# William Henry Barbour jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10038

## Record

- **Judge:** William Henry Barbour jr
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 24

## Text

ASSETS - Other
Mobil Oil (common) — Int/Div
FINANCIAL MGMT ACCT (3-29)
Citibank Deposit Program — Interest
Capital World Growth and Income Fund {American Cap World ) - CWGIX — Int/Div
Europacific Growth Fund (American Europacific Grw A) - AEPGX — Int/Div
Income Fund of Amenca (American Income Fund of America) - AMECX — Int/Div
New Perspective Fund (American New Perspective Fund) - ANWPX — Int/Div
Miss. Dev. BK - Bond (MS State Gen Oblig) — Interest — Redeemed
MS St RFDG - NTS-Bond (MS State Gen Oblig) — Interest — Redeemed
Kayne Anderson Energy Total Return Fund -KYE — Int/Div
American Electric Power Co - AEP — Int/Div
Kimberly Clark Corp - KMB — Int/Div
Scana Corp New - SCG — Int/Div
Halyard Health Inc - HYH — None
Clearbridge Agressive Growth C - SAGCX — Int/Div — Buy (add'l)
Hancock Horizon Burkenroad A - HHBUX — None
MS Dev BK Spl Oblig - pms — Interest
Chevron Corp -CVX — Int/Div
Royal Dutch Shell PLC - RDS'A — Int/Div
Atmos Energy CP - ATO — Int/Div
Great Plains Energy Inc - GXP — Int/Div
MDU Res Group Inc - MDL — Int/Div
shares Intl Select Div « IDV — Int/Div
Kayne & Midstream/Energy Fund « KMF — Int/Div
Kavne Anderson MLP Invt Co - KYN — Int/Div
Powershares S&P S00 Low Vola - SPLV — Int/Div
Franklin Balanced C - FBMCX — Int/Div
Franklin Equity Inc C « FRETX — Int/Div
Franklin Rising Dividends C « FRDTX — Int/Div
IRA ROLLOVER ACCT #1 (31-52)
I Shares Cohen & Steers Realty Majors ICE — Int/Div — attachment =
Shares Core MSC EAFE ETF - IEMG — Int/Div — attachment #1
Shares Core MSCI Emerging - IEFA — Int/Div — attachment #1
Shares MSC Frontier 100 ETF - FM — Int/Div — attachment =
Shares S&P 100 ETF - OEF — Int/Div — attachment #1
Shares US Telecomm ETF < 1YZ — Int/Div — attachment #1
Vanguard Entergy ETF - VDE — Int/Div — attachment #1
Shares Trust S & P MidCap Value (Ish S&P MidCap 400 Value) - JJ — Int/Div — attachment #1
IShares TR S & P 500 Index Fund (S&P 500 Index Fund) - IVV — Int/Div — attachment =
Shares S & P 500 Growth Index Fund IVW — Int/Div — attachment =
Dreyfus Liquid Assets, Inc. (MS Liquid Assets Fund VCash — Interest
IShares S & P 500 Value Index Fund - IVE — Int/Div — attachment #1
IShares TR MSC EAFE Index Fd - EFA — Int/Div — attachment #1
IShares Trust S & P Midcap 400 Growth UK — Int/Div — attachment =
IShares Russell 2000 Value Index Fd « TWN — Int/Div — attachment #1
IShares Russell 2000 Growth Fd - IWO — Int/Div — attachment #1
Dow Jones EPAC Sel Div (Ishares Intl Select Dividend) - IDV — Int/Div — attachment #1
Ishares Russell Top 200 G - IWY — Int/Div — attachment =
Micro-Cap ETF « IWC — Int/Div — attachment =
Ishares MSC Canada ETF - EW( — Int/Div — attachment #1
Vanguard FTSE All WO - VSS — Int/Div — attachment #1
Vanguard Utlities ETF - VPL — Int/Div — attachment #1
IRA ROLLOVER ACCT #2 (54-64)
AT&T.Inc-T — Int/Div
Amencan Electric Power Co. Inc. - AEP — Int/Div
Regions Financial Corp - RF — Int/Div
Umion Pacific - UNP — Int/Div
Goldman Sachs Capital Growth Fund GSCGX — Int/Div
Citibank Deposit Program — Interest
Franklin Income fund - FKINK — Int/Div
Legg Mason Opportunity Tr (Primary Class) «~ LMOPX — None
Legg Mason Value Trust (Clearbridge Value Trust) - LMVTX — None
Bank of America Corp - BAC — Int/Div
Microsoft Corp - MSF — Int/Div
IRA ROLLOVER ACCT #3 (66-71)
Amencan Balanced Fd CL A - ABALX — Int/Div
Residential Real Estate - Cleburne Co, AR — None
Wells Fargo Ady Asset Alloc Fd - EAAFX — Int/Div — Sold (part)
Washington Mutual Investors Fd CL A AWSHX — Int/Div
Citibank Bank Deposit Program — None
