# Walter Shapero

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16426

## Record

- **Judge:** Walter Shapero
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 28

## Text

169 — None
170. — None
FIRST MERIT CORP (FRMLY CITIZENS REPUBLIC BANCORP INC) — Int/Div
FRANKLIN ADJ US GOVT SEC FUND — Int/Div — Sold (part)
BERKSHIRE HATHAWAY B (COM) TAX FREE TRUST — None
ABERDEEN ISRAEL FUND (FRMLY THE FIRST ISRAEL FUND INC) — Int/Div
FRANKLIN CUSTODIAN FUNDS/US GOVT SER — Int/Div — Sold (part)
6. — None
MORGAN STANLEY BANK ACCOUNT — Interest
5. — None
INVESCO VK EQUITY & INCOME (FRMLY VAN KAMPEN E & FUND) — Int/Div
STATE OF ISRAEL BOND — None
JP MORGAN CHASE BANK FORMERLY BANK ONE (SAV. & CHECK) — Interest
WESTERN RESERVE PTRSHP, MHP N MADISON OHIO — Reat
BUTZEL LONG PENSION — Distribution
WALTER SHAPERO LIVING TRUST (826/92 POSITION IT)
LOOMIS SAYLES SMALL CAP VALUE FUND — Int/Div
JP MORGAN FLOAT RATE INCOME FUND — Int/Div
LOOMIS SAYLES VALUE FUND — Int/Div
JP MORGAN SHORT DURATION BOND FUND — Int/Div
JP MORGAN TAX FREE MONEY MARKET — Int/Div — Buy (add'l)
FRANKLIN INSURED TAX-FREE INCOME FUND — Int/Div
FRANKLIN MI INSURED TAX FREE — Int/Div
FRANKLIN MUTUAL SERIES SHARES FUND — Int/Div
FRANKLIN MUTUAL BEACON FD (FORM MUT SER BEACON FD) — Int/Div
PUTNAM INVESTORS FUND — Int/Div
JP MORGAN INTER. TAX FREE BOND FUND — Int/Div
PUTNAM VOYAGER FUND — Int/Div
TEMPLETON GROWTH FUND — Int/Div
ASSETS OF POSITION S CO-TRLUSTEE
JP MORGAN CHASE BANK CK.ACCT (FORMERLY BANK ONE ACCOUNT) — Interest
JP MORGAN EQUITY INCOME FUND — Int/Div
JP MORGAN US EQUITY FUND — Int/Div
4. — None
as — None
16 — None
37 — None
as. — None
19 — None
4) — None
41 — None
42, — None
43 — None
44 — None
45 — None
46 — None
47 — None
48 — None
ASSETS FROM POSITION 9 TRUSTEE cs)
$0. — None
FRANKLIN INSURED TAX FREE INCOME FUND — Int/Div
FRANKLIN MI INSURED TAX FREE FUND — Int/Div
53 — None
4 — None
ss — None
$6. — None
ASSETS FROM POSITION 9 TRUSTEE ISS)
58 — None
FRANKLIN INSURED TAX FREE INCOME FUND — Int/Div
FRANKLIN MI INSURED TAX FREE FUND — Int/Div
ASSETS FROM POSITION 9 TRUSTEE (MS)
FRANKLIN INSURED TAX FREE INCOME FUND — Int/Div
FRANKLIN MI INSURED TAX FREE FUND — Int/Div — Sold (part)
ASSETS FROM POSITION 9 TRUSTEE Ys,
FRANKLIN INSURED TAX FREE INCOME FUND — Int/Div
FRANKLIN MI INSURED TAX FREE FUND — Int/Div — Sold (part)
ASSETS FROM POSITION 20 CO. TRUSTEE
US. TREASURY NOTES DUE 10/3117 — Interest
av — None
TENET HEALTHCARE CORP (COM) — None — Sold
US. TREASURY NOTES DUE 1/3119 — Interest — Buy (add'l)
CITIGROUP INC (PFD) — Interest — Buy
