Charles S. Miller jr
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
78
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Missoun Valley YMCA
As filed
Wells Fargo Bank Accounts — Interest
Brokerage #1
wRTK-Common Stock
Fidelity Brokerage Services LLC Cash Account — Interest
Brokerage #2
Schwab Money Market Fund
IRA #1 — Int/Div
Fidelity Contrafund
Fidelity Puritan Fund
IRA £2 pmmm — Int/Div
Schwab Money Market Fund
Schwab Cash Account
Amencan Fds Int Growth & Income Fd — Buy
Amencan Fds Int Growth & Income Fd — Buy (add'l)
Amencan Fds Int Growth & Income Fd — Buy (add'l)
Amencan Fds Int Growth & Income Fd — Sold
Artisan International Fund — Sold
ProFunds Rising US Dollar Fd — Buy
ProFunds Rising US Dollar Fd — Sold
ProFunds Ultra Japan Fund — Sold
ProFunds Ultra Small-Cap Fd — Buy
ProFunds UltraSector Health Care Fd — Buy
ProFunds Ultra Utilities Fd — Buy
ProFunds Ultra Utilities Fd — Buy (add'l)
Rydex Energy Fd — Buy
Rydex Energy Fd — Sold
Rydex Health Care Fund — Buy
Rydex Leisure Fund — Sold
Rydex Nasdaq 100 Fund — Buy
Rydex Nasdaq 100 Fund — Sold
Rydex Nasdaq 100 Fund — Buy
Rydex Nasdaq 100 Fund — Sold
Rydex Precious Metals Fund — Buy (add'l)
Rydex Precious Metals Fund — Buy (add'l)
Rydex Precious Metals Fund — Sold
Rydex Real Estate FD — Buy
Rydex Real Estate FD — Sold
Rydex Real Estate FD — Buy
Rydex Real Estate FD — Buy (add'l)
Rydex S&P 500 Index Fd — Buy (add'l)
Rydex S&P 500 Pure Growth Fd — Sold (part)
S10. — Sold
Rydex S&P Mid Cap 400 Pure Value Fd — Buy
Schwab S&P 500 Fd — Buy
Schwab S&P 500 Fd — Buy (add'l)
SunAmerica Focused Dividend Strategy Fd — Sold
Thornburg Global Opptys Fd — Buy
Thornburg Global Opptys Fd — Sold
Tocqueville Gold Fund — Buy (add'l)
Tocqueville Gold Fund — Sold
SEP mmm — Int
4Same funds and transactions as IRA #2)
Wells Fargo Rollover C/F - Rollover IRA — Int/Div
Wells Fargo Cash Sweep Account
Vangaurd Energy ETF (VDE)
Vangaurd Intermediate Bond ETF (BIV) — Buy
AAPL — Buy (add'l)
AAPL — Buy (add'l)
AAPL — Buy (add'l)
AAPL — Sold (part)
AAPL — Sold
BANS — Buy (add'l)
CELG — Buy
CELG — Buy (add'l)
CELG — Sold
LSCO
LSCO — Sold (part)
INTC
JINIJ
JINIJ — Sold
JINIJ — Sold (part)
JINIJ — from line 93)
JINIJ — Buy (add'l)
JINIJ — Buy
TRGT — Buy (add'l)
TRST
TRST — Sold (part)
XLNX
Director and President, Missoun Valley YMCA
Part VII
Line 119 - error in omitting acquistion in October 2012. Error did not affect the totals for the Rollover IRA for 2012,
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.