# John George Koeltl > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13583 ## Record - **Judge:** John George Koeltl - **Year:** 2016 - **Report type:** Annual - **Pages:** 13 ## Text JOHNSON & JOHNSON - (COMMON) — Int/Div PFIZER INC. « (COMMON) — Int/Div ROYAL DUTCH SHELL PLC (COMMON) — Int/Div FEDERATED KAUFMANN LARGE CAP FUND CL C- MUTUAL FUND — None FRANKLIN INCOME FUND CLC MUTUAL FUND — Int/Div — Sold OPPENHEIMER DEV. MARKETS FUND CLC -MUTUAL FUND — None — Sold VANGUARD TOTAL STK MKT EFT FUND — Int/Div MERRILL LYNCH FIA MONEY FUND NY.NY. — Interest — Buy (add'l) — Increase To MM Fund N.Y. STATE ENGY RESH BOND 5.5% DUE OILOI2) — Interest — Redeemed SUFFOLK CTY BOND 4.125% DUE 11/0121 — Interest DUTCHESS CTY BOND 4.5% DUE 08/0126 — Interest NY ST DORM AT RV ST BOND 5% DUE 021527 — Interest — Sold (part) NY ST DORM AT RV ST BOND 5% DUE 02/1524 — Interest NEW YORK NY SUBSER SER C-1 BOND 4.5% DUE 1001/23 — Interest N.Y. STATE DORM. AUTH. REV MEM SLOAN BOND 5% DUE 07/0126 — Interest TRIBOR. BRIDGE & TUNNEL BOND 4.75% DUE 11/15/30 — Interest NEW YORK NY SUBSER J-1 BOND 5% DUE 05/15/31 — Interest N.Y. CITY MUN WTR BOND 4.75% DUE 06/15/36 — Interest N.Y. CITY MUN WTR BOND 4.75% DUE 06/15/37 — Interest — Redeemed TRIBOR. BRIDGE & TUNNEL BOND 5% DUE 11/15/37 — Interest — Sold (part) N.Y. CITY MUN WTR BOND 5% DUE 06/15/38 — Interest N.Y. STATE HSG FIN AGY BOND 4.9% DUE 11/01/38 — Interest N.Y. CITY MUN ATR BOND 4.5% DUE 06/15/39 — Interest LONG ISLAND PWR AUTH NY BOND 4.259 DUE 05/01/33 — Interest — Redeemed THOMPSON NY PUB IMPT BOND 4.125% DUE 09/0129 — Interest N.Y. STATE CLN-DRNKNG WTR BOND S00 DUE 06/15/36 — Interest NEW YORK ST SER E OID BOND 4% DUE 12/15/37 — Interest HUDSON YDS INFRA NY BOND 5% DUE 02/1547 — Interest HAVERSTRAW NY IMPT BOND 3.50% DUE D&/ 15/34 — Interest HUDSON YDS INFRA NY BOND 4.50% DUE 02/15/47 — Interest N.Y.STATE SER A OID BOND 3.125% DUE 03/15/34 — Interest N.Y. STATE URBAN DEV BOND 3.25% DUE 03/15/33 — Interest — Buy SUFFOLK ONTY NY WTR BOND 3.00% DUE 06/01/35 — None — Buy MIDDLETOWN NY CITY SCH BOND 3.00% DUE 06/15/38 — Interest — Buy TRIBOR. BRIDGE & TUNNEL BOND 100% DUE 11/1538 — Interest — Buy NEW YORK NY CITY TRA REV BOND 2.00% DUE 02/01/37 — Interest — Buy CITIBANK CHECKING ACCOUNT NY.NY. — None MERRILL LYNCH (IRA ROLLOVER) ML BANK CASH ACCOUNT — Interest — Sold (part) — Decrease to MM Fund MERRILL LYNCH (IRA ROLLOVER) ALGER CAP. APPREC. FUNDCL A — Int/Div — Buy (add'l) MERRILL LYNCH (IRA ROLLOVER) MFS VALUE FUNDCL C — Int/Div MERRILL LYNCH(IRA ROLLOVER)- MAINSTAY LARGE CAP FUND CLC — Int/Div — Buy (add'l) MERRILL LYNCH(IRA ROLLOVER)- MAINSTAY LARGE CAP FUND CLC — Sold (part) MERRILL LYNCH{IRA ROLLOVER)- ALGER CAP APPREC FUNDCLC — Int/Div — Buy (add'l) MERRILL LYNCH(IRA ROLLOVER)- OPPENHEIMER DEV. MKTS FUND CL C — None MERRILL LYNCH(IRA ROLLOVER)- FED. KAUFMAN LRG CAP FUND CLC — None — Sold (part) MERRILL LYNCH(IRA ROLLOVER): ISHARES RUSSELL 1000 FUND — Int/Div — Buy (add'l) MERRILL LYNCH(IRA ROLLOVER) FIRST