# Terrence George Berg > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12283 ## Record - **Judge:** Terrence George Berg - **Year:** 2014 - **Report type:** Annual - **Pages:** 16 ## Text Virtus Global Growth Income Fund € — Int/Div Coca Cola Enterprises — Int/Div Michigan 529-Ageressive Age Based Option Age 18+ Number — istnibution — Distnbuted Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Distribution — Sold (part) Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Sold (part) Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Sold (part) Michigan 529-Moderate Age Based Option Age 16 Number 3 — Int/Div Peoples Trust Credit Union Accounts — Int/Div Midland National Life Insurance Whole Life Policy X — Interest IRA-Fidelity Investment ITS Asset Management, LP X — Int/Div Alliance Bernstein High Income Class A — Buy (add'l) Alliance Bernstein High Income Class A — Sold (part) Blackrock Heath Sciences Opp Prt A — Sold Columbia Bond Class Z — Sold Columbia US. Govt Mortgage Class A — Sold Fidelity International Discovery — Sold Fidelity Cash Reserves — Buy Fidelity Cash Reserves — Sold (part) Fidelity Cash Reserves — Sold (part) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Buy (add'l) Fidelity Total Bond — Sold (part) Fidelity Government Secs LP — Sold Fidelity Strategic Income — Sold First Eagle Gold Class A — Sold Goldman Sachs Strategic Income Fund Class A — Sold Oakmark Intemational Class 1 — Sold JP Morgan Core Bond Fund Class A — Sold PIMCO Diversified Income Fund Class D — Sold Rydex Inverse S&P S00 Strategy Inv — Sold Rvdex Health Care Investor Class — Sold TCW Total Return Bond Class N — Sold Transamerica Short Term Bond Class A — Sold Mamstay Marketfield A — Buy Mamstay Marketfield A — Sold Mamstay Unconstramed Bond A — Buy Mamstay Unconstramed Bond A — Sold Putnam Capital Spectrum A — Buy Putnam Capital Spectrum A — Buy (add'l) Putnam Capital Spectrum A — Buy (add'l) Putnam Diversified Income A — Buy Putnam Diversified Income A — Buy (add'l) Federated World Int'l Leaders A — Buy Federated World Int'l Leaders A — Sold Loomis Sayles Strategic Inc A — Buy Ivy Intl Core Equity Y — Buy Ivy Intl Core Equity Y — Sold Dreyfus MidCap Index — Buy Dreyfus MidCap Index — Sold (part) Fidelity Natural Gas — Buy Fidelity Natural Gas — Sold Rvdex NASDAQ 100 Adv — Buy Fidelity Spartan 500 Index Inv — Buy Fidelity Spartan Long Term Treasury Bond Index Initial — Buy Junus Global Life Sciences T — Buy Oakmark Select — Buy Black Rock Total Return A — Buy Allianz Vision Deferred Variable Annuity X — Int/Div AZL T. Rowe Price Capital App — Sold (part) AZL T. Rowe Price Capital App — Buy (add'l) AZL T. Rowe Price Capital App — Sold (part) AZL T. Rowe Price Capital App — Buy (add'l) AZL T. Rowe Price Capital App — Sold (part) AZL T. Rowe Price Capital App — Buy (add'l) AZL T. Rowe Price Capital App — Sold (part) AZL T. Rowe Price Capital App — Buy (add'l) AZL MS Mid Cap Growth — Sold (part) AZL MS Mid Cap Growth — Buy (add'l) AZL MS Mid Cap Growth — Sold (part) AZL MS Mid Cap Growth — Buy (add'l) AZL MS Mid Cap Growth — Sold (part) AZL MS Mid Cap Growth — Buy (add'l) AZL MS Mid Cap Growth — Sold (part) AZL MS Mid Cap Growth — Buy (add'l) AZL Franklin Templeton FS Plus — Sold (part) AZL Franklin Templeton FS Plus — Buy (add'l) AZL Franklin Templeton FS Plus — Sold (part) AZL Franklin Templeton FS Plus — Buy (add'l) AZL Franklin Templeton FS Plus — Sold (part) AZL Franklin Templeton FS Plus — Buy (add'l) AZL Franklin Templeton FS Plus — Sold (part) AZL Franklin Templeton FS Plus — Buy (add'l) AZL BlackRock Cap Appreciation — Sold (part) AZL BlackRock Cap Appreciation — Buy (add'l) AZL BlackRock Cap Appreciation — Sold (part) AZL BlackRock Cap Appreciation — Buy (add'l) AZL BlackRock Cap Appreciation — Sold (part) AZL BlackRock Cap Appreciation — Buy (add'l) AZL BlackRock Cap Appreciation — Sold (part) AZL BlackRock Cap Appreciation — Buy (add'l) Franklin Mutual Shares VIP — Sold (part) Franklin Mutual Shares VIP — Buy (add'l) Franklin Mutual Shares VIP — Sold (part) Franklin Mutual Shares VIP — Buy (add'l) Franklin Mutual Shares VIP — Sold (part) Franklin Mutual Shares VIP — Buy (add'l) Franklin Mutual Shares VIP — Sold (part) Franklin Mutual Shares VIP — Buy (add'l) AZL MFS MCap Value Fund — Sold (part) AZL MFS MCap Value Fund — Buy (add'l) AZL MFS MCap Value Fund — Sold (part) AZL MFS MCap Value Fund — Buy (add'l) AZL MFS MCap Value Fund — Sold (part) AZL MFS MCap Value Fund — Buy (add'l) AZL MFS MCap Value Fund — Sold (part) AZL MFS MCap Value Fund — Buy (add'l) PIMCO VIT All Asset — Sold (part) PIMCO VIT All Asset — Buy (add'l) PIMCO VIT All Asset — Sold (part) PIMCO VIT All Asset — Buy (add'l) PIMCO VIT All Asset — Sold (part) PIMCO VIT All Asset — Buy (add'l) PIMCO VIT All Asset — Sold (part) PIMCO VIT All Asset — Buy (add'l) PIMCO VIT Real Return — Sold (part) PIMCO VIT Real Return — Buy (add'l) PIMCO VIT Real Return — Sold (part) PIMCO VIT Real Return — Buy (add'l) PIMCO VIT Real Return — Sold (part) PIMCO VIT Real Return — Buy (add'l) PIMCO VIT Real Return — Sold (part) PIMCO VIT Real Return — Buy (add'l) AZL S&P S00 Index — Sold (part) AZL S&P S00 Index — Buy (add'l) AZL S&P S00 Index — Sold (part) AZL S&P S00 Index — Buy (add'l) AZL S&P S00 Index — Sold (part) AZL S&P S00 Index — Buy (add'l) AZL S&P S00 Index — Sold (part) AZL S&P S00 Index — Buy (add'l) PIMCO VIT Total Return — Sold (part) PIMCO VIT Total Return — Buy (add'l) PIMCO VIT Total Return — Sold (part) PIMCO VIT Total Return — Buy (add'l) PIMCO VIT Total Return — Sold (part) PIMCO VIT Total Return — Buy (add'l) PIMCO VIT Total Return — Sold (part) PIMCO VIT Total Return — Buy (add'l) Templeton Global Bond VIP Fund — Sold (part) Templeton Global Bond VIP Fund — Buy (add'l) Templeton Global Bond VIP Fund — Sold (part) Templeton Global Bond VIP Fund — Buy (add'l) Templeton Global Bond VIP Fund — Sold (part) Templeton Global Bond VIP Fund — Buy (add'l) Templeton Global Bond VIP Fund — Sold (part) Templeton Global Bond VIP Fund — Buy (add'l) AZL JPM International Opportunities — Sold (part) AZL JPM International Opportunities — Buy (add'l) AZL JPM International Opportunities — Sold (part) AZL JPM International Opportunities — Buy (add'l) AZL JPM International Opportunities — Sold (part) AZL JPM International Opportunities — Buy (add'l) AZL JPM International Opportunities — Sold (part) AZL JPM International Opportunities — Buy (add'l) AZL INV International Equity — Sold (part) AZL INV International Equity — Buy (add'l) AZL INV International Equity — Sold (part) AZL INV International Equity — Buy (add'l) AZL INV International Equity — Sold (part) AZL INV International Equity — Buy (add'l) AZL INV International Equity — Sold (part) AZL INV International Equity — Buy (add'l) Member, Board of Directors, Catholic Lawyers’ Society of Detroit Member, Board of Directors, Historical Society for the United States District Court for the Eastern District of Michigan Member, Board of Trustees, Legacy DMC Member, Commuttee on Limited States Courts, Michigan State Bar Reimbursement — Student Chapter of American Constitution Society — "View from the Bench’ to law students — TR pre RT Rl IT Spouse's income — 2014 — Gesu Catholic School Salary This amended report is in response to a letter dated September 2, 2015 from the Committee. The letter indicated that | listed certain assets in my 2013 disclosure report in Part VII on lines 47, 50, $1, 53, 55, and $7 that were not listed in my 2014 report. | have obtained the trading records from the account where these assets were held, which indicate that the assets listed in my 2013 report in lines 47, 51, 53, and 55 were actually "sold out™ on 7/10/13. 1 had incorrectly recorded these assets as "sold-part” on 7/10/13 in my report. As to the asset listed on my 2013 disclosure report in line 57, it was listed as "sold-part™ on 7/10/13, but the records show it was "sold out” on 4/10/13. Because these assets were not held during 2014, they were not listed on my 2014 disclosure report. One of the assets, listed on lime 50 of my 2013, was still held during 2014, but was sold out on 1/15/14. Consequently, | have amended my 2014 report to reflect this transaction. Please accept this amended report in response to the Committee's letter of September 2, 2015. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12283. Public record. Not legal advice.