# Alicia Otazo-Reyes

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30771

## Record

- **Judge:** Alicia Otazo-Reyes
- **Year:** 2019
- **Pages:** 10

## Text

Individual Assets (H)
Citibank (cash) — Interest
IRA #1 (H)
Bank of America, NA, RASP (cash) — Interest
AB Large Cap Growth Fund (APGYX) — Dividend
AIG Focused Dividend Strategy (FDSWX) — Dividend — Sold (part)
Alger Small Cap Focus Fund Class Z (AGOZX) — Dividend — Buy (add'l)
Alger Small Cap Focus Fund Class Z (AGOZX) — Buy (add'l)
BBH Limited Duration Fund Cl I (BBBIX) — Dividend — Buy
Blackrock Credit Strategies Income Fund (BSMIX) — Dividend
Blackrock Mid Cap Growth Equity Portfolio Inst. Cl. (CMGIX) — None — Buy
Blackrock Mid Cap Growth Equity Portfolio Inst. Cl. (CMGIX) — Buy (add'l)
Blackrock High Yield Bd. Portfolio Fund (BHYIX) — Dividend
Columbia Large Cap Enhanced Core Fund (NMINX) — None — Sold
Delaware Value Fund (DDVIX) — Dividend
Eaton Vance High Income Opportunities Fund (EIHIX) — Dividend
Eaton Vance Floating Rate MF (EIBLX) — Dividend
Federated Kaufmann Small Cap Pund Cl IS (FKAIX) — Dividend — Buy
Federated Kaufmann Small Cap Pund Cl IS (FKAIX) — Buy (add'l)
Fidelity Adv Growth Opps Fd. Cl I (FAGCX) — None — Buy
Fidelity Adv Intl Cap Apprec Fd. Cl I (FCPIX) — Dividend — Buy
Fidelity Adv Intl Cap Apprec Fd. Cl I (FCPIX) — Buy (add'l)
Fidelity Adv Intl Cap Apprec Fd. Cl I (FCPIX) — Buy (add'l)
First TR Dorsey WRT (FV) — None — Sold (part)
First TR Dorsey WRT (FV) — Sold
Franklin Dynatech Fd. Adv. (FDYZX) — None — Buy
Franklin Dynatech Fd. Adv. (FDYZX) — Buy (add'l)
Glenmede Large Cap Growth Fund (GTILX) — Dividend
Goldman Sachs Emerging Markets Debt Fund (GSDIX) — Dividend — Sold
Guggenheim Total Return Bond Fund Instl. Cl. (GIBIX) — None — Buy
Hotchkis and Wiley Small Cap Value Fund (HWSIX) — None — Sold
Invesco S&P High Income Low Volatility Fund (SPHD) — Dividend — Sold
iShares NASDAQ Biotech ETF (IBB) — None — Sold
iShares 1-3 year Treasury Bond ETF (SHY) — Dividend — Buy
iShares 1-3 year Treasury Bond ETF (SHY) — Sold (part)
iShares 20+ year Treasury Bond ETF (TLT) — Dividend
iShares S&P Midcap 400 Growth (IJK) — Dividend — Buy (add'l)
iShares Core S&P 500 ETF (IVV) — Dividend
iShares S&P Smallcap 600 Growth (IJT) — Dividend
iShares Core S&P US Growth ETF (IUSG) — Dividend
iShares Core S&P US Value ETF (IUSV) — Dividend
iShares Inc Core MSCI Emerging Markets ETF (IEMG) — Dividend
iShares Short Maturity Bond ETF (NEAR) — Dividend — Buy
iShares Short Maturity Bond ETF (NEAR) — Sold (part)
Ivy Emerging Markets (IPOIX) — None — Sold
Janus Henderson Global Equity Income Fund Class I (HFQIX) — Dividend — Sold
Janus Henderson Small Cap Value Fund Cl I (JSCOX) — Dividend — Buy
Janus Henderson Enterprise Fund I (JMGRX) — Dividend — Sold (part)
JOHCM International Select Fund (JOHIX) — None — Sold
JP Morgan Emerging Markets Eq. Fd. Cl I (JEMSX) — Dividend — Buy
JP Morgan Emerging Markets Eq. Fd. Cl I (JEMSX) — Buy (add'l)
JP Morgan Emerging Markets Eq. Fd. Cl I (JEMSX) — Buy (add'l)
JP Morgan Emerging Markets Eq. Fd. Cl I (JEMSX) — Buy (add'l)
JP Morgan Intrepid Mid Cap Fund (WOOPX) — None — Sold
Lord Abbett Bond Debenture Fund Cl F (LBDFX) — Dividend
Lord Abbett Short Duration Income Fd Cl F. (LDLFX) — Dividend
Mainstay Large Cap Growth Fund (MLAIX) — Dividend — Sold (part)
Metropolitan West Total Return Bond Fund (MWTIX) — Dividend — Sold
MFS International Intrinsic Value Fund (MINIX) — Dividend
MFS International Diversification Fund Cl I (MDIJX) — Dividend
MFS Value FD CL I MF (MEIIX) — Dividend — Sold (part)
Oakmark Intl Fd Cl Adv (OAYIX) — None — Sold
Oppenheimer Developing Markets Fund Cl Y (ODVYX) — None — Buy (add'l)
Oppenheimer Developing Markets Fund Cl Y (ODVYX) — Sold
PGIM Short Term Corporate Bond Fd Cl Z (PIFZX) — Dividend — Sold
PGIM Total Return Bond Fd Cl Z (PDBZX) — Dividend — Buy (add'l)
Pimco International Bond Fund (PFBPX) — Dividend — Buy
Pimco Global Bond Fund (PGNPX) — Dividend
Pimco Income Fund (PONPX) — Dividend
Pioneer Strategic Income Fund (STRYX) — Dividend — Sold
Principal Equity Income Fund CL I (PEIIX) — Dividend — Buy
SPDR Gold Trust (GLD) — None — Sold
SPDR Gold Trust (GLD) — Buy
SPDR Gold Trust (GLD) — Sold
Thornburg Ltd Term Income Fund (THIIX) — Dividend
Touchstone Mid Cap Fund Y Class (TMCPX) — Dividend — Buy
Tweedy Brown Global Value Fund (TBGVX) — None — Buy
Wells Fargo Large Cap Core Fund (EGOIX) — None — Sold
Western Asset Core Plus Bond Fund (WACPX) — Dividend
Brokerage Account #1 (H)
Bank of America, NA, RASP (cash) (X) — Interest
Member, Miami Dade College Paralegal Studies Program Advisory Committee
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30771. Public record. Not legal advice.
