Susan Webber Wright

2016Annual

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What was filed

  • 208

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • FOUR (4) FAMILY TRUSTS - see note in Part VIII
  • ELAN

As filed

TIAA/CREF-1 S403(h) - Traditional Fixed Annuity — Interest — Sold (part)

Simmons Bank Account — Interest

Family Trust (MSDW 08991 )HMEB (H)

IShares S&P 500 Growth ETF — Int/Div — Sold

IShares S&P Midcap 400 Index — Int/Div — Sold

IShares S&P Midcap 400 Index — Buy

IShares S&P Midcap 400 Index — Buy (add'l)

IShares S&P Midcap 400 Index — Buy (add'l)

IShares S&P Midcap 400 Index — Sold

Virtus Multi Sect Sht Trm BDI (PIMSX) — Int/Div — Buy (add'l)

Virtus Multi Sect Sht Trm BDI (PIMSX) — Buy (add'l)

Virtus Multi Sect Sht Trm BDI (PIMSX) — Buy (add'l)

Virtus Multi Sect Sht Trm BDI (PIMSX) — Sold (part)

Virtus Multi Sect Sht Trm BDI (PIMSX) — Sold

FIRST TRUST NORTH AMERICAN E (EMLP) — None — Sold (part)

FIRST TRUST NORTH AMERICAN E (EMLP) — Sold

FIRST TRUST DORSEY WRIGHT FO (FV) — Int/Div — Sold (part)

FIRST TRUST DORSEY WRIGHT FO (FV) — Sold (part)

FIRST TRUST DORSEY WRIGHT FO (FV) — Sold (part)

FIRST TRUST DORSEY WRIGHT FO (FV) — Sold

FIRST TRUST DW FOCUS S INTL UIFY) — None — Sold (part)

FIRST TRUST DW FOCUS S INTL UIFY) — Sold

ISHARES RUSSELL 2000 GROWTH ETF (TWO) — None — Sold

SPDR NUVEEN BARCLAYS CAPITAL MI(TFh — Int/Div — with line 25)

FIRST TRUST SENIOR LOAN FUND (FTSL) — Int/Div — Buy (add'l)

FIRST TRUST SENIOR LOAN FUND (FTSL) — Buy (add'l)

FIRST TRUST SENIOR LOAN FUND (FTSL) — Sold (part)

FIRST TRUST SENIOR LOAN FUND (FTSL) — Sold

FIRST TRUST TECH ALPHA ETF (FXL) — None — Sold (part)

FIRST TRUST TECH ALPHA ETF (FXL) — Sold

GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Int/Div — Sold (part)

GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Buy (add'l)

GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Buy (add'l)

GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Buy (add'l)

GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Sold

GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Buy

GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Sold

J ISHARES US FINANCIALS ETF (IYF) — None — Sold

POWERSH DWA TECH LEAD PTF ETF (PDP) — None — Sold

POWERSHARES PREFERRED PORT (PGX) — Int/Div — Buy (add'l)

POWERSHARES PREFERRED PORT (PGX) — Sold (part)

POWERSHARES PREFERRED PORT (PGX) — Sold

POWERSHARES S&P 500 LOW VOLA (SPLV) — Int/Div — Sold

PROSHARES TR S&P 500 DV ARIST (NOBL)Y — Int/Div — Sold

SPDR TRUST SERIES 1 (SPY) — None — Buy (add'l)

