Tom Stewart Lee
2014Annual
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Pull out the substance of this filing.
What was filed
56
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Tom 8. Lee pu Limited Partnership
- Advisory Board of Community Bancshares of MS, Inc
As filed
4 ING NQ VAR (name change) VOYA NQ VA — None
American Skandia NQ VA (name change) Prudential NQ VA — None
Shares of Community Banschares of MS, Ing. — Int/Div
ING. NQ VA (name change) VOYA NQ VA — None
American Skandia NQ VA (name change) Prudential NO VA — None
His Hartford VA IRA — None — Sold
Land in Scott Co. MS — None
US. Ser. E. Bonds — None
Phoenix Life — None
Community Bancshares of MS accounts — Interest
ING V IRA — None — Sold
ING VA IRA (name change) VOYA IRA VA — None
FT Municipal — Int/Div — Sold
FT Capitol Strength — Int/Div
FI Emerging Markets — Int/Div — Sold
Sector Rotation (name change) Invesco — Int/Div
FT T™ Advantage — Int/Div — Sold
FT Smid High Div — Int/Div
FI Covered Call — Int/Div
FT Smid High Div — Int/Div
FT Covered Call — Int/Div
Gugg Ban AC Commodity — Int/Div — Sold
FT Euro Deep Value — Int/Div
FT Deep Value — Int/Div
FT Cap Str. Buy Write — Int/Div
Gugg Zacks Inc — Int/Div
Gugg Zacks Inc — Int/Div
Thomburg Str. Inc — Int/Div
FT Euro Deep Value — Int/Div
F1 Deep Value — Int/Div
FT Cap Str. Buy Write — Int/Div
Gugg MLP & Energy — Int/Div
Gugg Zacks Inc — Int/Div
Gugg Zacks Inc — Int/Div
Gugg Zacks Inc — Int/Div
Thomburg Str. Inc — Int/Div
Templeton Global Bal — Int/Div
F1 Euro Deep Value — Int/Div
FT Deep Value — Int/Div
Gugg Zack Inc — Int/Div
Thomburg Str. Inc — Int/Div
Nationwide VA-NA — None
AAM Blue Chip — Int/Div — Buy
AAM Global Dividend — Int/Div — Buy
FT RB Global Div. Kings — Int/Div — Buy
Principal Global Diversified — Int/Div — Buy
Gugg Zack, Inc — Int/Div — Buy
Thomburg Str. Inc — Int/Div — Buy
Gugg Euro Dividend — Int/Div — Buy
Principal Global Diversified — Int/Div — Buy
FT RB Global Div. Kings — Int/Div — Buy
Gugg Euro High Div — Int/Div — Buy
Gugg MLP & Energy — Int/Div — Buy
Eaton Vance Short Str. Inc — Int/Div — Buy
Principal Global Div — Int/Div — Buy
Principal Global Div — Int/Div — Buy
General Parmer, Tom 8. Lee pu Limited Partnership
Agreement — 2014 — State Employee Pension Fund: pension upon retirement age 65
Spouse's income — 2014 — Advisory Board of Community Bancshares of MS, Inc
Practically all of my annuities, mutual fund secounts, stocks and bonds are held in my LPL Financial Account.
The proceeds of all sales and redemptions shown in this Report were received in that account and all funds for purchases
were disbursed from that account.
All of the assets owned by the Tom S. Lee JI Limited Partnership are listed in Section V1.
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.