Alan Neil Bloch

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 287

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Make-A-Wish Foundation of Western Pennsylvania (non-profit corporation )

As filed

Philadelphia PA Gas Works Bond (12th Series) — Interest

Scranton PA Gen. Obligation (Series B) Bond — Interest — Redeemed

Philadelphia PA School District — Interest

Spring-Ford Area School District — Interest — Redeemed

Philadelphia PA Water & Wastewater Series B Bond — Interest — Redeemed

Mars PA School District Bond — Interest

Erie PA Water Authonty Lnref. Bond — Interest

PA State Tumpike Commission Bond — Interest

West Mifflin PA Area School District Bond — Interest

Erie PA Water Authority Preref. Bond — Interest

Reading PA School District Bond — Interest

Coatesville PA Area School District Bond — Interest

Interest-PNC Bank- Checking; Virginia Manor Shops, Pgh, — Interest

Vanguard PA Insured Tax Free Fund — Int/Div

First Eagle FDS, Inc — Int/Div — Sold (part)

Harris Assoc. (Oakmark Equity and Income Fund) — Int/Div — Sold (part)

Hotchkis & Wiley FDS — Int/Div

Oppenheimer Dev. Markets — Int/Div — Sold (part)

Oppenheimer Dev. Markets — Sold (part)

Pamassus — Int/Div — Sold (part)

Pimco Invt. Grade Corp. Class — Int/Div — Sold (part)

Royce FD — Int/Div — Sold (part)

Sunamerica Ser. Inc. (AIG Focused Dividend Strategy) — Int/Div — Sold (part)

FPA FDS — Int/Div — Sold (part)

FPA FDS — Sold (part)

Van Eck FDS (Intemational Invs. Gold) — Int/Div — Sold (part)

Van Eck FDS (Intemational Invs. Gold) — Sold (part)

AMG Funds ( Yacktman Focused Fund) — Int/Div — Sold (part)

Vanguard Wellesley Income Fd — Int/Div — Sold (part)

ATT&T Ine — Int/Div — Buy (add'l)

ATT&T Ine — Buy (add'l)

Chubb Lud. (f/k/a Ace Ltd.) — Int/Div

Altria Group, Inc — Int/Div — Buy (add'l)

Altria Group, Inc — Buy (add'l)

Altria Group, Inc — Sold (part)

American Electric Power. Inc — Int/Div

American Tower Corp. — Int/Div

Anheuser-Busch Imbev — Int/Div — Sold (part)

Apple Inc — Int/Div — Buy (add'l)

Apple Inc — Sold (part)

Ares Capital Corp. — Int/Div

Automatic Data Processing — Int/Div — Sold (part)

Automatic Data Processing — Sold (part)

Automatic Data Processing — Sold (part)

Automatic Data Processing — Sold

BCE Inc — Int/Div

BP PLC — Int/Div — Buy (add'l)

Bank NY Mellon Corp. — Int/Div — Sold (part)

Bank NY Mellon Corp. — Sold (part)

CH Robinson Worldwide Inc — Int/Div — Sold (part)

Chevron Corp. — Int/Div — Buy (add'l)

Chevron Corp. — Buy (add'l)

Chevron Corp. — Buy (add'l)

Chevron Corp. — Buy (add'l)

Chevron Corp. — Buy (add'l)

Chevron Corp. — Buy (add'l)

Costco Wholesale Corp. — Int/Div — Sold (part)

Costco Wholesale Corp. — Sold

Coca-Cola Co. — Int/Div — Buy (add'l)

Coca-Cola Co. — Buy (add'l)

Coca-Cola Co. — Buy (add'l)

Colgate-Palmolive Co — Int/Div — Buy (add'l)

Comcast Corp. — Int/Div — Sold (part)

Comcast Corp. — Sold (part)

DIAGEO PLC — Int/Div

Digital Realty Trust Inc — Int/Div

Walt Disney Co — Int/Div

Dommion Res. Inc — Int/Div — Buy (add'l)

Dommion Res. Inc — Buy (add'l)

Dommion Res. Inc — Buy (add'l)

DuPont — Int/Div — Sold (part)

DuPont — with line 73)

Dow Dupont — Int/Div — Open

Dow Dupont — Buy (add'l)

Dow Dupont — Buy (add'l)

Dow Dupont — Buy (add'l)

Duke Energy Corp — Int/Div

Ecolab Inc — Int/Div

Exxon Mobil Corp. — Int/Div — Buy (add'l)

Exxon Mobil Corp. — Buy (add'l)

FNF Group — Int/Div

Fastenal Co — Int/Div — Buy (add'l)

General Electric Co — Int/Div — Sold (part)

