# Wendelin I. Lipp > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11788 ## Record - **Judge:** Wendelin I. Lipp - **Year:** 2012 - **Report type:** Annual - **Pages:** 13 ## Text Rental property Montgomery County, MD (S148.000) — Rent GE-common — Int/Div United Tech-common — Int/Div SWMXX — Int/Div EUEYX — Int/Div JENSX — Int/Div BIBIX — Int/Div Capital One Bank-Various Accounts — Interest Acacia Whole Life Insurance policy — Int/Div Acacia Whole Life Insurance policy — Int/Div AIG Sun America — Interest Willets Shoes-common — None IRA%] Citibank NA, Bank Deposit Program — Interest AGDAX — Int/Div SGOVX — None — Sold GEMAX — None — Sold HFLAX — Int/Div LALDX — Int/Div PONAX — Int/Div TPINX — Int/Div SGENX — Int/Div — Buy SGENX — Buy (add'l) GSDAX — Int/Div — Buy DVPLSR UFT DIV. INCOME PLUS § — Int/Div — Buy SMDVSRUFTSMID DIV. S — Int/Div — Buy UTS FIP, Preferred Inc — None — Sold (part) UTS FTP, Intemational High Dividend Equity — None — Sold UTS FTP, High Dividend Equity — Matured UTS FTP, High Dividend Equity 10 — Int/Div — Buy UTS, FTP, SMID Capital Strength — Int/Div — Sold UTS. GUGG, Series 11 Zacks — Int/Div IRAZ2 Oppenheimer Value Fund (CGRWX) — Int/Div Growth Fund of America MF — Int/Div Washmgton Mutual Investors Fund MT — Int/Div QQOQ F/K/A Nasdaq 100 Trust/Powershares QOOO — Int/Div Blackrock US Opportunities Portfolio Class A — Int/Div Cohen & Steers Intl Realty Fund CL A — None — Sold Allianz RCM Global Technology -MF — None Goldman Sachs Mid Value Fund-MF — Int/Div Ivy Asset Strategy Fund Class A — Int/Div Jennison 20020 Focus Fund-MF — Int/Div Oppenhemmer Value Fund Class A — Int/Div Oppenheimrer Amt-Free Municipals FD CL A — Interest The Growth Fund of America-MF — Int/Div LMP Short Duration Muni Income Fund — Interest UTS FTP Intl High Dividend Equity Portfolio — Int/Div — Sold UTS FTP High Div Equity Portfolio 2 — Int/Div — Matured UTS FTP High Div Equity Portfolio 10 — Int/Div — Buy UTS FTP Strat Income Plus — Int/Div New Perspective Fund A — Int/Div Fundamental Investors A — Int/Div UTS FTP Dividend Income Plus — Int/Div — Buy UTS FTP Dividend Strength 13 — Int/Div — Buy UTS FTP SMID Dividend Strength SR — Int/Div — Buy Citigroup SmithBarmey Various Accounts — Interest Alpine Global Premier Fund — Int/Div UTS FTP, SMID Capital Strength Portfolio — Int/Div DE — Int/Div EEP — None FTSIPCEISR -Strategic Income Plus Closed End — Int/Div FAM — Int/Div JOY — Int/Div STXAX — Int/Div “av — Interest MFC — Int/Div NYX — Int/Div ITD — Int/Div ONEOK Partners LP — None Pimco Total Return Fund (PTTAX) — Int/Div UNIT.GUGG, Zacks Income Advantage Strategy — Int/Div — Buy PGHYX — Int/Div XiLR — Int/Div SPH — Int/Div TPINX — Int/Div RIG — Int/Div CIBCX — Int/Div GD — Int/Div DVY — Int/Div MOO — Int/Div Depemdent 22 GE — Int/Div Jemnison 20020 Focus Fund — Int/Div Goldman Sachs Mid Value Fund — Int/Div Capital One Bank {'k/a Chevy Chase Bank. VIE dects — Interest Citigroup Smith Barney Money Market — None Dependent #) GE — Int/Div Jennison 20020 Focus Fund — Int/Div Goldman Sachs Mid Value Fund — Int/Div Citigroup Smith Barney Money Market — None TRUSTEE TRUSTEE — None — Sold MO — Int/Div NEE — Int/Div GE — Int/Div KFT — Int/Div MDLZ — Int/Div — from line 101) PM — Int/Div UTX — Int/Div VZ — Int/Div VZ — Int/Div — Sold VZ — Int/Div — Sold CDKEY BANK NA — Interest — Redeemed CD GE MONEY BANK — Interest — Redeemed CD GE CAPITAL FINANCIAL — Interest CD DISCOVER BANK — Interest SAINT MARYS ONTY MD ONTY — Interest — Redeemed MANLX — Int/Div — Sold PIFCX — Int/Div — Buy (add'l) NHMCX — Int/Div ML CMA ACCOUNT — Interest PRFCX — Int/Div — Sold XLP — Int/Div XLU — Int/Div CDKEY BANK NA. — Interest — Redeemed CD GE CAPITAL FINANCIAL — Interest CD GOLDMAN SACHS BANK USA — Interest NM BANK AMERICA CORP BE — Interest PDBCX — None — Buy PDBCX — None — Buy PDBCX — None — Buy XOM — Int/Div EMR — Int/Div Board of Directors, Walter Chandler Amencan Bankruptcy Inn of Court Reimbursement — AMERICAN BANKRUPTCY INSTITUTE — APRIL 20-21. 2012 — OXON HILL. MD — SEMINAR SPEAKER — FOOD, PARKING, AND 1 NIGH STAY AT HOTEL PART VIL Investments and Trusts: No.1: The tax assessment is $148,000, No. 75 on last yeur's form has been omitted as a duplicate entry with QQQ at no. 40. This entry was added incorrectly last year. It appeared to be two separate entities but in actuality the ticker symbol changed from QQQQ TO QQQ. No. 91 and 95: These are pass through accounts in which to deposit new transactions for the purchase or sale of assets, No interest accrued and no funds in the account at the end of the reporting period. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11788. Public record. Not legal advice.