# William L Stocks

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15236

## Record

- **Judge:** William L Stocks
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 7

## Text

Legg Mason Value Trust Mutual Fund — Int/Div — Sold
Schwab & Co. Money Market Fund (IRA) — Int/Div
Harbor Bond Fund (IRA) — Int/Div
Vanguard Short Term Bond Fund (IRA) — Int/Div
Berger Mid-Cap Value Fd (IRA) (Now Perkins Mid-Cap Value Fd — Int/Div
Oakmark Equity Income Fund (IRA) — Int/Div
Fidelity Convertibles Securities Fund (IRA) — Int/Div
Accounts at Wachovia Bank & Trust Co {now Wells Fargo Bank) — Interest
Limited Partnership Interest in Robbins Housing Lid — None
Checking Account at BB&T — Interest
Checking Account at BB&T — Interest
Lincoln Nat. Stock/Roth IRA (fka Jeff-Pilot) — Int/Div
Artisan International Fund (IRA Rollover) — Int/Div
Fidelity Diversified Int. Fund (IRA Rollover) — Int/Div
Fidelity Growth Company Fund (IRA Rollover) — Int/Div
Janus Growth & Income Fund (IRA Rollover) — Int/Div
Janus Olympus Fund (IRA Rollover) (now Janus Global Select) — Int/Div
Julius Baer Int. Bg. Fund(IRA RO) now Artio Int Fg. Fund — Int/Div
Vanguard Growth Index Fund (IRA Rollover) — Int/Div
Vanguard Index Trust S00 (IRA Rollover) — Int/Div
William Blair Int. Growth Fund (IRA Rollover) — Int/Div
Schwab & Co. Money Market Fund (IRA Rollover) — Interest
Royce Low Price Stock Fund (IRA Rollover) — Int/Div
Tweedy Brown Global Value Fund (IRA Rollover) — Int/Div
American Beacon Large Cap — Int/Div
Looms Sayles Bond Fund — Int/Div
Wachovia Money Market (now Wells Fargo Bank) — Int/Div
Davenport & Co (Federated Prime Cash Series )IMM-See Part VIII — Int/Div
Davenport & Co. (Federated Prime Cash Series) Money Market — Int/Div — Buy (add'l)
Gabel Small Cap Growth — Int/Div
Reimbursement — Middle District Bankruptcy Seminar, Inc. — April 29-30 — Southern Pmes, N.C — Bankruptcy Seminar — Registration Fee, Lodging & Meals
Reimbursement — N.C. Bar Association — Nov, 17-20 — Asheville, N.C — Bankruptcy Seminar — Registration Fee, Lodging & Meals
The investment shown on line 28 consists of cash managed by Davenport & Company. The funds have been invested by Davenport in the Federated Prime Cash

Series money market fund and have been so invested by Davenport since 2009 rather than in a Legg Mason money market fund as mistakenly reported previously

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15236. Public record. Not legal advice.
