# Kimberly A. Swank > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12071 ## Record - **Judge:** Kimberly A. Swank - **Year:** 2015 - **Report type:** Annual - **Pages:** 10 ## Text SCO — Int/Div D — Int/Div State Employees’ Credit Union Accounts — Int/Div PNC Bank account — Interest Rental Property, Greenville NC (2012 $280.000) — None Brokerage Acct #1 (IRA) (H) wAFS Intl Growth — None — Sold Alger Sm/Mid Cap Growth — None — Sold Delaware Select Growth Fund — None — Sold Goldman Sachs Comm Strat — None — Sold Harbor Capital Appreciation Fund Instl — None — Sold Harbor Int'l Fund Inst! — None — Sold Hotchkis & Wiley Mid Cap Val — None — Sold Invesco Growth & Income — None — Sold John Hancock Classic Value — None — Sold John Hancock Disciplined Value Mid Cap — None — Sold JP Morgan Fed Money Mkt — Ine — Closed Lazard Dev Mkts Eqty — None — Sold MamStay Cornerstone Growth — None — Sold MamStay ICAP Int'l — None — Sold Morgan Stanley Glob Real Est — None — Sold Oppenheimer Int'l Growth (OGY X) — Int/Div — Sold Oppenheimer Mainstreet — None — Sold Rainier Mid Cap Equity — None — Sold Sentinel Funds Common Stock — None — Sold T Rowe Price Int'l Stock — None — Sold Victory Integrated (formerly --Munder Veracity Sm Cap Val) — None — Sold Aberdeen Div Alts (GASAX) — Int/Div — Buy AMG GW&K Small Cap Core (GWETX) — None — Buy AMG GW&K Small Cap Core (GWETX) — Sold Boston Partners Small Cap Val (BPSIX) — Int/Div — Buy Clearbridge Aggressive (SAGYX) — Int/Div — Buy Delaware LS Growth (DEUIX) — None — Buy Delaware LS Growth (DEUIX) — Sold Hartford Core Equity (HGIIX) — Int/Div — Buy Invesco Sm Cap Growth (GTSYX) — Int/Div — Buy John Hancock Bond Fund JHBIX) — Int/Div — Buy John Hancock Intl Growth (GOGIX) — Int/Div — Buy JP Morgan Equity Inc. (HLIEX) — Int/Div — Buy MFS Intl Val (MINIX) — Int/Div — Buy MFS Mid Cap Val (MCVIX) — Int/Div — Buy MFS Mid Cap Val (MCVIX) — Sold (part) Oakmark Fund (OAKMX) — None — Buy Oakmark Fund (OAKMX) — Sold Oppenheimer Dev Mkts (ODVYX) — Int/Div — Buy PIMCO Inc Fund (PONPX) — Int/Div — Buy PIMCO Inc Fund (PONPX) — Sold Pioneer Bond Fund (PICY X) — Int/Div — Buy Principal Mid Cap (PMCPX) — Int/Div — Buy Principal Mid Cap (PMCPX) — Sold (part) RJ Bank Dep Program Sweep — Int/Div — Open Templeton Global Bnd (TGBAX) — Int/Div — Buy Templeton Global Bnd (TGBAX) — Sold Third Ave R/E Val (TAREX) — Int/Div — Buy Western Asset Mig Backed Sec (SGSYX) — Int/Div — Buy VOYA Index Plus Lg Cap — None Investment Co of America Fund Class A — Int/Div Brokerage Acct #2 (H) Fidelity Balanced Fund — Int/Div Invesco Comstock Fund Class A — Int/Div Touchstone MidCap Value Inst] Class — Int/Div T Rowe Price Blue Chip Growth Fund — Int/Div Brokerage Acct #3 (H) ABBV — Int/Div ABT — Int/Div D — Int/Div — Sold MSFT — Int/Div Janus Enterprise Fund JAENX — Int/Div Vanguard 500 Index Fund VFINX — Int/Div Touchstone Strategic Tr Focused Fund TFFYX — Int/Div JP Morgan Tr II Liquid Assets Money Mkt JLEXX — Int/Div — Closed Ext Ins Sweep Dep Acct — Int/Div — Open Equitable Variable Life — Interest NC 529 Plans, Growth Portfolio & Mod Growth Portfolio — None Committee Member --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12071. Public record. Not legal advice.