# James P. O'Hara > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29055 ## Record - **Judge:** James P. O'Hara - **Year:** 2019 - **Pages:** 10 ## Text Security Bank of KC (savings & checking) — Interest Mariner Rollover IRA No. 1 (formerly Fidelity Rollover IRA No. 1) Fidelity Cash Reserves — Interest Harding Loevner Int'l Equity Port Inst'l — Dividend — Buy Convergence Core Plus Fund Institutional C1 — None — Sold (part) Convergence Core Plus Fund Institutional C1 — Sold Nuance Concentrated Value Fd Inst'l — Dividend — Sold (part) Nuance Concentrated Value Fd Inst'l — Buy Tortise MLP Pipeline Fd Inst'l — None — Sold (part) Stone Ridge Reinsurance Risk Premium I — Dividend — Sold (part) Stone Ridge Reinsurance Risk Premium I — Sold (part) Stone Ridge Reinsurance Risk Premium I — Sold (part) Stone Ridge Reinsurance Risk Premium I — Sold (part) Walthausen Small Cap Value Fund — None — Sold Hotchkis & Wiley High Yield — Dividend — Sold Lazard Global — Dividend — Sold (part) Lazard Global — Buy Lazard Global — Buy Lazard Global — Buy Cullen Emerging Market High Dividend Cl I — Dividend — Sold (part) Cullen Emerging Market High Dividend Cl I — Buy Cullen Emerging Market High Dividend Cl I — Buy AQR Managed Futures Fund C1 I — None — Sold Dodge & Cox Income — Dividend — Buy Dodge & Cox Income — Buy Ishares Core S&P 500 ETF — None — Buy Ishares Core S&P 500 ETF — Buy Ishares Core S&P 500 ETF — Buy PrimeCap Oydessy Growth Fund — Dividend — Sold (part) PrimeCap Oydessy Growth Fund — Buy Stoneridge All Asset Variable Risk Premium I — None — Sold (part) Stoneridge All Asset Variable Risk Premium I — Sold (part) Stoneridge All Asset Variable Risk Premium I — Sold Vanguard FTSE Developed Market ETF — None — Buy Vanguard FTSE Developed Market ETF — Buy Versus Capital Multi Manager Real Estate Income I — Dividend — Sold Metropolitan West Total Return Class I — Dividend — Buy Metropolitan West Total Return Class I — Buy Metropolitan West Total Return Class I — Buy Metropolitan West Total Return Class I — Buy Metropolitan West Total Return Class I — Buy AQR Equity Market Neutral Fund — None — Sold Undiscovered Mgr Behavioral Value Fund Class A — Dividend — Buy Vanguard Real Estate ETF — None — Buy Mariner Rollover IRA No. 2 (formerly Fidelity Rollover IRA No. 2) Fidelity Cash Reserves — Interest — Sold Metropolitan West Tot Return Bond Cl M — Dividend — Buy Metropolitan West Tot Return Bond Cl M — Sold Fidelity 500 Index Intsitu Prem (f/k/a Fid 500 Index Prem Class) — Dividend — Buy Fidelity 500 Index Intsitu Prem (f/k/a Fid 500 Index Prem Class) — Buy Fidelity 500 Index Intsitu Prem (f/k/a Fid 500 Index Prem Class) — Sold Fidelity 500 Index Intsitu Prem (f/k/a Fid 500 Index Prem Class) — Dividend — Buy Fidelity 500 Index Intsitu Prem (f/k/a Fid 500 Index Prem Class) — Sold Tortoise MLP & Pipeline Fd Investor Cl — None — Sold (part) Tortoise MLP & Pipeline Fd Investor Cl — Sold Nuance Concentrated Value Fund Class A — Dividend — Sold (part) Nuance Concentrated Value Fund Class A — Sold Hotchkis & Wiley High Yield — Dividend — Sold Lazard Global — Dividend — Sold (part) Lazard Global — Sold AQR Managed Futures — None — Sold Cullen Emerging Market — Dividend — Sold (part) Cullen Emerging Market — Sold Harding Loevner Int'l Equity — None — Buy Harding Loevner Int'l Equity — Sold John Hancock Global — None — Sold Walthausen Small Cap — None — Sold IShares S&P 500 Growth — None — Sold AQR Equity Market Neutral Fund Cl N — None — Sold Fidelity U.S. Bond Index Fund (f/k/a Fid U.S. Bank Index Prem Class) — Dividend — Buy Fidelity U.S. Bond Index Fund (f/k/a Fid U.S. Bank Index Prem Class) — Sold Fidelity MSCI Real Estate Index Fund — None — Sold (part) Fidelity MSCI Real Estate Index Fund — Buy Fidelity MSCI Real Estate Index Fund — Sold Ishares TR Int'l Dev. Re — None — Sold Undiscovered Manager Behavioral Value Fund Class A — None — Buy Undiscovered Manager Behavioral Value Fund Class A — Sold --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29055. Public record. Not legal advice.