Investment Disclosure
Wharton County Junior College does not employ outside investment
advisors or managers.
Wharton County Junior College does not use soft dollar arrangements.
Wharton County Junior College has an affiliate foundation
whose investments are managed separately.
Please direct all questions to Bryce Kocian, Investment Officer and Vice-President of Administrative Services, Wharton County Junior College, 911 Boling Highway, Wharton, Texas 77488. Phone 979/532-6315 E-mail: brycek@wcjc.edu.
2013
2nd Quarter (April)
1st Quarter (January)
2012
Summary of Investments (Aug. 31, 2012)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2011
Approved Investment Management Plan 2011
Summary of Investments (Aug. 31, 2011)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2010
Approved Investment Management Plan 2010
Summary of Investments (Aug. 31, 2010)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2009
Approved Investment Management Plan 2009
Summary of Investments (Aug. 31, 2009)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2008
Approved Investment Management Plan 2008
Summary of Investments (Aug. 31, 2008)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2007
Approved Investment Management Plan 2007
Summary of Investments (Aug. 31, 2007)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2006
Approved Investment Management Plan 2006
Summary of Investments (Aug. 31, 2006)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2005
Approved Investment Management Plan 2005
Cover Page
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2004
Approved Investment Management Plan 2004
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2003
Approved Investment Management Plan 2003
4th Quarter (October)
3rd Quarter (August)
2nd Quarter (April)
1st Quarter (February)
2002
Investment Management Plan 2002
Quarterly Investment Report (Nov 30, 2002) :
Quarterly Investment Report (Aug 31, 2002) (in .pdf format)
Summary of Investments (August 31, 2002)