# Kathleen Mary Williams

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/2842

## Record

- **Judge:** Kathleen Mary Williams
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 9

## Text

United Technologies (UTX) — Int/Div
ATT(T) — Int/Div
Edison (EIX) — Int/Div — Sold (part)
Lockheed Martm (LMT) — Int/Div
Lockheed Martm (LMT) — Int/Div — Sold (part)
Princ Preferred Securities (PRFCX) — Int/Div
Nationwide Annuity — None
Wells Fargo Money Sweep — Interest
Hospitatity 7.125% Preferred — Int/Div
WELLS FARGO MANAGED ASSET ACCOUNT HOLDINGS BELOW
FTIXX-GSachs Treasury Instruments — Interest — Buy (add'l)
JHAIX-) Hancock FNDS 11 — Int/Div — Sold
HACAX-Harbor Cap Apprec Fund — Int/Div — Sold
MEDIX-MFS Emerg Mkt Debt — Int./y — Buy (add'l)
MEDIX-MFS Emerg Mkt Debt — Sold (part)
MWTIX-Met West Total Rins — Int/Div — Sold
JPIVX-JP Morgan Intrepid Value — Int/Div — Sold
ODVYX-Oppenheimer Dev Markets — Int/Div — Sold
OIBYX-Oppenheimer Intl Fund — Int/Div — Sold (part)
OIBYX-Oppenheimer Intl Fund — Sold (part)
PHYTX-Principal Funds Hi-vield — Int/Div — Sold
ORIYX-Ouk Ridge Small Cap — Int/Div — Buy (add'l)
ORIYX-Ouk Ridge Small Cap — Buy (add'l)
EGRIX-Eaton Vance Global Fund — Int/Div — Sold
NLSIX-Neuberger Berman Long/Short — Rovalty — Sold
BFMCX-Blackrock Corp Bond — Int/Div — Sold
AEPFX-American Euro-Pacific Grth — Int/Div — Buy (add'l)
AEPFX-American Euro-Pacific Grth — Sold (part)
SKIRX-Deutsche Sec Commodity — Int/Div — Sold
HASCX-Harbor Fund Small Cap — Int/Div — Sold
BLRYX-Brookfield Inv Fund — Int/Div — Sold (part)
PCBIX-Prmcipal Fund Mid-Cap — Int — Sold
Cohen & Steers Rity (CSRSX) — Int/Div — Buy
Credit Suisse Commodity (CRSOX) — None — Buy
Diamond Hill Large Cap {DHLRX) — Int/Div — Buy
Diamond Hill Large Cap {DHLRX) — Sold (part)
John Hancock FDS 1 JGYIX) — Int/Div — Buy
Lord Abbet Value Fund (LVOFX) — Int/Div — Buy
MFS Municipal Fond (MMIIX) — Interest — Buy
MFS VALUE Fad (MEINIX) — Int/Div — Buy
Noveen Mon. Trust INLVBX) — Interest — Buy
Noveen Mon. Trust INLVBX) — Sold (part)
Wells Fargo Emerging Markets (EMGNX) — Int/Div — Buy
Wells Fargo Emerging Markets (EMGNX) — Sold (part)
JPMorgan Large Cap (SEEGX) — Int/Div — Buy
JPMorgan Large Cap (SEEGX) — Sold (part)
Prudential Mid-Cap (PEGZX) — Int/Div — Buy
Prudential Mid-Cap (PEGZX) — Buy (add'l)
T. Rowe Price Mun. Funds (PRINX) — Interest — Buy
T. Rowe Price Mun. Inter Fnd (PRSMX) — Interest — Buy
T. Rowe Price Tax Free (PRFSX) — Int/Div — Buy
T. Rowe Price Tax Free (PRFSX) — Sold (part)
T. Rowe Price Blue Chip (TRBCX) — Int/Div — Buy
Liability — American Express — Revolving Credit/'Charge Card

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2842. Public record. Not legal advice.
