# G. Michael Halfenger

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18234

## Record

- **Judge:** G. Michael Halfenger
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 9

## Text

Allianz NFJ Large Cap Value — Int/Div — Sold (part)
Blackrock Equity Dividend — Int/Div — Sold (part)
Delaware Select Growth — None — Sold (part)
Dodge & Cox Intl Stock — Int/Div — Sold (part)
Dodge & Cox Intl Stock — Buy (add'l)
Frunklin Fed Int-Term T/F Inc — None
Fundamental Investors — Int/Div — Sold (part)
Fundamental Investors — Sold (part)
Harbor Capital Appreciation — Int/Div — Sold (part)
Harbor Capital Appreciation — Buy (add'l)
Hotchkis & Wiley Mid Cap Val — Int/Div — Sold (part)
Invesco International Growth — Int/Div
Invesco Comstock FA CY — Int/Div — Sold (part)
Manning & Napier World Opp — Int/Div — Sold (part)
Manning & Napier World Opp — Buy (add'l)
MFS Municipal Lim Maturity — Int/Div
Franklin)Mutual Global Discovery C1 Z — Int/Div — Sold (part)
Neuberger Berman Mid Cap Gr — Int/Div — Sold (part)
Pioneer Oak Ridge Sm Cap Gr — Int/Div — Sold (part)
T Rowe Price Summit Muni Inc Fd — None — Sold (part)
T Rowe Price Tax-Ex Mon Mkt — Int/Div — Sold (part)
Thomburg Ltd term muni fund — None
American Fund Tax Exempt Bond — Int/Div
Columbia Acorn International — Int/Div — Sold (part)
Eaton Vance Atlanta Cap SMID — Int/Div — Sold (part)
Eaton Vance Atlanta Cap SMID — Sold (part)
MFS Growth Fund C11 — Int/Div — Sold (part)
MFS Growth Fund C11 — Sold (part)
Primecap Odyssey stock fund — Int/Div
American Balanced Fd Cl A-529 — None — Closed — exchanged
Capital Income Builder Fd A-529 — None — Closed — exchanged
New Perspective Fund Cl A-529 — None — Closed — exchanged
Washington Mutual Investment Cl A-529 — None — Closed — exchanged
Amer Fds Clige Tet 2018 529-A — Int/Div — Open — exchanged
JP Morgan Fed Money — Int/Div
Alger Small/mid cap growth — Int/Div
Munder Mid Cap Core Growth{ Victory Mund Mid Cap core gr y) — Int/Div
Ranier mid cap equity — Int/Div
columbia small cap value i — Int/Div
Delaware US growth — Int/Div — Sold (part)
T Rowe Price Instl Lrge Cp Gr — Int/Div
Dodge & Cox Stock — Int/Div — Sold (part)
MFS Value — Int/Div
Artisan atl Value — Int/Div
Euro Pacific Growth Fund C1 F1 — Int/Div
Franklin) Mutual Global Discovery C1 Z — Int/Div
Oppenhemner Intl Growth — Int/Div
TT. Rowe Price Intl Discovery — Int/Div
Dodge & Cox Income — Int/Div
JP Morgan Core Bond — Int/Div
Looms Sayles Inv Grade Bd — Int/Div
SmallCap World Fund CI A — Int/Div
Invesco Growth & Income Fund A — None
Nike — Int/Div
EdVest Wells Fargo Moderate Portfolio — Int/Div
Walt Disney — Int/Div
Putnam Multi-Cap Growth Fund-A — None
Northwestern Mutual Whole Life Ins — None
Oppenheimer Champion Income Fund A — Int/Div
PIMCO High Yield Inst] — Interest
President & Immediate Past President, Seventh Circuit Bar Association
Co-rustee, Chemical Bank, or its successor, as Trustee of the WisPACT Trust Il for the benefit of Matthew R. Halfenger, as amended (unfunded)
Gift — Seventh Circunt Bar Association — Hosing of President's Reception at Annual Meeting of the Bar Assoc. and Judicial Conf — $2,778.68
Reimbursement — Bankruptcy Judges — CH PEIN JU SR LN Conference business meeting
Reimbursement — Bankruptcy, Insolvency, and Creditors’ Rights Section — REE TR sessions, annual section dinner
Spouse's income — 2015 — Whitefish Bay School District, wages
Part 11: The WisPACT trust identified in Part 11 is an unfunded special needs trust. It contains no assets because it is established as a state-sponsored vehical for a

qualifying disabled person to receive inheritances and other gifts without jeopardizing the provision of necessary government benefits,

Part VII: The assets listed in Lines 30-33 were part of 4 529 College Savings Account and were together exchanged for the asset listed at Line 34 in the same

aecount.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18234. Public record. Not legal advice.