# Jane Branstetter Stranch > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/17966 ## Record - **Judge:** Jane Branstetter Stranch - **Year:** 2016 - **Report type:** Annual - **Pages:** 15 ## Text Bank of America Accounts — Interest Capstar Bank Account — Interest UBS Fmancial Services, Inc. Accounts (H) UBS Bank USA Deposit Account — Interest American Funds Capital Income Builder Fund — Int/Div Virtus Emerging Mkts Opportunities Fund — Int/Div Virtus Equity Trend Fund Class A — Int/Div — Sold (part) Virtus Multi-Sector Short-Term Bond Fund — Int/Div ISHARES Silver Trust — None — Sold SPDR Gold Trust — None — Sold First Eagle Global Fund Class A — Int/Div — Buy Lincoln Life Deferred Income Annuity — None — Buy IRA #1 (cash account) held by UBS — Interest — Closed IRA #2 (cash account) held by UBS — Interest — Closed Telecom Argentina Stock — Int/Div Scolar Pharma. Inc. Stock — None — Sold Piedmont Natural Gas Stock — Int/Div — Sold CapStar Financial Holdings, Inc. Stock (CSTR) — None UBS Financial Services, Inc. Pension Plan #1 — Int/Div — Closed John Hancock USA Pension Plan #2 (H) Oppenheimer Developing Mkt — None — Sold T. Roe Price Health Sai — None — Sold Legg Mason Clear Br Agg. Growth — None — Sold Energy (Vanguard) — None — Sold Intl Small Cap Fund — None — Sold EuroPacific Growth Fund — None — Sold Real Est. Securities Fund — None — Sold Capital Appreciation Fund — None — Sold John Hancock Disciplined Value — None — Sold JP Morgan US Equity Fund — None — Sold Amencan Funds 2025 TD — None — Buy Amencan Funds 2025 TD — Buy (add'l) American Funds 2035 TD — None — Buy American Funds 2035 TD — Buy (add'l) Amencan Funds Capital Income Builder — None — Buy Amencan Funds Capital Income Builder — Buy (add'l) Pamassus Core Equity Fund — None — Buy Pamassus Core Equity Fund — Buy (add'l) Undiscovered Mgr Behavorial Value Fund — None — Buy Undiscovered Mgr Behavorial Value Fund — Buy (add'l) UBS Financial Services, Inc. Pension Plan 3 — Int/Div — Closed John Hancock USA Pension Plan 24 (H) Lifestyle Aggressive — None — Sold Oppenheimer Developing Mkt Fund — None Oppenheimer Developing Mkt Fund — Buy (add'l) Oppenheimer Developing Mkt Fund — Buy (add'l) T. Roe Price Health Sci — None — Sold Legg Mason Clear Br Agg, Growth — None — Sold Energy (Vanguard) — None — Sold Inl Small Cap Fund — None — Sold EwroPacific Growth Fund — None — Sold Capital Appreciation Fund — None — Sold John Hancock Disciplined Value — None — Sold JP Morgan US Equity Fund — None — Sold American Funds 2020 TD — None — Buy American Funds 2020 TD — Buy (add'l) Amencan Funds American Balanced Fund — None — Buy Amencan Funds American Balanced Fund — Buy (add'l) Undiscovered Mgr Behavioral Value Fund — None — Buy Undiscovered Mgr Behavioral Value Fund — Buy (add'l) T. Rowe Price Sci & Tech Fund — None — Buy T. Rowe Price Sci & Tech Fund — Buy (add'l) Memphis Partners — Int/Div Branstetter Partners (H) Pinnacle Bank Account — Interest Investment Property, Nashville, TN (Appraisal 409) — None Trust #2, real property Nashville, TN (2005-8, S282.000) (Y) Trust £3 (HH (Y) UBS Bank USA Deposit Account (Y) American Funds Capital Income Builder Fund (Y) Virtus Equity Trend Fund Class A (Y) Virtus Dynamic Trend Fund Class A (Y) Virtus Emerging Markets Opportunities Fund (Y) First Eagle Global Fund Class A (Y) Trust #24 (H)(Y) Investment Property, Nashville, TN (Appraisal 4/09) (Y) Trust 25 (HY (Y) Investment Property, Nashville, TN (Appraisal 4/09) (Y) Trust #6 (H)(Y) Investment Property, Nashville, TN (Appraisal 409) (Y) Trust £7 (HOY) Investment Property, Nashville, TN {Appraisal 4/09) (Y) Northwestern Mutual: Whole Life Policy — Int/Div Pinnacle Bank Accounts — Interest Estate #1 (H) Pinnacle Bank Account — Interest UBS Bank USA Bus. Acct — Interest Virtus Equity Trend Fund Class A — Int/Div General Mtrs. Accep.Corp. Bond — Interest BCM 1999-B AS SER 1999.B CL A-S — Interest OAK SER2001-C CL A4 — Interest Structure Asset Securities Co. SER 2004. GEL3CLB — Interest — Matured FHR 3034 SE — Interest Met Govt Nashville&David SR A RV BE/ R/ — Interest Memphis Tenn ASSUR BE/R/ — Interest Shelby Co TN Hlth Ed&HSG CRSOVR RV MLTFM C BERS — None Met Govt Nashville&David SR A RV BE/ R/ — Interest Blackrock Muniassets Fund Inc — Int/Div Nuveen Invt Quality Muni Fund Inc — Int/Div Ivy Limited Term Bond Fund — Int/Div Lord Abbett Short Duration Income Fund Class A — Int/Div Oppenheimer Rochester High Yield Municipal Fund Class A — Int/Div Virtus Multi-Sector Short Term Bond Fund Class A — Int/Div Virtus Dynamic Trend Fund ClassA — Int/Div — with line 88) First Eagle Global Fund Class A — Int/Div FT-Franklin Income — Int/Div IRA #3 (H) Loomis Sayles Bond Fund (Class Institutional — Int/Div — Buy Loomis Sayles Bond Fund (Class Institutional — Sold (part) Virtus Newfleet Multi-Sector Short Term Bond Fund Class 1 — Int/Div — Sold (part) Virtus Newfleet Multi-Sector Short Term Bond Fund Class 1 — Sold (part) Delaware Value Fund Institutional Class — Int/Div — Buy Delaware Value Fund Institutional Class — Sold (part) RMB Mendon Financial Services Fund Class A — None — Buy First Eagle Global Funds Class — Int/Div — Buy First Eagle Global Funds Class — Sold (part) Franklin Inc. Adv — Int/Div — Buy Franklin Inc. Adv — Sold (part) The Income Fund of America Fund Class 2 — Int/Div — Buy The Income Fund of America Fund Class 2 — Buy (add'l) Loomis Sayles Global Equity and Income fund CLY — Int/Div — Buy Loomis Sayles Global Equity and Income fund CLY — Sold (part) Thornburg Income Builder CL — Int/Div — Buy Thornburg Income Builder CL — Sold (part) Virtus Emerging Markets Opportunities Fund — None — Sold Virtus Equity Trend Fund Class A — None — Sold (part) Virtus Equity Trend Fund Class A — Sold IRA 24 (H) Loomis Sayles Bond Fund Class Institutional — Int/Div — Buy Loomis Sayles Bond Fund Class Institutional — Sold (part) Virtus Newfleet Multi-Sector Short Term Bond Fund Class 1 — Int/Div — Buy Delaware Value Fund Institutional Class — Int/Div — Buy Delaware Value Fund Institutional Class — Sold (part) RMB Mendon Financial Services Fund Class A — None — Buy First Eagle Global Funds Class — Int/Div — Buy First Eagle Global Funds Class — Sold (part) Franklin Inc Adv — Int/Div — Buy Franklin Inc Adv — Sold (part) The Income Fund of America Fund Class nd — Int/Div — Buy The Income Fund of America Fund Class nd — Buy (add'l) Loomis Sayles Global Equity and Income Fund CL Y — Int/Div — Buy Loomis Sayles Global Equity and Income Fund CL Y — Sold (part) Thomburg Income Builder CL — Int/Div — Buy Thomburg Income Builder CL — Sold (part) Co-Trustee, Trust #3 Power of Attomey, Farmly Member Reimbursement — NYU and Columbia Law School — 11/11/2016 - 11/1312016 — New York, NY — Judicial Education Seminar — Transportation, lodging, and food Spouse's income — 2016 — Self-emploveed attomey 13. Linc 90 (on the 2015 report)(Line 104 on this report) reports on Virtus Dynamic Trend Fund Class A, which was merged by Virtus (ut its discretion) into Virtus Equity Trend Fund Class A found on Line 74 (2015 report) and Line 88 on this report. 14, Line 107, IRA #3, isan IRA held by UBS and previously reported under UBS Financial Services, Inc. Accounts (H) (Line3). In 2016, | moved the IRA into UBS's Retirement Account Portfolio Management Program, granting it full discretion over the account investments under its Global Balanced Strategy. 15. Linc 128, IRA #4, is an IRA that | created in 2016 in UBS's Retirement Account Portfolio Management Program. | granted UBS full discretion over the account investments under its Global Balanced Strategy. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17966. Public record. Not legal advice.