# Carlota M. Bohm

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15670

## Record

- **Judge:** Carlota M. Bohm
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 10

## Text

Jackson National Annuity - Fixed Income Annuity — Int/Div
Jackson National Annuity - INL/S&P Managed Moderate Growth Fund — Int/Div
Sun America Focused Dividend Strategy Fund (FDSWX) — Int/Div — Sold (part)
Sun America Focused Dividend Strategy Fund (FDSWX) — Int/Div — Buy (add'l)
Sun America Focused Dividend Strategy Fund (FDSWX) — Sold (part)
Sun America Focused Dividend Strategy Fund (FDSWX) — Int/Div — Buy (add'l)
Sun America Focused Dividend Strategy Fund (FDSWX) — Int/Div — Buy
Sun America Focused Dividend Strategy Fund (FDSWX) — Sold (part)
Pimco Income Fund (PONPX) — Int/Div — Sold (part)
Pimco Income Fund (PONPX) — Sold (part)
Pimco Income Fund (PONPX) — Sold (part)
Pimco Income Fund (PONPX) — Int/Div — Buy (add'l)
Pimco Income Fund (PONPX) — Int/Div — Buy
Pimco Income Fund (PONPX) — Sold (part)
Wells Fargo Large Cap Core Fund (EGOIX) — Int/Div — Sold
Hennessy Focus 30 Fund Inst (HIMDX) — Int/Div — Sold (part)
Hennessy Focus 30 Fund Inst (HIMDX) — Sold (part)
Hennessy Focus 30 Fund Inst (HIMDX) — Int/Div — Buy (add'l)
Hennessy Focus 30 Fund Inst (HIMDX) — Int/Div — Buy
Hennessy Focus 30 Fund Inst (HIMDX) — Sold (part)
Virtus Emerging Markets Opportunities (HIEMX) — Int/Div — Sold
Touchstone Sands Capital Select Growth Fund (CFSIX f/k/a TSNAX) — Int/Div — Sold
Loomis Sayles Investment Grade Bond (LSIX) — Int/Div — Buy (add'l)
Loomis Sayles Investment Grade Bond (LSIX) — Sold (part)
Loomis Sayles Investment Grade Bond (LSIX) — Sold (part)
Loomis Sayles Investment Grade Bond (LSIX) — Int/Div — Buy (add'l)
Loomis Sayles Investment Grade Bond (LSIX) — Int/Div — Buy
Loomis Sayles Investment Grade Bond (LSIX) — Sold (part)
AB High Income Fund (AGDYX) — Int/Div — Buy
AB High Income Fund (AGDYX) — Sold (part)
AB High Income Fund (AGDYX) — Int/Div — Buy (add'l)
AB High Income Fund (AGDYX) — Int/Div — Buy
AB High Income Fund (AGDYX) — Sold (part)
Pioneer Pioneer Fundamental Growth fund (FUNYX) — Int/Div — Buy
Pioneer Pioneer Fundamental Growth fund (FUNYX) — Sold (part)
Pioneer Pioneer Fundamental Growth fund (FUNYX) — Int/Div — Buy (add'l)
Pioneer Pioneer Fundamental Growth fund (FUNYX) — Int/Div — Buy
Pioneer Pioneer Fundamental Growth fund (FUNYX) — Sold (part)
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Int/Div — Buy (add'l)
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Sold (part)
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Int/Div — Buy (add'l)
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Int/Div — Buy
Touchstone Small Cap Value Opportunities Fund (TSOYX) — Sold (part)
Oppenheimer Developmg Markets fund {ODVYX) — Int/Div — Buy (add'l)
Oppenheimer Developmg Markets fund {ODVYX) — Sold (part)
Oppenheimer Developmg Markets fund {ODVYX) — Int/Div — Buy (add'l)
Oppenheimer Developmg Markets fund {ODVYX) — Int/Div — Buy
Oppenheimer Developmg Markets fund {ODVYX) — Sold (part)
Henderson Intl Opportunities (HFOIX) — Int/Div — Buy (add'l)
S10. — Sold (part)
S10. — Int/Div — Buy (add'l)
S10. — Int/Div — Buy
S10. — Sold (part)
Lord Abbett High Yield Fund (LHYFX) — Int/Div — Buy (add'l)
Lord Abbett High Yield Fund (LHYFX) — Sold (part)
Lord Abbett High Yield Fund (LHYFX) — Int/Div — Buy (add'l)
Lord Abbett High Yield Fund (LHYFX) — Int/Div — Buy
Lord Abbett High Yield Fund (LHYFX) — Sold (part)
Pioneer Strategic Income Fund (STRYX) — Int/Div — Buy (add'l)
Pioneer Strategic Income Fund (STRYX) — Sold (part)
Pioneer Strategic Income Fund (STRYX) — Int/Div — Buy (add'l)
Pioneer Strategic Income Fund (STRYX) — Int/Div — Buy
Pioneer Strategic Income Fund (STRYX) — Sold (part)
JP Morgan US Equity Fund Select (JUESX) — Int/Div — Buy (add'l)
JP Morgan US Equity Fund Select (JUESX) — Sold (part)
JP Morgan US Equity Fund Select (JUESX) — Int/Div — Buy (add'l)
JP Morgan US Equity Fund Select (JUESX) — Int/Div — Buy
JP Morgan US Equity Fund Select (JUESX) — Sold
Viacom, Inc. {VIAB)}X) — Int/Div — Sold
Fidelity Growth Strategies Fund (FDEGX) 1X) — Int/Div — Sold
Fidelity Japan Smaller Companies (FISCX) xX) — Int/Div — Sold
Eli Lilly (LLY)X) — Int/Div — Sold
CBS Stock (X) — Int/Div — Sold
Financial Sector SPDR Trust ETF (XLF) — Int/Div — Buy
Health Care Select Sector SPDR Fund (XLV) — Int/Div — Buy
Vanguard Sector Index FD Information Tech ETF (VGT) — Int/Div — Buy
PNC Bank Accounts — Interest
Roam Bally IV, LP — Interest
USB Bank USA Dep Account (X) — Interest
Autohv, Inc. (ALVNX) — Sold
Vanguard Energy (VGENX IX) — Sold
Vanguard European Stock Index Adm FD (VELSX KX) — Sold
Vanguard Global Equity (VHGEX HX) — Sold
Vanguard International Value Fund (VIRIXKX) — Sold
Vanguard PRIMECAP Fund (VPMCX)(X) — Sold
Reimbursement — Bankruptcy Bar Association Southern District of Florida — 05/12/2016 to 5/15/2016 — Marco Island, FL — Seminar/Program — Transportation, meals, lodging
Income — 2016 — Income from prior Misc. Bankruptcy Trustee Related — S120.00
Received from Decedent, George Bohm's (father) Estate - beneficiary share $125,000.00

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15670. Public record. Not legal advice.