# Karen L. Stevenson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18349

## Record

- **Judge:** Karen L. Stevenson
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 10

## Text

Fidelity Cash Reserves — Int/Div
Fidelity Capital & Income — Int/Div
Fidelity Balanced Mut Fund — Int/Div
Fidelity Value — Int/Div
AMG Mgrs Bond Fd. Servie — Int/Div
Am.Century Md Cap Value — Int/Div
FMI Large Cap Fund — Int/Div
Heartland Select Value — Int/Div
Janus Balanced Fund — Int/Div
Kinetics Small Cap Opportunities — Int/Div
Blackrock S&P Stock — Int — Sold
Conservative Model Fund- Allianz GI Global Water — Int/Div — Sold
Focused Dividend Strategy -FDSX — Int/Div — Sold
Goldman Sachs LG CP GR Insight GLCGX — Int./y — Sold
Goldman Sachs SM Cap Value - GSSIX — Ine — Sold
Hartford Global Capital Apprec-HCTSX — Int/Div — Sold
MFS Int'l VALUE - MGIAX — Int/Div — Sold
PIMCO Income InstL - PMIX — Int/Div — Sold
PIMCO REAL RETURN - PRRIX — Int/Div — Sold
PRUDENTIAL JENN MATURAL RES. PNRZX — Int/Div — Sold
Virtus Foreign Opportunities -JVXIX — Int/Div — Sold
Wells Fargo ADV AJD - RATE GVT EKIZX — Int/Div — Sold
Wells Fargo ADV SPEC Md CP VAL WFPAX — Int/Div — Sold
Prudential JENN MID CAP GROWTH. PEEZX — Int/Div — Sold
Ready Assets Prime MOmey Fund MRAXX — Int/Div — Sold
Oppenheimer Developing Markets ODMAX — Int/Div — Sold
MFS Government Securities — Int/Div — Sold
Principal Inv High Yield- CPHYX — Int/Div — Sold
Conservative to Moderate Model Fund Allianz Global Water - AWTIX — Int/Div — Sold
Focused Divident Strategy - FDSAX — Int/Div — Sold
Goldman Sachs SM Cap Value - GSSIX — Int/Div — Sold
Goldman Sachs LG CP Gr INsight GLOGX — Int — Sold
Hartford Global Capital Apprec-HCTSX — Int/Div — Sold
INVESCO Real Estate Fund - IARIX — Int/Div — Sold
MFS Int'l Value - MGIAX — Int/Div — Sold
PIMCO Inst] - PIMIX — Int/Div — Sold
PIMCO Real Return -PRRIX — Int/Div — Sold
Prudential Jenn Natural Res - PNRZX — Int/Div — Sold
Virtus Foreign Opportunities - JVXIX — Int/Div — Sold
Wells Fargo Adv Adj Rate GVT - EKIZX — hy — Sold
Wells Fargo Adv Spec Md Cp Val WFPAX — Int/Div — Sold
Prudential Jenn Mid Cap Growth - PEEAX — Int — Sold
Ready Assets Prime Money Fund - MRAXX — Int/Div — Sold
Oppenheimer Developimg Markets ODMAX — Int/Div — Sold
Sentinel Small Company A-SAGWX — Int/Div — Sold
MFS Government Securities - MFGSX — Int/Div — Sold
Principal Inv High Yield - CPHYX — Int/Div — Sold
Davis Fmancial A -RPFGX — Int/Div — Sold
Hartlord Global Capital Apprec — Int/Div — Sold
Ivy Science & Technology Y — Int./hv — Sold
MFS Gov's Securities — Int/Div — Sold
Moderate to Aggressive Model Fund — Int/Div — Sold
Oppenheimer Global Opportunity — Int/Div — Sold
PIMCO Total Return — Int/Div — Sold
Ready Assets Prime Money Fund — Int/Div — Sold
Sentinal Small Company A — Interest — Sold
Target Date Model 2020 Focused Dividend Strategy - FDSAX — hy — Sold
Goldman Sachs LG Cp Gr Insight - GLCGX — Int/Div — Sold
Goldman Sachs SM Cap Value - GSSIX — Int/Div — Sold
MFS Int'l Value - MCGIAX — Int — Sold
PIMCO Income Inst] « PMIX — Int/Div — Sold
PIMCO Real Return - PRRIX — Int/Div — Sold
PIMCO Total Return PTTRX — Int/Div — Sold
Virtus Foreign Opportunities - JVXIX — Int/Div — Sold
Wells Fargo ADV Spec Md Cp Val WFPAX — hy — Sold
PRudential Jenn Mid Cap Growth « PEEAX — Int/Div — Sold
Ready Assets Prime Money Fund - MRAXX — Int/Div — Sold
Oppenheimer Develophng Markets ODMAX — Int/Div — Sold
Sentinel Small Company A - SAGWX — Int — Sold
MFS Government Securities «- MFGSX — Int/Div — Sold
Prncipal Inv. High Yield - CPHYX — Int/Div — Sold
Capital One 360 Savings Acct — Int/Div
Gift — Buchalter Nemer APLC — Investiture Ceremony Reception — $3,570.25
Liability — AES — Student Loan (Law School)
Liability — Amcrican Express — Credit Card
Liability — Bank of America — Credit Card
Liability — Nave — Student Loan (Law School)
Liability — CitiCards VISA — Credit Card
In Part VII - the mvestments that were sold were my former law firm 401K account that | rolled over into the TSP.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18349. Public record. Not legal advice.