SPDR TRUST SERIES 1 (SPY) — Sold

VANGUARD MIDCAP GROWTH ETF von — None — Sold

BLACKROCK US OPPORTUNITIES INS (BMCIX) — None — Sold

TROWE PRICE DVRSFD SM CP GR (PRDSX) — None — Sold

AMGEN INC — Int/Div — Buy

AMGEN INC — Sold

APPLE INC — Int/Div — Buy

APPLE INC — Sold

BLACKROCK INC — Int/Div — Buy

BLACKROCK INC — Sold

CHEVRON CORP — Int/Div — Buy

CHEVRON CORP — Sold

COMCAST CORP I(NEW)ICLASS A — Int/Div — Buy

COMCAST CORP I(NEW)ICLASS A — Sold

CONAGRA BRANDS INC — Int/Div — Buy

CONAGRA BRANDS INC — Sold

CROWN CASTLE INTL CORP NEW — Int/Div — Buy

CROWN CASTLE INTL CORP NEW — Sold

CVS HEALTH CORP COM — Int/Div — Buy

CVS HEALTH CORP COM — Sold

HONEYWELL INTERNATIONAL INC — Int/Div — Buy

HONEYWELL INTERNATIONAL INC — Sold

INTL BUSINESS MACHINES CORP — Int/Div — Buy

INTL BUSINESS MACHINES CORP — Sold

JPMORGAN CHASE & CO — Int/Div — Buy

JPMORGAN CHASE & CO — Sold

L BRANDS INC COM — Int/Div — Buy

L BRANDS INC COM — Sold

MEDTRONIC PLC SHS — Int/Div — Buy

MEDTRONIC PLC SHS — Sold

MICROSOFT CORP — Int/Div — Buy

MICROSOFT CORP — Sold

NEXTERA ENERGY INC COM — None — Buy

NEXTERA ENERGY INC COM — Sold

OCCIDENTAL PETROLEUM CORP DE — None — Buy

OCCIDENTAL PETROLEUM CORP DE — Sold

SZ PEPSICO INC NC — None — Buy

SZ PEPSICO INC NC — Sold

PFIZER INC — Int/Div — Buy

PFIZER INC — Sold

PHILIP MORRIS INTL INC — Int/Div — Buy

PHILIP MORRIS INTL INC — Sold

RAYTHEON CO (NEW) — Int/Div — Buy

RAYTHEON CO (NEW) — Sold

SCHLUMBERGER LTD — None — Buy

SCHLUMBERGER LTD — Sold

SEMPRA ENERGY — Int/Div — Buy

SEMPRA ENERGY — Sold

WELLS FARGO & CONEW — Int/Div — Buy

WELLS FARGO & CONEW — Sold

FIRST TRUST DORSEY WRIGHT DYNA — None — Buy

FIRST TRUST DORSEY WRIGHT DYNA — Buy (add'l)

FIRST TRUST DORSEY WRIGHT DYNA — Sold

FIRST TRUST LOW DURATION OPP (LMBS) — Int/Div — Buy

FIRST TRUST LOW DURATION OPP (LMBS) — Sold

FT-PREFERRED SECUR & INC ETF (FPE) — Int/Div — Buy

FT-PREFERRED SECUR & INC ETF (FPE) — Sold

ISHARES 7-10 YR TREASURY BD ETF — Int/Div — Buy

ISHARES 7-10 YR TREASURY BD ETF — Sold

VANEK VECTORS GOLD MINERS E 1GDX) — None — Buy

VANEK VECTORS GOLD MINERS E 1GDX) — Sold

PROSHRS S&P MID 400 DVD ARIST — None — Buy

PROSHRS S&P MID 400 DVD ARIST — Sold

PROSHRS RSL 2000 DVD ETF — Int/Div — Buy

PROSHRS RSL 2000 DVD ETF — Sold

SPDR BARCLAYS CAPITAL INTERMED — Int/Div — Buy

SPDR BARCLAYS CAPITAL INTERMED — Sold

SPDR GOLD TR GOLD SHS — None — Buy

SPDR GOLD TR GOLD SHS — Sold

UTILITIES SEL SECT SPDR FUND — Int/Div — Buy

UTILITIES SEL SECT SPDR FUND — Sold

PIMCO SHORT TERM P — Int/Div — Buy

PIMCO SHORT TERM P — Sold (part)

PIMCO SHORT TERM P — Sold

PIMCO INVEST GRD CORP BD P — Int/Div — Buy

PIMCO INVEST GRD CORP BD P — Sold (part)

PIMCO INVEST GRD CORP BD P — Sold

FIRST TR EXCHANGE TRADED FD IV — Int/Div — Buy

FIRST TR EXCHANGE TRADED FD IV — Buy (add'l)

FIRST TR EXCHANGE TRADED FD IV — Sold (part)

FIRST TR EXCHANGE TRADED FD IV — Sold

CASH — Interest

Brokerage Acct. WF7-2943 (IRA) (H)

Money Market - Wells Fargo — Interest

Altna Group Inc — Int/Div — Sold (part)

Apple Inc — Int/Div — Sold (part)

Apple Inc — Sold (part)

IShares S&P US Preferred Stock — Int/Div — Buy (add'l)

IShares S&P US Preferred Stock — Buy (add'l)

Western Asset Income Fd. (mutual fund) — Int/Div — Sold (part)

Western Asset Income Fd. (mutual fund) — Sold (part)

ENERGY SELECT ETF SECTOR SPDR — None — Sold

FINANCIAL SELECT ETF SECTOR SPDR — None — Sold

INDUSTRIAL SELECT k1r SECTOR SPDR — None — Sold

SECTOR SPDR TR TECHNOLOGY SELECT SECTOR — None — Sold

SELECT SECTOR SPDR FD HEALTHCARE — None — Sold

SELECT SECTOR SPDR FD CONSUMER DISCRETIONARY — None — Sold

SPDR EURO STOXX SO ETF — Int/Div — Sold (part)

SPDR EURO STOXX SO ETF — Sold

VANGUARD FISE DEVELOPED MARKETS ETF — Int/Div — Sold (part)

VANGUARD FISE DEVELOPED MARKETS ETF — Buy (add'l)

VANGUARD SHORT TERM ETF CORP BD — Distribution — Buy (add'l)

VANGUARD SHORT TERM ETF CORP BD — Sold (part)

GILEAD SCIENCES INC — Int/Div — Buy (add'l)

GILEAD SCIENCES INC — Sold

ISHARES MSCI UNITED KINGDOM — None — Sold

PIMCO TOTAL RETURN — Int/Div — Buy (add'l)

PIMCO TOTAL RETURN — Buy (add'l)

SELECT SECTOR SPDR FD MATERIALS — None — Sold

ALPHABET INC VOTING CAP STK CL A — None — Sold (part)

