Julie E. Carnes

2012Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 265

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • lawyer - self-employed; partner in law firm
  • part-time employee; University System of Georgia

As filed

Associated Credit Union — Interest

SunTrust Bank — Interest

SunTrust Bank Trustee — Interest

Wells Fargo Bank — Interest

ING — Interest

Municipal Elec Auth GA Due 11/01/2013 — Interest — Redeemed

Prudential Life Insurance Company Annunity — Int/Div

Municap Elec Auth GA Maty: 01/01/2012 — Interest — Redeemed

Georgia ST HSG & FIN AU Maty 06/0172012 — Interest — Redeemed

Athens GA Hsg Auth Rev UGARFDG East Campus 12/1/24 — Interest — Buy

Clayton Cnty GA Dev Auth Rev Tuff Archives RF 07/012025 — Interest — Buy

Fayeue Co. GA Sch DT Marty: 03/01/2013 — Interest

Fulton Caty GA Dev Auth Rev Catholic B 11/15.2023 — Interest — Buy

Gainesville-Hall Cnty GA HSPRV Northeast B RF 02/15/2045 — Interest — Buy

Lowndes Cnty GA Pub Facs Maty 06/01/2013 — Interest

Liberty Co. GA Hosp Auth Maty 08/01/2014 — Interest

Gwinnett Co. GA Wir & Swr Maty 08012015 — Interest

GA ST Hsg&Fin AU Single Fam Mtg Sr. A Subst A-2- AMT duet/1/16 — Interest

Fayette Co. GA Sch DT Maty: 03/01/2017 — Interest

Cobb Cnty GA Dev Auth Rev Ser A CIFG due 7/15/17 — Interest

Gamesville GA Wir & Sew Rev Maty 11/1522017 — Interest

Tampa FLA Health Sys Rev Baycare Health RF 1171522023 — Interest — Buy

Schwab Money Market Fund (a/k/a Schwab Reserves) — Interest

Amencan Fund (AMCAP Fund) — Int/Div

American Fund (Washington Mutual Inv.) — Int/Div

American Fund (Capital World Bond Fund) — Int/Div

Amencan Fund (Euro Pacific Growth Fund) — Int/Div

American Fund (Investment Co. of America) — Int/Div

American Fund (New Perspective Fund) — Int/Div

American Fund (New Economy Fund) — Int/Div

Value Line Premier Growth Fund (VALSX) — Int/Div

Besthank — Interest

Merrill Lynch Bank — Interest

BB&T Bank — Interest

Phoenix AZ Ser A Maty: 7/01/21 — Interest

Kentucky ST PPTY & BLDGS Nov 01/18 — Interest

JEA FLA ELEC SYS REV SUB-SER SER BB RF Mary: 10/1/22 — Interest

Pennsylvania ST First Ser A Nov 01/17 — Interest

Maine Mun Bd Bk Lt Ser C Nov 01/17 — Interest

Ohio ST Major New ST Infrastructure PJ Rev Jun 15/16 — Interest

ML US Treasury Money Fund — Interest

Discover Bank NA — Interest — Redeemed

US. Trsy Inflation Note APR 15 2012 — Interest — Redeemed

The Endowment Registered Fund LP — Int/Div

First Eagle Overseas CL — Int/Div — Sold (part)

First Eagle Overseas CL — Buy (add'l)

First Eagle Overseas CL — Buy (add'l)

First Eagle Overseas CL — Buy (add'l)

First Eagle Overseas CL — Sold

First Eagle Gold CL — Int/Div — Buy (add'l)

First Eagle Gold CL — Buy (add'l)

First Eagle Gold CL — Sold

Pimco Unconstrained Bond Fund CL P — Int/Div

Pimco Unconstrained Bond Fund CL C — Int/Div — Sold

Blackrock Global Allocation FD Inc INSTL — Int/Div — Buy (add'l)

Blackrock Global Allocation FD Inc INSTL — Buy (add'l)

Blackrock Global Allocation FD Inc INSTL — Buy (add'l)

Washington Cnty Ore. CLEAN WTR SVCS SEW REV A Maty: 10/1/19 — Int/Div

Blackrock GNMA C — Int/Div — Sold

Blackrock Multi Asset Income Portfolio Inst] (BIICX) — Int/Div — Buy

Blackrock Multi Asset Income Portfolio Inst] (BIICX) — Buy (add'l)

