# Timothy James Kelly > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/17870 ## Record - **Judge:** Timothy James Kelly - **Year:** 2017 - **Report type:** Annual - **Pages:** 9 ## Text Wells Fargo Cash Account — Interest American Funds New World Fund F-2 INFFFX) — Int/Div — Sold (part) American Funds College 2027 Fund 529-A (CSTAX) — Int/Div American Funds College 2030 Fund 529-A (CTHAX) — Int/Div American Funds Washington Mutual Investors Fund F-2 (WMFFX) — Int/Div AMG Times Square Mid Cap Growth Fund NITMDPX) a/k/a (TOMIX) — Int/Div Delaware Value Fund Institutional (DDVIX) — Int/Div — Sold Deutsche Enhanced Commodity Strategy Fund Institutional (SKIRX) — Int/Div Diamond Hill Large Cap Fund 1 (DHLRX) — Int/Div — Sold (part) Eagle Small Cap Growth Fund 1 (HSI1X) — Int/Div Eaton Vance Income Fund of Boston (EIBIX) — Int/Div First Eagle Overseas Fund (SGOIX) — Int/Div Franklin Fed. Intermediate-Term Tax-Free Income Fund Advisor (FITZX) — Int/Div Goldman Sachs Financial Square Treasury Investments Fund (FTIXX)(Y) Goldman Sachs Investor Tax-Exempt Money Market Fund FST (FTXXX) — Int/Div American Funds The Growth Fund of America 529-A (CGFAX) — Int/Div Harbor Capital Appreciation Fund Institutional (HACAX) — Int/Div — Sold (part) Harbor Capital Appreciation Fund Institutional (HAINX) — Int/Div Harbor Small Cap Value Fund Institutional (HASCX) — Int/Div — Sold (part) Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) — Int/Div Invesco Global Real Estate Fund Y (ARGYX) — Int/Div — Sold John Hancock Classic Value Fund UCVIX) — Int/Div John Hancock Funds Disciplined Value Mid Cap Fund 1 JVMIX) — Int/Div Lazard Emerging Market Equity Portfolio Institutional (LZEMX) — Int/Div MamStay Large Cap Groewth Fund IMLAIX) — Int/Div MFS Emerging Markets Debt (MEDIX) — Int/Div MFS Municipal High Income Fund IMMITX) — Int/Div — Sold (part) MFS Municipal High Income Fund IMMITX) — Sold (part) American Funds The New Economy Fund 20.4 (CNGAX) — Int/Div American Funds New Perspective Fund 529- A (ONPAX) — Int/Div American Funds New World Fund 529-A (CNWAX) — Int/Div Nuveen Limited Term Municipal Bond Fund HFLTRX) — Int/Div — Sold (part) Nuveen Intermediate Duration Municipal Bond Fund 1 (INUVBX) — Int/Div — Sold (part) Nuveen Real Estate Securities Fund (FARCX) — Int/Div Oakmark Intemational Fund Investor Class {OAKIX) n/'k/a (OAYIX) — Int/Div — Sold (part) Oakmark Intemational Fund Investor Class {OAKIX) n/'k/a (OAYIX) — Sold (part) Oppenheimer Developing Markets Fund Y {ODVYX) — Int/Div Oppenheimer Senior Floating Rate Fund Y {O0OSYX) — Int/Div — Sold (part) Oppenheimer Senior Floating Rate Fund Y {O0OSYX) — Sold (part) American Funds SmallCap World Fund 529- A (CSPAX) — Int/Div SPDR Gold Trust ETF (GLD) — None T. Rowe Price Blue Chip Growth Fund {TRBCX) — Int/Div — Sold (part) T. Rowe Price Equity Income Fund (PRFDX) — Int/Div — Sold (part) T. Rowe Price Equity Income Fund (PRFDX) — Sold (part) T. Rowe Price Mid-Cap Growth Fund (RPMGX) — Int/Div — Sold (part) Thomburg Limited Term Municipal Fund (LTMIX) — Int/Div Market Vectors Golf Miners ETF (GDX) — Int/Div Victory Sycamore Small Company Opportunity Fund 1 (VSOIX) — Int/Div Voya Large-Cap Growth Fund (PLCIX) — Int/Div Wells Fargo Core Bond Fund (MBFIX) — Int/Div Wells Fargo Emerging Growth Fund (WEMIX) — Int/Div William Blair International Growth Fund (BIGIX) — Int/Div Vanguard Target Retirement 2035 Trust — None MFS Value Fund Class (MEIX) — Int/Div — Buy Principal Global Real Estate Securities Fund (POSIX) — Int/Div — Buy T. Rowe Price Real Estate Fund (TRREX) — Int/Div — Buy T. Rowe Price Real Estate Fund (TRREX) — Buy (add'l) Spouse's income — 2017 — Salary from pe In Part VII: Asset 6 - TMDPX became TQMIX via a share class exchange on 8/4/17, Asset 14 - FTIXX was sold via 4 series of transactions that were non-reportable individually. Asset 35 « OAKIX became OAYIX via a share class exchange on 11/15/17. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17870. Public record. Not legal advice.