# Kurt D. Engelhardt

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15405

## Record

- **Judge:** Kurt D. Engelhardt
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 9

## Text

Trust No. 1 (H)
New York Life - LifeStages Variable Annuity (H)
MamStay VP S&P 500 Index (High) — Int/Div
MainStay VP Comerstone Growth Portfolio - Service Class (High) — Int/Div
MamStay VP Income Builder (Moderate) — Int/Div
MainStay VP Common Stock (High) — Int/Div
MainStay VP High Yield Corporate Bond (Moderate) — Int/Div
Fidelity VIP Equity - Income (High) — Int/Div
Fidelity VIP Contrafund (high) — Int/Div
Janus Aspen Global Research Portfolio Service Class (High) — Int/Div
MamStay VP Convertible (Moderate) — Int/Div
MainStay VP Large Cap Growth (High) — Int/Div
MamStay VP Mid Cap Core (High) — Int/Div
MainStay VP ICAP Select Equity (High) — Int/Div
MainStay VP Epoch U.S. Small Cap Service Class (High¥5) — Int/Div
MainStay VP Janus Balanced Portfolio- Initial Class (Moderate N2) — Int/Div
Morgan Stanley Smith Barney (H)
CGGRINFLLKD INC ADV(TILUX) — Int/Div — Redeemed
CG ULTRA SHT TERM FIXED IN ADV (TSDUX) — Int/Div — Redeemed
CONSULTING GRP CORE FIXED INC (THUX) — Int/Div — Redeemed
CONSULTING GRP EMRG MKT EQ INV (TEMUX) — Int/Div — Redeemed
CONSULTING GRP HI YLD INVSTMNT(THYUX) — Int/Div — Redeemed
CONSULTING GRP INTL EQ INVEST (TIEUX) — Int/Div — Redeemed
CONSULTING GRP INTL FX INC INV (TIFUX) — Int/Div — Redeemed
CONSULTING GRP LG CP EQ INVEST (TLGUX) — Int/Div — Redeemed
CONSULTING GRP SM MD CP EQ INV (TSGUX) — Int/Div — Redeemed
New York Life Annuity - Fixed — Interest
New York Life Whole Life Policy #1 — Int/Div
New York Life Whole Life Policy #2 — Int/Div
New York Life Secure Term Choice Fixed Annuity — Interest
AT&T (stock) — Int/Div
LPL Fmancial - IRA (H)
AB Relative Value Advisor CL CBBY X — Int/Div
American Funds American Balanced CL F2 AMBFX — Int/Div
Capital Income Builder CL F2 CAIFX — Int/Div
Catalyst Millbum Hedge Strategy CL MBXIX — Int/Div
Cohen & Steers Real Estate Securities CL 10SDIX — Int/Div
Columbia U S Govt Mortgage CL Z CUGZX — Int/Div
Delaware Small Cap Value Instl CL DEVIX — Int/Div
Delaware Value Instl CL DDVIX — Int/Div
Hartford Core Equity CL HGIX — Int/Div
Janus Global Life Sciences CL T JAGLX — Int/Div
Lord Abbett Short Duration Income CL F LDLFX — Int/Div
Oppenheimer Intl Growth CL Y OIGYX — Int/Div
Pioneer Bond CL Y PICYX — Int/Div
Prudential Jennison Health Sciences CL Z PHSZX — Int/Div
SPDR Series Trust S&P Dividend ETF SDY — Int/Div
T Rowe Price Global Technology PRGTX — Int/Div
Vanguard Strategic bguity Investor CL VSEQX — Int/Div
Jefferson Parish Retirement Plan — Int/Div
Special Needs Trust (H)
JPMorgan Chase Bank — Interest
Trustee (Uncompensated), Trust No.
Member - Board of Directors (Uncompensated), Cancer Association of Greater New Orleans (CAGNO)
Member - Dean's Advisory Planning Board (Uncompensited), Lowsiana State Umiversity - College of Humanities & Social Sciences
Trustee (Uncompensated), Special Needs Trust
Spouse's income — 2017 — Parish of Jefferson-24th Judicial District Court = Admimstrative Assistant

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15405. Public record. Not legal advice.
