# Jeffery S. Frensley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28964

## Record

- **Judge:** Jeffery S. Frensley
- **Year:** 2019
- **Pages:** 8

## Text

SUNTRUST BANK — Int./Div.
CRITERION CAPITAL ADVISORS
SGOIX FIRST EAGLE FUNDS OVERSEAS — Dividend
ANWFX AMERICAN FUNDS NEW PERSPECTIVE — Dividend — Redeemed
NFFFX AMERICAN FUNDS NEW WORLD FUND — Dividend — Redeemed
WMFFX AMERICAN FUNDS WASHINGTON MUTUAL — Dividend — Redeemed
WEIMX TETON WESTWOOD EQUITY — Dividend
FDRXX Fidelity Gov. Reserves — Dividend
PGWFX American Funds GLBL Growth PORT CL — Dividend
Ishares TR EAFE SML Cap Equity I — Dividend — Sold
FMACX AMCAP Fund — Dividend — Buy
FNPFX New Perspective Fund F3 — Dividend — Buy
FNWFX American New World Fund F3 — Dividend — Buy
SFCWX American Smallcap World Fund F3 — Dividend — Buy
FWMIX Washington Mutual Investors FDCL F3 — Dividend — Buy
ROTH IRA
VAFAX INV AMER FRANCH CL A — Dividend
UTMA
RAYMOND JAMES BANK DEPOSIT PROGRAM — Interest
ICSH IShares TR ULTRA SH TRM BD — Dividend — Buy
529
AAFXX American VA 529 U.S. Governement Money Market — Dividend
AAFXX American VA 529 U.S. Governement Money Market — Sold (part)
AAFXX American VA 529 U.S. Governement Money Market — Sold (part)
IRA #1
FDRXX Fidelity Gov. Reserves — Dividend
ASPZX Alger Spectra CLZ — Dividend
CMNIX Calamos Mkt Neutral Income — Dividend
SGOIX First Eagle Overseas — Dividend
WOBDX JP Morgan Core Bond — Dividend
TTRZX Templeton Global Total RTADV — Dividend
AZMIX Allianzgi NFS Emerg Mrkts Value Ins H — Dividend — Buy
OAYIX Oakmark INTL Advisor Fund — Dividend — Buy
OAYIX Oakmark INTL Advisor Fund — Buy
BPAIX Boston Partners All Cap Value INSTL — Dividend — Buy
LLDYX Lord Abbett Short Duration Income — Dividend — Buy
General Investment Account
FDRXX Fidelity Gov. Reserves — Dividend
ASPZX Alger Spectra CLZ — Dividend
AZMIX Allianzgi NFJ Emerg Mrkts — Dividend
CMNIX Calamos Mkt Neutral Income — Dividend — Sold (part)
OAYIX Oakmark Intl Advisor Fund — Dividend
BPAIX Boston partners ALL CAP — Dividend
TTRZX Templeton Global Total RTADV — Dividend — Buy
WOBDX JP Morgan Core Bond — Dividend — Sold
SHY IShares Trust 1-3 yr Treasury Bond — Dividend — Sold
FDZXX Fidelity MMKT — Interest
LLDYX Lord Abbett Short Duration Income — Dividend — Buy
EXECUTOR, ESTATE #1 (No Reportable Assets)
Liability — TEMPLE UNIVERSITY — TUITION
I. 1. Estate #1 is the estate of a family member. There are no reportable assets in the estate.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28964. Public record. Not legal advice.