WELLS FARGO & CO NEW (PFD) — Int/Div
74, — None
CMS ENERGY CORP. NOTES DUE 0223/19 — Interest
ALCOA. INC. NOTES DUE 08/1520 — Interest
TOWER INTL INC (COM) — None — Buy
ARCELORMITTAL BONDS DUE 03/1/21 — Interest
ENERGY TRANSFER PTNRS BOND DUE 0601721 — Interest
HEWLETT PACKARD CO BOND DUE 09/1521 — Interest
AEGON NV (PFD) — Int/Div — Sold
KIMCO REALTY CORP (PFD) — Int/Div
MERRILL LYNCH CAP TRUST HI (PFD) — Int/Div
AVNET INC (COM) — Int/Div
GANNETT CO (COM) — Int/Div — Buy (add'l)
HAWAIIAN ELEC INDS INC (COM) — Int/Div — Sold
HESS CORP (COM) — Int/Div — Sold
TRANSOCEAN INC. BOND DUE w1s22 — Interest — Buy
WILLIAMS COMPANIES INC. BOND DUE 6/24/24 — Interest — Buy
PETROLEOS MEXICO NOTES DUE 1/18/18 — Interest — Buy
91 — None
MDU RESOURCES GRP INC (COM) — Int/Div — Sold
93 — None
TRW AUTOMOTIVE HLDGS CORP (COM) — None — Sold
PETROBRAS INT'L NOTES DUE 1/27/16 — Interest
AMERICAN INT'L GROUP NOTES DUE 915/16 — Interest — Sold
97 — None
GOLDMAN SACHS CAPITAL II NOTES DUE 6/1/43 — Interest
WACHOVIA CAP TRUST II NOTES PERPETUAL — Interest
SOLTHERN CAL ED (PFI) — Int/Div
US BANK CORP (PFD) — Int/Div
1102 — None
CABOT MICROELECTRS CORP (COM) — Int/Div — Buy (add'l)
EATON CORP (COM) — Int/Div
US. TREASURY NOTES DUE 8/15/23 — Interest — Buy (add'l)
ABBEY NAT'L TREASURY SERV NOTE DUE 425/14 — Interest — Sold
XEROX CORP NOTE DUE 5/16/14 — Interest — Sold
CITIGRUOP INC NOTE DUE 11/5/14 — Interest — Sold
TELEFONICA EMISIONES SAU NOTE DUE 2/16/16 — Interest
DIRECT TV HLDG/FIN INC NOTE DUE 3116 — Interest
BANK ONE CHECKING — Interest
ALCOA. INC BONDS DLE 2/2319 — Interest
CHEVRON CORP. (COM) — Int/Div — Buy (add'l)
EASTMAN CHEMICAL CO BOND DUE 17 — Interest — Buy
EMERSON ELECTRIC CO. (COM) — Int/Div
MYLAN INC BOND DUE 328/19 — Interest — Buy
JP MORGAN CHASE & CO NOTE DUE 226/16 — Interest
BECKTON DICKINSON CO (COM) — Int/Div — Buy (add'l)
MCKESSON CORP. (COM) — Int/Div — Sold (part)
AMERICAN EXPRESS CREDIT NOTE DUE 7729/16 — Interest
FORD MOTOR CREDIT CO LLC NOTE DUE&I12/17 — Interest
MURPHY OIL CORP NOTE DUE 1211117 — Interest
BRISTOL-MYERS SQUIBB CO. (COM) — Int/Div
GENERAL ELEC CAP CORP NOTE DUE 42/18 — Interest
COVIDIEN LTD (COM) — Int/Div — Sold (part)
BOSTON SCIENTIFIC CORP NOTE DUE 171/18 — Interest
AT& TINC NOTE DUE 11/27/18 — Interest
LYONDELL BASELL IND NV NOTE DUE 4/15/19 — Interest
VERIZON COMMUNICATIONS BOND DUE &17/19 — Interest — Buy
GENERAL MOTORS FINL CO NOTE DUE 710/19 — Interest — Buy
L-3 COMMUNICATIONS CORP NOTE DUE 10/15/19 — Interest
HSBC HLDGS PLC (PFD) — Int/Div
METLIFE INC (PFD) — Int/Div — Sold
134 — None
