Kimberly A. Swank

2016Annual

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What was filed

  • 60

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Federal Magistrate Judges’ Assoclation

As filed

State Employees’ Credit Union Accounts — Int/Div

PNC Bank account — Interest

Rental Property, Greenville NC (2012 $280.000) — None — Sold

Brokerage Acct #1 (IRA) (H)

Aberdeen Div Alts (GASAX) — None — Sold

Boston Partners Small Cap Val (BPSIX) — None — Sold

Clearbridge Aggressive (SAGYX) — Int/Div — Sold (part)

Hartford Core Equity (HGIHIX) — Int/Div — Sold (part)

lnvesco Sm Cap Growth (GTSYX) — None — Sold

John Hancock Bond Fund (JHBIX) — Int/Div

John Hancock Intl Growth (GOGIX) — Int/Div — Buy (add'l)

JP Morgan Equity Inc. (HLIEX) — Int/Div — Sold (part)

MFS Intl Val (MINIX) — None — Sold

MFS Mid Cap Val (MCVIX) — Int/Div

Oppenheimer Dev Mkts (ODVYX) — None — Sold

Pioneer Bond Fund (PICY X) — Int/Div

Principal Mid Cap (PMCPX) — Int/Div

RJ Bank Dep Program Sweep — Interest

Third Ave RE Val (TAREX) — None — Sold

Western Asset Mig Backed Sec (SGSYX) — Int/Div

Invesco Diversified (LCEYX) — Int/Div — Buy

Henderson Global Eq (HFQIX) — Int/Div — Buy

Gateway Fund Class Y (GTEYX) — Int/Div — Buy

Cohen & Steers RE Secs (CSDIX) — Int/Div — Buy

Columbia Small Cap (NMSCX) — Int/Div — Buy

New World Fund (NFFFX) — 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 — None — Sold

Invesco Comstock Fund Class A — Int/Div — Buy (add'l)

Touchstone MidCap Value Inst] Class — Int/Div — Buy (add'l)

T Rowe Price Blue Chip Growth Fund — Int/Div — Buy (add'l)

AF EuroPac Gr — Int/Div — Buy

Dodge & Cox Intl — Int/Div — Buy

lnvesco Sm Cap — Int/Div — Buy

ABF Sm Cap Val Inst — Int/Div — Buy

Fid Low Priced Stk — Int/Div — Buy

Fid S00 Index Inst — Int/Div — Buy

Voya Global RE — Int/Div — Buy

Voya Global RE — Sold

MSIF GLB RE Port IS — Int/Div — Buy

PIM Total RT Inst — Int/Div — Buy

Vang Tot Bd Mkt Inst — Int/Div — Buy

Brokerage Acct #3 (H)

ABBV — Int/Div

ABT — Int/Div

SCO — Int/Div

DD — Int/Div

MSFT — Int/Div

Janus Enterprise Fund JAENX — Int/Div

Vanguard 500 Index Fund VFINX — Int/Div

Touchstone Strategic Tr Focused Fund TFFYX — Int/Div

Ext Ins Sweep Dep Acct — Int/Div

Equitable Variable Life — Interest

NC 529 Plans (H)

Aggressive Track — None

Moderate Track — None

Vanguard Growth — None

Vanguard Total Stk Mkt Ind — None

Director, Federal Magistrate Judges’ Assoclation

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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