# Malcolm Francis Marsh > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28669 ## Record - **Judge:** Malcolm Francis Marsh - **Year:** 2013 - **Report type:** Annual - **Pages:** 11 ## Text MORGAN Stanley Man Acc # 482 Munil Bonds (h) Ore St Dept Admin Sves Lottery, Due 04012025 — Interest — Sold Tillamook Bay Ore Cmnty College, Due 6152026 — Interest — Sold Puerto Rico Cmnwlth Hwy Transn, Ser AGM, due 77172026 — Interest — Sold Lake Oswego Ore Ser A, LIT, B/E, Due 6172029 — Interest — Sold Wash, Cnty Ore Clean Wir Ser. B, B/E, Due 1172029 — Interest — Sold Florence Ore Rdg, Due 12/1/2030 — Interest — Sold Portland ORE WTR Sys Re OID Mat 04/012037 — Interest — Sold Portland Ore Urban Renewal, Due 6152023 — Interest Port Portland Int'l Airport, Due 7/1/2026 — Interest Clackamas County Ore Sch. dist #46, Ser A. Due 6/1572029 — Interest Oregon St. Facs Auth Rev Rfdg, Due 315.2030 — Interest Portland Ore. urban Renewal & B/E, due 6152031 — Interest Medford Ore. Hosp Facs. AGM B/E, due R/1572038 — Interest Salem Ore Hosp Fac., Ser. A, Due R/15/2036 — Interest OR Health & Science Univ Revenue Ser-A 07/01/2024 — Interest — Buy Port of Prt OR Port Intl Arpt Passenger Face Rev-A Due 070172027(h) — Interest — Sold OTHER Investments & activities 482(h) Powershares S&P S00 Low Vola — Interest — Buy Powershares S&P S00 Low Vola — Interest — Sold Powershares QQQ TR — Interest — Sold (part) Wisdomtree Trust Emrg Mkt Eqt — Interest — Sold Wisdomtree US Divid Grow FD — Interest — Buy Powershares S & P Low Vola — Interest — Buy IShares Trust DJ Select — Interest — Buy IShares Select Dividend ETF — Interest — Buy IShares Trust DJ Select — Interest — Sold (part) IShares Select Dividend ETF — Interest — Sold Global X SuperDividend ETF — Interest — Buy Global X SuperDividend ETF — Interest — Sold (part) Clearbridge Energy MLP FD Inc — Interest — Buy Clearbridge Energy MLP OPP FD — Interest — Buy Powershares QQ TR — Interest — Buy Fortune Brands, Inc.. Due 11-15-2021 — Interest — Sold — Note** Sold mn Wells Fargo Capital Enhanced, Due 152068 — Interest — Sold — Note **Sold M1111 Western Asset Oregon Muni C — Interest — Sold — Note MORGAN Stanley Ace #395 (h) Corp Bonds (IRA) Vulcan Materials Co.. Due 6/15/2018 — Interest — Sold Genworth Financial, Due 2/15/21 — Interest — Sold Goldman Sachs Group, Due 11/1/2060 — Interest — Sold Unit Guge Zacks Income Adv Strate Series 16 — Interest — Sold Unit First Trust Tactical Income S — Interest — Sold Manulife Financial Corp, Due 9/17/2020 — Interest — Sold Units FTP Tactical Income Portfolio Series 1" — Interest — Sold Unit AAM High 80 DIV 2013-20Q — Interest — Buy Unit AAM High 80 DIV 2013-2Q — Interest — Sold Unit FT Strategic Income CE 48 — Interest — Buy Unit FT Strategic Income CE 48 — Interest — Sold Unit AAM Strategic High 80 Dividend 2012.20 — Interest — Sold Unit FTP Strategic Income Series 36 — Interest — Sold Unit FTP Sr Loan & Ltd Duration Series $2 — Interest — Sold Unit FTP Sr Loan & Ltd Duration Plus Series 54 — Interest — Sold Unit AAM Steelpath/Alerian MLP & Income 12.2 — Interest — Sold Umit First Trust Tactical Income 14 — Interest — Sold Powershares S&P S00 Low Vola — Interest — Buy Powershares S&P S00 Low Vola — Interest — Sold Powershares S&P S00 Low Vola — Interest — Buy Powershares S&P S00 Low Vola — Interest — Sold Clearbridge Energy MLP RD Ine — Interest — Buy Powershares S&P Low Vola — Interest — Buy Global X Superdividend ETF — Interest — Buy Global X Superdividend ETF — Interest — Buy Global X Superdividend ETF — Interest — Sold Global X Superdividend US ETF — Interest — Buy Wisdomtree US Divid Grow FD — Interest — Buy First TR Exchange Traded FD VI — Interest — Buy Clearbridge Energy MLP RD Inc — Interest — Buy Blackrock Strat Inc Opport C — Interest — Buy Neuberger Berman LG SH Inst — Int/Div — Buy Lord Abbett Sht Duration Inc F — Interest — Buy Mamstay Marketfield — Interest — Buy Unit Guge Zacks Income Ady 20 — Interest — Buy Unit Guge Zacks Income Ady 20 — Int/Div — Sold Unit FT Tactical Income 18 — Interest — Buy Unit FT Tactical Income 18 — Interest — Sold PERSONAL BANK ACCOUNTS and TRUST Pioneer Trust Bank (See P. 1. Positions) — Interest Key Bank Private Bank — Interest US. Bank Checking Acct — Interest Grantor/Trustee of Intervivos Trust, Pioneer Trust Bank (See Line 82) The following investments were previously inadvertently left off past reports. Re: 2012 Report Lme 2: Western Asset Oregon Muni C was still owned during the 2013 reporting period and was madvertently left off the 2012 and 2013 report. Purchase date was 10/04/2010. Sale date in its entirety was 04/11/2013, Re: 2013 Report Line 44: IShares Trust DJ Select was inadvertently placed under the incorrect account # and has been inserted in the correct account # for this report. Line 53: Fortune Brands, Inc, Due 11-15-2012, was sold on 09/01/2011 and was inadvertently left on the 2013 Report Lime 59: Wells Fargo Capital Enhanced, Due 03-15-2068, was sold on 09/01/2011 and was madvertently left on the 2013 Report Current Report Line 82: Pioneer Trust Bank account has no reportable assets. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28669. Public record. Not legal advice.