AMERICAN EAGLE OUTFITTERS (COM) — Int/Div — Buy (add'l)
AMERICAN AIRLINES GROUP INC (COM) — Int/Div — Buy (add'l)
HCP INC. (FORMERLY HEALTH CARE PPTY INVS (COM) (REIT) — Int/Div
LINCOLN NATIONAL CORP NOTES DUE 7/1/19 — Interest
RAYTHEON COMPANY (COM) — Int/Div — Buy (add'l)
SCHLUMBERGER LTD (COM) — Int/Div
ASCENA RETAIL GROUP INC (COM) — Int/Div — Sold
CAMERON INT'L CORP (COM) — Int/Div — Buy
MARATHON OIL CORP — Int/Div — Sold
HEALTH CARE REIT INC (COM) — Int/Div
CSX CORP (COM) — Int/Div — Sold (part)
DEERE CO (COM) — Int/Div — Buy (add'l)
MEADWEST VACO CORP (COM) — Int/Div — Sold
GOOD YEAR TIRE RUBBER (COM) — Int/Div — Buy
KENNAMETAL INC (COM) — Int/Div — Sold
DISNEY (WALT) CO (COM) — Int/Div — Sold (part)
HOLLYFRONTIER CORP (COM) — Int/Div — Buy
GLATFELTER (COM) — Int/Div — Buy (add'l)
SIMON PROP GROUP REIT — Int/Div
HASBRO INC (COM) — Int/Div — Sold
PHILLIPS 66 SHS (COM) — Int/Div — Buy (add'l)
TUPPERWARE BRANDS CORP (COM) — Int/Div — Buy (add'l)
UNISYS CORP (COM) — None — Sold
158 — None
WASHINGTON REAL ESTATE INVEST TRUST (COM) — Int/Div
POWERSHARES EXCHANGE SENIOR LOAN PORT. FUND — Int/Div
WASTE MANAGEMENT INC NEW (COM) — Int/Div
XEROX CORP (COM) — Int/Div — Sold
ALLETE INC (COM) — Int/Div — Buy
APPLE INC (COM) — Int/Div — Buy
165 — None
166. — None
GOLDMAN SACH GROUP INC. SR NOTE DUE 1/15/14 — None — Sold
168 — None
IRA ROLLOVER JP MORGAN CHASE BANK
JP MORGAN CASH - US DOLLAR — Interest
GATEWAY FUND -Y — Int/Div — Sold (part)
OAKMARK INTERNATIONAL FUND — Int/Div — Buy (add'l)
176. — None
MANNING & NAPIER FUND INC — Int/Div — Sold
HARTFORD CAPITAL APPRECIATION FD — Int/Div
SPDR S & P SOO EFT TRUST — Int/Div — Buy (add'l)
ABERDEEN ASIA PACIFIC EQUITY FD — Int/Div — Buy (add'l)
MATTHEWS PACIFIC TIGER FD — Int/Div — Sold (part)
JPM CHINA REGION FD — Int/Div — Sold
BROWN ADV JAPAN ALPHA OPP-ISFD — Int/Div — Buy
PIMCO FDS UNCON STR BD — None — Sold (part)
EQUINOX FUNDS TR — None — Sold (part)
JP MORGAN MARKET EXPANSION INDEX FD — Int/Div — Sold (part)
187 — None
188. — None
189 — None
190. — None
191 — None
PRUDENTIAL INVT PORTFOLIOS 9 FD — Int/Div — Buy
THE ARBITRAGE FUND <1 — None
195 — None
JPM EM MRKT EQUITY FUND — None — Sold
GOTHAM ABSOLUTE RETURN FD — Int/Div — Buy
198 — None
RIDGEWORTH FUND — Int/Div — Sold
EATON VANCE FLOATING RATE: ADVANTAGE — None — Sold
PIMCO COMMODITIES PLUS STRATEGY P — Int/Div — Sold (part)
203 — None
JPM INTL CURRENCY INCOME FD — None — Sold
25 — None
ASSETS OF POSITION 3 TRUSTEE
CHASE CHECKING ACCOUNT — None — Buy
HUNTINGTON BANK CHECKING ACCOUNT — Interest — Buy
