# Kimberly A. Swank

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13411

## Record

- **Judge:** Kimberly A. Swank
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 9

## Text

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

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13411. Public record. Not legal advice.