Michael Walter Fitzgerald
2012Annual
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What was filed
97
investments
1
positions
1
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Federal Bar Association, Los Angeles Chapter
- Corbin, Athey & Martinez LLP
- Self-Employed Lawyer (01/01/2012 through 3/15/2012)
As filed
JPMorgan Mid Cap Val (FLMVX) — Int/Div
Bank of America -- Cash Accounts — Interest
Brokerage Account # (Pension) (H)
Aberdeen Emerging (ABEMX) — Int/Div — Buy (add'l)
Aberdeen Emerging (ABEMX) — Sold (part)
Aberdeen Emerging (ABEMX) — Sold (part)
Allianz AGIC Oppty (POFIX) (Y)
Artisan Intl Fund (ARTIX) — Int/Div — Buy (add'l)
Aston River Road (ARVIX) (X) — Int/Div — Buy (add'l)
Aston River Road (ARVIX) (X) — Buy (add'l)
Blackrock Eqty. Div, (MADVX) — Int/Div — Buy (add'l)
Cambiar Aggr Value (CAMAX) (X) — None — Buy
Cambiar Aggr Value (CAMAX) (X) — Sold
Dodge & Cox Intl Stock (DODVX) — Int/Div — Buy (add'l)
Fidelity Contrafund (FCNTX) — Int/Div — Buy (add'l)
Fidelity Contrafund (FCNTX) — Buy (add'l)
FMI Large Cap Fund (FMIHX) (X) — Int/Div — Buy (add'l)
FMI Large Cap Fund (FMIHX) (X) — Buy (add'l)
ICM Small Cap Co. (1CSCX) (Y)
ING Midcap Oppty Fd (NMCIX) (X) — Int/Div — Buy (add'l)
JPMorgan Strategic {JSOSX) (Y)
Looms Sayles Sm Cap (LSSIX) (X) — None
Mainstay Marketfield Fund (MFJ12) aka Marketfield Fund MFLDX — Int/Div — Buy (add'l)
Mainstay Marketfield Fund (MFJ12) aka Marketfield Fund MFLDX — Buy (add'l)
Morgan Stanley Mid (MPEGX) — None — Sold
Nuveen Tradewinds (NWGRX) (X) — None — Buy (add'l)
Nuveen Tradewinds (NWGRX) (X) — Sold
Oakmark Intl Sm Cap (OAKEX) — Int/Div — Buy (add'l)
Permanent Portfolio (PRPFX) — None — Buy (add'l)
Permanent Portfolio (PRPFX) — Sold
Rivemorth Core (RNCOX) — Int/Div — Buy (add'l)
RS Emre. Mkts Fund (RSENX) (Y)
Schwab Govt Money Fund (SWGXX) — Int/Div
Selected Amer. Shares (SLASX)(Y)
Touchstone Sm Cap (TSFYX) (X) — Int/Div
UBS AB Jersey 2040 (MLPI1) — Int/Div
Wasatch Emrg Mkt Sm (WAEMX) (X) — Int/Div — Buy
Brokerage Account # 2 (H)
Aberdeen Emerging (ABEMX) — Int/Div — Sold (part)
Aberdeen Emerging (ABEMX) — Sold (part)
Aberdeen Emerging (ABEMX) — Sold (part)
Aberdeen Emerging (ABEMX) — Sold (part)
Allianz AGIC Oppty (POFIX) (Y)
Artisan Intl Fund (ARTIX) — Int/Div — Sold (part)
Artisan Intl Fund (ARTIX) — Sold (part)
Artisan Intl Fund (ARTIX) — Sold (part)
Aston River Road (ARVIX) (X) — Int/Div — Sold (part)
Aston River Road (ARVIX) (X) — Sold (part)
Blackrock Eqty. Div. (MADVX) — Int/Div — Sold (part)
Blackrock Eqty. Div. (MADVX) — Sold (part)
Blackrock Eqty. Div. (MADVX) — Buy (add'l)
Blackrock Eqty. Div. (MADVX) — Sold (part)
Blackrock Eqty. Div. (MADVX) — Sold (part)
Cambiar Aggr Value (CAMAX) (X) — None — Buy
Cambiar Aggr Value (CAMAX) (X) — Sold
Center Coast MLP (CCUNX) (X) — Int/Div — Sold (part)
Dodge & Cox Intl Stock (DODVX) — Int/Div — Sold (part)
Fidelity Contrafund (FONTX — Int/Div — Sold (part)
Fidelity Contrafund (FONTX — Sold (part)
Fidelity Contrafund (FONTX — Buy (add'l)
Fidelity Contrafund (FONTX — Sold (part)
FMI Large Cap Fund (FMIHX) (X) — Int/Div — Sold (part)
FMI Large Cap Fund (FMIHX) (X) — Sold (part)
FMI Large Cap Fund (FMIHX) (X) — Buy (add'l)
FMI Large Cap Fund (FMIHX) (X) — Buy (add'l)
FMI Large Cap Fund (FMIHX) (X) — Sold (part)
FMI Large Cap Fund (FMIHX) (X) — Sold (part)
ICM Small Cap Co. (1ICSCX) (Y)
ING Midcap Oppty Fd (NMCIX) (X) — None — Buy
JPMorgan Mid Cap Val (FLMVX) — Int/Div — Sold (part)
JPMorgan Mid Cap Val (FLMVX) — Sold (part)
JPMorgan Strategic (JSOSX) (Y)
Looms Sayles Sm Cap (LSSIX) (X) — None — Sold (part)
Looms Sayles Sm Cap (LSSIX) (X) — Distribution — Sold (part)
Mainstay Marketfield Fund (MFJ1Z) aka Marketfield Fund MFLDX — Int/Div — Buy (add'l)
Mainstay Marketfield Fund (MFJ1Z) aka Marketfield Fund MFLDX — Sold (part)
Mainstay Marketfield Fund (MFJ1Z) aka Marketfield Fund MFLDX — Sold (part)
Merger Fund (MERFX) (Y)
Morgan Stanley Mid (MPEGX) — None — Sold (part)
Morgan Stanley Mid (MPEGX) — Sold
Oakmark Intl Sm Cap (OAKEX — Int/Div — Sold (part)
Oakmark Intl Sm Cap (OAKEX — Sold (part)
Oakmark Intl Sm Cap (OAKEX — Sold (part)
Permanent Portfolio (PRPFX) — None — Sold (part)
Permanent Portfolio (PRPFX) — Sold (part)
Permanent Portfolio (PRPFX) — Sold
Rivemorth Core (RNCOX) — Int/Div — Buy (add'l)
Rivemorth Core (RNCOX) — Sold (part)
Rivemorth Core (RNCOX) — Sold (part)
RS Emre. Mkts Fund (RSENX) (Y)
Schwab Amt TF MMF (SWFXX) — Int/Div
Selected Amer. Shares (SLASX)(Y)
Steelpath MLP Alpha (MLPOX) (Y)
Touchstone Sm Cap (TSFYX) (X) — Int/Div — Sold (part)
Touchstone Sm Cap (TSFYX) (X) — Sold (part)
Wasatch Emrg Mkt Sm (WAEMX) (X) — Int/Div — Buy
Wasatch Emrg Mkt Sm (WAEMX) (X) — Sold (part)
Director, Federal Bar Association, Los Angeles Chapter
Gift — Corbin, Athey & Martinez LLP — Judicial Robe — $818.00
Income — 2012 — Self-Employed Lawyer (01/01/2012 through 3/15/2012) — $109.313.20
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.