Bracewell & Giuliani, LLP 401(K) Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I | MPEGX | was added by brian | 7/8/2019 12:11:42 PM | |
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I | MPEGX | was removed by brian | 7/8/2019 12:11:34 PM | |
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I | MPEGX | was added by bmurphy | 7/8/2019 12:05:38 PM | |
Apple Inc. | AAPL | was removed by bmurphy | 7/8/2019 12:05:26 PM | |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | was added by bmurphy | 7/8/2019 12:05:19 PM | |
iShares MSCI Emerging Markets ETF | EEM | was removed by bmurphy | 7/8/2019 12:05:10 PM | |
iShares MSCI Emerging Markets ETF | EEM | was added by bmurphy | 7/8/2019 11:12:47 AM | |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | was removed by bmurphy | 7/8/2019 11:12:24 AM | |
Apple Inc. | AAPL | was added by bmurphy | 7/8/2019 11:11:08 AM | |
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I | MPEGX | was removed by bmurphy | 7/8/2019 11:10:53 AM | |
Fidelity Freedom K 2000 | FFKBX | was removed by bmurphy | 10/11/2014 3:41:58 PM | |
Fidelity 500 Index Fund Premium Class | FUSVX | was added by bmurphy | 9/19/2012 10:32:26 AM | |
Fidelity 500 Index Fund Investor Class | FUSEX | was removed by bmurphy | 9/19/2012 10:32:15 AM | |
Fidelity Puritan Fund Class K | FPUKX | was added by bmurphy | 2/13/2012 12:10:38 PM | |
Fidelity Freedom K Income Fund | FFKAX | was added by bmurphy | 2/13/2012 12:10:30 PM | |
Fidelity Freedom K 2050 Fund | FFKHX | was added by bmurphy | 2/13/2012 12:10:12 PM | |
Fidelity Freedom K 2045 Fund | FFKGX | was added by bmurphy | 2/13/2012 12:09:41 PM | |
Fidelity Freedom K 2040 Fund | FFKFX | was added by bmurphy | 2/13/2012 12:09:33 PM | |
Fidelity Freedom K 2035 Fund | FKTHX | was added by bmurphy | 2/13/2012 12:09:24 PM | |
Fidelity Freedom K 2030 Fund | FFKEX | was added by bmurphy | 2/13/2012 12:09:17 PM | |
Fidelity Freedom K 2025 Fund | FKTWX | was added by bmurphy | 2/13/2012 12:09:07 PM | |
Fidelity Freedom K 2020 Fund | FFKDX | was added by bmurphy | 2/13/2012 12:08:32 PM | |
Fidelity Freedom K 2015 Fund | FKVFX | was added by bmurphy | 2/13/2012 12:08:24 PM | |
Fidelity Freedom K 2010 Fund | FFKCX | was added by bmurphy | 2/13/2012 12:08:14 PM | |
Fidelity Freedom K 2005 Fund | FFKVX | was added by bmurphy | 2/13/2012 12:08:03 PM | |
Fidelity Freedom K 2000 | FFKBX | was added by bmurphy | 2/13/2012 12:07:54 PM | |
Invesco Diversified Dividend Fund R5 Class | DDFIX | was added by kivalia | 1/21/2012 11:48:25 PM | |
Fidelity 500 Index Fund Investor Class | FUSEX | was added by kivalia | 1/21/2012 11:48:25 PM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was added by kivalia | 1/21/2012 11:48:25 PM | |
CRM Small/Mid Cap Value Fund Class Institutional | CRIAX | was added by kivalia | 1/21/2012 11:48:25 PM | |
Fidelity Low-Priced Stock Fund Class K | FLPKX | was added by kivalia | 1/21/2012 11:48:25 PM | |
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I | MPEGX | was added by kivalia | 1/21/2012 11:48:25 PM | |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | was added by kivalia | 1/21/2012 11:48:25 PM | |
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class I | MSSGX | was added by kivalia | 1/21/2012 11:48:25 PM | |
Harbor International Fund Institutional Class | HAINX | was added by kivalia | 1/21/2012 11:48:25 PM | |
Nuveen Real Estate Securities Fund Class I | FARCX | was added by kivalia | 1/21/2012 11:48:25 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by kivalia | 1/21/2012 11:48:25 PM | |
Fidelity Money Market Trust Retirement Government Money Market II Portfolio | FRTXX | was added by kivalia | 1/21/2012 11:48:25 PM | |
US Cash / Money Market | USCASH | was added by kivalia | 1/21/2012 11:48:25 PM |
COMMENTS
Help
bmurphy2/13/2012 12:11:02 PM
Added Fidelity Freedom K funds to the plan as well as Fidelity Puritan K.
bmurphy9/19/2012 10:32:57 AM
Changed out FUSEX for FUSVX as per changes in the plan.
bmurphy1/23/2013 10:36:15 AM
Plan is correct as of 1/24/2013.
bmurphy4/21/2013 2:51:17 PM
Plan is correct as of 4/21/2013.
bmurphy4/8/2014 12:38:47 PM
Plan is exactly right as of 4/8/14.
bmurphy7/11/2014 12:24:04 PM
Plan is exactly correct as of 7/11/14.
bmurphy10/11/2014 3:42:46 PM
Removed Freedom 2000 K. Exactly correct as of today 10/11/14.
Have the investment options in your plan changed? Edit your plan & get updated advice.