Blackrock Multi Asset Income Portfolio Inst] (BIICX) — Buy (add'l)

Blackrock Multi Asset Income Portfolio Inst] (BIICX) — Buy (add'l)

Eaton Vance Strategic Income Fund CL C — Int/Div — Sold

Lord Abbett Short Duration Income Fund € — Int/Div — Sold

Alpine Ultra Short Tax Optimized Income Fund — Int/Div

Cohen & Steers Golbal Realty Shares, Inc CLA — Int/Div — Sold (part)

Cohen & Steers Golbal Realty Shares, Inc CLA — Buy (add'l)

Cohen & Steers Golbal Realty Shares, Inc CLA — Buy (add'l)

Cohen & Steers Golbal Realty Shares, Inc CLA — Sold

Goldman Sachs Strategic Income Fund CL 1GSZIX) — Int/Div — Buy

shares Barclay 7-10 Yr Treas Index Fund — Int/Div — Buy

shares Barclay 7-10 Yr Treas Index Fund — Buy (add'l)

shares Barclay 7-10 Yr Treas Index Fund — Buy (add'l)

shares Barclay 7-10 Yr Treas Index Fund — Buy (add'l)

shares Barclay 7-10 Yr Treas Index Fund — Sold

Ishares Trust Dow Jones Select Divid Index FD (DVY) — Int/Div — Buy

Ishares Trust Dow Jones Select Divid Index FD (DVY) — Buy (add'l)

Ishares Trust Dow Jones Select Divid Index FD (DVY) — Buy (add'l)

Pimeco All Asset All Authority Fund CL P (PAUPX) — Int/Div — Buy

Pimeco All Asset All Authority Fund CL P (PAUPX) — Buy (add'l)

Pimeco All Asset All Authority Fund CL P (PAUPX) — Buy (add'l)

Pimeco All Asset All Authority Fund CL P (PAUPX) — Buy (add'l)

Pimco Income Fund CL P (PONPX) — Int/Div — Buy

Pimco Income Fund CL P (PONPX) — Buy (add'l)

Pimco Income Fund CL P (PONPX) — Buy (add'l)

Pimco Income Fund CL P (PONPX) — Buy (add'l)

Thomburg Limited Term Municipal Fund CL — Int/Div

Blackrock Eqty Dividend Fund lust) — Int/Div — Buy (add'l)

Blackrock Eqty Dividend Fund lust) — Buy (add'l)

Blackrock Eqty Dividend Fund lust) — Buy (add'l)

Frunklin Rising Dividends FD ADV CL — Int/Div — Buy (add'l)

Frunklin Rising Dividends FD ADV CL — Buy (add'l)

Frunklin Rising Dividends FD ADV CL — Buy (add'l)

Franklin Income FD ADV Class — Int/Div — Buy (add'l)

Loomis Sayles Strategic Inc FD CL Y — Int/Div — Sold (part)

Loomis Sayles Strategic Inc FD CL Y — Buy (add'l)

Loomis Sayles Strategic Inc FD CL Y — Buy (add'l)

Loomis Sayles Strategic Inc FD CL Y — Buy (add'l)

Pimco Emerging Markets FD CL P (fka Developing Local Markets — Int/Div — Sold

Pimco Total Return Fund CL P — Int/Div — Buy (add'l)

Pimco Total Return Fund CL P — Buy (add'l)

Templeton GLBL Bond FD ADV CL — Int/Div — Sold (part)

Templeton GLBL Bond FD ADV CL — Buy (add'l)

Templeton GLBL Bond FD ADV CL — Buy (add'l)

Templeton GLBL Bond FD ADV CL — Buy (add'l)

SPDR S&P Dividend ETF (SDY) — Int/Div — Buy

SPDR S&P Dividend ETF (SDY) — Buy (add'l)

SCHW INTL EQ ETF (SCHF) — Int/Div — Sold

Parnassus Equity Income Fund Investor SH (PRBLX) — Int/Div

Manning & Napier World Oppty A (EXWAX) — Int/Div — Buy

Manning & Napier World Oppty A (EXWAX) — Sold (part)

Schwab S&P S00 Index FD (SWPPX) — Int/Div — Sold (part)

Schwab S&P S00 Index FD (SWPPX) — Sold (part)

Scout Intl FD (UMBWX) — Int/Div

Vanguard Growth (VUG) — Int/Div — Buy (add'l)

