Robert Allan Edgar

2015Annual

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Pull out the substance of this filing.

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.

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