Lisa Pupo Lenihan

2014Annual

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Pull out the substance of this filing.

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.

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