General Electric Co — Sold (part)

General Electric Co — Sold (part)

General Electric Co — Sold (part)

General Electric Co — Sold

General Mills Co. — Int/Div — Buy (add'l)

General Mills Co. — Buy (add'l)

General Mills Co. — Buy (add'l)

General Mills Co. — Buy (add'l)

GlaxoSmithKline PLC — Int/Div — Sold

Home Depot Inc — Int/Div — Buy (add'l)

Kraft Heinz Co — Int/Div — Sold (part)

Intel Corp. — Int/Div — Sold (part)

International Paper Co — Int/Div — Sold (part)

Iron Mountam Inc — Int/Div

Johnson & Johnson — Int/Div — Sold (part)

Kimberly-Clark Corp. — Int/Div — Sold (part)

Kimberly-Clark Corp. — Sold (part)

Kinder Morgan Inc — Int/Div

Kohl's Corp. — Int/Div — Sold (part)

Kohl's Corp. — Sold

Linear Technology Corp. — Int/Div — with line 105)

Analog Devices Inc — Int/Div — Open

Martin Manetta — Int/Div

Mattel Inc — Int/Div — Sold (part)

Mattel Inc — Sold

McDonald's — Int/Div — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

McDonald's — Sold (part)

Merck & Co. Inc — Int/Div — Sold (part)

MetLife Inc — Int/Div — Sold (part)

Microsoft Comp. — Int/Div — Sold (part)

National Grid PLC — Int/Div — Sold

Nestle — Int/Div

Nextera Energy Inc — Int/Div

Northern Trust Comp. — Int/Div

PPL Corp. — Int/Div — Buy (add'l)

PPG Indus. Inc — Int/Div

Paychex Inc — Int/Div

Pepsico Inc — Int/Div

Phizer Inc — Int/Div — Buy (add'l)

Philip Morris — Int/Div — Sold (part)

Philip Morris — Sold (part)

Praxair Inc — Int/Div — Buy (add'l)

Praxair Inc — Buy (add'l)

Procter & Gamble Co — Int/Div — Sold (part)

Procter & Gamble Co — Sold (part)

Procter & Gamble Co — Buy (add'l)

Procter & Gamble Co — Buy (add'l)

Procter & Gamble Co — Buy (add'l)

Progressive Comp — Int/Div

Raytheon Co — Int/Div — Buy (add'l)

Raytheon Co — Sold (part)

Rayonier Inc — Int/Div

Realty Income Corp. — Int/Div

Sanofi — Int/Div — Sold (part)

Sanofi — Sold (part)

Sanofi — Sold (part)

Sanofi — Sold (part)

Sanofi — Sold (part)

Sanofi — Sold (part)

Schlumberger Ltd — Int/Div — Sold

The Southern Co. — Int/Div — Buy (add'l)

The Southern Co. — Sold (part)

The Southern Co. — Sold (part)

Spectra Energy Corp. — Int/Div — with line 157)

Enbridge Inc — Int/Div — Open

Enbridge Inc — Buy (add'l)

Sysco Corp. — Int/Div

Texas Instruments Inc — Int/Div — Sold (part)

3M Co. — Int/Div

Time Wamer Inc — Int/Div — Sold (part)

Travelers Cos. Inc — Int/Div — Sold (part)

Travelers Cos. Inc — Sold (part)

Unilever PLC — Int/Div — Sold

Union Pacific Corp. — Int/Div

Union Pacific Corp. — Int/Div — Buy (add'l)

Union Pacific Corp. — Buy (add'l)

Union Pacific Corp. — Buy (add'l)

United Health Group Inc — Int/Div — Sold (part)

Ventas Inc — Int/Div — Buy (add'l)

Verizon Communications — Int/Div — Buy (add'l)

Verizon Communications — Buy (add'l)

Verizon Communications — Sold (part)

Vodafone Group PLC — Int/Div — Buy (add'l)

Wal-Mart Stores — Int/Div — Sold

Waste Management Inc — Int/Div

WEC Energy Group Inc — Int/Div

Welltower Inc — Int/Div

Weyerhaeuser Co. — Int/Div

Broadndge Financial Solutions — Int/Div

Abbvie lnc — Int/Div — Buy (add'l)

Abbvie lnc — Sold (part)

Abbvie lnc — Sold (part)

Abbvie lnc — Sold (part)

Abbvie lnc — Sold (part)

Abbvie lnc — Sold (part)

Abbvie lnc — Sold (part)

Abbvie lnc — Sold (part)

Astrazeneca PLC — Int/Div — Buy (add'l)

Astrazeneca PLC — Buy (add'l)

Astrazeneca PLC — Buy (add'l)

