# Brian Jordan Davis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18538

## Record

- **Judge:** Brian Jordan Davis
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 10

## Text

Citigroup Common Stock (X) — Int/Div
Travelers Common Stock (X) — Int/Div
Commuunity First Credit Union Accounts xX) — Interest
Regions Bank Accounts — Interest
VyStar Credit Union Accounts (X) — Interest
American Funds: American Mutual Fund — Int/Div
A Northwestern Mutual Rollover IRA (H)
Dreyfus Ins Deposit Program — Int/Div
Cohen & Steers Real Estate Securities Fund Class — Int/Div
Deutsche Enhanced Commodity Strategy Fund Institutional Class — Int/Div
John Hancock Disciplined Value Mid Cap Fund Class 1 — Int/Div
PIMCO Income Fund Class P — Int/Div
Prudential Total Return Bond Fund Class Z — Int/Div
Prudential Global Total Return — Int/Div — Buy — Northwestern Mutual
T Rowe Price Blue Chip Growth — Int/Div
IShares Inc Edge MSCI Minimum Volatility Emerging Markets ETF — Int/Div
Invesco Exchange-Traded FD TRI S&P S00 Low Volatility ETF — Int/Div
Ariel Fund — Int/Div — Sold — Northwestern Mutual
JP Morgan Government Bond Fund Class — Int/Div — Sold — Northwestern Mutual
Northern Small Cap Value Fund — Int/Div — Sold — Northwestern Mutual
IShares TR Core U S Aggregate Bd ETF — Int/Div — Sold — Northwestem Mutual
SPDR SER TR Dow Jones REIT ETF — Int/Div — Sold — Northwestern Mutual
Delaware Emerging Markets Fund — Int/Div
IShares Inc MSC France ETF — Int/Div
IShares Inc MSC Germany ETF — Int/Div
IShares TR Core S&P S00 ETF — Int/Div
IShares Japan — Int/Div — Buy — Northwestern Mutual
IShares TR MSCI EAFE Minimum Volatility ETF — Int/Div
John Hancock Intemational Growth Fund Class — Int/Div
Amencan Beacon Floating Rate Fund — Int/Div — Buy — Northwestern Mutual
Baron Asset Fund — Int/Div — Buy — Northwestern Mutual
Brown Capital Management Fund — Int/Div — Buy — Northwestern Mutual
Columbia Seligman Global Fund — Int/Div — Buy — Northwestern Mutual
Columbia Select Large Cap Value — Int/Div — Buy — Northwestern Mutual
Columbia Overseas Value Fund — Int/Div
Davis Fmancial Fund — Int/Div — Buy — Northwestem Mutual
Franklin Convertible Fund — Int/Div — Buy — Northwestern Mutual
Principal High Yield Fund — Int/Div — Buy — Northwestern Mutual
Royce Opportunity Fund Investment Class — Int/Div — Buy — Northwestern Mutual
Investment Property, Jacksonville, FL (May 8, 2019 Appraisal: $68,567) — None
Investment Property, Jacksonville, FL (May 8, 2019 Appraisal: $45,337) — None
MetLife Variable Annuity, Fixed Account — Int
NorthWestern Mutual Variable Annuity (H)
Russell Global Equity — Int/Div — Buy — Northwestern Mutual
Russell Multifactor Intemational — Int/Div — Buy — Northwestern Mutual
Russell Multifactor U. S. Fund — Int/Div — Buy — Northwestern Mutual
Russell U. S. Mid-Cap — Int/Div — Buy — Northwestern Mutual
Russell Emerging Markets — Int/Div — Buy — Northwestern Mutual
Russell Global Real Estate — Int/Div — Buy — Northwestern Mutual
Russell Global Opportunistic — Int/Div — Buy — Northwestern Mutual
Russell Global Infrastructure — Int/Div — Buy — Northwestern Mutual
Russell Commodity Strategies Fund — Int/Div — Buy — Northwestem Mutual
Russell Strategic Bond Fund — Int/Div — Buy — Northwestern Mutual
Russell U.S. Small Equity Fund — Int/Div — Buy — Northwestern Mutual
Equity Income (MSA/T Rowe Price) — Int/Div
FocusedAppreciation {MSA/Loomis Sayles) — Int/Div
Growth Stock (MSA/The Boston Company) — Int/Div
US Small Cap Equity (RIF) — Int/Div
International Equity (MSA/Franklin Tmpl) — Int/Div
International Growth (MSA/FIAM LLC) — Int/Div
International Developed Markets (RIF) — Int/Div
Select Bond (MSA/Wells Capital Mgmt) — Int/Div
Strategic Bond (RIF) — Int/Div
High Yield Bond (MSA/Federated Inv.) — Int/Div
Global Real Estate Securities (RIF) — Int/Div
Guaranteed Interest Fund — Interest
NorthWest Mutual Whole Life Policy #1 — Int/Div
NorthWest Mutual Whole Life Policy #2 — Int/Div
NorthWest Mutual Whole Life Policy 43 — Int/Div
American Funds: Growth and Income Fund #1 — Int/Div
American Funds: Growth and Income Fund 2] — Int/Div
American Funds: Growth and Income Fund 3 — Int/Div
Regions Investment Accounts (H)
GS Fm Corp SR IDX ZRO LKD19 — Int/Div
GS Fin Corp SR GLBL INDX 20 — Int/Div
Member, Board of Directors, Jacksonville Public Education Fund, Inc
Member, Trustee, The Community Foundation, Inc
Member, Board of Directors, North Florida Council, Boy Scouts of America, Inc
Liability — Regions Bank — Mortgage on Investment Property, Jacksonville, FL
Liability — DiTech Financial LLC — Mortgage on Investment Property, Jacksonville, FL
Income — 2018 — State of Flonda Retirement — $126953.54
Spouse's income — 2018 — Florida Retirement System Disability Income
In Part VIL. Investmensts and Trust

#16 Invesco Exhange-Traded FD TR 11 S&P 500 Low Volatility ETF is the sume asset listed on my 2018 Report as Powershares Exhange-Traded FD TR 11S &P

500 Low Volatility Port.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18538. Public record. Not legal advice.
