# Andrew B. Altenburg jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30120

## Record

- **Judge:** Andrew B. Altenburg jr
- **Year:** 2019
- **Pages:** 9

## Text

South Jersey Federal Credit Union Accounts — Int/Div
American Funds Accounts
The Growth Fund of America - A / Invst Co of America - A — Int/Div
Amenpnse ONE Financial Account
Columbia Capital Alloc Moderate CI C Mutual Fund — Int/Div
Columbia Flexible Cap Income CL C — Int/Div
Comcast Corp CL A New stock — Int/Div
Amenpnse Insured Money Market Account — Int/Div
IRAQ)
Amenpnse Bank Insured Sweep Account — Int/Div — open
Dreyfus Govt Cash Mgmt FDS Instl SHS 289 — Int/Div — wit line 10
Invesco Balanced Risk Commodity Strat CLY — Int/Div
Columbia Selectr Large Cap Growth Instl CL — Int/Div
John Hancock Classic Value CL I — Int/Div
John Hancock US Global Leaders Growth CLI — Int/Div
Janus Henderson Global Value CL I — Int/Div
Janus Henderson US Managed Volatility CLI — Int/Div
ohn Hancock Strategic Income Opptys CL 1 — Int/Div
Brandywineglobal Global Unconstrained Bond CL I — Distribution
NUVEENNWQ Intl Value CL I — Distribution
Oppenheimer Global Focus CL Y — Int/Div — Sold
Principal Global Real Estate Securities Instl CL — Int/Div — Sold
Wells Fargo C&B Mid Cap Value Instl CL — Int/Div
Wells Fargo Intl Value Instl CL — Int/Div
Goldman Sachs Intl Equity Insights Investor CL — Distribution — Buy
Goldman Sachs GQG Partners Intl Opptys Investor CL — Distribution — Buy
Ishares 20+ Yr Treasury Bond ETF — Int/Div
Ishares 7-10Y R Treasury Bond ETF — Int/Div
Ishares 3-7YR Treasury Bond ETF — Int/Div
Ishares Core MSCI Emerging Markets ETF — Int/Div
Ishares MSCI “apan ETF New — Int/Div — Sold
Ishares Currency Hedged MSCI Eurozone ETF — Int/Div
Ishares MSCI UTD Kingdom New ETF — Int/Div — Buy
Vanguard Consumer Staples ETF — Int/Div
Vanguard Energy ETF — Int/Div
Vanguard Short Term Corp Bond Etf — Int/Div
Vanguard Mortgaged Backed Securities ETF — Int/Div
Vanguard Value ETF — Distribution — Buy
SPDR Portfolio Large CAP ETF — Distribution — Buy
1RA (2)
Wells Fargo Wealthbuilder Moderate Balanced CL C — Int/Div
Franklin Templeton N 529 Growth 17 plus year portfolio - #3 — None
Franklin Templeton N 529 Growth 17 plus year portfolio - #2 — None — Sold (part)
Franklin Templeton N” 529 Growth 17 plus year portfolio - #2 — None — Sold (part)
Lincoln Investment 403B - RSP
Blackrock Global Allocation Fund - A — Int/Div
Ivy Asset Strategy Fund - A — Int/Div
Vanguard Intermediate Term Bond Index Fund - Adr — Int/Div
Vanguard Total International Stock Ondex Fund - Adr — Int/Div
Vanguard Value Index Fund - Adr — Int/Div
Vanguard Growth Index Fund - Adr — Int/Div
Vanguard Short Term Infl Prict Secs Index Fund - Adr — Int/Div
Vanguard Short Term Bond Index Fund Adr — Int/Div
Vanguard Small Cap Growth Index Fund Adr — Int/Div
Vanguard Small Cap Value Index Fund Adr — Int/Div
Vanguard Prime Money Market Fund - Inv — Int/Div
Vanguard Real Estate Index Fund - Adr — Int/Div
Lincoln Investment 403B - RS
Ivy Asset Strategy Fund - A — Int/Div
Blackrock Global Allocation Fund - A — Int/Div
Federated Prime Cash Obligation Fund AS — Int/Div
GE Common Stock — Int/Div
Fulton Bank (checking account) — Int/Div
Trust — None
Member, BIGNAN, LLC (no reportable assets or income)
Trustee, Family Trust (no reportable assets or income)
Reimbursement — Tum Around Management Association — 06/05/2019 - 6/6/2019 — Atlantic City, N — Annual Mid-Atlantic Regional Symposium — Registration, Lodging, Meals
Reimbursement — Federal Bar Association W.D. Mich. — 7/26/2019 - 7/28/2019 — Thompsonville, MI — Annual Bankruptcy Section Seminar — Registration, Travel, lodging, Meals
Spouse's income — 2019 — Cherny Hill Board of Education/salary
Pt VII, Lines 2 and 3 - I am custodian until

of

accounts with American Funds.

Pt. VII, Lines 4 through 8 - I deposit funds into my Ameriprise ONE Financial Account each month and my financial advisor in tum, in his discretion, invests that

money proportionately into the investments listed throughout the year.

Pt. VII, Lines 9 through 40 - my financial advisor, in his discretion, buys and sells these investments throughout the year however, all categories remain the same

meaning value was less than $15,000 and gain less than $1.000 for each transaction.

Pt. VII, Lines 10 and 11- There was a cash sweep account portion of my IRA which switched the Dreyfus Cash Management to the Ameriprise Bank Insured

Sweep Account - FDIC. Apparently, the account was changed from Ameriprise Insured Money Market Account to Ameriprise Bank Insured Sweep Account at

that time.

Pt VII Lines 43, 44 and 45 - Each month, there is an automatic account withdrawal of $1,000 which is invested into these accounts.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30120. Public record. Not legal advice.
