# William H. Steele

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16984

## Record

- **Judge:** William H. Steele
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 8

## Text

Regions Bank Account — Interest
Fidelity Puritan — Int/Div
Nationwide Retirement Solutions (457h) evel of risk only) — istnibution
Wells Fargo Advisors - (IRA) — Int/Div
Centennial Money Market
SunAmerica Blue Chip Fund Class B
Pumam International Growth Fund
Precision Drilling
Centerstaging (Y)
Wells Fargo Advisors (IRA) — Int/Div
Alliance Bernstein Large-Cap Growth Class A
Alliance Bernstein Global Thematic Growth Fund
John Hancock Regional Bank
Alliance Real Estate Investment Fund
Jennison Blend Fund Class A
Wells Fargo Advisors
Alliance Large Capital Growth — None
John Hancock Financial Industries — Int/Div
Wells Fargo Advisors
Centennial Money Market — Interest
Templeton Foreign — Int/Div
Mutual Shares (TESIX) — Int/Div
Putnam Allstate Advisor (Annuity) — None — Sold (part)
Putnam FD for Growth & Income — Int/Div
Putnam Invt Fds Multa-Cap Value Fund — Int/Div
Fidelity Adv Emerging Markets Income Fund — Int/Div
Campbell Strategic Allocation Fund — Int/Div
Europacific Growth Fund (American Funds) — Int/Div
Fundamental Investors Inc. (American Funds) — Int/Div
Growth Fund of America (American Funds) — Int/Div
New Economy Fund (American Funds) — Int/Div
Washington Mutual (American Funds) — Int/Div
Nationwide Annuity — None — Buy
Wells Fargo Advisors - IRA (FBO) — Int/Div — Sold (part)
Putnam Intl. Growth Fund
Putnam Invt Fds Mulu-Cap Value Fund
Putnam Voyager Fund — Sold (part)
Euro Pacific Growth (American Funds)
Growth Fund of America (American Funds)
Nuveen Diversified Commodity Fund — hy — Sold
Nuveen Short Duration Credit Opp. Fd — Buy
Steele Enterprises LLC — None
Sun Life Assurance Co. of Canada (annuity- no control X2005) — Distribution — Expired
Rental property, Orange Beach, Al — Reat
Guggenheim Funds (X) - Strategic Income Fund — None — Sold
Highland Capital (X) — None — Sold
Liability — Wells Fargo Advisors — Margin balance
Income — 12:3111 — Musician Fees — STI5.00
Spouse's income — 112:3111 — Self-employed (accounting consultant)
Spouse's income — 12:3111 — Retirement income from Retirement Systems of Alabama
Spouse's income — 12:31411 — Deterred Compensation distribution from Public Nationwide Retirement Solutions (also shown mn Part VII)
VILI - Bank name change

VIL3 - The Nationwide Retirement Solution (457b) - | am only able to select the Level of Risk in this retirement plan, and have no control over the selection of

individual investments, Invesco VK Gr Ine A and WFA Disc Admin were added this year, and AmCent Vista Fd IC was deleted by the investment manager.

Previously, 1 listed the investments that were chosen by the Investment Manager for my plan, but I now understand that listing these investments is not required,

since | have no control over their selection. Therefore, the individual investments in this retirement plan have been deleted from the report.

VIL.22 - Changed broker from Morgan Stanley Smith Barney LLC to Wells Fargo Advisors

VIL48 - It is not anticipated that any income will be derived from the LLC. All income will be realized by the manager.

VilLvarious - "*' denotes header information.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16984. Public record. Not legal advice.