—
Net Worth Est.
$569.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$319.01K
Pensions
$250K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Wa DEPT OF RETIREMENT sYsTEM (NOT sELF sP DIRECTED) [PE]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Wa DEPT OF RETIREMENT sYsTEM (NOT sELF sP DIRECTED) [PE]Pensions | $100,001 - $250,000 | 2017 | |||
- Edward Jones ⇒ FRaNKLIN EQUITY FUND a [MF]Mutual Funds | $50,001 - $100,000 | 2017 | |||
- Wa DEPT OF RETIREMENT sYsTEM (NOT sELF DIRECTED) [PE]Pensions | $50,001 - $100,000 | 2017 | |||
- Edward Jones ⇒ GE CaPITaL COR INTERNOTEs 4.20% [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- Edward Jones ⇒ HaRTFORD CaP aPPRECIaTION CL a [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- Edward Jones ⇒ HaRTFORD HEaLTHCaRE FUND CL a [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- Edward Jones ⇒ aMERICaN BaLaNCED FUND CL C [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- Edward Jones ⇒ FRaNKLINE GROWTH OPPTYs FD CL a [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- Edward Jones ⇒ FRaNKLINE INCOME FUND CL a [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
PTP Edward Jones ⇒ ENERGY TRaNsFER PaRTNERs LP (PTP) [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- Edward Jones spouse ⇒ sP GROWTH FUND OF aMERICa CL a [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- Inherited Edward Jones account ⇒ sP aMERICaN BaLaNCED FUND CL a [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- Inherited Edward Jones account ⇒ sP BLaCKROCK EQU DIVID FUND CL a [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- Inherited Edward Jones account ⇒ sP CaPITaL INCOME BUILDER CL a [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
PTP Edward Jones ⇒ ONEOK PaRTNERs LP (PTP) [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- Edward Jones spouse ⇒ sP CaPITaL INCOME BUILDER CL a [MF]Mutual Funds | $1 - $1,000 | 2017 | |||
- Edward Jones spouse ⇒ sP aMERICaN BaLaNCED FUND CL a [MF]Mutual Funds | $1 - $1,000 | 2017 | |||
- Wa DEPT OF RETIREMENT sYsTEM (NOT sELF sP DIRECTED) | $100,001 - $250,000 | 2016 | |||
- Wa DEPT OF RETIREMENT sYsTEM (NOT sELF DIRECTED) | $50,001 - $100,000 | 2016 | |||
- Edward Jones ⇒ FRaNKLIN EQUITY FUND a | $50,001 - $100,000 | 2016 | |||
- Edward Jones ⇒ FRaNKLIN GROWTH OPPTYs FD CL a | $15,001 - $50,000 | 2016 | |||
- Edward Jones ⇒ FRaNKLIN INCOME FUND CL a | $15,001 - $50,000 | 2016 | |||
- Edward Jones ⇒ GE CaPITaL COR INTERNOTEs 4.20% | $15,001 - $50,000 | 2016 | |||
- Edward Jones ⇒ HaRTFORD CaP aPPRECIaTION CL a | $15,001 - $50,000 | 2016 | |||
- Edward Jones ⇒ HaRTFORD HEaLTHCaRE FUND CL a | $15,001 - $50,000 | 2016 | |||
- Edward Jones ⇒ aMERICaN BaLaNCED FUND CL C | $15,001 - $50,000 | 2016 | |||
- Inherited Edward Jones account ⇒ sP Blackrock Equ Divid Fund Cl a | $1,001 - $15,000 | 2016 | |||
PTP Edward Jones ⇒ Energy Transfer Partners LP (PTP) | $1,001 - $15,000 | 2016 | |||
PTP Edward Jones ⇒ ONEOK PaRTNERs LP (PTP) | $1,001 - $15,000 | 2016 | |||