Wells Fargo Advantage Emerging MKts Growth Fund - EMGAX — Int/Div
Wells Fargo Diversified Income Builder EKSAX — None — Sold
IRA ROLLOVER ACCT #4 (73.75)
Raymond James Bank Dep Prog — Interest
MS ST GO Bonds, Capt Improv [ — Interest
MS ST GO Bonds, Ser 20 - mmm — Interest
REAL ESTATE (77-79)
Land £1, Yazoo County, MS — None
Land £2, Yazoo City, MS = 1/2 miterest — None
Land #2, Yazoo City, MS remaining 1/2 interest — None
RESIDENTIAL SUBDIVISION (81) — Note
Subdiv #1: Lots 1-21 less Lots 1.22A3.11,13,19.20 — None
OIL AND GAS INTERESTS (83132) — Note 2
1-Marathon Oil Co. & Citgo, Claiborne Parish. LA — Rovalty
22.Sohio Pet Co. Franklin Parish, LA — None
3-Marathon Oil Co., Claiborne Parish, LA — None
4. Placid Oil Co., Warren County, MS — None
5 Pursue Energy Corp (was Shell Oil Co) Rankin County, MS — Rovalty
6-US Trading Co., Madison Parish & Richland Parish, LA — None
7-McGowan Working Partners, Yazoo County, MS — Rovalty
8-Pennzenergy (was Pennzoil Exp & Prod Co.. Yazoo Co., MS) — None
29.TXP Op Co., Yazoo County, MS — None
10-Shell Western E & P, Lincoln County. MS — None
11-Pennzoil Exp & Prod Co, Yazoo County, MS — None
12-Petro-Hunt Bovina Field, Warren Co. MS — None
23 Jefcoat, Yazoo Co. MS — None
214-Bruxoil, Clay Co, MS — Rovalty
Z15Chevron USA, Claiborne Parish. LA — None
16-Coho Resources, Jusper Co, MS — None
17-Denbury On Shore LLC (was Denbury Resources Masper Co — Rovalty
18-D & S Oil & Gas, Claiborne Parish, LA — None
19-Devon Energy, Yazoo Co, MS; Bossier Parish. LA — None
20-EO¥ 1 Energy, Jasper & Smith Co, MS — None
21-Ergon, Madison & Yazoo Co., MS — None
222-Fina Oil. Claiborne Parish, LA — None
23-Hassie Hunt Exploration, Yazoo Co, MS — None
224.).P. Oil, Linbeoln & Pike CoMS — None
25-McGowan Oil Working Partners, Yazoo Co., MS — None
226-Marathon Oil, Claiborne Parish. LA — None
27-Shell Oil Co. Pike Co. MS — None
228-Spooner Petroleum, Jasper Co,. MS — Rovalty
29-St Mary Land & Exploration, Claiborne Parish: LA — None
30-Pemnzenergy, Yazoo Co, MS — None
31 Tecton Energy, LLC; Choctaw Co AL — None
32 XTO Energy, Inc — Rovalty
33 EOG Resources. Inc — None
34 EOG Resources, Inc — None
Plains Marketing, Houston, TX {X) — Rovalty
Brammer Engineermg — None
Hunt Crude Oil — Rovalty
Premier Natural Resources — Rovalty
Premier Natural Resources — None
SM Energy — Rovalty
N&M Resources — None
Southestern Energy, Spring TX (X) — None
Vitruvian. — None
Renpetco, Smith Co, MS — None
Merit Energy (X) — Rovalty
SWN Production (X) — Rent
Trinity River Energe (X) — Rovalty
Black River Petroleum (X) — Rovalty
Aethon Energy Operating (X) — Rovalty
BHP Billiton Petroleum (X) — Rovalty
Residential Real Estate - Shelby Co., TN — None
BROKERAGE ACCT (137-138)
Bank Deposit Program-Raymond James Bank, FSB — Interest
Longleaf Partners Fund N/L - LLPFX — Int/Div
IRA BROKERAGE ACCT #1 (140-148)
Bank Deposit Program-Raymond James Bank. FSB — Interest
First Horizon Natl Corp - FHN — Int/Div
Autozone, Inc - — Interest
Longleaf Partners Fd - LLPFX — Int/Div
Bank of America - 06050WDKS — Interest
The Goldman Sachs Group, Inc IRIHIGFGY — Interest
Wal-mart Stores Inc. « WMT — Int/Div
Lord Abbett Growth Leaders Fund Class A « LGLAX — Int/Div
Lord Abbett Floating Rate Fund Class A M F - LFRAX — Int/Div
IRA BROKERAGE ACCT #2 (150-154)
Bank Deposit Program-Raymond James Bank. FSB — Interest
Lord Abbett Short Duration Income Fd CL A M/F - LALDX — Int/Div — Attachment #2
Lord Abbett Floating Rate Fd CL A M/F LFRAX — Int/Div
Lord Abbett Fundamental Equity Fund CL AMF - LDFVX — Int/Div
Lord Abbett Calibrated Div (formerly Ld Ab Classic Stock) - LAMAX — Int/Div
IRA BROKERAGE ACCT 43 (156-181)
Cash - RJ Bank Dep — Interest