Astrazeneca PLC — Buy (add'l)

Bank of America Corp — Int/Div — Buy (add'l)

Bank of America Corp — Buy (add'l)

Bank of America Corp — Buy (add'l)

Bank of America Corp — Buy (add'l)

Blackrock Inc — Int/Div — Buy (add'l)

Blackrock Inc — Buy (add'l)

Consolidated Edison Inc — Int/Div — Sold (part)

Consolidated Edison Inc — Sold

Crown Castle Intl Corp — Int/Div — Buy (add'l)

Crown Castle Intl Corp — Buy (add'l)

Crown Castle Intl Corp — Sold (part)

Graco Inc — Int/Div

Graco Inc — Int/Div — Sold

Mondelez Intl — Int/Div — Buy (add'l)

Novartis AG — Int/Div — Sold (part)

Novartis AG — Sold

Occidental Pete Corp. — Int/Div — Buy (add'l)

Occidental Pete Corp. — Buy (add'l)

Occidental Pete Corp. — Buy (add'l)

Occidental Pete Corp. — Buy (add'l)

Pentair PLC — Int/Div

Total S.A. Spons. ADR — Int/Div — Buy (add'l)

Total S.A. Spons. ADR — Buy (add'l)

Total S.A. Spons. ADR — Buy (add'l)

Total S.A. Spons. ADR — Buy (add'l)

Zoetis Inc — Int/Div

Arconic Inc. PFD — Int/Div — Sold

Bank of America PFD — Int/Div — Buy

Becton PFD — Int/Div — Buy

Dominion Resources PFD — None — Sold

Ebay Inc. PFD — Int/Div

Goldman Sachs PFD — Int/Div — Buy

Great Plains Energy PFD — Int/Div — Redeemed

JP Morgan PFD — Int/Div

Kinder Morgan PFD — Int/Div — Buy

Kinder Morgan PFD — Sold

Nextera Energy PFD — None — Sold

PNC Fm. Svs. PFD — Int/Div — Buy

Qwest Corp. PFD — Int/Div — Buy (add'l)

AFLAC Inc — Int/Div — Buy

AFLAC Inc — Buy (add'l)

Black Knight — None — Buy

British American Tob. — Int/Div — Buy

British American Tob. — Buy (add'l)

CDN Imp. BK — Int/Div — Buy

CDN Imp. BK — Buy (add'l)

CDN Imp. BK — Buy (add'l)

CDN Imp. BK — Buy (add'l)

CDN Imp. BK — Buy (add'l)

CDN Imp. BK — Buy (add'l)

General Motors Co. — Int/Div — Buy

General Motors Co. — Buy (add'l)

General Motors Co. — Buy (add'l)

General Motors Co. — Buy (add'l)

General Motors Co. — Buy (add'l)

Healthcare TR Amer — Int/Div — Buy

Healthcare TR Amer — Buy (add'l)

Ishares Select — Int/Div — Buy

Mastercard — Int/Div — Buy

Mastercard — Buy (add'l)

Mastercard — Buy (add'l)

Mastercard — Buy (add'l)

McCormick & Co. — Int/Div — Buy

McCormick & Co. — Buy (add'l)

McCormick & Co. — Buy (add'l)

McCormick & Co. — Buy (add'l)

McCormick & Co. — Buy (add'l)

Phillips 66 — Int/Div — Buy

Polaris Indus. — Int/Div — Buy

Polaris Indus. — Buy (add'l)

Polaris Indus. — Buy (add'l)

Public Storage Inc — Int/Div — Buy

Public Storage Inc — Buy (add'l)

Public Storage Inc — Buy (add'l)

Public Storage Inc — Buy (add'l)

Public Storage Inc — Buy (add'l)

Public SVC — Int/Div — Buy

Public SVC — Buy (add'l)

Public SVC — Buy (add'l)

SPDR Trust — Int/Div — Buy

US. Bancorp New — Int/Div — Buy

Visa. Inc. Class A — Int/Div — Buy

Visa. Inc. Class A — Buy (add'l)

Visa. Inc. Class A — Buy (add'l)

Visa. Inc. Class A — Buy (add'l)

Williams Cos. Inc — Int/Div — Buy

Williams Cos. Inc — a

Williams Cos. Inc — Buy (add'l)

Williams Cos. Inc — Buy (add'l)

Colony Northstar — Int/Div — Buy

Colony Northstar — Buy (add'l)

Colony Northstar — Buy (add'l)

Colony Northstar — Buy (add'l)

Colony Northstar — Sold

Member, Ementus Board of Directors, Make-A-Wish Foundation of Western Pennsylvania (non-profit corporation )

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.