Vanguard Growth (VUG) — Buy (add'l)

Vanguard Growth (VUG) — Buy (add'l)

Vanguard Growth (VUG) — Buy (add'l)

Texas Transn Commn 4% 12 REV DUE 04/01/12 — Interest — Redeemed

Washington St 5.0% 16 EXIT DB DUE 07/0116 — Interest

SCH MUNI Money Fund — Interest

Chicago ILL Brd Ed 5% 16GO UTX DUE 12/01/16 — Interest

JEA FLA Wir & Swr 5% 21 REV DUE 10/01/21 — Interest

Minnesota PUB FACS 5% 20 REV DUE 030120 — Interest

Minnesota ST 4% 18GO UTX DUE 08/01/18 — Interest

New York NY 5% 15GO UTX DUE 11/0115 — Interest

Ohio State $% 14GO DUE 11/01/14 — Interest

Plano TEX INDPT SCH 5% 13GO UTX DUE 02/15/13 — Interest

Texas ST 5% 19GO DUE 10/01/19 — Interest

AMERICAN BEACON SMALL CAP VAL INV CL(AVPAX) — Int/Div — Sold

AMERICAN CENTURY MID CAP VALUE FD INV CL (ACMVX) — Int/Div

American Century Inflation ADJ BD INV (ACITX) — Int/Div — Buy

BARON SMALL CAP FUND (BSCFX) — Int/Div

BROWN ADVISORY GROWTH EQUITY INST (BIAGX) — Int/Div

COLUMBIA CONTRARIAN CORE FD CL Z (SMGSZ) — Int/Div

CURRENCYSHARES JAPANESE YEN TRUST (FXY) — Int/Div — Sold

EGSHARES ETF EMERGING MARKETS (ECON) — Int/Div — Buy

FEDERATED CLOVER SMALL VALUE FD CL A (VSFAX) — Int/Div — Sold

FEDERATED TOTAL RETURN BOND FD INSTCL(FTRBX) — Int/Div — Buy

FEDERATED TOTAL RETURN BOND FD INSTCL(FTRBX) — Buy (add'l)

FRANKLIN GROWTH FUND ADV CL (FCGAX) — Int/Div

FRANKLIN RISING DIV FD ADV CL (FRDAX) — Int/Div — Buy

HARBOR INTERNATIONAL FUND INV CL (HIINX) — Int/Div — Sold

HARBOR INTERNATIONAL FUND INST CL (HAINX) — Int/Div — Buy

HARBOR INTERNATIONAL FUND INST CL (HAINX) — Sold (part)

ISHARES DJ SELECT DIV FD SELECT DIVIDEND INDEX FD(DVY) — Int/Div — Buy (add'l)

ISHARES DJ SELECT DIV FD SELECT DIVIDEND INDEX FD(DVY) — Sold (part)

ISHARES ETF AAA-A RATED CORPORATE (QLTA) — Int/Div — Buy

ISHARES FTSE EPRA NAREIT GLOBAL REAL (IFGL) — Int/Div — Buy

ISHARES FTSE EPRA NAREIT GLOBAL REAL (IFGL) — Buy (add'l)

ISHARES S&P US PFD FUND S&P US PFD STK INDEX FD (PFF)Y — Int/Div

ISHARES GOLD TRUST (IAL) — Int/Div — Sold (part)

ISHARES MSCI HK IDX FD HONG KONG INDEX FUND(EWH) — Int/Div — Sold (part)

ISHARES MSCI HK IDX FD HONG KONG INDEX FUND(EWH) — Buy (add'l)

ISHARES MSC1 GRMNY IDX GERMANY INDEX FUND (EWG) — Int/Div — Buy

ISHARES TR BARCLAYS 7-10 YR TREAS. BOND FD (IEF) — Int/Div

ISHARES TR BARCLAYS TIPSBOND FUND(TIP) — Int/Div — Buy

ISHARES TR BARCLAYS TIPSBOND FUND(TIP) — Sold (part)

ISHARES TR BARCLAYS TIPSBOND FUND(TIP) — Sold (part)