Federated Inst High Yield Bd - FIHBX — Int/Div — Attachment #3
JP Morgan Core Bond Fund A - PGBOX — Int/Div — Attachment #3
AF American Mutual F2 - AMRFX — Int/Div — Attachment #3
Artisan International «- ARTIX — Int/Div
American Funds Europacific Growth FI AEGFX — None — Attachment #3
JP Morgan Mid Cap Value - FLMVX — None — Attachment #3
MFS Research Fund Class A - MFRFX — Int/Div — Attachment #3
Mamstay Epoch Global Equity Yield A EPSPX — Int/Div — Attachment #3
Neuberger Berman Genesis Fund - NBGNX — None — Attachment #3
Prud Jenn Mid Cap Growth Z - PEGZX — None — Attachment #3
Wells Fargo Advantage Intl Value Fund Adm - WFVDX — None — Attachment #3
Federated Strategic Value Fd - SVAIX — Int/Div — Attachment #3
Gateway Fund Class A (formlerly Natixis Gateway Fund) - GATEX — Int/Div — Attachment #3
John Hancock Global Abso lute Return Strategies A - JHAIX — Int/Div
Templeton Global Bond Fund Advisor Class ~TGBAX — Int/Div — Attachment #3
AQR Managed Futures Strategy Class N AOMNX — Int/Div — Attachment #3
Looms Sayles Growth Fund - LSGRX — Int/Div — Attachment #3
T. Rowe Price Small Cap Value Fund PASVX — Int/Div — Attachment #3
Metropolitan West Total Return Bond Fund “MWTIX — Int/Div
Western Asset Total Return Unconstrained Fund - WAARX — Int/Div — Attachment #3
Champlain Mid-Cap Fund - CIPMX — Int/Div — Attachment #3
Baird Aggregate Bond Fund - BAGIX — Int/Div — Attachment #3
Europacific Grouth Fund Class F2 - AEPFX — Int/Div — Attachment #3
Prudential Jennison Equity Inc Fund JDEZX — Int/Div — Attachment #3
Wells Fargo International Value Fund WFVIX — Int/Div — Attachment #3
BROKERAGE ACCT #2 (182-183)
Capital Income Buider Fund - CAIBX — Int/Div — Attachment #4
BROKERAGE ACCT #3 (186-204)
Morgan Stanley Bank — None — Buy
Ishares Core MSC EAFE ETF - IEFA — Int/Div — Attachment #5
Ishares Core MSC Emerging - IEMG — Int/Div — Attachment #5
Ishares Intl Select Div ETF - IDV — Int/Div — Attachment #5
Ishares Micro Cap ETF - IWC — Int/Div — Attachment #5
shares MSC Canada EFT - EW( — Int/Div — Attachment #5
Ishares MSC Frontirer 100 ETF « FM — Int/Div — Attachment #5
shares Russell 2000 Growth ETF « IWO — Int/Div — Attachment #5
Ishares Russell 2000 Value ETF - IWN — Int/Div — Attachment #5
Ishares Russell Top 200 G ETF « IWY — Int/Div — Attachment #5
Ishares S&P S00 Growth ETF « IVW — Int/Div — Attachment #5
Ishares S&P S00 Value ETF - IVE — Int/Div — Attachment #5
Ishares S&P Mid CAp 400 Growth ETF UK — Int/Div — Attachment #5
Ishares S&P Mid Cap 400 Value ETF - LJ) — Int/Div — Attachment #5
Ishares US Telecomm ETF < 1YZ — Int/Div — Attachment #5
S&P S00 Index Fund - 1VV — Int/Div — Attachment #5
Vanguard Energe ETF - VDE — Int/Div — Attachment #5
Vanguard FTSE All WO - VSS — Int/Div — Attachment #5
Vanguard Utilities E11 - VPL — Int/Div — Attachment #5
(including trust assets)

reporting period

of reporting period

(1)

(2)

(1)

(2)

(1)

(2)

3)

Place "(X)" after each asset

Amount Type (e.g.,

Value

Value

Type (e.g.,

Date

Value

exempt from prior disclosure

Code 1

div.,rent,

Code 2

Method

buy, sell,

mm/dd/yy

Code 2

(A-H)

orint.)

(-P)

Code 3

redemption)

(-P)

(Q-W)

(Capital Income Builder Fund Class A(CAIBX) | | Nome | | | Buy |

(Capital Income Builder Fund Class A(CAIBX) | | Nome | | | Buy(add') | 05/21/15 |

(Capital Income Builder Fund Class A(CAIBX) | | Nome | | | Buy(addl) | 06/23/15 |

Capital Income Bulder Fund Class A (CAB) | | None | || Buy (aad) | 07/22/15 |

(Capital Income Builder Fund Class A(CAIBX) | | Nome | | | Buy(add')] 08/21/15 |

[uptal Income Bulider Fund Cass A(CABY) | | None | | | Buy (aad) | 08/27/15 |

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10038. Public record. Not legal advice.