Joe B. Brown
2015Annual
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What was filed
202
investments
9
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- change from line A
- change Google Ln S89
- lexss than 1000
- change line 30
- sold at loss
- change to Line 10
- at loss
- change line 40
- name combine CIr=C
- change only
- 1000 sold 2014
- 1004/ 200 Sold 2014
- sold
- change line 7
- part to church
- under $ 1000200
- change to VOYA
- under 1000200
- to NSL Funds
- from line 111
- mn 1230072011 vl
- "
- trom line 139
- 1000200 in 2014
- mcreased = $1000
- under 1000 m W114
- gain
- under 1000 in 2014
- under 1000 mn 2014
- gan
- Gan
- Gam
- went under 1000
- 2014
- Y P Trust. Trust for Family Cemetary Taylorsville KY
- Vanderbilt University School of Law, Agreement to teach course on Pretrial Litigation as scheduled, None taught 1015
- Uniform Gift to Minors, Grandaughter C
- Education trust for Grundaughter W
- Education Trust for Granddaughter €
- Education trust forGrandaughter J
- Education trust for Grundaughter MH
- Education trust for Grandaughrer K
- Education trust for Grandaughter CA
As filed
Abbvie lnc (ABBY) — Int/Div
Actavis PLC (ACT) — Int/Div — Buy
Actavis PLC (ACT) — Buy (add'l)
Actavis PLC (ACT) — with line 6)
Adobe Systems (ADBE) — Int/Div
Allergan PLC comm (AGN) — Int/Div — change from line A
Alphabet Inc Class A (GOOGL) — Int/Div — change Google Ln S89
Amazon (AMZNI(Y) — lexss than 1000
American Beacon (ABEY X) — Int/Div
American Capitol World Grth (CWGIX) — Int/Div — change line 30
American Century Small Cap (ACVIX) — Int/Div
American Express Stock (AXP) — Int/Div
American International Group Inc (AIG) — Int/Div — Sold
Amenprise Finl Inc (AMP) — Int/Div
Anadarko Pete Corp (APC) — Int/Div
Apple (AAPL) — Int/Div
Aplied Materials (AMAT) — Int/Div
AQR Small Cap (QSERX) — Int/Div — Buy
AQR Small Cap (QSERX) — Buy (add'l)
AQR Small Cap (QSERX) — Buy (add'l)
AQR Small Cap (QSERX) — Sold (part) — sold at loss
Baird Core Plus Bond institutional (BCOLX) ({ — Interest
Bank Of Amenca (BAC) — Int/Div
BB&T Corp (BBT) — Int/Div
Bed Bath & Beyond (BBBY) (X) — Int/Div
Blackrock Util and Telecom (MDGUX) — Int/Div
Broadcom Corp (BRCM) — Int/Div — Sold (part)
Canadial Picific Railray LTD (CP) — Int/Div
Capital One Financial (COF) — Int/Div
Capital World Gr & line Fund (CWGIX) — Int/Div — with lime 10) — change to Line 10
Cardinal Health Inc (CAH) — Int/Div
Carlisle Cos Inc (CSL) — Int/Div — Buy
Carmax Inc (KMX) — Int/Div — Buy
Caterpillar (CAT) — None — Sold — at loss
Carvinal Corp (CCL) — Int/Div
CBS Corp (CBS) — Int/Div — Buy
Chevron (CVX) — Int/Div — Sold — at loss
Cisco Sys Inc (CSCO) — Int/Div
CIT Group (CIT) — Int/Div — with line 40) — change line 40
CITIGROUP Inc Com New (C) — Int/Div — Sold (part) — name combine CIr=C
Citnx Sys inc (CTSX) — Sold — at loss
CMS Energy (CMS) — Int/Div
Comcast (CMCSA) — Int/Div — Sold
Conocophillips (COP) — Int/Div — Buy
CVSHealth Corp (CVS) — Int/Div — change only
Delaware Value Inst] (DDVIX) — Int/Div
Deplhi Automotive (DLPH) — Int/Div
Disney Walt (DISXY) — 1000 sold 2014
Dollar General Corp (DG) — Int/Div — Buy
Eaaton Corp PLC (ETN) — Int/Div
Enegizer Hlodings (ENG)(Y) — 1004/ 200 Sold 2014
First Eagle Overseas (SGIOX) — Int/Div — Sold (part) — sold at loss
First Eagle Overseas (SGIOX) — Sold — sold
Franklin TN School Dist Bonds — Interest — Matured
Freeport McMoran inc (FCX) — Int/Div — Buy
General Electric (GE) — Int/Div
Gilead Scientific Inc (GILD) — Int/Div
Google Class A ((GOOGL) — Int/Div — with line 7) — change line 7
Google Class C (GOOG) — Int/Div — with line 7) — change line 7
Halliburton (HAL) — Int/Div
Harding Loevner Intl Equity (HMLIX) — Int/Div
Health Stream Stock (HSTM) — Int/Div — Sold (part) — part to church