LARK ASSOCIATES PARTNERSHIP TRAVERSE CITY M1 — None — Buy
210 — None
211. — None
212 — None
213. — None
214 — None
21S. — None
216. — None
217, — None
218. — None
219 — None
220. — None
2 — None
COMERICA BANK (CHECKING) — None
VOYA INS & ANNUITY CO (FRMLY ING USA ANNUITY & LIFE INS. CO.) — Distribution
NATIONWIDE LIFE INS. CO/BEST OF AMERICA ANNUITY — Distribution
JOHN HANCOCK LIFE INS. CO ANNUITY — None
226. — None
PRUDENTIAL ANNUITIES LIFE ASSURANCE CORP — Distribution
IRA ACCT WELLS FARGO ADV (FRMLY WACHOVIA SECURITIES!) — Distribution
DEUTSCHE GLOBAL/INTL FD INC — None — Buy
NEW PERSPECTIVE FD INC — None — Sold (part)
232 — None
213 — None
234 — None
215 — None
236. — None
ASSETS FROM POSITION 20 CO- TRUSTEE
BERRY PLASTICS GROLP INC (COM) — None — Buy
AGILENT TECHNOLOGIES INC (COM) — Int/Div — Sold (part)
KEYSIGHT TECHNOLOGIES INC (COM — None — Buy
RR DONNELLEY SONS (COM) — Int/Div — Buy
AIR PRODUCTS & CHEM (COM) — Int/Div
BOSTON SCIENTIFIC CORP (COM) — None — Buy
IRA ROLLOVER JP MORGAN CHASE
MFS INTL FUND — Int/Div — Sold (part)
SHARES TR BARCLAYS TIPS BD FD (FRMLY I SHARES TR US TREAS) — Int/Div
JP MORGAN HIGH YIELD BOND FUND — Int/Div — Sold (part)
JP MORGAN SHORT DURATION BOND FD — Int/Div
DOUBLE LINE FDS TR — Int/Div — Sold (part)
DODGE & COX INCOME FUND — Int/Div — Sold (part)
JPSTRAT INC OPP FD — Int/Div — Buy
JPM UNCONSTRAINED DEBT FD SELECT — Int/Div — Buy
252 — None
253. — None
JP MORGAN INTREPID AMERICA FUND — Int/Div — Sold (part)
255. — None
JPM INTREPID VALUE FUND — Int/Div — Sold
ASSETS FROM POSITION 20 CO. TRUSTEE
MERRILL LYNCH CMA MONEY FUND — Int/Div — Buy (add'l)
259 — None
260 — None
CNA FINANCIAL CORP (COM) — Int/Div — Buy
RYDER SYSTEM INC (COM) — Int/Div — Buy
EW SCRIPPS CO OHIO (COM) — None — Buy
264 — None
265 — None
266 — None
TECO ENERGY INC. (COM) — None — Sold
268 — None
269 — None
TYCO INTL LTD NAMEN-AKT (COM) — Int/Div — Sold
bail — None
272 — None
MORGAN STANLEY (COM) — Int/Div
274 — None
27s. — None
276. — None
mM — None
KELLOGGS CO (COM) — Int/Div — Sold
BANK OF AMERICA NA SUB NOTES DUE 8/18/16 — Interest
280 — None
281 — None
COMCAST CORP. NOTES DUE 1/15/15 — Interest
KROGER CO (COM) — Int/Div — Buy (add'l)
284 — None
285 — None
MEDTRONIC INC (COM) — Int/Div
287 — None
28% — None
NESTLE SA REP RG — Int/Div
290 — None
TWENTY-FIRST CENTURY FOX AFRMLY NEWS CORP (COM) — Int/Div — Sold
JP MORGAN CHASE SUB NOTES DUE wins — Interest
293% — None
NORTHEAST UTILITIES (COM) — Int/Div
MORGAN STANLEY SUB NOTES DUE 4/1/14 — Interest — Sold
206 — None
297 — None
208 — None
QWEST CORP NOTES DUE &/1/17 — Interest
