# William B. Shubb

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29218

## Record

- **Judge:** William B. Shubb
- **Year:** 2019
- **Pages:** 11

## Text

(H) BANK ACCOUNTS
Bank America Accounts — Interest
1st Community Credit Union — Interest
(H) ANNUITIES
American Skandia - BlackRock-Loomis Bond, fmrly PIMCO Total Return — None
American Skandia - T Rowe Price Large Cap Fund — None
American Skandia - Cohen & Steers Realty Fnd — None
American Skandia - Western Asset Bond fmrly Lord Abbett Core Bond — None
American Skandia - Profund Large Cap — None
Venture Annuity - US Equity Fund — None
(H) LIMITED PARTNERSHIPS
Municipal Mortg. & Equity — Dividend — Distributed
(H) RAYMOND JAMES IRA
RJ Bank Dep. — Dividend — Sold (part)
Oppenheimer Senior Fltg Rate Fund — Dividend
(H) RAYMOND JAMES (Trust - A826)
RJ Bank Dep. Program — Dividend
MMA Capital Holdings — None — Spinoff (from line 15)
AB Muni Income — Dividend — Sold
Invesco Interm Muni Fnd — Dividend
Invesco Oppenheimer Rochester CA Muni Fund "C" — Dividend — Buy
Invesco Oppenheimer Rochester CA Muni Fund "C" — Buy (add'l)
Invesco Equity & Income Fund "C" — Distribution
Invesco Equity & Income Fund "A" — Dividend
Franklin Income Fund "A1" — Dividend
Franklin Income Fund "A" — Dividend
Franklin Income Fund "C" — Dividend
PGIM QMA Stock Fund, frmly Prudential Stock Index Fund "C" — Dividend
J Hancock Regional Bank Fund — Dividend — Sold
Putnam Focused Equity Fund "C", frmrly Putnam Global Industrials fund — Dividend
(H) WF ADVISORS-IRA (B)
WF Bank Deposit Sweep — Dividend
Equally Weighted S&P Fund — Dividend
New Perspective Fund — Dividend
(H) WF ADVISORS -Trust
WF Bank Deposit Sweep — Dividend
Boeing — Dividend
Chevron — Dividend
Coca Cola — Dividend
Intel — Dividend
Proctor & Gamble — Dividend
Investment Company of America — Dividend — Buy (add'l)
Investment Company of America — Buy (add'l)
Investment Company of America — Buy (add'l)
New Perspective Fund — Dividend — Buy (add'l)
New Perspective Fund — Buy (add'l)
New Perspective Fund — Buy (add'l)
(H) IRA - S
Diversified Dividend Fund — Dividend — Sold (part)
Apache Corp. — Dividend
Sempra Energy — Dividend
(H) IRA/ROLLOVER of HR-10
WF Bank Deposit Sweep — Dividend
Franklin Income Fund — Dividend
Equally Weighted S&P 500 — Dividend
Diversified Dividend Fund — Dividend
Abbott Labs — Dividend
A T & T — Dividend
Boeing — Dividend — Sold
Bristol Meyers — Dividend
Chevron — Dividend
Coca Cola — Dividend
Conoco — Dividend
Corteva — Dividend — Spinoff (from line 77)
Disney — Dividend
Dow Inc — Dividend — Spinoff (from line 77)
DuPont Inc — Dividend
Intel — Dividend
IBM — Dividend
Johnson & Johnson — Dividend
Phillips 76 — Dividend
Proctor & Gamble — Dividend
Sempra Energy — Dividend
Target — Dividend — Sold
Yum Brands — Dividend
Yum China Holdings — Dividend
Capitol One 5.00% Pfd Perp Maty — Dividend — Buy
PS Bus Parks 5.75% Pfd — Dividend — Sold
PS Bus Parks 4.875% Pfd Series Z Perp Maty — Dividend — Buy
Public Storage 4.90% Pfd 10/14/2021 — Dividend
Public Storage 5.2% Pfd 01/16/2018 — Dividend
Public Storage 5.125% Pfd 5/17/2021 — Dividend

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29218. Public record. Not legal advice.
