# Sheila K. Oberto

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18511

## Record

- **Judge:** Sheila K. Oberto
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

Legg Mason — Int/Div
Rental Property in LA, CA — Rent
Rental Property #1 in Ventura, CA — None
Rental Property #2 in Ventura, CA — Rent
Chase Bank Accounts — Interest
Wells Fargo Accounts — Interest
WestAmerica Bank Accounts — Interest
Citibank Account — Interest
Bank of America Accounts — Interest
Summit Surgery Center — Int/Div
UBS Money Market Account — Int/Div
California Bank and Trust — Interest
PACE Multi Advisor (No Control) — Int/Div
Davis Real Estate Fund (REIT)
Virtus Multi-Sector (Short Term Bond)
Nuveen Tradewinds (Large Cap Int'l)
TCW Galileo Div Focused (Large Cap Value)
JP Morgan (Mid Cap Value)
American Funds (Large Cap Growth)
RS Partners (Small Cap Core)
Columbia CA Tax Exempt (Investment Grade Muni)
Invesco Small Cap Value (Short Cap Value)
Pimco Real Return (Long Term Investment Grade)
Pimco Total Return (Intermediate Investment Grade Bond)
Blackrock Equity (Large Cap Value)
Blackrock Global ( Balanced)
Blackrock Muni (Investment Grade Muni)
Glodman Sachs (Mid Cap Value)
Nuveen CA Muni Bond (Investment Grade Bond)
Brokerage Acount #2
Bank of America Stock — Int/Div
Invesco S & P S00 (MSDW) — Int/Div
Nuveen NWQ Mult Cap — Int/Div
Phoenix Home Life: Whole Life Policy — Int/Div
Lincoln Benefit Life: Universal Life Policy — None
Premier Valley Bank (Y)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18511. Public record. Not legal advice.