John Glover Roberts jr
2013Annual
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Pull out the substance of this filing.
What was filed
82
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- New England School of Law
- Major, Lindsey & Africa, LLU «= Attorney Search Consultants -- Salary
As filed
Time Wamer — Int/Div
Hewlett-Packard (Common) — Int/Div
Hillenbrand (Common) — Int/Div
Hill-Rom Holdings, Inc — Int/Div
Microsoft (Common) — Int/Div
Nok (Common) — None
Lam Research, See Part VIII — None
Texas Instruments (Common) — Int/Div
TMO (Common) — Int/Div
Sirius XM Radio (Common) — None
Washington REIT — Int/Div — Sold
Am Cent Gr Fund — Int/Div
Fidelity Select Energy Fund — None — Sold
Putnam Multi-Cap Growth Fund — None
Putnam Voyager Fund — None
Vanguard lut'l Gr Fund — Int/Div
Vanguard Sm Cap Index Fund — Int/Div
C. Schwab Money Mkt Fund (Y)
CC. Schwab Muni M. Fund SWXXX — Int/Div
Wells Fargo bank accounts — Interest
Capital One, Inc. bank account — Interest
1/8 nt. cottage, Knocklong, Co. Limerk IRE, See Part VIII — Reat
Utah Educ. Svgs Plan Equity - 10% Intl, See Part VIII — Int/Div
Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Int/Div — Buy
Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)
Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)
Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)
Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)
Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)
Allegis Group Ret. Plan — Int/Div
Time Wamer Cable — Int/Div
AOL — None
BlackRock International Opportunities BISIX — None — Sold (part)
BlackRock International Opportunities BISIX — Sold
Eaton Vance Income Fund of Boston EIBIX — Int/Div — Sold (part)
Eaton Vance Global Macro Absolute Return FIGMX — Int/Div — Buy (add'l)
Eaton Vance Global Macro Absolute Return FIGMX — Buy (add'l)
First Eagle Global SGIIX — Int/Div — Sold (part)
First Eagle Global SGIIX — Buy (add'l)
Gabelli Equity Income GCIEX — Int/Div — Sold (part)
Gabelli Equity Income GCIEX — Buy (add'l)
Gabelli Small Cap Growth GACIX — Int/Div — Sold (part)
Gabelli Small Cap Growth GACIX — Buy (add'l)
Hussman Strategic Growth — Int/Div — Buy (add'l)
Hussman Strategic Growth — Buy (add'l)
Hussman Strategic Growth — Sold
MFS Bond MBDIX — Int/Div — Sold (part)
MFS Bond MBDIX — Buy (add'l)
MFS Bond MBDIX — Buy (add'l)
Virtus Emerging Markets Opportunities HIEMX — Int/Div — Buy (add'l)
Virtus Emerging Markets Opportunities HIEMX — Buy (add'l)
Virtus Emerging Markets Opportunities HIEMX — Buy (add'l)
PIMCO Low Duration INST PTLDX — Int/Div — Buy (add'l)
PIMCO Low Duration INST PTLDX — Buy (add'l)
PIMCO Emerging Markets Bond INST PEBIX — Int/Div — Sold (part)
PIMCO Emerging Markets Bond INST PEBIX — Buy (add'l)
PIMCO Real Return INST PRRIX — Int/Div — Sold (part)
PIMCO Real Return INST PRRIX — Buy (add'l)
PIMCO Real Return INST PRRIX — Buy (add'l)
RS Global Natural Resources RSNY X — Int/Div — Buy (add'l)
RS Global Natural Resources RSNY X — Buy (add'l)
RS Global Natural Resources RSNY X — Buy (add'l)
T. Rowe Price Real Estate TRREX — Int/Div — Buy (add'l)
Royce Value Fund RVVHX, See Part VIII — Int/Div — Sold (part)
Royce Value Fund RVVHX, See Part VIII — Buy (add'l)
Royce Value Fund RVVHX, See Part VIII — Buy (add'l)
Royce Value Fund RVVHX, See Part VIII — Buy (add'l)
T. Rowe Price Blue Chip Growth TRBCX — None — Sold (part)
T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)
T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)
Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Int/Div — Sold (part)
Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Sold (part)
Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Sold (part)
Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Buy (add'l)
Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Sold (part)
Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Sold (part)
Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Buy (add'l)
Wells Fargo Absolute Ret. Fund — Int/Div — Buy
Wells Fargo Absolute Ret. Fund — Buy (add'l)
AQR FDS Mgd. Futures Strategy — Int/Div — Buy
Dodge & Cox FDS Int'l Stk Fd DODFX — Int/Div — Buy
BlackRock Emerging Mkt. L/S BLSIX — Int/Div — Buy
Income — 09/17/2013 — New England School of Law — S20.000.00
Spouse's income — 2013 — Major, Lindsey & Africa, LLU «= Attorney Search Consultants -- Salary
#7. Lam Research, line #10 mn 2012, column D1 should have reflected a partial sale.
#23. Name in 2012 was Equities - 10% Total Int'l,
#22. Total rental income $5,757 -- 1/8th = $719.00.
#124. Proper name is Royce Value Fund; RVVHX is Investment Class,
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