This document is a financial statement for BLUE CHIP CAPITAL LLC, detailing account activities and portfolio summaries for the period of August 1, 2014, to August 31, 2014. It includes information on cash flow, asset allocation, and investment performance. The statement provides a detailed breakdown of stocks, options, ETFs, mutual funds, and preferred securities held in the account, along with their market values, gains/losses, and estimated annual income. It also includes cash sweep activity and specific instructions regarding callable bonds and cost basis reporting.
documents/vol00010-efta01279860-pdf.pdf
{"title":"BLUE CHIP CAPITAL LLC Account Statement","key_people":["Financial Advisor"],"document_date":"2014-08-31","document_type":"financial","key_locations":["Ann Arbor, Michigan","Thomasville, NC"],"document_subtype":"Brokerage Account Statement","key_organizations":["BLUE CHIP CAPITAL LLC","CREO GLOBAL CAPITAL LLC","First Clearing, LLC","Wells Fargo Bank, N.A."],"reference_numbers":["GKSD2CDHIA 011203"]}