ISHARES RUSSELL 100) VALRUSSELL 1000 VALUE INDEX FUND (IWD) — Int/Div — Sold

ISHARES TR RUSSELL 1000 RUSSELL 1000 GROWTH INDEX FUND (IWF) — Int/Div — Sold

ISHARES TR RUSSELL 2000 RUSSELL 2000 INDEX FUND (IWM) — Int/Div — Buy

JENSEN QUALITY GROWTH FD CL J (JENSX) — Int/Div — Sold

LKCM SMALL CAP EQUITY FUND INSTITUTIONAL CLASS (LKSCX) — Int/Div — Sold

MARSHALL SMALL CAP GROWTH FD CLY (MRSCX) — Int/Div — Sold

METROPOLITAN WEST TOTAL RETURN BONDM (MWTRX) — Interest — Buy (add'l)

OAKMARK INTL FD CLASS HHOAKIX) — Int/Div — Buy

OPPENHEIMER DEVELOPING MKTS FD CL A{ODMAX) — Int/Div — Sold

OPPENHEIMER EQUITY INCM FD CL A (QCV3Z) — Int/Div

OPPENHEIMER DEVELOPING MKTS FD CL Y (ODVYX) — Int/Div — Buy

PIMCO EXCH TR FUND ENHANCED SHORT MAT. STRATEGY FD (MINT) — Int/Div — Sold

PIMCO EXCH TRADED FUND 15+ YR US TIPS INDEX FD(LTPZ) — Int/Div — Sold (part)

PIMCO EXCH TRADED FUND 15+ YR US TIPS INDEX FD(LTPZ) — Sold

PIMCO FOREIGN BOND FD UNHEDGED CL D(PFBDX) — Int/Div — Buy

POWERSHS DB COMMDTY INDX (DBC) — Int/Div — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Int/Div — Buy

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)

POWERSHARES S&P ETF 500 LOW VOLATILITY (SPLV) — Buy (add'l)

POWERSHARES GLOBAL ETF FUNDAMENTAL HIGH YLD LSD (PHB) — Int/Div — Buy

POWERSHARES GLOBAL ETF FUNDAMENTAL HIGH YLD LSD (PHB) — Sold

POWERSHS EXCH TRAD FD TR EMERGING MKTS SOVEREIGN (PCY) — Int/Div — Buy

POWERSHS Q0QOQ TRUST SER 1 {QOQQ) — Buy

POWERSHS Q0QOQ TRUST SER 1 {QOQQ) — Int/Div — Sold (part)

RIDGEWORTH HIGH INCOME CL I (STHTX) — Int/Div — Buy

SENTINEL SMALL COMPANY (SIGWX) — Int/Div — Buy

SPDR BARCLAYS CAPITAL HIGH YIELD BOND ETF: (JNK) — Int/Div — Buy

SPDR BARCLAYS CAPITAL HIGH YIELD BOND ETF: (JNK) — Sold

SPDR BARCLAYS CAP ETF SHORT TERM CORPORATE (SCPB) — Int/Div — Buy

SPDR BARCLAYS CAP ETF SHORT TERM CORPORATE (SCPB) — Buy (add'l)

SPD R S&P 500 ETF TR EXPIRING 017222118 (SPY) — Int/Div — Buy (add'l)

SPD R S&P 500 ETF TR EXPIRING 017222118 (SPY) — Sold

SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Int/Div — Buy (add'l)

SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Sold (part)

SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Buy (add'l)

SPDR GOLD TRUST SPDR GOLD SHARES (GLD) — Buy (add'l)

VANGUARD INTL EQTY INDEX FTSE ALL WORLD EX US ETF(VEL) — Int/Div — Sold

VANGUARD EQUITY INCOME FD INVESTOR SHRS (VEIPX) — Int/Div

VANGUARD REIT (VNQ) — Int/Div — Sold (part)

VANGUARD REIT (VNQ) — Buy (add'l)

VANGUARD REIT (VNQ) — Buy (add'l)

VANGUARD SMALL CAP VALUE (VBR) — Int/Div

VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELD (VYM) — Int/Div

VANGUARD DIV APPRCIATION (VIG) — Int/Div

VANGUARD MSCI EAFE ETF (VEA) — Int/Div

VANGUARD MSCI EMERGING MARKETS ETF (VWO) — Int/Div — Buy (add'l)

VANGUARD MSCI EMERGING MARKETS ETF (VWO) — Buy (add'l)

VANGUARD MSCI EMERGING MARKETS ETF (VWO) — Sold (part)

