# Terrence George Berg > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/14405 ## Record - **Judge:** Terrence George Berg - **Year:** 2015 - **Report type:** Annual - **Pages:** 17 ## Text Virtus Global Growth Income Fund € — Int/Div — Closed Coca Cola Enterprises — Int/Div — Sold Michigan 529-Ageressive Age Based Option Age 18+ Number — istnibution — Distnbuted Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Distribution — Sold (part) Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Distribution — Sold (part) Michigan 529-Moderate Age Based Option Age 16 Number 3 — Int/Div Peoples Trust Credit Union Accounts — Int/Div Midland National Life Insurance Whole Life Policy X — Interest IRA-Fidelity Investment ITS Asset Management, LP X — Int/Div — Closed Alliance Bernstein High Income Class A — Sold Black Rock Secured Credit A — Buy Black Rock Secured Credit A — Sold Eagle Small Cap Growth A — Buy Eagle Small Cap Growth A — Sold (part) Eagle Small Cap Growth A — Sold Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Sold (part) Fidelity Cash Fund — Buy (add'l) Fidelity Cash Fund — Buy (add'l) Fidelity Defense & Aerospace — Buy Fidelity Defense & Aerospace — Sold Fidelity GNMA — Buy Fidelity GNMA — Buy (add'l) Fidelity GNMA — Sold Fidelity Cash Reserves — Buy Fidelity Cash Reserves — Sold (part) Fidelity Cash Reserves — Buy (add'l) Fidelity Cash Reserves — Sold Fidelity Select Consumer Discretionary — Buy Fidelity Select Consumer Discretionary — Sold Fidelity Select Consumer Staples — Buy Fidelity Select Consumer Staples — Sold Fidelity Select Health Care — Buy Fidelity Select Health Care — Sold Fidelity Total Bond — Sold Glenmede Large Cap Growth — Buy Glenmede Large Cap Growth — Sold iShares 1-3 Year Treasury Bond — Buy S10. — Sold (part) S10. — Sold iShares MSC1 EAFE Min Volatility — Buy iShares MSC1 EAFE Min Volatility — Sold iShares MSC EAFE Small Cap Index — Buy iShares MSC EAFE Small Cap Index — Sold (part) iShares MSC EAFE Small Cap Index — Sold iShares MSC Japan Index — Buy iShares MSC Japan Index — Sold Shares S&P 500 Growth Index — Buy Shares S&P 500 Growth Index — Sold iShares S&P MidCap 400 Index — Buy iShares S&P MidCap 400 Index — Sold iShares S&P MidCap 400 Index — Buy iShares S&P MidCap 400 Index — Sold Harttord Growth Opportumties A — Buy Harttord Growth Opportumties A — Sold Rvdex Consumer Prods Inv — Buy Rvdex Consumer Prods Inv — Sold TCW Total Return Bond Class N — Buy TCW Total Return Bond Class N — Buy (add'l) TCW Total Return Bond Class N — Sold Matthews Japan — Buy Matthews Japan — Sold Putnam Capital Spectrum A — Sold (part) Putnam Capital Spectrum A — Sold Pumam Diversified Income A — Sold Loomis Savles Strategic Inc A — Sold Dreyfus MidCap Index — Sold Rvdex NASDAQ 100 Adv — Buy (add'l) Rvdex NASDAQ 100 Adv — Sold (part) Rvdex NASDAQ 100 Adv — Buy (add'l) Rvdex NASDAQ 100 Adv — Sold Fidelity Spartan 500 Index Inv — Sold Fidelity Spartan Long Term Treasury Bond Index Initial — Sold Spartan Intermediate Treasure Bond Index Inv — Buy Spartan Intermediate Treasure Bond Index Inv — Sold Janus Global Life Sciences T — Buy Janus Global Life Sciences T — Sold (part) Janus Global Life Sciences T — Sold Oakmark Select — Sold Bluck Rock Total Return A — Sold Western Asset Cor Plus Bond FI — Buy Western Asset Cor Plus Bond FI — Sold Allianz Vision Deferred Variable Annuity X — Int/Div AZL T. Rowe Price Capital App — Sold (part) AZL T. Rowe Price Capital App — Buy (add'l) AZL T. Rowe Price Capital App — Sold (part) AZL T. Rowe Price Capital App — Buy (add'l) AZL T. Rowe Price Capital App — Sold (part) AZL T. Rowe Price Capital App — Buy (add'l) AZL T. Rowe Price Capital App — Sold (part) AZL T. Rowe Price Capital App — Buy (add'l) AZL Multi Manager (was "MS") Mid Cap Growth — Sold (part) AZL Multi Manager (was "MS") Mid Cap Growth — Buy (add'l) AZL Multi Manager (was "MS") Mid Cap Growth — Sold (part) AZL Multi Manager (was "MS") Mid Cap Growth — Buy (add'l) AZL Multi Manager (was "MS") Mid Cap Growth — Sold (part) AZL Multi Manager (was "MS") Mid Cap Growth — Buy (add'l) AZL Multi Manager (was "MS") Mid Cap Growth — Sold (part) AZL Multi Manager (was "MS") Mid Cap Growth — Buy (add'l) AZL Franklin Templeton FS Plus — Sold (part) AZL Franklin Templeton FS Plus — Buy (add'l) AZL Franklin Templeton FS Plus — Sold (part) AZL Franklin Templeton FS Plus — Buy (add'l) AZL Franklin Templeton FS Plus — Sold (part) AZL Franklin Templeton FS Plus — Buy (add'l) AZL Franklin Templeton FS Plus — Sold (part) AZL Franklin Templeton FS Plus — Buy (add'l) AZL BlackRock Cap Appreciation — Sold (part) AZL BlackRock Cap Appreciation — Buy (add'l) AZL BlackRock Cap Appreciation — Sold (part) AZL BlackRock Cap Appreciation — Buy (add'l) AZL BlackRock Cap Appreciation — Sold (part) AZL BlackRock Cap Appreciation — Buy (add'l) AZL BlackRock Cap Appreciation — Sold (part) AZL BlackRock Cap Appreciation — Buy (add'l) Franklin Mutual Shares VIP — Sold (part) Franklin Mutual Shares VIP — Buy (add'l) Franklin Mutual Shares VIP — Sold (part) Franklin Mutual Shares VIP — Buy (add'l) Franklin Mutual Shares VIP — Sold (part) Franklin Mutual Shares VIP — Buy (add'l) Franklin Mutual Shares VIP — Sold (part) Franklin Mutual Shares VIP — Buy (add'l) AZL MFS MCap Value Fund — Sold (part) AZL MFS MCap Value Fund — Buy (add'l) AZL MFS MCap Value Fund — Sold (part) AZL MFS MCap Value Fund — Buy (add'l) AZL MFS MCap Value Fund — Sold (part) AZL MFS MCap Value Fund — Buy (add'l) AZL MFS MCap Value Fund — Sold (part) AZL MFS MCap Value Fund — Buy (add'l) PIMCO VIT All Asset — Sold (part) PIMCO VIT All Asset — Buy (add'l) PIMCO VIT All Asset — Sold (part) PIMCO VIT All Asset — Buy (add'l) PIMCO VIT All Asset — Sold (part) PIMCO VIT All Asset — Buy (add'l) PIMCO VIT All Asset — Sold (part) PIMCO VIT All Asset — Buy (add'l) PIMCO VIT Real Return — Sold (part) PIMCO VIT Real Return — Buy (add'l) PIMCO VIT Real Return — Sold (part) PIMCO VIT Real Return — Buy (add'l) PIMCO VIT Real Return — Sold (part) PIMCO VIT Real Return — Buy (add'l) PIMCO VIT Real Return — Sold (part) PIMCO VIT Real Return — Buy (add'l) AZL S&P S00 Index — Sold (part) AZL S&P S00 Index — Buy (add'l) AZL S&P S00 Index — Sold (part) AZL S&P S00 Index — Buy (add'l) AZL S&P S00 Index — Sold (part) AZL S&P S00 Index — Buy (add'l) AZL S&P S00 Index — Sold (part) AZL S&P S00 Index — Buy (add'l) PIMCO VIT Total Return — Sold (part) PIMCO VIT Total Return — Buy (add'l) PIMCO VIT Total Return — Sold (part) PIMCO VIT Total Return — Buy (add'l) PIMCO VIT Total Return — Sold (part) PIMCO VIT Total Return — Buy (add'l) PIMCO VIT Total Return — Sold (part) PIMCO VIT Total Return — Buy (add'l) Templeton Global Bond VIP Fund — Sold (part) Templeton Global Bond VIP Fund — Buy (add'l) Templeton Global Bond VIP Fund — Sold (part) Templeton Global Bond VIP Fund — Buy (add'l) Templeton Global Bond VIP Fund — Sold (part) Templeton Global Bond VIP Fund — Buy (add'l) Templeton Global Bond VIP Fund — Sold (part) Templeton Global Bond VIP Fund — Buy (add'l) AZL JPM International Opportunities — Sold (part) AZL JPM International Opportunities — Buy (add'l) AZL JPM International Opportunities — Sold (part) AZL JPM International Opportunities — Buy (add'l) AZL JPM International Opportunities — Sold (part) AZL JPM International Opportunities — Buy (add'l) AZL JPM International Opportunities — Sold (part) AZL JPM International Opportunities — Buy (add'l) AZL INV Intemational Equity — Sold (part) AZL INV Intemational Equity — Buy (add'l) AZL INV Intemational Equity — Sold (part) AZL INV Intemational Equity — Buy (add'l) AZL INV Intemational Equity — Sold (part) AZL INV Intemational Equity — Buy (add'l) AZL INV Intemational Equity — Sold (part) AZL INV Intemational Equity — Buy (add'l) CUNA Mutual Group Equity Index Annuity « S&P S00 Index — None — Open Member, Board of Regents, Gesu School Board of Regents Member, Board of Directors, Historical Society for the United States District Court for the Eastern District of Michigan Member, Board of Trustees, Legacy DMC Member, Commuttee on Limited States Courts, Michigan State Bar Spouse's income — 2015 — Gesu Catholic School Salary --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14405. Public record. Not legal advice.