Sheldon WhitehouseFiling

Annual Report | Filed on 12 Aug 2015

This congressional financial disclosure from Sheldon Whitehouse (annual report) contains 51 stock trades. It was filed on 12 August 2015. Reported tickers include OAKBX, GJRTX, HIEMX, JCAPX, TGVIX, and 26 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Sheldon Whitehouse

Filing Type

Annual Report

Filed Date

12 Aug 2015

View Original Filing

Transactions

51 transactions


Goldman Sachs Abs Return ... GJRTX	Purchase	16 Dec 2013	$1,001 - $15,000	n/a
PIMCO Foreign Bond (USD-H... PFBPX	Sale (Full)	8 Nov 2013	$1,001 - $15,000	n/a
Delaware Small Cap Value ... DEVIX	Purchase	8 Nov 2013	$1,001 - $15,000	n/a
Nuveen NWQ Large-Cap Valu... NQCRX	Purchase	8 Nov 2013	$1,001 - $15,000	n/a
Metropolitan West Total R... MWTIX	Sale (Partial)	8 Nov 2013	$1,001 - $15,000	n/a
Eaton Vance Income Fund o... EIBIX	Purchase	8 Nov 2013	$1,001 - $15,000	n/a
Eaton Vance Commodity Str... EICSX	Purchase	8 Nov 2013	$1,001 - $15,000	n/a
AIM Premier Portfolio - I... IPPXX	Sale (Full)	8 Nov 2013	$1,001 - $15,000	n/a
Thornburg International V... TGVIX	Sale (Full)	8 Nov 2013	$15,001 - $50,000	n/a
Virtus Emerging Markets O... HIEMX	Sale (Partial)	8 Nov 2013	$1,001 - $15,000	n/a
JPMorgan Dynamic Small Ca... JDSCX	Sale (Partial)	8 Nov 2013	$1,001 - $15,000	n/a
Causeway International Va... CIVIX	Purchase	8 Nov 2013	$15,001 - $50,000	n/a
AMG Systematic Mid Cap Va... SYIMX	Purchase	8 Nov 2013	$1,001 - $15,000	n/a
Western Asset Emerging Ma... SEMDX	Sale (Full)	8 Nov 2013	$1,001 - $15,000	n/a
MainStay Large Cap Growth... MLAIX	Purchase	8 Nov 2013	$1,001 - $15,000	n/a
Virtus Emerging Markets O... HIEMX	Purchase	13 Sept 2013	$1,001 - $15,000	n/a
MainStay Large Cap Growth... MLAIX	Sale (Partial)	13 Sept 2013	$1,001 - $15,000	n/a
AIM Premier Portfolio - I... IPPXX	Sale (Partial)	13 Sept 2013	$1,001 - $15,000	n/a
Eaton Vance Commodity Str... EICSX	Purchase	13 Sept 2013	$1,001 - $15,000	n/a
Thornburg International V... TGVIX	Purchase	13 Sept 2013	$1,001 - $15,000	n/a
Aetna Inc. (NYSE) AET	Purchase	2 Aug 2013	$15,001 - $50,000	n/a
Delaware Small Cap Value ... DEVIX	Purchase	17 May 2013	$1,001 - $15,000	n/a
Cambiar Small Cap Inv (NA... CAMSX	Sale (Full)	17 May 2013	$1,001 - $15,000	n/a
Oakmark I (NASDAQ) OAKMX	Purchase	2 May 2013	$1,001 - $15,000	n/a
Prudential Jennison Equit... AGOCX	Exchange	12 Apr 2013	$1,001 - $15,000	n/a
Prudential Jennison Equit... JDEZX	Exchange	12 Apr 2013	$1,001 - $15,000	n/a
Goldman Sachs Abs Return ... GJRTX	Purchase	8 Mar 2013	$1,001 - $15,000	n/a
Thornburg International V... TGVIX	Purchase	8 Mar 2013	$1,001 - $15,000	n/a
BlackRock Inflation Prote... BPRIX	Sale (Full)	8 Mar 2013	$1,001 - $15,000	n/a
AIM Premier Portfolio - I... IPPXX	Purchase	8 Mar 2013	$1,001 - $15,000	n/a
PIMCO Low Duration P (NAS... PLDPX	Purchase	8 Mar 2013	$1,001 - $15,000	n/a
Eaton Vance Income Fund o... EIBIX	Sale (Partial)	8 Mar 2013	$1,001 - $15,000	n/a
AMG Systematic Mid Cap Va... SYIMX	Purchase	8 Mar 2013	$1,001 - $15,000	n/a
AQR Managed Futures Strat... AQMIX	Sale (Partial)	8 Mar 2013	$1,001 - $15,000	n/a
AQR Managed Futures Strat... AQMIX	Sale (Partial)	8 Mar 2013	$1,001 - $15,000	n/a
Metropolitan West Total R... MWTIX	Sale (Partial)	8 Mar 2013	$1,001 - $15,000	n/a
AIM Premier Portfolio - I... IPPXX	Purchase	8 Mar 2013	$1,001 - $15,000	n/a
MainStay Large Cap Growth... MLAIX	Sale (Partial)	8 Mar 2013	$1,001 - $15,000	n/a
MainStay Large Cap Growth... MLAIX	Sale (Partial)	8 Mar 2013	$1,001 - $15,000	n/a
Virtus Emerging Markets O... HIEMX	Sale (Partial)	8 Mar 2013	$1,001 - $15,000	n/a
Western Asset Emerging Ma... SEMDX	Sale (Partial)	8 Mar 2013	$1,001 - $15,000	n/a
Eaton Vance Commodity Str... EICSX	Purchase	8 Mar 2013	$1,001 - $15,000	n/a
Federated MDT Small Cap G... QISGX	Purchase	19 Feb 2013	$1,001 - $15,000	n/a
Regency Energy Partners L... RGP	Sale (Full)	5 Feb 2013	$1,001 - $15,000	n/a
Oakmark Equity & Income I... OAKBX	Purchase	31 Jan 2013	$1,001 - $15,000	n/a
Janus Forty I (NASDAQ) JCAPX	Purchase	31 Jan 2013	$1,001 - $15,000	n/a
Harding Loevner Emerging ... HLEMX	Purchase	31 Jan 2013	$1,001 - $15,000	n/a
Hartford Capital Apprecia... ITHIX	Purchase	31 Jan 2013	$1,001 - $15,000	n/a
Royce Premier Invmt (NASD... RYPRX	Purchase	31 Jan 2013	$1,001 - $15,000	n/a
Janus Overseas I (NASDAQ) JIGFX	Purchase	31 Jan 2013	$1,001 - $15,000	n/a
Goldman Sachs Abs Return ... GJRTX	Purchase	11 Jan 2013	$1,001 - $15,000	n/a