VANGUARD TOTAL STOCK MKT (VTDH — Int/Div

WISDOMTREE ASIA ETF LOCAL DEBT FUND (ALD) — Int/Div

WISDOMTREE DIVIDEND EX FINANCIALS FUND (DTN) — Int/Div — Buy

GENL ELEC CAP CP 5.1%15 INTERNOTE DUE 08/18/18 — Interest

PRINCIPAL LIFE 5.10%14 NOTES DUE 04/15/14 — Interest

VERIZON GLOBAL 4.915 BONDS DUE 09/15/15 CALLABLE — Interest

LOEWS CORP 5.25%16 NOTES DUE 03/15/16 — Interest

STATE BK INDIA CD DUE 06/22/17 — Interest — Buy

AMERICAN MUN PWR REV DUE 02/15/23 — Interest — Buy

CALIFORNIA ST ECONO 3% I 3EXIT DUE 07/01/13 — Interest

LOS ANGELES CALIF GO L/LTX DUE 0701117 — Interest — Buy

DALLAS FORT WORTH REV DUE 11/01/22 — Interest — Buy

NEW YORK NY CITY 5%I17REV DUE 06/1517 — Interest

PENNSYLVANIA ST 5%20G0O UTX DUE 07/0120 — Interest

SAN FRANCISCO CALIF GO UTX DUE 06/1518 — Interest — Buy

SAN FRANCISCO CALIF REV DUE 05/0121 — Interest — Buy

SAN FRANCISCO CALIF GO U/LTX DUE 06/1524 — Interest — Buy

VIRGINIA ST PUB SCH 5%17GO DUE 08/01/17 — Interest

GEORGIA MUN GAS AUTH GAS REV TOCCOA PROJ DUE 601720 — Interest

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF — Int/Div — Buy (add'l)

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF — Buy (add'l)

DOUBLELINE CORE FIXED INCOME FUNDCL I — Int/Div — Buy (add'l)

DOUBLELINE CORE FIXED INCOME FUNDCL I — Buy (add'l)

DOUBLELINE TOTAL RETURN BOND FUNDCL] — Int/Div — Buy (add'l)

DOUBLELINE TOTAL RETURN BOND FUNDCL] — Buy (add'l)

DOUBLELINE TOTAL RETURN BOND FUNDCL] — Sold (part)

EATON VANCE AMT FREE MUNICIPAL INCOME CL HHEVMBX) — Int/Div

FRANKLIN INCOME FD ADV — Int/Div — Buy (add'l)

FRANKLIN INCOME FD ADV — Buy (add'l)

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Int/Div — Buy (add'l)

GOLDMAN SACHS SATELLITE STRATEGIES PORT FDI — Buy (add'l)

ISHARES IBOXX S$ INVT GRADE CORP BOND FUND (LOD) — Int/Div — Buy (add'l)

ISHARES IBOXX S$ INVT GRADE CORP BOND FUND (LOD) — Buy (add'l)

ISHARES IBOXX S$ INVT GRADE CORP BOND FUND (LOD) — Sold (part)

ISHARES IBOXX S$ INVT GRADE CORP BOND FUND (LOD) — Sold

ISHARES BARCLAYS MBS BON FUND (MBB) — Int/Div — Buy (add'l)

ISHARES BARCLAYS MBS BON FUND (MBB) — Sold

ISHARES MSC EAFE INDEX FUND — Int/Div — Buy (add'l)

ISHARES MSC EAFE INDEX FUND — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy (add'l)

VANGUARD VALLE ETF(VTV) — Int/Div — Buy (add'l)

VANGUARD VALLE ETF(VTV) — Buy (add'l)

VANGUARD VALLE ETF(VTV) — Buy (add'l)

YACKTMAN FUND CL SERVICE — Int/Div — Buy (add'l)

YACKTMAN FUND CL SERVICE — Buy (add'l)

YACKTMAN FUND CL SERVICE — Buy (add'l)

K&S Cash Balance Plan — Int/Div — Buy

Invesco Growth and Income RS (ACGOQX) — Int/Div — Buy

JPMorgan Large Cap Growth R6 (JLGMX) — Int/Div — Buy

RidgeWorth Intl Equity Index 1 (SIE1X) — Int/Div — Buy

PIMCO Total Return Inst (PTTRX) — Int/Div — Buy

Spouse's income — 2012 — lawyer - self-employed; partner in law firm

Spouse's income — 2012 — part-time employee; University System of Georgia

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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