# Wendelin I. Lipp

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14028

## Record

- **Judge:** Wendelin I. Lipp
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 12

## Text

EMR — Int/Div
Rental property Montgomery County, MD (S148.000) — Rent
GE-common — Int/Div
United Tech-common — Int/Div
SWMXX — Int/Div
EUEYX — Int/Div
JENSX — Int/Div
BIBIX — Int/Div
Capital One Bank f/k/a Chevy Chase Bank. Various Accounts — Interest
Acacia Whole Life Insurance policy — Int/Div
Acacia Whole Life Insurance policy — Int/Div
AIG Sun America — Interest
Willets Shoes-common — None
IRA%]
Citibank NA, Bank Deposit Program — Interest
AGDAX — None — Buy (add'l)
SGOVX — None — Buy (add'l)
GEMAX — None
HFLAX — None — Buy (add'l)
LALDX — None
PONAX — None
TPINX — None
UTS FTP. Preferred Inc — None
UTS FIP, Intemational High Dividend Equity — None
UTS FTP, High Dividend Equity — Int/Div
UTS, FTP, SMID Capital Strength — None — Buy
UTS. GUGG, Series 11 Zacks — Int/Div — Buy
IRAZ2
Oppenheimer Value Fund (CGRWX) — Int/Div
Growth Fund of America MF — Int/Div
Washington Mutual Investors Fund MT — Int/Div
Nasdag 100 Trust/Powershares QOOQ — Int/Div
Blackrock US Opportunities Portfolio Class A — Int/Div
Cohen & Steers Intl Realty Fund CL A — Int/Div
Allianz RCM Global Technology-MF — None
Goldman Sachs Mid Value Fund-MF — Int/Div
Ivy Asset Strategy Fund Class A — Int/Div
Jenmison 20020 Focus Fund-MF — None — Sold (part)
Oppenhemmer Value Fund Class A — Int/Div
Oppenheimrer Amt-Free Municipals FD CL A — Interest
The Growth Fund of America-MF — Int/Div — Sold (part)
LMP Short Duration Muni Income Fund — Interest
UTS FTP Int] High Dividend Equity Portfolio — Int/Div
UTS FTP High Div Equity Portfolio — Int/Div
UTS FTP Strat Income Plus — Int/Div — Sold
UTS FTP Strat Income Plus — Int/Div — Buy
New Perspective Fund A — Int/Div — Sold (part)
Fundamental Investors A — Int/Div — Sold (part)
Citigroup SmithBarmey Various Accounts — Interest
Alpine Global Premier Fund — Int/Div
UTS FTP, SMID Capital Strength Portfolio — Int/Div — Buy
DE — Int/Div
EEP — Int/Div
FTSIPCEISR — Int/Div
FAM — Int/Div
JOY — Int/Div
STXAX — Int/Div
ol) — Interest
MFC — Int/Div
NYX — Int/Div
JID — Int/Div
ONEOK Partners LP — Int/Div
Pimco Total Return Fund (PTTAX) — Int/Div
PGHYX — Int/Div
XLK — Int/Div
SPH — Int/Div
TPINX — Int/Div
RIG — Int/Div
CIBCX — Int/Div
GD — Int/Div
DVY — Int/Div
MOO — Int/Div
QQ — Int/Div
Baltimore Co MD Metro Dist. Coupon 5% — Interest — Sold
EE #2
GE — Int/Div
Jennison 20020 Focus Fund — None
Goldman Sachs Mid Value Fund — Int/Div
Chevy Chase Bank-various accounts — Interest
Citigroup Smith Barney Money Market — None
mm #1
GE — Int/Div
Jemnison 20020 Focus Fund — None
Goldman Sachs Mid Value Fund — Int/Div
Citigroup Smith Barney Money Market — None
TRUSTEE
FIR — Int/Div
MO — Int/Div
NEE — Int/Div
GE — Int/Div
KFI1 — Int/Div
PM — Int/Div
UTX — Int/Div
VZ — Int/Div
WM — Int/Div
WGL — Int/Div
CDKEY BANK NA — Interest
CD GE MONEY BANK — Interest
CD GE CAPITAL FINANCIAL — Interest
CD DISCOVER BANK — Interest
SAINT MARYS ONTY MD ONTY — Interest
MANLX — Int/Div
PIFCX — Int/Div
NHMCX — Int/Div
ML CMA ACCOUNT — Interest
PRFCX — Int/Div
XLP — Int/Div
XLU — Int/Div
CD AMERICAN CHARTERED BANK — Interest — Redeemed
CDKEY BANK NA — Interest
CD GE CAPITAL FINANCIAL — Interest
CD GOLDMAN SACHS BANK USA — Interest
NM HOUSEHOLD FIN CORP BE — Interest — Redeemed
NM BANK AMERICA CORP BE — Interest
XOM — Int/Div
Board of Directors, Walter Chandler Amencan Bankruptcy Inn of Court
Reimbursement — AMERICAN BANKRUPTCY INSTITUTE — APRIL 1-2, 2011 — OXON HILL. MD — SEMINAR SPEAKER — FOOD, PARKING, AND 1 NIGH STAY AT HOTEL
Spouse's income — 2011 — EE sulary
PART VIL Investments and Trusts:

No.1: The tax assessment is $148,000,

No. 75 : Inherited

1/19/10 and 5/10/10 and madvertantly omitted from last year's report.

No. 89: This asset was madvertantly omitted from the last 2 reports. The fund was purchased prior to my assuming responsibility as Trustee.

No. 82 and 87: These are pass through sccounts in which to deposit new transactions for the purchase or sale of assets, No interest accrued and no funds in the

account at the end of the reporting period.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14028. Public record. Not legal advice.