Patrick Michael Duffy
2017Annual
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What was filed
65
investments
0
positions
0
gifts
0
agreements
1
debts
2
reimbursements
0
income
0
spouse income
Named parties
- Bank of America
- SC Bar Association
- Kansas Bar Associaton
As filed
Edward Jones Money Market Fund Account — None — Redeemed
Edward Jones Money Market Fund Account — None — Redeemed
Edward Jones Money Market Fund Account — None — Redeemed
Charles Schwab Money Market Fund Account — Interest — Open
Charles Schwab Money Market Fund Account — Interest — Open
126/78 Associate LLC purchase date 12/30/88, purchase price $60,000 — None
SouthState Bank — Interest
Bank of America — Interest
American FD Cap Strategic BD — None — Buy
Bridge Builder Core Bond — None — Sold
Bridge Builder Core Plus Bond — None — Sold
Bridge Builder Large Growth — None — Sold
Bridge Builder Smallmid Growth — None — Sold
American FD Cap World BD CL3 — Int/Div
American FD Cap World BD CL FI — Int/Div — Buy
CBA Aggressive Growth Fund CL F — None — Sold
Credit Suisse Commodity Retum Strategy Fund — None
DFA Emerging Mkts Value — Int/Div
Dodge & Cox Int] Stock Fund — None — Sold
Dodge & Cox Income Fund — Int/Div — Buy
Amencan FD Europacific — Int/Div
Hartford Dividend & Growth — Int/Div
Invesco Global Real Estate Fund CL Y — None — Sold
Invesco Comstock CL RA — Int/Div — Buy
Janus Henderson Flexible Bond Fund CL — None — Sold
Jensen Quality Growth Fund CL — Int/Div
JHancock Intl Growth CL — Int/Div — Buy
JPMorgan Fed Money Market Inst Cl — None — Sold
JPMorgan Short Duration Bond Fund — None — Sold
JPMorgan Short Duration Bond Fund — None — Sold
MFS International Value Fund CL — Int/Div
MFS Value Fund CL — None — Sold
Victory Integrity Small Cap Value Fund — Int/Div — Buy
Neuberger Berman High Income Bond Fund Inst CL — Int/Div
Prudential Total Return Bond Fund CL Z — Int/Div
T Rowe Price Dividend Growth Fund — Int/Div
T Rowe Price Overseas Stock Fund — Int/Div
T Rowe Price Mid Cap Value Fund — Int/Div
Victory Integrity Small Cap Value Fund C1 v — Int/Div
Amencan FD Cap World BD CL 3 — Int/Div
Bridge Builder Core Bond — None — Sold
Bridge Builder Core Plus Bond — None — Sold
Bridge Builder Large Growth — None — Sold
Bridge Builder Smallimid Growth — None — Sold
CUBA Aggressive Growth Fund CL — None — Sold
Credit Suisse Commodity Return Strategy Fund — None
DFA Emerging Markets Value Fund — Int/Div
Dodge & Cox Intl Stock Fund — Int/Div
American FD Europacific — Int/Div
MFS International Value Fund CL — Int/Div
Hartford Dividend & Growth Fund CL — Int/Div
Invesco Global Real Estate Fund — Int/Div
Janus Henderson Flexible Bond Fund CL — Int/Div
Jensen Quality Growth Fund CL — Int/Div
JP Morgan Federal Money Market Fund Institational CL — None
JP Morgan Short Duration Bond Fund Select CL — Int/Div
MFS Intl Value Fund CL R6 — Int/Div
Neuberger Berman Income FDS High Income Bond Fund Inst! — Int/Div
Prudential Total Return Bond Fund CL 2 — Int/Div
T Rowe Price Dividend Growth Fund — Int/Div
T Rowe Price Intl Stock Fund — Int/Div
T Rowe Price Mid Cap Value Fund — Int/Div
Future Scholar - Columbia Moderate Growth Alt A — Int/Div
Future Scholar - Columbia Moderate Aggr Tek A — Int/Div
Future Scholar - Columbia Grwth A AggrTrack — hy
Liability — Bank of America — Credit Line
Reimbursement — SC Bar Association — 01917 — Greenville, South Carolina — Attending annual meeting — Hotel
Reimbursement — Kansas Bar Associaton — O37 «020317 — Kansas City, Kansas — Speaking at Kansas Legal Revitalization Conference — Airfare & Hotel
1. Part | - Doonbeg Foundation dissolved in 2017. The disolution was carried out over several months during 2017.
2, Lines 1-3, Edward Jones Money Market Fund Accounts were redeemed and switched to Charles Schwab as noted on lines 4-5.
3. Line 6, 1-26/78 Asssociates LLC purchased 12/30/88 for the purchase price of $60,000
4 Lines 14 & 40, Capital World Bond Fund C1 1 name changed to American FD Cap World BD CL F3
5. Lines 18 & 47, Dimensional Emerging Markets Vilue Fund name changed to DFA emerging Mkts Value.
6. Lines 21 & 49, Europacific Growth Fund CL F2 name changed to American FD Europacific Gwth FD CL F3.
7. Lines 37 & 61, T Rowe Price Intl FDS Inc Intl Stock Fund name changed to T Rowe Price Overseas Stock Fund I.
8. Lines 63-65 combined Future Scholar 529 Plans since all investments were in sume account.
Response to 2016 Part VII, lines 55 and 59:
The tranactions concerning Ridgeworth Funds Total Return Bond Fund and Templeton Global Bond Fund were incorrectly reported, 1 should have reported the
non-reportale sale of each of these assets, they are no longer held by me in 2017. Please consider this an amendment to my 2016 report.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.