Robert James Shelby

2017Annual

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Pull out the substance of this filing.

What was filed

  • 20

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Utah State Bar Assoc. and Dist. of Utah Bar Fund
  • Intrepad - Wages

As filed

Wells Fargo Cash Accounts — Int/Div

Mountain America Credit Union Accounts — Int/Div

Utah Educational Savings Plan Inst. Index S&P 500 — Int/Div

Retirement Account £1 (H)

GE Capital Finl Inc. CD — Interest — Redeemed

BMW BK North America CD — Interest

Synchrony Bank CD — Interest — Buy

Wells Fargo Cash/Sweep Acct — Interest

Europacific Growth Fund — Int/Div — Sold

Growth Fund America CL FI Fund — Int/Div — Sold (part)

T Rowe Price New Horizons Fund — Sold (part)

Royce FD SPL Equity Fund — Sold

Dodge & Cox FDS Int'l Fund — Int/Div — Buy (add'l)

Western Natl Life SYr MVA — Int./y

Vanguard Dividend Growth Fund — Int/Div

Thomburg Invt Tr Invt Income Builder FD — Int/Div — Sold (part)

Vanguard Index TR MidCap Admir — Int/Div — Buy

Fidelity Money Mrkt FD Inst] Class — Buy

Retirement Account #2

Vanguard 500 Index Fund Adm — Int/Div

Reimbursement — Utah State Bar Assoc. and Dist. of Utah Bar Fund — July 26-29, 2017 — SunValley, ID — Utah State Bar Assoc. Annual Conf - Co-Chair — Transportation, lodging, some meals

Spouse's income — 2017 — Intrepad - Wages

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.

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Robert James Shelby | Frix