Document Mentions (4 shared documents)

EFTA01539259

2 mentions1 same-page

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Cap Equity Change In Value 115,400.00 23,000.00 (427,985.00) 299,347.18 $9,762.18 Current Allocation 11% 1% 2% EFTA01539266 19% 33% US Small/Mid Cap Equity Preferred Stocks Concentrated & Other Equity Asset Categories Equity as a percentage of your portfolio - 33 % Page 4 of 29 EFTA01539267 FINAN

TICALS INC @ 10.42 J.P. MORGAN SECURITIES LLC (ID: 04033A-10-0) LAREDO PETROLEUM HOLDINGS IN @ 17.00 J.P. MORGAN SECURITIES LLC (ID: 516806-10-6) INERGY MIDSTREAM LP @ 17.00 J.P. MORGAN SECURITIES LLC (ID: 45671U-10-6) ZYNGA INC @ 10.00 J.P. MORGAN SECURITIES LLC (ID: 98986T-10-8) 2,250.000 3,150.000 7,500.0

EFTA01539195

2 mentions1 same-page

Page ?Same page

Cap Equity Change In Value 115,400.00 23,000.00 (427,985.00) 299,347.18 $9,762.18 Current Allocation 11% 1% 2% EFTA01539202 19% 33% US Small/Mid Cap Equity Preferred Stocks Concentrated & Other Equity Asset Categories Equity as a percentage of your portfolio - 33 % Page 4 of 28 EFTA01539203 FINAN

EFTA01539113

2 mentions1 same-page

Page ?Same page

Cap Equity Change In Value 115,400.00 23,000.00 (427,985.00) 299,347.18 $9,762.18 Current Allocation 11% 1% 2% EFTA01539127 19% 33% US Small/Mid Cap Equity Preferred Stocks Concentrated & Other Equity Asset Categories Equity as a percentage of your portfolio - 33 % Account Page 4 of 28 Consolidate