# Ortrie D. Smith

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11538

## Record

- **Judge:** Ortrie D. Smith
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 9

## Text

Microsoft Corp - Com Stk — Int/Div
Oracle Corp — Int/Div
Garmm Lud, — Int/Div — Sold (part)
Ishares MSC — Int/Div — Sold
Vanguard 500 Index Fund — Int/Div
Cemer Comp. — None
Berkshire Hathaway, CL B — None
Ishares DJ US Energy Sector Index Fund — Int/Div — Sold
Powershares QO Trust Series — Int/Div
McDonalds Corp — Int/Div
Southern Co. — Int/Div
Highwood Properties, Inc — Int/Div
Invesco Mig Capital, Inc — Int/Div
Duke Energy Holding — Int/Div
Merck & Company, Inc — Int/Div
PPL Corporation — Int/Div
Sunoco Logistics Pars, LP — Int/Div
BSW Living Trust 2/1/94 — Int/Div
KCMO Spl Oblig Rfdg Rev Downtown Arena
PSI Energy, Inc., Deb
TVA Strips Step Up — Redeemed
TVA Power Bond 1995 Series B
FHLM Corp Multiclass Mtg Ser
FHLM Corp Multiclass Mtg Ser — Sold (part)
FHLM Corp Multiclass Mtg Ser — Sold (part)
FHLM Corp Multiclass Mtg Ser — Sold (part)
FNMA Remic Pass Thru Cifs kL — Sold (part)
FHLM Corp Multiclass Mtg Ser — Redeemed
GNM Assn Ser
FNMA Remic Pass Thru Cifs — Sold (part)
FNMA Remic Pass Thru Cifs — Sold (part)
FNMA Remic Pass Thru Cifs — Sold (part)
FHLM Corp Multiclass Mtg Ser
Insured Municipal Income Trust Ser
Invesco Global 45 Dividend Ser No
Missouri Insured Municipal Inc Tr Ser No — Redeemed
Missouri Insured Municipal Inc Tr Ser No — Redeemed
Missouri Insured Municipal Inc Tr Ser No — Redeemed
Missouri Insured Municipal Inc Tr Ser No — Redeemed
Wal-Mart Stores Inc
Capital Income Builder Fund CL A — Sold (part)
Capital Income Builder Fund CL A — Sold (part)
Franklin MO Tax-Free Inc Fund CL A
Ferrellgas Partners LP
Chevron Corp — Int/Div — Buy
CocaCola Co — Int/Div — Buy
Invesco Global 4S Div, Ser No — Int/Div — Buy
Conoco Phillips — Int/Div — Buy
DTE Energy — Int/Div — Buy
GlaxoSmithKline — Int/Div — Buy
Merck & Co — Int/Div — Buy
Microsoft Corp — Int/Div — Buy
PIMCO Total Ret Fund CL A — Int/Div — Buy
BSW-Power of Attomey 3/29/11 — Int/Div
Invesco New World Leaders #7 — Int/Div — Buy
Invesco New World Leaders #5 — Int/Div — Buy
Capital Income Builders Fund A — Int/Div — Buy
Invesco Diversified Div, Fund A — Int/Div — Buy
Ivy High Income Fund CL A — Int/Div — Buy
PIMCO Total Return Fund CL A — Int/Div — Buy
Director, YMCA of the Rockies
Part VII, 54: The filer began acting for the benefit of BSW under the terms of a Power of Attorney dated 3/29/11. Prior to 3/19/12, BSW managed these assets

unassisted by filer,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11538. Public record. Not legal advice.