ISHARES S&P MIDCAP 400 GROWTH — None — Sold

ISHARES S&P MIDCAP 400 VALLE — Int/Div — Buy (add'l)

ISHARES S&P MIDCAP 400 VALLE — Buy (add'l)

ISHARES CORE S&P SMALL CAP 600 GROWTH — None — Sold

ISHARES CORE S&P SMALL CAP 600 VALUE — Int/Div — Buy (add'l)

ISHARES CORE S&P SMALL CAP 600 VALUE — Buy (add'l)

ISHARES TIP BOND — None — Sold

POWERSHARES DYNAMIC MKT LEISURE AND ENTERTAIN — None — Sold

SPDR S&P BANK ETF — None — Sold

ADVISORS INNER CIRCLE FD WESTWOOD INCOME OPP — None — Sold

PIMCO FDS INCOME FD INSTL CL — Int/Div — Buy (add'l)

PIMCO FDS INCOME FD INSTL CL — Sold (part)

ALERIAN MLP ETF — Int/Div — Buy

AT&T INC — Int/Div — Buy

AT&T INC — Buy (add'l)

BERKSHIRE HATHAWAY INC SERIES BNEW — None — Buy

CBSCORPCLB — Int/Div — Buy

CELGENE CORP — None — Buy

CELGENE CORP — Buy (add'l)

EXXON MOBILE CORP — Int/Div — Buy

FACEBOOK INC CLASS A — None — Buy

INTEL CORP — Int/Div — Buy

INTERNATIONAL PAPER — Int/Div — Buy

INTERNATIONAL PAPER — Sold (part)

INTERNATIONAL PAPER — Sold (part)

JPMORGAN CHASE & CO — None — Buy

MERCK & CO INC NEW — Int/Div — Buy

MERCK & CO INC NEW — Sold (part)

PRUDENTIAL FINANCIAL INC — Int/Div — Buy

PRUDENTIAL FINANCIAL INC — Sold

VANGUARD REIT — Int/Div — Buy

VENTAS INC — Int/Div — Buy

VENTAS INC — Sold

WALMART STORES INC — Int/Div — Buy

DOUBLELINE FDS TR TOTAL RETURNBDFDCL1 — Int/Div — Buy

DOUBLELINE FDS TR TOTAL RETURNBDFDCL1 — Sold (part)

WA Brok Acct 6 (2931) (H)

Wells Fargo Bank Co. Money Mkt. Acct — Interest

University AR Univ Revs Various Fac: Fayetteville Ser A B/E OID 5.0% — Interest

University Cent AR Rev Rfdg Stdnt Fee Ser B B/E CPN 3.25%. 9/1/23 — Interest

Voya SmartDesign Variable Annuity - VY T. Rowe Price Capital Appre — Interest

WATSON CHAPEL AR SCH DIST 24 CONSTR G/O LTD CPN 4.25%. 6/1/40 — Interest

AT&T INC — Int/Div

DILLARDS CAP TR 17.5%. 8/1/38 — Interest

GENERAL ELECTRIC COMPANY — Int/Div — Sold (part)

SENIOR HOUSING PROP TR REIT — Int/Div — Buy

Simmons Bank — Interest

Lafayette Co., AR (royalty & fractional mineral interests) — Rovalty

Miller Co., AR (royalty & fractional mineral meres) — None

Webster Parish, LA (royalty & fractional mineral inter.) — Rovalty

Caddo Parish, LA (royalty & fractional mineral inter.) — Rovalty

Hempstead Co., AR (mineral interest) — None

Miller Co... AR (land) — None

TRUSTEE, FOUR (4) FAMILY TRUSTS - see note in Part VIII

Liability — ELAN — CREDIT CARD «- REVOLVING CREDIT

Part | indicates that reporting person is a trustee of four family trusts. Only one of these trusts is reportable m Part VII. During the year ending 12/31/2016, three

of these trusts terminated pursuant to the terms of the trusts’ documents, Reports

person has retained control over some funds to pay taxes and accountants for

the 2016 calendar year. At the end of 2016, reporting person is trustee of one family trust.

Part V1 line 2 (deficiency obligation to Nissan Motor Acceptance Corporation) value should have been K for 2015 as well (was erroneously reported as J).

Part VII - Investments and Trusts:

Line | - TIAA/CREF-1 S403(b) - The information on the 12/31/2015 report was erroneously reported. Column B (amount of interest income) should have been

either A or B instead of D and Column C (the value at 12/31/2015) should have been L instead of M.

Line 3 - A heading. Reporting person is Trustee of this family trust, a trust created by reporting person. The underlying assets are reported on lines 4 through 12%,

All the assets in this trust have been sold as of 12/31/2016 and the entire balance is held as cash, After paying taxes and accountants for the 2016 calendar year,

this account will be closed and will no longer be reported.

Lime 129 - an IRA socount. The underlying assets are reported on lines 130 through 192.

Line 193 - A heading for a brokerage account. The underlying assets are reported separately on lines 194 through 202, including the income, year-end values and

transactions.

Line 197 - The Voya SmartDesign Variable Annuity is 100% mvested in VY T. Rowe Price Capital Appreciation sub fund.

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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