# John George Koeltl > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/26866 ## Record - **Judge:** John George Koeltl - **Year:** 2008 - **Pages:** 11 ## Text N.Y. STATE ENGY RESH BOND 5.5% DUE 01/01/21 — Interest N.Y. STATE MTG ACGY REV BOND 5 .05% DUE 10/01/17 — Interest NYNY CY TRANSITNL BOND 5% DUE 05/0125 — Interest N.Y. STATE SER H BOND 5.125% DUE 08/01/25 — Interest — Sold (part) NY NY TRANSITNL AT BOND 5% DUE 05/01/26 — Interest N.Y. CITY MUN WFA BOND 5% DUE 06/15/27 — Interest N.Y. CITY MUN WTR BOND 5% DUE 06/15/29 — Interest NY CITY IDA BOND 5% DUE 06/01/22 — Interest N.Y. STATE URBAN DEV BOND 5% D UE 01/01/28 — Interest — Sold NEW YORK NY TCRS BOND 5% DUE 0 3/1529 — Interest NY CITY CY TRANS BOND 5% DUE 0 5/01/31 — Interest N.Y STATE SER C BOND 4.4% DUE 04/ 15/21 — Interest N.Y. STATE NY SER F BOND 5.3% DUE 01/15/26 — Interest N.Y. STATE DORM. AUTH. 4.75% REV ST JOHNS BOND DUE 07/01/28 — Interest — Sold (part) TRIBOR. BRIDGE & TUNNEL BOND 5% DUE 11/15/32 — Interest NYNY TRANSITNL FIN AUTH BOND 4.75% DUE 05/01/23 — Interest — Sold (part) NY NY CY TRANSTNL FIN ATRV BON D 5% DUE 02/01/33 — Interest SUFFOLK CTY BOND 4.125% DUE 11/01 71 — Interest DUTCHESS CTY BOND 4.5% DUE 08/01/ 26 — Interest ST. LAWRENCE CTY BOND 4.25% DUE 05/15/28 — Interest NEW YORK ST LCL GOVT BOND 4% D UE 04/01/21 — Interest — Buy NEW YORK NY SUBSER SER I-1 4.125% DUE 02/01/23 N — Interest — Buy NY STDORM AT RV ST BOND 5% DUE 02/1524 — None — Buy EAST HAMPTON NY BOND 4% DUE 06 115/25 — Interest — Buy NY STDORM AT RV ST BOND 5% DUE 02/15/27 — None — Buy NEW YORK ST URBAN DEV BOND 4.2 5% DUE 03/15/27 — Interest — Buy NEW YORK ST HFA PERS INC BOND 5% DUE 09/15/30 — None — Buy CITIBANK CHECKING ACCOUNT - N. Y.N.Y. — None MERRILL LYNCH (IRA ACCOUNT) ML BANK CASH ACCOUNT (Y) MERRILL LYNCH (IRA ACCOUNT) ALLIANZ OCCVALUEFUND CLC — None — Sold MERRILL LYNCH (IRA ACCOUNT) - AMERICAN CAPITAL G&I FUND CL C — Int/Div — Buy MERRILLLYNCH (IRA ROLLOVER) ML BANK CASH ACCOUNT — Interest MERRILL LYNCH (IRA ROLLOVER) AIM INT'L FUND — Int/Div MERRILL LYNCH (IRA ROLLOVER) ALGER CAP. APPREC. FUND CL A — None — CL B MERRILL LYNCH (IRA ROLLOVER) DAVIS NY VENTURE FUND CL A — Int/Div MERRILL LYNCH (IRA ROLLOVER) ALLIANZ OCC VALUEFUND CLC — None — Sold MERRILL LYNCH (IRA ROLLOVER) PUTNAM INTL EQUITY FUND CL B — None — Sold MERRILL LYNCH (IRA ROLLOVER) PUTNAM INTL CAP OPP FUND CLA — Int/Div — Buy — CLB MERRILL LYNCH(IRA ROLLOVER)-AM ER. CAP INC BUILDER FUND CL B — Int/Div — Sold (part) MERRILL LYNCH(IRA ROLLOVER)-AM ER. CAP INCBLDRFUNDCLA — Int/Div — Buy MERRILL LYNCH (IRA ROLLOVER) MEFS VALUE FUND CLC — Int/Div MERRILL LYNCH (IRA ROLLOVER) AMER. GWTH FUND OF AMER CL C — Int/Div — Buy MERRILL LYNCH (IRA ROLLOVER) FED. KAUFMANN FUND CLC — None MERRILL LYNCH (IRA ROLLOVER) - OPPENHEIMER SELECT VALUE FUND — Int/Div — Buy MERRILL LYNCH (IRA ROLLOVER) OPPENHEIMER VALUE FUND CLC — Int/Div — Buy MERRILL LYNCH(IRA ROLLOVER)- CD WILMINGTON TRUST CO 2.5% — None — Buy MERRILL LYNCH(IRA ROLLOVER)- M AINSTAY LARGE CAP FUND CL C — None — Buy MERRILL LYNCH(IRA ROLLOVER)- A LGER CAP APPRECFUND CLC — None — Buy PELF PARTNERS - GENERAL PARTNE RSHIP INTEREST — TTT — AR WE Jo — prec oss ?/ £m US TREASURY DIRECT - US TREASU RY NOTES — Interest — Redeemed — PART VIII C OMMENT CITY & SUBURBAN-SAVINGS ACCT Y ONKERS, N.Y. — Interest — Distributed — PART VIII C OMMENT Liability — PELF PARTNERS — NEGATIVE BALANCE IN CAPITAL ACCOUNT Reimbursement — American Bar Assoc — Septembe 26-27, 2008 — Chicago, IL — ABA Litigation Conference — Transportation, Lodging, Meals Income — 2008 — PELF PARTNERS - BUSINESS INCOME (ESTIMATED - 2008 K-1 NOT YET AVAILABLE) — £100.00 Income — 2008 — NEW YORK UNIVERSITY - TEACHING —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l CASH ACCOUNT HAS FALLEN BELOW THE REPORTING THRESHOLD AMOUNT FOR 2008. THE ACCOUNT HAS BEEN DENOTED WITH A PARENTHETICAL (Y). --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/26866. Public record. Not legal advice.