# Joan N. Ericksen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16073

## Record

- **Judge:** Joan N. Ericksen
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 8

## Text

Minnesota State Retirement System Judges’ Retirement Plan — Int/Div
Fidelity Adv 529 Plan Portfolio 2019C (no control) — Int/Div
Amenprise Money Market — Interest
Columbia Acorn International (LAIAX) — Int/Div
Columbia Acorn International (LAIAX) — None — Buy
Columbia High Yield Bond (INEAX) — Int/Div
Columbia High Yield Bond (INEAX) — None — Sold
Columbia Floating Rate Bond Fund (RFRAX) — Int/Div
Columbia Floating Rate Bond Fund (RFRAX) — Buy
Columbia Floating Rate Bond Fund (RFRAX) — Buy (add'l)
Franklin Minnesota Tax Free Income (FMINX) — Int
Franklin Minnesota Tax Free Income (FMINX) — Sold
Franklin High Yield Tax-Free Income (FRHIX) — Int/Div
Franklin High Yield Tax-Free Income (FRHIX) — Sold
iShares iBoxx Investment Grade Corp. Bond ETF (LOD) — Ine
iShares iBoxx Investment Grade Corp. Bond ETF (LOD) — Sold
Merger Fund (MERFX) — Int/Div
Merger Fund (MERFX) — Buy
Merger Fund (MERFX) — Buy (add'l)
Merger Fund (MERFX) — Buy (add'l)
Oppenheimer International Bond A {OIBAX) — Int/Div
Oppenheimer International Bond A {OIBAX) — Buy
Oppenheimer Developing Markets A (ODMAX) — Int/Div
PIMCO Commodity Real Return Strategy Fund (PCRAX) — Int/Div
PIMCO Commodity Real Return Strategy Fund (PCRAX) — Sold
Oppenheimer SteelPath MLP Select 40 IMLPFX) — Int/Div
Oppenheimer SteelPath MLP Select 40 (MLPFX) — Buy
Vanguard High Dividend Yield ETF(VYM) — Int/Div
Vanguard High Dividend Yield E1F(VYM) — Sold
Vanguard Mid-Cap Value ETF (VOE) — Int/Div
Vanguard Mid-Cap Value ETF (VOE) — Sold (part)
Vanguard Mid-Cap Growth ETF (VOT) — Int
Vanguard Mid-Cap Growth ETF (VOT) — Sold
Vanguard Value ETF (VTV) — Int/Div
Vanguard Value ETF (VTV) — Sold
Vanguard High Dividend Yield ETF (VYM) — Int/Div
Vanguard High Dividend Yield ETF (VYM) — Sold
Wells Fargo Short Term High Yield (SSTHX) — Int/Div
Wells Fargo Short Term High Yield (SSTHX) — Sold (part)
Invesco International Small Company {IEGAX) — None — Sold
Eagle Small Cap Growth (HRSCX) — None — Sold
William Blair Small Cap Value (WBVDX) — None — Sold
Credit Suisse Commodity Return Strategy {CRSAX) — None — Buy
Invesco Global Real Estate (AGREX) — Int/Div
Invesco Global Real Estate (AGREX) — Sold (part)
Putnam Intemational Capital Opportunity (PNVAX) — Int/Div
Vanguard Growth (VUG) — Int/Div
S10.
President, Federal Bar Association, Mmnesota Chapter
Committee Member, NCBE, Multistate Bar Drafting Committee
Board of Directors, Friends of the Children Foundation
Agreement — 2002 — Minnesota State Judge Retirement Plan - Former Employer - No Control
Reimbursement — NCBE — May 9-12, 2013 — San Francisco, CA — Evidence Drafting Committee — Transportation, Meals, Lodging
Reimbursement — NCBE — Nov 14-17, 2013 — Pasadena, CA — Evidence Drafting Committee — Transportation, Meals, Lodging
Reimbursement — FBA Chapter — Apr 26-27, 2013 — Arlington, VA — Leadership Traming Program — Transportation, Meals, Lodging
PN assets are not reportable: J sole interest in and responsibility for Ji income, assets and investments. Jil property is not in any way derived

from or associated with any of my income, assets or activities. 1 do not, and do not expect to, derive any financial or economic benefit from JEN

financial interest or responsibility. ARN tax return with JEN and myself was NOT filed for 2013,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16073. Public record. Not legal advice.
