Cynthia R. Eddy
2017Annual
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What was filed
97
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Self-employed (attomey)
As filed
Dollar Bank (Y)
PNC Bank (cash) — Interest
IRA Z(H)
American Century Mid Cap Value Inv (ACMVX) — Int/Div — Buy
American Century Mid Cap Value Inv (ACMVX) — Sold (part)
American Century Mid Cap Value Inv (ACMVX) — Sold (part)
American Century Small Cap Val Fd Inv (ASVIX) — Int/Div — Buy
American Growth Fund of America F1 {GFFFX) — Int/Div — Buy
American Growth Fund of America F1 {GFFFX) — Buy (add'l)
American Growth Fund of America F1 {GFFFX) — Sold (part)
Amencan Funds Euro Pacific (AEPFX) — Int/Div — Sold
Artisan Mid Cap Value Fund (APDQX) — Int/Div — Sold
Baron Growth Fund Stocks (BGRIX) — Int/Div — Sold
Blackrock Equity Dividend (MADVX) — Int/Div — Sold
Blackrock Capital Appreciation (MAFGX) — Int/Div — Sold
Center Coast MLP Focus Fund (CCUNX) — Int/Div — Sold
Eagle Mid Cap Growth Fund Stocks (HAGAX) — Int/Div — Sold
Eaton Vance Global Macro Abs Ret {EGRIX) (X) — Int/Div — Sold (part)
Eaton Vance Global Macro Abs Ret {EGRIX) (X) — Sold
Federated Total Return Bond Is (FTRBX) — Int/Div — Buy
Federated Total Return Bond Is (FTRBX) — Buy (add'l)
Federated Total Return Bond Is (FTRBX) — Sold (part)
Fidelity Advisor Floating Rate (FFRIX) — Int/Div — Sold (part)
Fidelity Advisor Floating Rate (FFRIX) — Sold (part)
Fidelity Advisor Floating Rate (FFRIX) — Sold
Harding Loevuer Intl Equity Port Inv (HLMIX) — Int/Div — Buy
Harding Loevuer Intl Equity Port Inv (HLMIX) — Buy (add'l)
Harding Loevuer Intl Equity Port Inv (HLMIX) — Sold (part)
Invesco Developing Markets Fd A 1GTDHYX) — Int/Div — Buy
Invesco Developing Markets Fd A 1GTDHYX) — Sold (part)
JP Morgan Value Adv Fd CI L (JVAIX) — Int/Div — Buy
JP Morgan Value Adv Fd CI L (JVAIX) — Sold (part)
JP Morgan Value Adv Fd CI L (JVAIX) — Sold (part)
Lord Abbett Short Duration Inc C1 F (LDLFX) — Int/Div — Buy
Lord Abbett Short Duration Inc C1 F (LDLFX) — Buy (add'l)
Lord Abbett Short Duration Inc C1 F (LDLFX) — Sold (part)
Lord Abbett High Yield C1 A (LHYAX) — Int/Div — Buy
Lord Abbett High Yield C1 A (LHYAX) — Sold (part)
Lord Abbett High Yield C1 A (LHYAX) — Sold
Mainstay Epoch Global Equity Y1d (EPSYX) — Int/Div — Buy
Mainstay Epoch Global Equity Y1d (EPSYX) — Sold (part)
Oppenheimer Senior Floating Rate Fund {O0SYX) — Int/Div — Sold
Oppenheimer Developing Markets Class Y (ODVYX) — Int/Div — Sold
Pimco Income Fund Class P (PONPX) — Int/Div — Sold
Pimco Real Return Fund C112 (PRLPX) — Int/Div — Buy
Pimco Real Return Fund C112 (PRLPX) — Sold (part)
Powershares FTSE RAFI US 1000 (PRF) — Int/Div — Buy
Powershares FTSE RAFI US 1000 (PRF) — Sold (part)
Powershares FTSE RAFI US 1000 (PRF) — Sold (part)
