Lisa Pupo Lenihan
2014Annual
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What was filed
79
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- Note mm Part VII
- UNIVERSITY OF PITTSBURGH
- FOUR NORTHSHORE ASSOCIATES
- LAWYERS OF WESTERN PA
As filed
Limited Partner. 4 Northshore Associates — None
IRA - Commonwealth
ALIBABA Group HLDG Common Shrs (148) — None — Buy
Allianz Funds: NF) Small Cap Fund CIA — None — Sold
Allianz Health Sciences C1 A — None — Note mm Part VII
Amencan Income Fund of America C1 F — Int/Div
Allianz RCM Global Water Fund C1 A — Int/Div — Buy (add'l)
Copeland Risk Mgnt Div Growth C1 A — Int/Div — Buy (add'l)
Fidelity Adv BioTech CL — None — Buy
Fidelity Adv Limited Bond CL — None — Buy
Fidelity Adv Limited Bond CL — None — Sold (part)
Fidelity Adv Limited Bond CL — None — Sold (part)
Fidelity Adv Limited Bond CL — None — Sold
Fidelity Advisor Consumer Staples C1 — None — Sold
Fidelity Advisor Consumer Staples C1 1 — Int/Div — Buy
Fidelity Advisor Consumer Staples C1 — None — Buy (add'l)
Franklin Floating Rate Cl A — Int/Div — Buy (add'l)
Mainstay Mkt C1 A — None — Sold (part)
Mainstay Mkt C1 A — None — Sold
Oppenhemnersteel MLP A — None — Sold
Oppenheimersteel MLP A — Int/Div — Buy
PIMCO EQS Long/Short C1 A — None — Buy (add'l)
PIMCO EQS Long/Short C1 A — None — Sold
PIMCO EQS Long/Short C1 D — None — Buy
PIMCO Fund Index Plus A — None — Buy
PIMCO Fund Index Plus A — None — Sold
PIMCO Fund Index Plus A — Int/Div — Buy
PIMCO SMALL Fundamental Indexplus CL A — Int/Div — Buy
PIMCO Stockplus Short Strategy CL A — None — Buy (add'l)
PIMCO Stockplus Short Strategy CL A — None — Sold
PIMCO Stockplus Short Strategy CL A — None — Buy
PIMCO Stockplus Short Strategy CL A — None — Buy (add'l)
PIMCO Stockplus Short Strategy CL A — None — Sold (part)
PIMCO Stockplus Short Strategy CL A — None — Sold
Wasatch Long/Short Fund — None
Franklin US Govt CL A — Int/Div — Sold (part)
Mainstay Income Bldr C1 A — Int/Div — Buy
Mainstay Income Bldr C1 A — None — Buy (add'l)
Mainstay Unconstmd Bond Opp C1 A — Int/Div — Buy (add'l)
PIMCO Total Return C1 D — None — Sold (part)
PIMCO Total Return CID — None — Sold
Templeton Global Bond Fund Cl A — Int/Div
M&I Bank Money Market Account — Interest
Mamstay Money Mkt C1 A — None — Buy
Mamstay Money Mkt C1 A — None — Sold (part)
Mainstay Money Mkt C1 A — None — Sold
Oppenheimer Money Mkt CL A — None — Buy
Oppenhemmer Money Mkt CL A — None — Sold
Brokerage Account - National Financial
Fidelity Funds: Prime Money Mkt Reserves Fund — Interest
Gulf Keystone Petro Common Stock — None
IShares S&P Stock Index ETF — None — Sold
Altria Group Common Stock — Int/Div
Columbia Div Opp Fund CL C — None — Sold
Fidelity New Adv Insights Fund CL A — Int/Div
Ivy Mid Cap Growth Fund C1 C — Int/Div
Thomburg Invest Income Builder Fund CL C — Int/Div
SouthernSun Funds: Small Cap — Int/Div
Delaware Diversified Income Fund C1 € — None — Sold
Brokerage Account - Ameriprise
Ameriprise Insured Money Market — Interest
Eaton Vance Limited Duration Fund — Note mm Part VII
Eaton Vance Funds: Active Tax MGD GLBL Fund — Int/Div
ISHARES Core S&P Small Cap ETF — Int/Div
Vanguard Div Appreciation Fund — Int/Div
Vanguard Int Term Bond Fund — Int/Div
Vanguard Short Term Corp Bond ETF — Int/Div
General Electric Cap Corp Note 4.75% Due 09/15/14 — Int/Div — Sold
First Eagle Funds: Global Fund C1 A — Int/Div
Ivy Balanced Cl A — Int/Div
JPMorgan Value Advantage C1 A — Int/Div — Buy (add'l)
MFS Intl Value C1 A — Int/Div
Calamos Market Neutral Fund — Int/Div
Thomburg LTD Muni Fund CL — Interest
Virtus Prem Alphasector Fund — Int/Div
ALPS Alenian MLP ETF — Int/Div
Miscellaneous Accounts
PNC Bank Checking Account — Interest
PA TAP Accounts for Children — None — Closed
ADJUNCT FACULTY MEMBER, UNIVERSITY OF PITTSBURGH
LIMITED PARTNER, FOUR NORTHSHORE ASSOCIATES
Reimbursement — LAWYERS OF WESTERN PA — CONFERENCE
Part VII Investment and Trusts
Line | (Limited Partner, 4 Northshore Associates) - Assessed value
Line 5 - Mutual fund Alliance Wellness CL A renamed Allianz Health Sciences CL A. Ticker remains RAGHX.
Line 62 - Eaton Vance Limited Duration Fuund was sold as reported on Line 101 of the 2013 Report. Erroneously reported on Line 76 (2013 Report) as having a
value on 12/31/
1 took no salary from Pitt Law to teach in 2014
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.