Heartland Value Plus (HNVIX) — Int/Div — Buy (add'l)
Heartland Value Plus (HNVIX) — Sold (part) — sold at loss
Heartland Value Plus (HNVIX) — Buy (add'l)
Hologic Inc (HOLX) — Int/Div — Buy
Home Depot (HD) — Int/Div
Honeywell Int lnc (HON) — Int/Div — Buy
Hotckins & Wiley FDS (HWSIX) — Int/Div — Sold (part)
Hyatt Hotels Corp (Hy (Y) — under $ 1000200
Huntsman Corp (HUN) — Int/Div — Buy
ING Intermediate Bond Fund (1IBWX) — with line 190) — change to VOYA
Intel Stock (INTC) — Int/Div
International Business Machine (IBMXY) — under 1000200
Imtercontential Exchange (ICE) — Int/Div
International Paper Co (IP) — None — Sold
IsharesNational Amt Free Muni (MUB) — Int/Div
Ishares MSC EAFE IDX (EFA) — Int/Div
Ishares Russell 1000 Value (IWB) — Int/Div — Buy (add'l)
Ishares Russell 1000 Value (IWB) — Buy (add'l)
Ishares Russell 1000 Value (IWB) — Buy (add'l)
Ishares Russell 1000 Value (IWB) — Buy (add'l)
Ishares Russell 1000 Value (IWB) — Buy (add'l)
Ishares Russell 1000 Value (IWB) — Sold (part)
Ishares Russell 1000 Value (IWB) — Sold (part)
Ishares Russell 1000 Value (IWB) — Sold (part)
Ishares Russell 1000 Value (IWB) — Sold (part) — sold at loss
shares Russell 2000 (WN) — Int/Div — Buy (add'l)
shares Russell 2000 (WN) — Sold (part)
Johnson Controls (JCI — Int/Div
Johnson & Johnson (JNJ) — Int/Div
JPMORGAN (JPM) — Int/Div
Juniper Networks (JNPR) — Int/Div
Keveorp new (KEY) — Int/Div
Kohks Corp (KSS) — Int/Div — Sold
Kroger Co (KR) — Int/Div — Buy
Lazard Emerging Markets (EMBIX) — Int/Div — Buy
Lazard Intl Strategic Equity Portfolio (LISIX) — Int/Div — Buy (add'l)
Lazard Intl Strategic Equity Portfolio (LISIX) — Buy (add'l)
LKCM Small-Mid Cap Equity (LKSMX) — Int/Div — Sold (part)
LKCM Small-Mid Cap Equity (LKSMX) — Sold (part)
Marathon Oil Corp (MRO) — Int/Div — Sold — at loss
Medrronics PLC (MDT) — Int/Div — Buy
Merck & Company (MRK) — Int/Div
Metlife (MET) — Int/Div
MFS Growth Fund (MFEIX) — Int/Div
Micron Techonology (MU) — Int/Div — Buy
Microsoft Stock (MSFT) — Int/Div
Monsanto (MON) — Int/Div — Sold
Morgan Stanley (MS) — Int/Div
Morgan Stanley Mutual Fund (VADBX) (Retirement account i(Y) — Int/Div — with line 112) — to NSL Funds
Nashville School of Law IRA Unit investment trust — Int/Div — from line 111
NXP Semiconductor (NXP) — Int/Div
Occidental Pete Co (OXY) — Int/Div
OHIO College Advantage 529 plan Black Rock Growth Portfolio (ALL GO) — Int/Div
Omnicom Group (OMC) — Int/Div
Oracle Corp Common (ORCL) — Int/Div — Buy
Parker Hannifin (PH) — Int/Div — Sold — at loss
Pepisco Inc (PEP) — Int/Div
Pfizer Inc (PFE) — Int/Div
Phillip Morris (PN) — Int/Div — Sold — at loss
PIMCO Commodities Plus Strategies Fund (PCLIX) — Int/Div — Sold — at loss
PIMCO Total Return (PTTRX) — with line 122)
Procter & Gamble Co (PG) — Int/Div
Qualcomm Inc — Int/Div — Buy
Qualcomm Inc — Sold — at loss
RIO Tinto PLC (RIO) — Int/Div — Sold — sold at loss
Rydex ETF S&P 500 Equal Weight (RSP) — Int/Div — mn 1230072011 vl
Rydex S&P Pure Gr Mid Cap ETF (RFG) )
Rydex S&P Small Cap ETF (RZGKY) — "
Royal Caribbean Cruises (RCL) — Int/Div — Buy
Sandisk Corp (SNDK) — Int/Div — Sold — at loss
Schlumberger Limited (SLB) — Int/Div
Schroder Emerging Markets (SEMNX) — Int/Div
Signet Jewlers LTD (SIG) — Int/Div
Southwest Airhnes (LUV) — Int/Div — Buy
Spirit Aerosystems Hldgs Inc (SPR) — Int/Div
SPDR Barcklays Municipal Bond ETF (TFI) — Int/Div — trom line 139
SPDR Series Trust Nuva (TFD — with line 138)
State TR Comp (STT) — Int/Div — Buy
Sysco Corp (SYY) — Int/Div — Sold
Target Corp (TGT) — Int/Div — Buy
Texas Instruments Inc (TXN) — Int/Div
Thermo Fisher Scientific (TMO) — Int/Div
TIX COS Inc (TIX) — Int/Div — Buy
Tractor Supply (TSCO) — Int/Div
TRW Automative Holdings Corp (TRWXY) — 1000200 in 2014