Royce Special Equity Fund (RYSEX) — Int/Div — Sold
Templeton Global Bond Adv C1 (TGBAX) — Int/Div — Buy
Templeton Global Bond Adv C1 (TGBAX) — Sold (part)
Templeton Global Bond Adv C1 (TGBAX) — Buy (add'l)
Templeton Global Bond Adv C1 (TGBAX) — Sold (part)
T Rowe Price Real Estate Fund (TRREX) — Int/Div — Buy
T Rowe Price Real Estate Fund (TRREX) — Sold (part)
T Rowe Price Intl Discovery Fund (PRIDX) — Int/Div — Buy
T Rowe Price Intl Discovery Fund (PRIDX) — Sold (part)
T Rowe Price Mid Cap Growth (RPMGX) — Int/Div — Buy
T Rowe Price Mid Cap Growth (RPMGX) — Sold (part)
T Rowe Price Mid Cap Growth (RPMGX) — Sold (part)
Vanguard Scottsdale Russell 1000 Growth (VONG) — Int/Div — Buy
Vanguard Scottsdale Russell 1000 Growth (VONG) — Buy (add'l)
Vanguard Scottsdale Russell 1000 Growth (VONG) — Sold (part)
Vanguard Scottsdale Russell 1000 Growth (VONG) — Sold (part)
Vanguard Small Cap Growth ETF (VBK) — Int/Div — Buy
Vanguard Small Cap Growth ETF (VBK) — Sold (part)
IRA £2 (H)
JP Morgan Chase Bank NA (cash) — None
Lululemon Athletica Inc (LLLU) — None
GS Fin Corp Min Zero Cpn (400541539) — None — Buy
IRA #3 (H)
UBS Bank Dep Acct (cash and money balances) (Y)
Vanguard Md-Cp Gw Idx Ad (VMGMX) — Int/Div — Sold
Vanguard Mid-Cap Value Index Adm (VMVAX) — Int/Div — Sold
Vanguard Growth Index Fund Admiral (VIGAX) — Int/Div — Sold
Vanguard Emerging Markets Stock Index Fund Admiral (VEMAX) — Int/Div — Sold
Vanguard Developed Markets Index Fund Class Admiral (VIMGX) — Int/Div — Sold
Vangurad Value Index Fund Admiral (VVIAX) — Int/Div — Sold
Vanguard Samll Cap Index Fund Admiral (VSMAX) — Int/Div — Sold
Vanguard Short-Term Corp Bd Idx Admiral (VSOSX) — Int/Div — Sold
Vanguard Interm-Term Bd 1dx Adm Shs (VBILX) — Int/Div — Sold
Vanguard High Yield Corporate Fund Admiral (VWEAX) — Int/Div — Sold
Ford Motor Co Stock (F) — Int/Div — Sold
BROKERAGE #1 (H)
UBS Bank Dep Acct. (cash and money balances) — Interest — Closed
PNC Treasury MM (cash) — Interest — Open
American Funds Europacific (AEGFX) — Int/Div
Blackrock Capital Appreciation (MDFGX) — Int/Div
Blackrock Equity (MDDVX) — Int/Div
Carillon Eagle Mid Cap Growth (HAGAX) — Int/Div
Franklin Utilities (FKUTX) — Int/Div
Oppenheimer Developing Markets {ODMAX) — Int/Div
Royce Special Equity (RYSEX) — Int/Div
Alpine Ultra Short Tax Mutual Fund (ATOIX) — Int/Div
Blackrock ST Municipal Fund (MELMX) — Int/Div
Invesco Tax Free Intermediate Fund (ATFAX) — Int/Div
Spouse's income — 2017 — Self-employed (attomey)
All information in this report is bused upon the filer's best available information and belief.
Part VII, lines 69 and 70: Transferred from IRA #1 to IRA #2; no reportable transactions,
Part VIL, line 91: Name change; see 2016, line 60.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.