Open
First Trust Health Care Alphadex Fund — Int/Div — Open
iShares U.S. Tech ETF — Int/Div — Open
iShares US. Inds ETF — Int/Div — Open
iShares U.S. Energy ETF — Int/Div — Open
Neurberger Berman Long Short Fund Class A — Distribution — Buy
Neurberger Berman Long Short Fund Class A — Buy (add'l)
Greenhaven Continuous Commodity Index Fund — None — Open
Greenhaven Continuous Commodity Index Fund — Sold
Raymond James IRA Account
Cash — Interest — Open
Alger Spectra Fund — Distribution — Open
Alger Spectra Fund — Buy (add'l)
Alger Spectra Fund — Buy (add'l)
Dodge& Cox Income Fund — Int/Div — Open
FPA Crescent Fund — Int/Div — Open
The Fairholme Fund — Distribution — Open
Federated Strategic Value Dividend Fund — Int/Div — Open
Franklin Income Fund Advisor Class — Int/Div — Open
Glenmede Small Cap Equity Institutional Class — Distribution — Open
Oakmark Intemational Fund — Int/Div — Buy
Oakmark Intemational Fund — Buy (add'l)
Oakmark Intemational Fund — Buy (add'l)
Oakmark Intemational Fund — Buy (add'l)
lvy Asset Strategy Fund — Int/Div — Open
Clearbridge Aggressive Growth Fund — Distribution — Buy
Clearbridge Aggressive Growth Fund — Buy (add'l)
Clearbridge Aggressive Growth Fund — Buy (add'l)
Clearbridge Aggressive Growth Fund — Buy (add'l)
Loomis Sayles Bond Fund Retail Class — Int/Div — Open
Oppenheimer Developing Markets — Int/Div — Open
PIMCO All Assert All Authority — Int/Div — Open
PIMCO All Assert All Authority — Sold (part)
PIMCO Total Return Fund Class P — Int/Div — Open
Principal Global Diversified Income Fund — Int/Div — Buy
Principal Global Diversified Income Fund — Buy (add'l)
pak) — Buy (add'l)
Osterweis Strategic Income Fund — Int/Div — Open
Prudential Jennison Equity Income Fund — Distribution — Open
Riverpark/Wedgewood Fund Institutional — istmbution — Open
Riverpark/Wedgewood Fund Institutional — Buy (add'l)
Riverpark/Wedgewood Fund Institutional — Buy (add'l)
Scout Mid Cap Fund — Distribution — Open
Sunamerica Focused Dividend Strategy Fund — Distribution — Buy
Sunamerica Focused Dividend Strategy Fund — Buy (add'l)
Sunamerica Focused Dividend Strategy Fund — Buy (add'l)
Sunamerica Focused Dividend Strategy Fund — Buy (add'l)
Templeton Global Bond Fund Advisor Class — Int/Div — Open
Thomburg Investment Income Builder Fund 1 — Int/Div — Open
Thomburg Investment Income Builder Fund 1 — Sold (part)
Wells Fargo Advantage Absolute Return Fund — Distribution — Buy
Templeton Global Income Fund — Int/Div — Open
JP Morgan Alerian MLP Index Bond — None — Open
JP Morgan Alerian MLP Index Bond — Buy (add'l)
JP Morgan Alerian MLP Index Bond — Buy (add'l)
Neuberger Berman Long Short Fund Class A — Distribution — Buy
Neuberger Berman Long Short Fund Class A — Buy (add'l)
Neuberger Berman Long Short Fund Class A — Buy (add'l)
Vanguard Short Term Bond Index Fund — Int/Div — Open
Vanguard Short Term Bond Index Fund — Sold
Board Member, Umiversity of Memphis Board of Visitors
Director, Federal Magistrate Judges Assocution
Liability — Wells Fargo Bank — Ist Mortgage on Real Property #1 (Rental) - Destin, FL
Spouse's income — 2013 — Salary - Black McLaren Jones Ryland & Griffee PLC Law Firm
Lime I: Property was purchased on 8/31/04 for the purchase price of $645,000.
Lines 8, 45, 69, 100, 123, 166, 195, and 246: These are "header" lines, thus columns B through D are left blank,
Lines 147, 163, 269 und 297: There was a realized loss on the sales of these securities. thus no code is required m Column D4.
Lines 8 - 297: All assets held in Morgan Keegan accounts were transferred to Raymond James accounts in 2013, and all Morgan Keegan accounts were closed.
The incoming rolled-over assets are designated as “Open” in Column D1 Transaction Type, as they were not a purchase or a spin-off (the only other options for
acquired assets), The outgoing rolled-over assets are designated as "Distributed" in Column DI Transaction Type, as there is not a more appropriate selection,
There were no losses or gains recognized on the transfer of these assets.
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.