# William H. Steele

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/21103

## Record

- **Judge:** William H. Steele
- **Year:** 2010
- **Pages:** 9

## Text

AmSouth Bank Account — Interest
Fidelity Puritan — Int/Div
Nationwide Retirement Solutions (457b) — Distribution
Nationwide Fixed Account
Fid Equity Income Fund
FID Contrafund
Janus Fund
AmCent Value IC
AmCent Vista Fd IC
Wells Fargo Advisors - (IRA) — Int/Div
Centennial Money Market
SunAmerica Blue Chip Fund Class B
Centerstaging Corp.
Putnam Intemational Growth Fund
Precision Drilling
Wells Fargo Advisors (IRA) — Int/Div
Alliance Bernstein Global Thematic Growth Fund
John Hancock Regional Bank
Alliance Real Estate Investment Fund
Jennison Blend Fund Class A
Morgan Stanley Smith Barney LLC
Alliance Large Capital Growth — None
John Hancock Financial Industries — Int/Div
Wells Fargo Advisors
Centennmial Money Market — None
AMCAP Fund (American Funds) — Int/Div — Sold
Putnam Voyager — Int/Div — Sold
Templeton Foreign — Int/Div
Mutual Shares (TESIX) — Int/Div
Putnam Allstate Advisor (Annuity) — None
Putnam FD for Growth & Income — Int/Div
Putnam Invt Fds Multi-Cap Value Fund — Int/Div
Fidelity Adv Emerging Markets Income Fund — Int/Div
Campbell Strategic Allocation Fund — None
Europacific Growth Fund (American Funds) — Int/Div
Fundamental Investors Inc. (American Funds) — Int/Div
Growth Fund of America (American Funds) — Int/Div — Buy (add'l)
New Economy Fund (American Funds) — Int/Div
Washington Mutual (American Funds) — Int/Div
Wells Fargo Advisors - IRA (FBO) — Int/Div
Invesco Constellation Fund — Sold
Invesco Charter Fund — Sold
Putnam Intl. Growth Fund
Putnam Invt Fds Multi-Cap Value Fund
Putnam Vista Fund — with line 45)
Putnam Voyager Fund
Euro Pacific Growth (American Funds)
Growth Fund of America (American Funds) — Sold (part)
Nuveen Diversified Commodity Fund — Buy
Steele Enterprises LLC — None
Liability — Wachovia Mortgage Corporation — Mortgage on rental property, Orange Beach, AL (Pt VII, line 59)
Liability — Wells Fargo Advisors — Margin balance
Income — 12-31-10 — Musician Fees — $480.00
Spouse's income — 12-31-10 — Self-employed (accounting consultant)
Spouse's income — 2.12-31-10 — Retirement income from Retirement Systems of Alabama
Spouse's income — 3.12-31-10 — Deferred Compensation distribution from Public Nationwide Retirement Solutions
VIL. 16 - change of Broker from Legg Mason to Wells Fargo Advisors.

VI1.22 - name change for Broker from Legg Mason to Morgan Stanley Smith Barney LLC.

VI11.33 - name change for investment from Putnam Mid Cap to Putnam Invt. Fds. Multi-Cap Value Fund.

VI11.42 - name change for investment from AIM Funds Group-Constellation Fund to Invesco Constellation Fund.

V11.43 - name change for investment from AIM Funds Group-Charter Fund to Invesco Charter Fund.

VI1.45 - name change for investment from Putnum New Opportunities to Putnam Invt. Fds. Multi-Cap Value Fund.

VILS1 - It is not anticipated that any income will be derived from the LLC. All income will be realized by the manager.

VIl.various - '*' denotes header information.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21103. Public record. Not legal advice.