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Avenue, New York, NY 10017-2014 FINANCIAL TRUST COMPANY INC ACCT. For the Period 12/1/11 to 12/31/11 Asset Account J.P. Morgan Team Paul Morris Paul Barrett Janet Young Gina Magliocco Banker Investment Specialist Client Service Team Client Service Team able of ontents Account Summary Holdings Eq
FIFO Sale FIFO MEMORIAL PRODUCTION PARTNERS @ 18.814 42,331.50 BROKERAGE 112.50 TAX &/OR SEC .82 J.P. MORGAN SECURITIES LLC (ID: 586048-10-0) PIONEER SOUTHWEST ENERGY PARTNERS LP @ 28.87755 64,974.49 BROKERAGE 112.50 TAX &/OR SEC 1.25 J.P. MORGAN SECURITIES LLC (ID: 72388B-10-6) UNITS - MARKWEST ENERGY PARTNERS L P @ 54.00
2 mentions1 same-page
Page ?Same page
Avenue, New York, NY 10017-2014 FINANCIAL TRUST COMPANY INC ACCT. For the Period 12/1/11 to 12/31/11 Asset Account J.P. Morgan Team Paul Morris Paul Barrett Janet Young Gina Magliocco Banker Investment Specialist Client Service Team Client Service Team Table of Contents Account Summary Holdings
FIFO Sale FIFO MEMORIAL PRODUCTION PARTNERS @ 18.814 42,331.50 BROKERAGE 112.50 TAX &/OR SEC .82 J.P. MORGAN SECURITIES LLC (ID: 586048-10-0) PIONEER SOUTHWEST ENERGY PARTNERS LP @ 28.87755 64,974.49 BROKERAGE 112.50 TAX &/OR SEC 1.25 J.P. MORGAN SECURITIES LLC (ID: 72388B-10-6) UNITS - MARKWEST ENERGY PARTNERS L P @ 54.00
2 mentions1 same-page
Page ?Same page
Avenue, New York, NY 10017-2014 FINANCIAL TRUST COMPANY INC ACCT. For the Period 12/1/11 to 12/31/11 Asset Account J.P. Morgan Team Paul Morris Paul Barrett Janet Young Gina Magliocco Banker Investment Specialist Client Service Team Client Service Team Table of Contents Account Summary Holdings
FIFO Sale FIFO MEMORIAL PRODUCTION PARTNERS @ 18.814 42,331.50 BROKERAGE 112.50 TAX &/OR SEC .82 J.P. MORGAN SECURITIES LLC (ID: 586048-10-0) PIONEER SOUTHWEST ENERGY PARTNERS LP @ 28.87755 64,974.49 BROKERAGE 112.50 TAX &/OR SEC 1.25 J.P. MORGAN SECURITIES LLC (ID: 72388B-10-6) UNITS - MARKWEST ENERGY PARTNERS L P @ 54.00
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Mutual Connections (35)
Entities connected to both Paul Barrett and PIONEER SOUTHWEST ENERGY PARTNERS LP
JPMorgan Chase
ORGANIZATION435 w/ Paul·3 w/ PIONEER
Newark
LOCATION198 w/ Paul·3 w/ PIONEER
Securities Investor Protection Corporation
ORGANIZATION182 w/ Paul·3 w/ PIONEER
Paul Morris
PERSON180 w/ Paul·3 w/ PIONEER
the Internal Revenue Service
ORGANIZATION170 w/ Paul·3 w/ PIONEER
Deutsche Bank
ORGANIZATION52 w/ Paul·3 w/ PIONEER
Bank of America
ORGANIZATION43 w/ Paul·3 w/ PIONEER
Ghislaine Maxwell
PERSON35 w/ Paul·3 w/ PIONEER
Global Access Portfolios
ORGANIZATION32 w/ Paul·3 w/ PIONEER
FX Fwd Contract
ORGANIZATION32 w/ Paul·3 w/ PIONEER
JPMorgan Fund
ORGANIZATION31 w/ Paul·3 w/ PIONEER
Total Foreign Exchange
ORGANIZATION26 w/ Paul·3 w/ PIONEER
UNCAPPED
ORGANIZATION24 w/ Paul·3 w/ PIONEER
FORD MOTOR CREDIT CO LLC
ORGANIZATION23 w/ Paul·3 w/ PIONEER
Barclays
ORGANIZATION22 w/ Paul·3 w/ PIONEER
CIT GROUP INC
ORGANIZATION22 w/ Paul·3 w/ PIONEER
CITIGROUP CAPITAL XIII
ORGANIZATION16 w/ Paul·3 w/ PIONEER
AMERICAN AXLE & MFG INC
ORGANIZATION15 w/ Paul·3 w/ PIONEER
US Small/Mid Cap Equity
ORGANIZATION15 w/ Paul·3 w/ PIONEER
PFD SHS SER 5
ORGANIZATION14 w/ Paul·3 w/ PIONEER