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 SMITH FAMILY Rename < prev | next Household >
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Household Summary
  Portfolio Name # of Accounts Value  
Go to SMITH - JOHN AND MARY 10 $162,580.90
Go to SMITH - THE CHILDREN 6 $13,357.30
Go to SMITH - THERESA JANE 2 $4,625.91
Go to SMITH JR - JOHN 2 $3,545.41
Total: 6 Portfolios 37 $184,109.52
Household Details
  Investment Description Registration Acct/Contract # Shares
Tax ID/SSN Value
 SMITH - JOHN AND MARY - View/Edit Portfolio
Go! ALLIANCEBERNSTEIN INVESTMENTS STATE STREET BANK & TRUST 6000000252 6,501.9310
ALLIANCE GROWTH FUND CLASS A IRA R/0 SMITH 000-00-0000 $36,605.22
Go! ALLIANCEBERNSTEIN INVESTMENTS JOHN AND MARY SMITH 0021300102 44.8767
ALLIANCE GROWTH FUND CLASS A JT WROS 000-00-0000 $889.81
Go! AMERICAN FUNDS MARY SMITH 4540111 1,252.3116
AMERICAN BALANCED CLASS A IFTC CUST ROTH CONV IRA 1998 000-00-0000 $16,323.25
Go! AMERICAN FUNDS MARY SMITH 4540111 789.8104
WASHINGTON MUTUAL FUNDS CLASS A IFTC CUST ROTH CONV IRA 1998 000-00-0000 $8,454.09
Go! PIONEER INVESTMENTS STATE STREET BANK & TRUST 10000032521 8,552.6510
PIONEER VALUE FUND A IRA R/0 SMITH 000-00-0000 $32,190.22
Details LINCOLN FINANCIAL JOHN AND MARY SMITH VA3001026 132.2214
LINCOLN - AMERICAN LEGACY III JT WROS 000-00-0000 $1,217.71
Go! GLOBAL PRIME INVESTORS FUNDS MARY SMITH 30216435943 3,116.2159
GROWTH FUND CLASS A IFTC CUST ROTH CONV IRA 1998 000-00-0000 $18,454.09
Go! MFS INVESTMENT MANAGEMENT MARY SMITH 900297252 310.5540
MFS LARGE CAP GROWTH FUND-A   000-00-0000 $2,605.22
Go! MFS INVESTMENT MANAGEMENT STATE STREET BANK & TRUST 2154758012 6,102.3501
MFS LARGE CAP GROWTH FUND-A IRA R/0 SMITH 000-00-0000 $36,605.22
Details NATIONWIDE OWNER - MARY SMITH 1000084521 1,450.54
NATIONWIDE - BEST OF AMERICA IV ANNUITANT - MARY SMITH 000-00-0000 $9,236.10
Top of page Total Portfolio Value: $162,580.90
 SMITH - THE CHILDREN - View/Edit Portfolio
Go! AMERICAN FUNDS JOHN SMITH CUST
THERESA JANE SMITH		 00043521 49.101
AMERICAN BALANCED CLASS A UNIF TRANS MIN ACT MO 000-00-0000 $1,454.09
Go! MFS INVESTMENT MANAGEMENT JOHN SMITH CUST
THERESA JANE SMITH		 310100782 310.554
MFS LARGE CAP GROWTH FUND-A UNIF TRANS MIN ACT MO 000-00-0000 $1,605.22
Go! AMERICAN FUNDS MARY SMITH CUST
JOHN SMITH JR.		 006435944 89.811
WASHINGTON MUTUAL FUNDS CLASS A UNIF TRANS MIN ACT MO 000-00-0000 $3,454.09
Go! ALLIANCEBERNSTEIN INVESTMENTS MARY SMITH CUST
JOHN SMITH JR.		 0021300102 444.876
ALLIANCE GROWTH FUND CLASS A UNIF TRANS MIN ACT MO 000-00-0000 $2,389.81
Go! AMERICAN FUNDS MARY SMITH CUST
JOHN SMITH JR.		 006435944 254.1012
AMERICAN BALANCED CLASS A UNIF TRANS MIN ACT MO 000-00-0000 $4,454.09
Top of page Total Portfolio Value: $13,357.30
 SMITH - THERESA JANE - View/Edit Portfolio
Go! ALLIANCEBERNSTEIN INVESTMENTS THERESA JANE SMITH 30022019 2,389.81
ALLIANCE MONEY FUND   345-67-8910 $2,389.81
Go! MFS INVESTMENT MANAGEMENT THERESA JANE SMITH 6845248 244.109
MFS LARGE CAP GROWTH FUND-A   345-67-8910 $2,236.10
Top of page Total Portfolio Value: $4,625.91
 SMITH JR - JOHN - View/Edit Portfolio
Go! AMERICAN FUNDS JOHN AND MARY SMITH 002130215 444.87
AMERICAN BALANCED CLASS A JT WROS 234-56-7890 $444.87
Go! MFS INVESTMENT MANAGEMENT JOHN AND MARY SMITH 100300107 291.2540
MFS LARGE CAP GROWTH FUND-A JT WROS 234-56-7890 $3,100.54
Top of page Total Portfolio Value: $3,545.41
Total Household Value: $184,109.52

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