Edward A. Godoy
2012Annual
Ask Donna
Pull out the substance of this filing.
What was filed
8
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- (Home Owners Association)
As filed
Oriental Group (Unit Investment Trust, no control) — Int/Div
Oriental Group - Puerto Rico Cash & Money Market WH — Int/Div — Buy (add'l)
AllianceBemnstein Tx-Mdg With App Strategy Fund CL C (ATWCX) — Int/Div — Sold (part)
AllianceBemnstein Tx-Mdg With App Strategy Fund CL C (ATWCX) — Sold
Caribe Federal Credit Union — Int/Div
Justice Federal Credit Union — Int/Div
Banco Popular Puerto Rico — Interest
Carlos E. Riestra, personal loan, no interest, no note — None
(Home Owners Association)
1) Part VII, Column A, Le 1, Page 4 - The complete name is the Puerto Rico Diversified Tax Managed Total Return IRA Trust. According to the Chief
Compliance Officer of Oriental Group, the IRA is a commingled unit investment trust or a commingled trust, over which | have no control of the investments and
the risk category.
2) Part VII, Column D(3), Line 3, Page 4 - The proceeds from the partial sale on May 7, 2012 of shares of the AllianceBerstein mutual fund were used to pay off
home mortgage.
3) Part VII, Column D(3), Line 4, Page 4 - The proceeds from the sale on December 21, 2012 of all of the remaining shares of the AllianceBernstein mutual fund
were used to buy additional shares of the Oriental Group - Puerto Rico Cash & Money Market WH.
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.