# J. Daniel Breen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10645

## Record

- **Judge:** J. Daniel Breen
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 13

## Text

Dupont CS — Int/Div
Bancorp South — Interest
IRA - Fidelity Mag — Int/Div
CMA ACCT. « MERRILL LYNCH
Idacorp, Inc — Int/Div
Procter & Gamble CS — Int/Div
AT&TCS — Int/Div
Coca-Cola CS — Int/Div
Johnson & Johnson CS — Int/Div
Waddell & Reed Acct
Waddell & Reed Strategy Port — Int/Div
Waddell & Reed Balanced Port — Int/Div
Waddell & Reed Bond Port — Int/Div
Waddell & Reed Core Equity — Int/Div
Waddell & Reed Growth Port — Int/Div
Waddell & Reed High Income Port — Int/Div
Waddell & Reed Science & Tech Port — Int/Div
Waddell & Reed Small Cap Growth Port — Int/Div
Waddell & Reed Trgt. Fd. Intl. Growth Port — Int/Div
Waddell & Reed Value Port — Int/Div
Waddell & Reed Global Ntrl. Res. Port — Int/Div
Waddell & Reed Mid Cap Gwth Port — Int/Div
Waddell & Reed Target Microcap Gwih — Int/Div
Waddell & Reed Target Energy Port — Int/Div
ING Acct.
ING Am. Fds. Gwth-Inc. Port — Int/Div
Fidelity Contrafund — Int/Div
ING FMR SM Diversified Midcap — Int/Div
ING JP Morgan Small Cap Cove Eq. Port — Int/Div
ING An. Fds. Int'l Port — Int/Div
IRA ACCOUNT « MERRILL LYNCH
Allianz NFJ Int'l Value Fund — Int/Div — Sold
American Adj. Bd. — Int/Div — Buy
Amencan New Perspective — Int/Div — Sold
Cambiar Opp. Fd — Int/Div — Buy
Amencan Fundamental Investors — Int/Div — Sold
Delaware Corp. Bd. Fund — Int/Div — Buy
American Short Term Bond — Int/Div — Sold
Dreyfus App. Fd — Int/Div — Buy
Coca Cola -CS — Int/Div
Blackrock Low Duration Bd. Fd — Int/Div — Sold
Eaton Vance Floating Rate Fd. — Int/Div — Buy
Fidelity Advisor New Insights Fd. — Int/Div — Sold
Federated Strategic Value Div — Int/Div — Buy
Duke Energy-CS — Int/Div — Sold
Exxon Mobil - CS — Int/Div
General Electric - CS — Int/Div
Home Depot - CS — Int/Div — Sold
FPA New Income Inc — Int/Div — Buy
Household Intl - CS — Int/Div — Sold
Mainstay Large Cap Growth Fd. — Int/Div — Buy
Johnson & Johnson - CS — Int/Div
J. P. Morgan Chase & Co. — Int/Div — Sold
Metropolitan West Total Bd. Fd — Int/Div — Buy
McDonalds - CS — Int/Div
Loomis Sayles Strategic Inc. Fd — Int/Div — Sold
Permanent Portfolio Fd. — Int/Div — Buy
Microsoft Corp. - CS — Int/Div — Sold
Pioneer Strategic Inc. Fd. — Int/Div — Buy
Fidelity Advisor Mid-Cap Fd — Int/Div — Sold
Prudential Short Term Corp. Fd — Int/Div — Buy
Spectra Energy Corp. CS — Int/Div — Sold
TCW Total Return Bd. Fd. — Int/Div — Buy
Wal-Mart Stores - CS — Int/Div
Blackrock Global Allee. Fd. — Int/Div — Sold
IRA- MERRILL LYNCH
Sallie Mae Bank - CD — Interest — Redeemed
American Century Adj. Bd — Int/Div — Buy
EKSPORT STARS SPX — Interest — Sold
Dreyfus App. Fd. — Int/Div — Buy
Allianz NFJ Int'l Value Fd. — Int/Div — Sold
Eaton Vance Floating Rate Fd. — Int/Div — Buy