EAGLE GLOBAL FUNDCLC — Int/Div MERRILL LYNCH(IRA ROLLOVER) FIRST EAGLE GLOBAL FUNDCLC — Sold MERRILL LYNCH(IRA ROLLOVER) ISHARES CORE S&P S00 EFT — Int/Div — Buy (add'l) MERRILL LYNCH(IRA ROLLOVER) ISHARES CORE S&P S00 EFT — Buy (add'l) MERRILL LYNCH(IRA ROLLOVER)- ATT BOND 3% DUE 06/30/22 — Interest MERRILL LYNCH(IRA ROLLOVER)- VERIZON BOND 4 272% DLE 01/15/36 — Interest MERRILL LYNCH(IRA ROLLOVER)- ATT BOND 45% DLE 05/15/18 — Interest — Buy Mr. & Mrs MICHAEL NAYLOR. PERSONAL LOAN — None MERRILL LYNCH MONEY MARKET ACCOUNTS (MONEY MARKET FUNDS) — None — Buy (add'l) — increase to MM Fund ALTRIA GROUP INC ( COMMON) — Int/Div AMN ELEC POWER CO. (COMMON) — Int/Div AT&T (COMMON) — Int/Div — Buy (add'l) BP PLC SPON ADR (COMMON) — Int/Div CALIFORNIA RESOURCES CORP (COMMON) — None CHEVRON CORP (COMMON) — Int/Div CONSOLIDATED EDISON INC (COMMON) — Int/Div DAIMLER A (COMMON) — Int/Div DIEBOLD INC. (COMMON) — Int/Div DOMINION RESOURCES INC (COMMON) — Int/Div — Buy (add'l) DUKE ENERGY CORP. (COMMON) — Int/Div EDISON INT'L CALIF (COMMON) — Int/Div EXELON CORP. (COMMON) — Int/Div EXXON MOBIL CORP. (COMMON) — Int/Div GENERAL ELECTRIC (COMMON) — Int/Div HERSHEY CO. (COMMON) — Int/Div HESS CORP. (COMMON) — Int/Div HONEYWELL INT'L INC. (COMMON) — Int/Div THE KRAFT/HEINZ CO. (COMMON) — Int/Div MARATHON OIL CORP. (COMMON) — Int/Div MONDELEZ INTERNATIONAL INC (COMMON) — Int/Div EVERSOURCE ENERGY (COMMON) — Int/Div OCCIDENTAL PETROLEUM CORP. CAL (COMMON) — Int/Div PEPCO HOLDINGS INC. (COMMON) — None — Sold PHILIP MORRIS INT'L INC. (COMMON) — Int/Div PUBLIC SERVICE ENTERPRISE GROUP (COMMON) — Int/Div ROCKWELL AUTOMATION INC (COMMON) — Int/Div ROCKWELL COLLINS INC, (COMMON) — Int/Div SOLTHERN COMPANY (COMMON) — Int/Div SPECTRA ENERGY CORP. (COMMON) — Int/Div VERIZON COMM. (COMMON) — Int/Div DEUTSCHE NY TAX FREE INCOME FUND CL A (MUTUAL FUND)» — Int/Div FEDERATED FUND FOR U.S. GOV'T SECURITIES CL A (MUTUAL FUND) — None — Sold FEDERATED MUNICIPAL SECURITIES FUND CL A (MUTUAL FUND) — Int/Div — Sold FRANKLIN US. GOV'T SECURITIES FUND CL C(MUTUAL FUND) — Int/Div — Sold FRANKLIN US. GOV'T SECURTIES FUND CL A (MUTUAL FUND) — Int/Div — Sold ISHARES RUSSELL 1000 FUND — Int/Div WESTERN ASSET HIGH INCOME FUND H(MUTUAL FUND) — Int/Div Reimbursement — The American Legal System ((IAALS) — February 27.2016 — Summit — Rae TI I Reimbursement — Institute tor Law and Economic Policy — April 7,2016- April 8,2016 — Mam, FL — Symposium Participant — Lodging, meals and travel Reimbursement — The American Legal System (IAALS) — 22016 — Diner Reimbursement — University of Baltimore } School of Law — September 23,2016 September 23,2016 — Baltimore, MD — Federal Rules Conference — Travel Reimbursement — Northwestern University School of Law — Novemeber 15,2016 November 17.2016 — Chicago, IL — Complex Litigation Conference — Lodging, meals and travel Income — 2016 — NEW YORK UNIVERSITY - TEACHING — $27,255.00 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13583. Public record. Not legal advice.