- Edward Jones spouse ⇒ sP Growth Fund of america Cl a | $1,001 - $15,000 | 2016 | |||
- Inherited Edward Jones account ⇒ sP american Balanced Fund Cl a | $1,001 - $15,000 | 2016 | |||
- Inherited Edward Jones account ⇒ sP Capital Income Builder Cl a | $1,001 - $15,000 | 2016 | |||
- Edward Jones spouse ⇒ sP american Balanced Fund Cl a | $1 - $1,000 | 2016 | |||
- DEsCRIPTION: sold 35 shs 4/15/16 for | $796 - $796 | 2016 | |||
- DEsCRIPTION: sold entire asset in 2016 for | $550 - $550 | 2016 | |||
- 332 HIGHPOINT PLaCE CHELaN Wa | None | JT | $50,001 - $100,000 | Capital Gains | 2016 |
- Wa DEPT OF RETIREMENT sYsTEM (NOT sELF sP DIRECTED) | $100,001 - $250,000 | 2015 | |||
- Wa DEPT OF RETIREMENT sYsTEM (NOT sELF DIRECTED) | $50,001 - $100,000 | 2015 | |||
- Edward Jones ⇒ GE Capital Cor InterNotes 4.20% | $15,001 - $50,000 | 2015 | |||
- Edward Jones ⇒ Hartford Cap appreciation Cl a | $15,001 - $50,000 | 2015 | |||
- Edward Jones ⇒ Hartford Healthcare Fund Cl a | $15,001 - $50,000 | 2015 | |||
- Edward Jones ⇒ Franklin Equity Income Fund a | $15,001 - $50,000 | 2015 | |||
- Edward Jones ⇒ Franklin Growth Opptys Fd Cl a | $15,001 - $50,000 | 2015 | |||
- Edward Jones ⇒ american Balanced Fund Cl C | $15,001 - $50,000 | 2015 | |||
- Edward Jones ⇒ Franklin Income Fund Cl a | $15,001 - $50,000 | 2015 | |||
PT Edward Jones ⇒ Energy Transfer Partners LP (PT) | $1,001 - $15,000 | 2015 | |||
PTP Edward Jones ⇒ Oneok Partners LP (PTP) | $1,001 - $15,000 | 2015 | |||
- Edward Jones spouse ⇒ sP Blackrock Equ Divid Fund Cl a | $1,001 - $15,000 | 2015 | |||
- Edward Jones spouse ⇒ sP Capital Income Builder Cl a | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2015 | |
- Growth Fund of america Cl a (Edward Jones acct) sP | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
- Edward Jones spouse ⇒ sP american Balanced Fund Cl a | $1 - $1,000 | $201 - $1,000 | Capital Gains | 2015 | |
- Inherited Edward Jones account ⇒ sP Franklin Flex Cap Growth Fd a | None | $201 - $1,000 | Capital Gains | 2015 | |
- WA DEPT OF RETIREMENT SYSTEM (NOT SELF DIRECTED) | $100,001 - $250,000 | SP | 2014 | ||
- WA DEPT OF RETIREMENT SYSTEM (NOT SELF DIRECTED) | $50,001 - $100,000 | 2014 | |||
- PIMCO TOTAL RETURN | $15,001 - $50,000 | 2014 | |||
- T ROWE PRICE EQUITY | $15,001 - $50,000 | 2014 | |||
- T ROWE PRICE MIDCAP | $15,001 - $50,000 | 2014 | |||
- T ROWE PRICE RETIRE 2015 FUND | $15,001 - $50,000 | 2014 | |||
- WA DEPT OF RETIRMENT SYSTEMS (NOT SELF DIRECTED) | $100,001 - $250,000 | SP | 2013 | ||
- WA DEPT OF RETIREMENT SYSTEM (NOT SELF DIRECTED) | $50,001 - $100,000 | 2013 | |||
- THRIFT SAVINGS PLAN ⇒ T ROWE PRICE EQUITY | $15,001 - $50,000 | 2013 | |||
- THRIFT SAVINGS PLAN ⇒ T ROWE PRICE PERSONAL STRATEGY GROWTH | $15,001 - $50,000 | 2013 | |||
- THRIFT SAVINGS PLAN ⇒ T ROWE PRICE MIDCAP | $15,001 - $50,000 | 2013 | |||
- THRIFT SAVINGS PLAN ⇒ PIMCO TOTAL RETURN ADMIN | $15,001 - $50,000 | 2013 | |||
- REAL PROPERTY - CHELAN WA | $1,001 - $15,000 | JT | $5,001 - $15,000 | Capital Gains | 2013 |
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