American New Perspective Fd — Int/Div — Sold
Federated Strategic Value Fd — Int/Div — Buy
American Fundamental Investors — Int/Div — Sold
First Eagle Gold Fd — Int/Div — Buy
Ivy Asset Strategy — Int/Div — Buy
American Short Term Bond Fd. — Int/Div — Sold
Mainstay Large Cap Growth Fd. — Int/Div — Buy
Blackrock Low Duration Bond Fd. — Int/Div — Sold
Pimco Total Retum Fd. — Int/Div — Buy
Fidelity Advisor — Int/Div
Wells Fargo Adv. Small Cap Fd — Int/Div — Buy
Pioneer Strategic Inc. Fd — Int/Div — Buy
Blackrock Global Alloc. Fd. — Int/Div — Sold
Prudential Jennison Value Fd — Int/Div — Buy
Sallie Mae Bank CD — Interest — Redeemed
Prudential Short Term Corp. Bd. Fd — Int/Div — Buy
John Hancock Balanced — Int/Div — Sold
Templeton Glbl Bond Fd — Int/Div — Buy
Am. Short Term Bd. Fd — Int/Div — Sold
American Century Inflation Adj. Bd — Int/Div — Buy
Blackrock Low Duration Bd. Fd — Int/Div — Sold
Dreyfus Appreciation Fd — Int/Div — Buy
Fidelity Advisor New Insights Fd — Int/Div — Sold
Eaton Vance Floating Rat Fd — Int/Div — Buy
Goldman Sachs Grwth Fd — Int/Div — Sold
Federated Strategic Value Fd — Int/Div — Buy
Looms Sayles Global Mkts Fd — Int/Div — Sold
First Eagle Gold Fd. — Int/Div — Buy
Looms Sayles Strag. Inc. Fd — Int/Div — Sold
Ivy Asset Strategy — Int/Div — Buy
Memill Lynch Money Market Fd — Interest
Merrill Lynch Retirement Reserves — Interest
Procter & Gamble CS — Int/Div
Waddell & Reed Advisors Small Cap — Int/Div
Waddell & Reed Accumlative — Int/Div
Waddell & Reed Core Investment — Int/Div
Waddell & Reed Advisors Cash Managment — Int/Div
BanCorp South CD — Interest
Ivy VIP Asset Strategy — Int/Div
Ivy VIP Balanced Fd. — Int/Div
Ivy Energy Fd. — Int/Div
Ivy Global Nat'l Res. Fd. — Int/Div
Ivy Intl Grwth Fd — Int/Div
Ivy Sci NC Tech Fd. — Int/Div
TRLST #1
ML Bank Deposit Program — Interest
SPSO0 Stepup Issuer BAC — Interest — Buy
Global CLIRN Issuer BAC — Interest — Buy
MUTUAL FUNDS
Columbia Acorn Fd. — Int/Div
Eaton Vance Large Cap — Int/Div — Sold
First Eagle Global Fd — Int/Div — Sold
Ivy Asset Strategy — Int/Div — Sold
Janus Forty Fd — Int/Div
John Hancock Strategic Inem — Int/Div
Lord Abbett National T/F — Int/Div
Nuveen High Yield Muni Bd. Fd. — Int/Div
Nuveen Trdwinds Value Fd — Int/Div — Sold
Oppenheimer Developing Mkts, Fd — Int/Div
Pimco Global Multi Asset Fd — Int/Div
Templeton Global Bond Fd — Int/Div
Eksport ARN Gold Spot — Int/Div
SEK ARN RICIGLER — Int/Div
Executive Committee, National Conference of Federal Trial Judges
Board of Directors, Federal Judges’ Association
Reimbursement — Federal Judges Association — 4122201 1-4/142011 — Washington, DX — Meeting — travel, lodging and meals
Reimbursement — American Bar Association — 8/4/2011-8/712011 — Toronto, Canada — Meeting — travel, lodgmg and meals

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10645. Public record. Not legal advice.