RI) — None
R11] — None
2 — None
SUNTRUST BANKS INC NOTES DUE 12/1717 — Interest
XEROX CORP NOTES DUE 5/15/14 — Interest — Sold
ns — None
IRA ROLLOVER JP MORGAN CHASE (FRMERLY BANK ONE)
Rh — None
RI) — None
FMI LARGE CAP FD (FORMERLY FMI FDS INC LARGE CAP FI) — Int/Div — Sold (part)
310. — None
an — None
312 — None
113. — None
JP MORGAN US LARGE CAP CORE PLUS FD — Int/Div — Sold (part)
115. — None
JPM MID CAP GROWTH FUND — None — Sold (part)
ISHARES MSCI EAFE INDEX FUND — Int/Div — Sold (part)
T. ROWE PRICE OVERSEAS STOCK FUND — Int/Div — Sold (part)
320 — None
kil — None
SHARES CORE S&P MID-CAP ETF (FRMLY I SHARES S&P MID CAM) — Int/Div — Sold (part)
323 — None
324 — None
325 — None
ASSETS FROM POSITION 20 CO- TRUSTEE
OCCIDENTAL PETE CORP CAL — Int/Div
APPLIED MATERIAL SR. NOTES DUE wisn? — Interest
129. — None
ENTERPRISE PRODUCTS OPER NOTES DUF 1/15/68 — Interest
kx} — None
LEHMAN BROTHERS HODGS SUB NOTES DUE 7/19/17 — None
113. — None
MERRILL LYNCH & CO NOTES DUE R28/17 — Interest
OSHKOSH CORP (COM) — Int/Div — Buy
116. — None
1 — None
18 — None
BANK OF AMERICA NOTES DUE 12/29/49 — Interest
40 — None
R*3] — None
PEPSICO. INC (COM) — Int/Div
JP MORGAN CHASE NOTES DUE 4/29/49 — Interest
RAYMOND JAMES FINL CO (COM) — Int/Div
us — None
WASHINGTON REIT NOTES DUE $1158 — Interest
WELLS FARGO&CO NOTES DUE 228/49 — Interest
48 — None
KATHLEEN STRAUS LIVING TRUST (1395) (POSITION 23)
BLACK ROCK GLOBAL ALLOCATION FUND — Int/Div
EATON VANCE NATL MUNI INC FD — Int/Div
EATON VANCE TAX MANAGED GROWTH FUND — Int/Div
FIDELITY ADV BALANCED FUND — Int/Div
OPPENHEIMER GLOBAL STRATEGIC INCOME FUND — Int/Div
REN) — None
BLACKROCK MUNIYIELD — Int/Div
INCOME FUND OF AMERICA CL A — Int/Div
FIRST TRUST RICH BRSTN ADV TCTCL SRS — Int/Div — Buy
GROWTH FUND OF AMERICA CL A — Int/Div
INCOME FUND OF AMERICACL B — Int/Div — Sold
KEELEY FUNDS INC SMALL CAP VALUE FUND — Int/Div
NUVEEN INVT TR MULTI MGR L/C VALUE FD A — Int/Div
NUVEENMIMUNIBDFDCL A — Interest
DEUTSCHE GLOBAL/INTL FD INC GLOBAL INFRSTRCTR — Int/Div — Buy
166. — None
TRANSAMERICA AVA CONSERY — Int/Div
INVESCO TECHNOLOGY SECTOR — None
TRUSTEE & PERSONAL REPRESENTATIVE, SIDNEY L. COHN TRUST & ESTATE (ASSETS PART VI, LINCO 206-209)
CO-TRUSTEE, FAMILY TESTAMENTARY TRUST (SS F/B/O BEV COHN) (ASSETS PART VII, LINES 30-31)
PARTNER, BROMOCO (INVESTMENT PARTNERSHIP NOMINALLY HOLDING CERTAIN LTD. PTRSHP INTERESTS)
Spouse's income — 12/3172014 — TEACHERS INSURANCE & ANNUITY ASSOC - PENSION

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16426. Public record. Not legal advice.