Diane K. Vescovo

2013Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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