Anthony P. Patti
2016Annual
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What was filed
97
investments
3
positions
0
gifts
1
agreements
0
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Umiversity of Michigan
- Investment Accounts 4-7
- Investment Accounts 2 and 3
- Hooper Hathaway, P.C., receivables
- Umiversity of Michigan, wages
As filed
Raymond James Account (H)
Raymond James Bank Deposit Progam — Interest
Alliance Bernstein Growth & Income Fund (CBBYX) — Int/Div
American Century International Bond Fund (BEGBX) — Int/Div
American High Income Trust Fund (AHTFX) — Int/Div
PIMCO Dynamics Cr Income Fd (PCI) — Int/Div
T. Rowe Price International Bond FD (PAIBX) — Int/Div
Puerto Rico Comwlth Pub Impt Bond T2022 — Interest
ING GROEP N.V. PERP Debt Secs Cumlative 7.05% — Interest
Northwestern Mutual Adjustable CompLife — Int/Div
Northwestern Mutual Extra Ordinary Life — Int/Div
IRA (H)
Mermll Lynch Cash/Money Account — Interest
Blackrock Global Allocation Fd (IMALOX) — Int/Div
iShares MSCI Emerging Mkts (EEM) — Int/Div
iShares TIPS Bond Fd (T1P) — Int/Div — Sold
Lord Abbett Bond Fund (LBDFX — Int/Div — Buy
Powershares Inter DVD (PDI) — Int/Div
Vanguard Small Cap (VB) — Int/Div
Vanguard Mid-Cap ETF (VO) — Int/Div
Vanguard Div Appreciation ETF (VIG) — Int/Div
Vanguard Total Bn MKT (BND) — Int/Div
SEP (H)
Mernll Lynch Cash/Money Account — Interest — Open
Blackrock Global Allocation Fd (MALOX) — Int/Div — Buy
iShares MSCI Emerging Mkts (EEM) — Int/Div — Buy
Lord Abbett Bond Fund (LBDFX — Int/Div — Buy
Powershares Inter DVD (PDI) — Int/Div — Buy
Vanguard Small Cap (VB) — Int/Div — Buy
Vanguard Mid-Cap ETF (VO) — Int/Div — Buy
Vanguard Div Appreciation ETF (VIG) — Int/Div — Buy
Vanguard Total Bn MKT (BND) — Int/Div — Buy
Memill Lynch 22 (H)
Merrill Lynch Bank Deposit Program — Interest
Blackrock Global Allocation Fd ((MALOX) — Int/Div
iShares MSCI Emerging Mkts (EEM) — Int/Div
iShares TIPS Bond Fd (TIP) (Y)
Lord Abbett Bond Fund (LBDFX — Int/Div — Buy
Powershares Inter DVD (PDI) — Int/Div
Powershares Inter DVD (PDI) — Int/Div
Vanguard Small Cap (VB) — Int/Div
Vanguard Mid-Cap ETF (VO) — Int/Div
Vanguard Div Appreciation ETF (VIG) — Int/Div
Vanguard Total Bn MKT (BND) — Int/Div
Merrill Lynch #3 (H)
Merrill Lynch Bank Deposit Program — Int/Div
Blackrock Global Allocation Fd ((IMALOX) — Int/Div
iShares MSCI Emergmg Mkts (EEM) — Int/Div
iShares TIPS Bond Fd (TIP) (Y)
Lord Abbett Bond Fund (LBDFX) — Int/Div — Buy
Powershares Inter DVD (PDI) — Int/Div
Vanguard Small Cap (VB) — Int/Div
Vanguard Mid-Cap ETF (VO) — Int/Div
Vanguard Div Appreciation ETF (VIG) — Int/Div
Vanguard Total Bn MKT (BND) — Int/Div
Memill Lynch 24 (H)
Merrill Lynch Bank Deposit Program — Interest
Blackrock Global Allocation Fd (IMALOX) — Int/Div
iShares MSCI Emerging Mkts (EEM) — Int/Div
iShares TIPS Bond Fd (TIP) (Y)
Lord Abbett Bond Fund ((LBDFX) — Int/Div — Buy
Powershares Inter DVD (PDI) — Int/Div
Vanguard Small Cap (VB — Int/Div
Vanguard Mid-Cap ETF (VO) — Int/Div
Vanguard Div Appreciation ETF (VIG) — Int/Div
Vanguard Total Bn MKT (BND) — Int/Div
Merrill Lynch #5 (H)
Merrill Lynch Bank Deposit Program — Interest
Blackrock Global Allocation Fd ((IMALOX) — Int/Div
iShares MSCI Emerging Mkts (EEM) — Int/Div
iShares TIPS Bond Fd (TIP) (Y)
Lord Abbett Bond Fund (LBDFX) — Int/Div — Buy
Powershares Inter DVD (PDI) — Int/Div
Vanguard Small Cap (VB) — Int/Div
Vanguard Mid-Cap ETF (VO) — Int/Div
Vanguard Div Appreciation ETF (VIG) — Int/Div
Vanguard Total Bn MKT (BND) — Int/Div
Memill Lynch #6 (H)
Merrill Lynch Bank Deposit Program — Interest
Blackrock Global Allocation Fd (IMALOX) — Int/Div
iShares MSCI Emerging Mkts (EEM) — Int/Div
Powershares Inter DVD (PDI) — Int/Div
Vanguard Small Cap (VB — Int/Div
Vanguard Mid-Cap ETF (VO) — Int/Div
Vanguard Div Appreciation ETF (VIG) — Int/Div
Vanguard Total Bn MKT (BND) — Int/Div
Memill Lynch 27 (H)
Merrill Lynch Bank Deposit Program — Interest
Blackrock Global Allocation Fd ((MALOX) — Int/Div
iShares MSCI Emergmg Mkts (EEM) — Int/Div
iShares TIPS Bond Fd (TIP) (Y)
Lord Abbett Bond Fund (LBDFX) — Int/Div — Buy
Powershares Inter DVD (PDI) — Int/Div
Vanguard Small Cap (VB — Int/Div
Vanguard Mid-Cap ETF (VO) — Int/Div
Vanguard Div Appreciation ETF (VIG) — Int/Div
Vanguard Total Bn MKT (BND) — Int/Div
Adpmunct Teacher, Umiversity of Michigan
Custodian, Investment Accounts 4-7
POA, Investment Accounts 2 and 3
Agreement — 10012015 — Hooper Hathaway, P.C. Memorandum of Redemption, tendering all shares, waiving salary contimuation and agreeing to payment of outstanding receivables
Income — 2016 — Hooper Hathaway, P.C., receivables — $343,624.00
Income — 2016 — Umiversity of Michigan, wages — S1651.00
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.