United Continental Holding Inc (UALYX) — Int/Div — Buy (add'l) — mcreased = $1000
United Health Group (UNH) — Int/Div — Buy
United Parcel Service (UPS) — Int/Div
United Techonologies Corp (UTX) — Int/Div — Sold — sold
USAA Agressive Grwth Fund (UIAGX) (Y) — None — under 1000 m W114
USAA Emerging Markets (LIEMX) — Int/Div
USAA High Income Fund (UTHIX) — Int/Div
USAA Income Fund Institutional Shares (UIINXD — Int/Div
USAA Managed Allocation (UMAFX) — Int/Div
USAA Money Market (LSAXX ) — Interest — Buy (add'l)
USAA Money Market (LSAXX ) — Sold (part) — gain
USAA Precious Metals & Minersls Funds (UIPM YX) — Int/Div
USAA Real Return LIRRX) — hy
USAA Short Term Bond Fund (UISBX) — Int/Div
USAA S&P Index (USPRX NX) — Int/Div — under 1000 in 2014
USAA Tax Exempt Intermediate (USATX) — Int/Div
USAA Tax Exempt Long Term (USTEX) Tuy) — Int/Div — under 1000 mn 2014
USAA Tax Exempt Short Term (USSTX) — Int/Div
USAA Tax-Exempt Market (USEXX) (X) — Int/Div
USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)
USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gan
USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain
USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)
USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)
USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)
USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain
USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)
USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)
USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain
USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain
USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)
USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — Gan
USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — Gam
USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain
USAA Bank Checking Accounts 1408, 6058 — Int/Div
Vanguard FTSE Europe ETF (VGK) — Int/Div — Buy (add'l)
Vanguard Index Funds (VOO — Int/Div — Buy
Vanguard Index Funds (VOO — Buy (add'l)
Vanguard MSCI Emerging Markets ETF (VW) — Int/Div — Sold — at loss
Verizon Communicaations (VZ) — Int/Div
Virtus Quality Small Cap (PXQSX)KY) — went under 1000
Visa (V) — Int/Div
VOYA Intermediate Bonds Class W (MTWBX) — Interest
Wal Mart Stock (WMT) — Int/Div
Wells Fargo Stock (WFC) — Int/Div
Wells Fargo CMA, Checking — Interest
Wells Fargo Sweep Accounts IRA and 60 and 57 Accounts — Interest
Yahoo Inc (YHOOXY) — None — Sold — 2014
Wisdomtree EMG Markets SMCAP (DGS) — None — Sold — at loss
1/2 Interest Knox Brown Farms, Taviorsville, KY — Rent
1/2 Interest Knox Brown Farms, Laporte, IN — Rent
Fidelity Mutual Life Ins Co — Interest
Mass Mutual Life Insurance Policies — Int/Div
Peoples Bank Taylorsville Sav Act (Family Cemetary Trust) — Interest
REGIONS Bank, Nashville Checking — Interest
Co-Trustee . Assets histed Part VII line 162, Y P Trust. Trust for Family Cemetary Taylorsville KY
4/506, Vanderbilt University School of Law, Agreement to teach course on Pretrial Litigation as scheduled, None taught 1015
Custodian Assets histed Part VI line 89, Uniform Gift to Minors, Grandaughter C
Custodian Assets listed Part VI line 89, Education trust for Grundaughter W
Custodian Assets listed Part VI line 89, Education Trust for Granddaughter €
Custodian Assets hsted Part VII line 89, Education trust forGrandaughter J
Custodian Asscts histed Part VII line 89, Education trust for Grundaughter MH
Custodian Assets listed Part VI line 89, Education trust for Grandaughrer K
Custodian Assets listed Part VII line 89, Education trust for Grandaughter CA
Agreement — 12122/89 — Nashville School of Law, Agreement 10 teach a Course on Federal Criminal Law as scheduled. None taught 20135
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