Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments
Nancy Guy reported the following investments:
Investment | Type | Value |
---|---|---|
American Express Co | Stock | $5,001 to $50,000 |
AT&T (T) | Stock | $5,001 to $50,000 |
Bank of America | Stock | $5,001 to $50,000 |
Berkshire Hathaway
(Series B) |
Stock | $5,001 to $50,000 |
Boeing Co (BA) | Stock | $5,001 to $50,000 |
Brunswick Corp | Stock | $5,001 to $50,000 |
Chevron (CVX) | Stock | $5,001 to $50,000 |
Citigroup (C) | Stock | $5,001 to $50,000 |
ExxonMobil (XOM) | Stock | $5,001 to $50,000 |
Fortune Brands Inc (FO) | Stock | $5,001 to $50,000 |
GlaxoSmithKline | Stock | $5,001 to $50,000 |
Ingersoll Rand Co (IR) | Stock | $5,001 to $50,000 |
Norfolk Southern Corp | Stock | $50,001 - $250,000 |
Pepsi-Cola Co | Stock | $5,001 to $50,000 |
Pfizer Inc | Stock | $5,001 to $50,000 |
Prophase Labs Inc | Stock | $5,001 to $50,000 |
Royal Bank Canada | Stock | $5,001 to $50,000 |
The Travelers Companies | Stock | $5,001 to $50,000 |
Trane | Stock | $5,001 to $50,000 |
Verizon (VZ) | Stock | $5,001 to $50,000 |
Walt Disney Co | Stock | $5,001 to $50,000 |
Wells Fargo Bank | Stock | $5,001 to $50,000 |
Yum Brands | Stock | $5,001 to $50,000 |
American Centy Mut Fds Growth Fund CL 1 (TWGIX) | Mutual Fund | $5,001 to $50,000 |
American Funds Europacific Growth Fund Class F-2 | Mutual Fund | $5,001 to $50,000 |
AMGTimessquare Mid Cap Growth FD Cl 1 | Mutual Fund | $5,001 to $50,000 |
Brown Adviser Fds Small Cap Growth | Mutual Fund | $5,001 to $50,000 |
Champlain Small Fund Instl Class Shares | Mutual Fund | $5,001 to $50,000 |
Cohen & Steers Rlty Shares Inc | Mutual Fund | $5,001 to $50,000 |
CRM Small/Mid Cap Value Fund Class Inst | Mutual Fund | $5,001 to $50,000 |
Delaware Group Equity Fds II | Mutual Fund | $5,001 to $50,000 |
Delaware Smallcap Core Fund Cl 1 | Mutual Fund | $5,001 to $50,000 |
Diamond Hill Fds Large Cap Fd Class I | Mutual Fund | $5,001 to $50,000 |
EV Inc Fund Boston I | Mutual Fund | $50,001 - $250,000 |
Fidelity 500 Index Fund | Mutual Fund | $50,001 - $250,000 |
Fidelity Large Cap Stock Fund | Mutual Fund | $50,001 - $250,000 |
Franklin Fed Tax Free Income Fund | Mutual Fund | $5,001 to $50,000 |
Hartford Mutual Funds Balanced Income Fd Cl C | Mutual Fund | $50,001 - $250,000 |
Invesco International Bond Fund | Mutual Fund | $5,001 to $50,000 |
Invesco Oppenheimer Dev Markets Fd Cl | Mutual Fund | $5,001 to $50,000 |
Investco Divrs Dividend Fund R5 Class | Mutual Fund | $5,001 to $50,000 |
John Hancock Cap Ser M Classic Value | Mutual Fund | $5,001 to $50,000 |
JPMorgan Smrt Ret 2020 Fund Class R5 | Mutual Fund | $50,001 - $250,000 |
JPMorgan Smrt Ret Fund Class R5 | Mutual Fund | $50,001 - $250,000 |
Mainstay Mackay M High Yield Corporate Bond Fund | Mutual Fund | $5,001 to $50,000 |
Metropolitan West FDS M Total Return Bond Fund | Mutual Fund | $5,001 to $50,000 |
MFS Ser TR III Municipal High Income Fund | Mutual Fund | $5,001 to $50,000 |
MFS Ser Tr I Value Fund Cl 1 | Mutual Fund | $5,001 to $50,000 |
MFS Ser TR X Emerging Mkts Debt | Mutual Fund | $5,001 to $50,000 |
Nuveen Mun Trust Inter Duration Mun Bd Fd Class I (NUVBX) | Mutual Fund | $5,001 to $50,000 |
Pimco Fds Pac Invt Mgmt Ser Diversified Income FD | Mutual Fund | $5,001 to $50,000 |
Pimco FDs Pac Invt Mgmt Ser Total Return Fund Instl | Mutual Fund | $5,001 to $50,000 |
TCW Emerging Mkts Income Fund | Mutual Fund | $5,001 to $50,000 |
T Rowe Price Blue Chip Growth Fund | Mutual Fund | $50,001 - $250,000 |
T Rowe Price Intl Fd Overseas Stk Fund | Mutual Fund | $5,001 to $50,000 |
T Rowe Price Summit Fun Fds Inc | Mutual Fund | $5,001 to $50,000 |
Virtus Vontobel Emg Akts Oppr Fund | Mutual Fund | $5,001 to $50,000 |
Wells Fargo Emerging Markets Equity Fund | Mutual Fund | $5,001 to $50,000 |
Wells Fargo FDS TR Core Bond Fund Class Inst | Mutual Fund | $5,001 to $50,000 |
Wells Fargo Funds TR Special Mid Cap Value Fd | Mutual Fund | $5,001 to $50,000 |