# William Duffin

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28247

## Record

- **Judge:** William Duffin
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 8

## Text

BMO Harms Bank accounts — Int/Div
Edvest 529 plan
Age-Based Option 18 & Over — Int/Div — Sold (part)
Age-Based Option 18 & Over — Sold (part)
Age-Based Option 18 & Over — Sold (part)
Age-Based Option 18 & Over — Sold (part)
Age-Based Option 18 & Over — Sold (part)
Age-Based Option 15 & Over — Int/Div
Northwestern Mutual Adjustable Comp Life — None
IRA #)
Allianzgi NFJ Dividend Value Fund Class A — Int
American Century Diversified Bond Investor Class — Int/Div
Brown Capital Management Small Company Fund Institutional Class — None
Columbia Acorn International FundClass R4 — Int./y
Delaware Emerging Markets Fund (Institutional Class) — Ine
Fidelity Advisor Mid Cap 11 Fund Class — None
Fidelity Advisor New Insights Fund Class 1 — Int/Div
Harbor Bond Fund Institutional Class — None — Sold
The Oakmark Intemational Fund Class — None
The Oakmark International Small-Cap Fund — None
John Hancock Disciplined Value Mid Cap Fund Class A — Int/Div
MFS International Growth Fund Class — None — Sold
MFS Value Fund Class — Int/Div
Northern Small Cap Value Fund — Int/Div
PIMCO Income Fund Class P — Int/Div
PIMCO Commodities Plus Strategy Fund Class P — Int/Div
Principal High Yield Fund Class A — Int/Div
T Rowe Price Real Estate — Int/Div
Scout International Fund — None — Sold
Templeton Global Bond Fund Advisor Class — Int/Div
Dodge & Cox Income Fund — Int/Div
Harbor Real Return Fund Institutional Class — Int
Europacific Growth Fund Class F-2 — Int/Div — Buy
International Growth and Income Fund Class F-2 — Int/Div — Buy
Metropolitan West Total Return Bond Fund Class 1 — Int/Div — Buy
Amencan Funds
AMCAP Fund-A — Int/Div
The Income Fund of America-A — Int/Div
The Bond Fund of America-A — Int/Div
Fundamental Investors-A — hy
Amencan Balanced Fund-A (X) — Int/Div
Estate #1 — None — Closed
BMO Harris Bank
Godfrey & Kahn, S.C. 401(k) Retirement Plan
BMO Growth Balanced Fund — Int/Div
T Rowe Price Growth Stock Fund — Int/Div
BMO Diversified Stock Fund — Int/Div
Columbia Mid Cap Value Fund — Int/Div
Sharcholder--1/1/13 through 3/15/14, Godfrey & Kahn, S.C
Gift — Godfrey & Kahn — Conmbution to mvestiture reception — $1451.16
Liability — Capital One Master Card — Credit Card
Spouse's income — 2014 — Darrell A. Francis, SC--wages
Spouse's income — 2014 — Copoulos Dental SC--wages
Immediately before commencing my employment as a US Magistrate Judge, | transferred money from a 401(k) account that | held at my former employer

(Godfrey & Kahn) into an IRA managed by Northwestern Mutual. | have listed the four funds that my money was in while with the Godfrey & Kahn 401(k)

Retirement Plan. Also, Estate #1 was [Jl estate for which | was the administrator. By the end of 2014, it had no reportable assets. The only reportable assets

which it held earlier in 2014 was a little cash (approx. $35,000) in a checking account which was distributed to heirs when the estate was closed in mid-2014.

Finally, the American Funds is Jl] +01(k) account. The money is split between five funds. 1uppareatly omitted one when listing them last year, and 1 have

noted that fund with an "X" in Section VIL

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28247. Public record. Not legal advice.
