# Ruggero John Aldisert > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15492 ## Record - **Judge:** Ruggero John Aldisert - **Year:** 2012 - **Report type:** Annual - **Pages:** 11 ## Text Union Bank, formerly Santa Barbara Bank & Trust Co. — Interest Bank of America — Interest Mid Atlantic Fin. Mgt. replaced Cantella & Col(IRAYO30110 — Int/Div — Sold — O" wrong; "K" OK Davis New York Venture — Int/Div — Sold Allance Bernstein Balanced — Int/Div — Sold Growth Fund America Inc — Int/Div — Sold Pimco Global Multi-Asset — Int/Div — Sold Columbia Acorn, class C — Int/Div — Sold Invesco VanKampen Comstock, Class € — Int/Div — Sold PIMCO Commodity Real Return — Int/Div — Sold MUTUAL FUNDS Gabelli Asset — Int/Div — Sold (part) Davis New York Venture — Int/Div Columbia Acorn Fund C1 A — Int/Div — Sold American Funds: Growth Fund of America — Int/Div — Sold Rovce Total Return — Int/Div First Eagle Overseas Fund — Int/Div Alliance Bernstem Mum Income — Interest — Buy Amencan Funds Fundamental Invs Inc F-1 — Int/Div PIMCO Uncounstramed Bond A — Interest Alger Fund-Capital Appreciaton — Int/Div — Buy First Eagle Fund of America — Interest — Buy IVY Science & Tech Fd — Int/Div — Buy Invesco Van Kampen Comstock A — Int/Div — Sold Invesco Van Kampen High Yield Mum CA — Interest — Sold Pimco Emerging Local Bond A — Interest — Buy Pimco Investment Grade Corp Bond — Interest — Buy Invesco Van Kampen Convertible Securities — Int/Div — Buy Templeton Global Bond Class A — Interest — Buy Franklin Floating Rate Daily Access, Class A — Interest — Buy JP Morgan US Equity A — Interest — Buy Alliance Berstein High Income Municipal A — Interest — Buy MFS Value A (USA) — Int/Div — Buy Invesco Van Kampen Small Cap Value — Int/Div — Buy Invesco Van Kampen Intermediate Muni Ing. — Interest — Buy Alliance Bernstemn Mum CAA A — Interest — Buy Delaware Small Cap Fund — Interest — Buy American Funds Tax Exempt CA F — Interest COMMON STOCKS Johnson & Johnson — Int/Div Bank of New York Melllon Corp — Int/Div General Electric — Int/Div Schlumberger LTD Antilles — Int/Div — Buy Apple. Inc — Int/Div INVESTMENT CLUB Mission Impossible Partners — Int/Div Apple, Inc — Int/Div Caterpillar Inc — Int/Div Deckers Outdoor — Int/Div — Buy Cunmmms Inc — Distribution — Buy Costco Wholesale Corp — Int/Div — Sold Coca Cola Co. — Int/Div — Sold Marathon Oil Corp — Int/Div — Sold Dow Chemical Co. — Int/Div — Buy Disney, Walt Co — Int/Div — Buy Fidelity Corporate Bond — Interest — Buy General Electric Co — Int/Div — Buy McDonalds Corp — Int/Div — Buy Microsoft Corp — Int/Div Novo-Nordisk as ADR Each — Int/Div — Buy Panera Bread Co. — Int/Div — Buy SchlumbergerLimited Corp — Int/Div — Buy SPDR Gold Tr Gold SHS — None — Sold MONEY MARKET FUNDS Fidelity Muni Money Market — Interest FedFund Select Shares — Interest LIFE INSURANCE POLICIES Phoenix Whole Life — Int/Div Transarmerica Life Companies Whole Life — Int/Div Penn Mutuial Whole Life — Int/Div Income — 02/03/2012 — Nat'l Institute of Trial Advocacy (Publication Rovalties) — S3.568.01 Income — 0727/2012 — Nat'l Institute of Trial Advocacy (Publication Rovalties) — S1.61385 Income — 04/23/2012 — Author House (Publication Royalties) — SI127.00 Income — 0606/2012 — Author House (Publication Royalties) — S228.7% Income — 09/07/2012 — Author House (Publication Rovalties) — S16792 Income — 09/27/2012 — Carolina Academic Press (Publication Rovalties) — S445.22 In my previous report, | inadvertently omitted from Section VIL INVESTMENTS and TRUSTS the following assets "American Funds Tax Exempt CA F" and "SPDR Gold Tr Gold SHS." 1 have now amended the Section Please refer to Line 42 for the status of "American Funds Tax Exempt CAF." Please refer to Line 69 for the status of "SPDR Gold TR Gold SHS." --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15492. Public record. Not legal advice.