Robert Allan Edgar
2015Annual
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What was filed
84
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- TRUST #1
- LG. Kaufman Endowment Foundation
- Tennessee Consolidated Retirement System
- sale of small amount of handkmit goods
As filed
Southeastern Trust Company-Chattanooga, TN. TRUSTEE SELF-DIRECTED IRA:
Vanguard Windsor Il Fund — Int/Div
Harbor International Fund — Int/Div
T Row Price New Era Fund — Int/Div
Harbor Capital App. Fund — Int/Div
Vanguard Mid-Cap Index Fund — Int/Div
CGM Realty Fund — Int/Div
Fidelity Contrafund — Int/Div
Fidelity Focused Stock Fund — Int/Div
Macquarrie Infrastructure Co, Trust — Int/Div
IBM Corp. 7.62% Bond — Interest
Federated Prime Oblig Money Fund — Interest
FedEx Corp. 8% Bond — Interest
Roche Holding 7% Bond — Interest
Conoco Phillips 5.75% Bond — Interest
US. Treasury 3.375% note — Interest
Oakmark Equity Inc. Fund — None — Sold
U.S. Treasury 3.125% Note — Interest
US. Treasury 4.375% Note — Interest
Alerian MLP Fund — Int/Div
Pimco Unconstrained Bond Fund — Interest
Canadian Govt 2.75% Bond — Interest
Henderson European Focus Fd — Int/Div
Wisdom Tree Emerging Markets Dividend Growth Fd — Int/Div — Buy
IRA No.2
Fidelity Cash Reserves Fund — None — Sold
Fidelity Contrafund — Int/Div
Spartan Total Market Index Fund — Int/Div
Fidelity Div. Int'l Fund — Int/Div
Fidelity Balanced Fund — Int/Div
Fidelity Short Term Bond Fund — Int/Div
Fidelity Strategic Inc. Fd — Int/Div
Fidelity Dividend Growth Fd — Int/Div
Fidelity Strategic Dividend and Income — Int/Div
Ameriprise Insured Money Mkt. Fd — Interest
Shares 7-10 vr Treas. Bond ETF — Int/Div
Shares Cohen & Steers reit ETF — Int/Div
Shares S & P Small Cap ETF — Int/Div
Shares Select Dividend ETF — Int/Div
Shares Boxx Yield Corp Bd ETF — Int/Div
SPDR S & P Midcap 400 ETF — Int/Div
WisdomTree Emerging Markets Equity Inc FTF — Int/Div
Public Storage Preferred Stk Fd — Int/Div
TRUST #1
Fidelity Municipal Money Market Fund — Int/Div
Boise Cascade 7.35% bond — Interest
US Treasury 8.125% bond — Interest
WalMart 7.55% bond — Interest
Spartan Total market Index Fund — Int/Div
Fidelity Div Int'l Fund — Int/Div
Fidelity 500 Index Fund — Int/Div
Fidelity Mega Cap Fd — Int/Div
Shares- Russell 2000 Index Fd — Int/Div
Fidelity High Income Fd — Int/Div
Fidelity Strategic Dividend & Income Fund — Int/Div
Sallie Mae BK Salt Lake . 75% CD — Interest — Redeemed
Shares Cor S&P SOO ETF — Int/Div — Buy
Goldman Sachs BK 1.75% CD — Interest — Buy
TRUST #2
Vanguard Total Stock Market Index Fund — Int/Div
Vanguard Prime Money Market Fund — Int/Div
T Row Price New Era Fund — Int/Div
Vanguard Mid-Cap Index Fd — Int/Div
Vanguard Dividend Growth Fd — Int/Div
John Hancock Umiversal Life Insurance — Interest
SunTrust Bank-Accounts — Interest
M-Bank-Account (X) — Interest
Brokerage Account
Nuveen Municipal Value ETF — Int/Div
Shares DJ Select Div Index ETF — Int/Div
Shares Russell 1000 Growth Index ETF — Int/Div
I Shares S & P Small Cap ETF — Int/Div
I Shares Boxx High Yield Bond ETF — Int/Div
SharesMSCI EAFE Growth Index ETF — Int/Div
I Shares S & P Short Term Municipal Bond ETF — Int/Div
Shares Cohen & Steers Realty Reit ETF — Int/Div
SPDR S & P Midcap 400 ETF — Int/Div
SPDR Barclays Intemational Treasury Bond FTF — Int/Div — Sold
Vanguard Large Cap ETF — Int/Div
WisdomTree Emerging Market ETF — Int/Div
Shares 7-10 Year Treasury Bond ETF — Int/Div
Shares Natl. Amt Free Mum Bond ETF — Int/Div
Powershares Senior Loan Portfolio ETF — Int/Div
SPDRS&PSODETF — Int/Div
Co-Trustee, TRUST #1
Director, LG. Kaufman Endowment Foundation
Income — 2015 — Tennessee Consolidated Retirement System — $4,197.12
Spouse's income — sale of small amount of handkmit goods
Parts and VII —
The listed trusts are family trusts for the benefit of a member of my family,
1am Co-Trustee of TRUST #1, and Trustee of TRUST £2.
Part VII --
Item #1 FSG Bank on previous reports transferred the listed assets to Southeastern Trust Company.
Item #9 Fidelity Fifty Fund on previous reports was changed to Fidelity Focused Stock Fund
Ttem #67 Peninsula Bank on previous reports purchased by M-Bunk
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.