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Davis Wright Tremaine LLP, 401(k) Profit Sharing

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Plan was created by bmurphy on 2/18/2012.
Number of Followers: 5


COMMENTS plan comments help
comment plan bmurphy 2/18/2012 1:45:40 PM
2/18/12 - a few proxies in this plan. AIEVX is a proxy for Invesco Intl. Growth Equity Trust & BGVIX is a proxy for Brandes Investment Advisors.

comment plan bmurphy 7/21/2013 6:00:31 PM
7/21/13 - updated plan to include proxies and remove funds removed from plan. Up to date as of today.

comment plan bmurphy 1/8/2014 11:08:07 AM
1/8/2014 - plan is exactly correct as of today.

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TRANSACTIONS investment options help
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NameTickerActionDate 
American Funds The Growth Fund of America Class R-6RGAGXwas removed by bmurphy7/21/2013
Rainier Balanced Fund Institutional SharesRAIBXwas removed by bmurphy7/21/2013
Pax Balanced Fund Class InstitutionalPAXIXwas removed by bmurphy7/21/2013
Invesco International Growth Fund R5 ClassAIEVXwas added by bmurphy7/21/2013Remove
Invesco International Growth Fund R5 ClassAIEVXwas removed by bmurphy7/21/2013Remove
Ivy Mid Cap Growth Fund Class IIYMIXwas added by bmurphy7/21/2013Remove
Columbia Trust Focus Large Cap Awas added by bmurphy7/21/2013Remove
Columbia Acorn Select Fund Class ZACTWXwas removed by bmurphy7/21/2013
Galliard Retirement Income Trustwas added by bmurphy7/21/2013Remove
Galliard Retirement Income Trustwas removed by bmurphy7/21/2013Remove
Brandes Investment Advisors Global Equitywas added by bmurphy7/21/2013Remove
Brandes Investment Advisors Global Equitywas removed by bmurphy7/21/2013Remove
Rainier Balanced Fund Institutional SharesRAIBXwas added by bmurphy2/18/2012
T. Rowe Price Mid-Cap Value FundTRMCXwas added by bmurphy2/18/2012Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by bmurphy2/18/2012Remove
Brandes Investment Advisors Global Equitywas added by bmurphy2/18/2012Remove
Galliard Retirement Income Trustwas added by bmurphy2/18/2012Remove
Baron Small Cap Fund Institutional ClassBSFIXwas added by bmurphy2/18/2012Remove
Columbia Acorn Select Fund Class ZACTWXwas added by bmurphy2/18/2012
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by bmurphy2/18/2012Remove
Invesco International Growth Fund R5 ClassAIEVXwas added by bmurphy2/18/2012Remove
American Funds The Growth Fund of America Class R-6RGAGXwas added by bmurphy2/18/2012
American Funds Fundamental Investors Class R-6RFNGXwas added by bmurphy2/18/2012Remove
Pax Balanced Fund Class InstitutionalPAXIXwas added by bmurphy2/18/2012
PIMCO Total Return Fund Institutional ClassPTTRXwas added by bmurphy2/18/2012Remove
Payden Low Duration FundPYSBXwas added by bmurphy2/18/2012Remove
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