# James P. O'Hara > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11790 ## Record - **Judge:** James P. O'Hara - **Year:** 2015 - **Report type:** Annual - **Pages:** 9 ## Text Valley View State Bank (savings & checking accounts) — Interest Mariner Rollover IRA No. 1 (formerly Fidelity Rollover IRA No. 1) Fidelity Cash Reserves — Interest Vanguard Index Fds Reit ETF — None — Sold (part) Vanguard Index Fds Reit ETF — Sold Harding Loevner Int] Equity Port Inst] — Int/Div Metropolitan West Tot Return Bond CI M — Int/Div Convergence Core Plus Fund Institutional Cl (con't line 10) — Int/Div — Sold (part) f/a Mariner 30/30 Fund Institutional C1 Shares) Palmer Square Absolute Return C1 1 — Int/Div Nuance Concentrated Value Fd Inst] — Int/Div Tortise MLP Pipeline Fd Inst'l — Int/Div Palmer Square Fountain Short Duration High Income — Int/Div — Sold Mamstay Marketfield Fund Class — None — Sold Stone Ridge Remsurunce Risk Premium — Int/Div — Buy Stone Ridge High Yield Reinsurance Risk Premium — None — Sold Templeton Global Bond Fund Class A — Int/Div Consilium Emerging Mkt, Sm. Cap, Inst'l — None — Sold (part) Walthausen Small Cap Value Fund — Int/Div — Buy Hotchkis & Wiley High Yield — Int/Div — Buy Hotchkis & Wiley High Yield — Sold (part) Lazard Global — Int/Div — Buy Third Ave. Real Estate — Int/Div — Buy William Blair Macro Allocation — Int/Div — Buy Mariner Rollover IRA No. 2 (formerly Fidelity Rollover IRA No. 2) Fidelity Cash Reserves — Interest Metropolitan West Tot Return Bond C1 M — Int/Div Mamstay Marketfield Fund Class — None — Sold Consilium Emerging Mkt Sm Cap Inst'l — None — Buy Spartan 500 Index Fd Adv Cl — None Spartan Int'l Index Fd Adv C1 — Int/Div — Sold (part) Spartan Sm Cap Index Fd Adv Cl — None — Sold Spartan Real Est Index Fd Adv C1 — Int/Div — Sold (part) Spartan Real Est Index Fd Adv C1 — Sold Tortoise MLP & Pipeline Fd Investor Cl — Int/Div — Buy Palmer Square Fountain Short Term Duration High Inc A — None — Sold Nuance Concentrated Value Fund Class A — Int/Div — Sold (part) Nuance Concentrated Value Fund Class A — Sold (part) Weitz Short Intermediate Income Fd Investor Cl — Int/Div — Sold Hotchkis & Wiley High Yield — Int/Div — Buy Hotchkis & Wiley High Yield — Sold (part) Hotchkis & Wiley High Yield — Sold (part) Lazard Global — Int/Div — Buy Lazard Global — Buy Third Ave. Real Estate — Int/Div — Buy Third Ave. Real Estate — Sold (part) William Blair Macro Allocation — Int/Div — Buy William Blair Macro Allocation — Sold (part) AQR Managed Futures — Int/Div — Buy Cullen Emerging Market — Int/Div — Buy Harding Loevner Int] Equity — Int/Div — Buy John Hancock Global — Int/Div — Buy Templeton Global Bond Fund — Int/Div — Buy Walthausen Small Cap — Int/Div — Buy IShares S&P S00 Growth — None — Buy Versus Capital — None — Buy Reimbursement — American Conterence Institute — 01/292015-01/30201 — Miami, FL — Educational seminar — meals, lodging, transportation Reimbursement — American Conference Institute — 02/24/2015-02/25/201 — New York City, NY — Educational seminar — meals, lodging, transportanon Reimbursement — American Conference Institute — 11719720151 17200201 — + Mian, FL — Educational semmar — meals, lodging, transportation In Section VII, Lines 15 and 40, | have corrected the nume of the mutual fund. In the 2013 report, | misspelled it as "Eaton Vance Floating Raste Advantage.” It should be "Eaton Vance Floating Rate Advantage”, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11790. Public record. Not legal advice.