# Robert E. Payne

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3097

## Record

- **Judge:** Robert E. Payne
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 11

## Text

IRA #1
Abbey Cptl Futures Strategy — None
AB Small Cap Grw Adv — istnibution — Buy (add'l)
AMG Mngrs Silvercrest — Int/Div — Sold (part)
AMG Mngrs Silvercrest — Buy (add'l)
Artisan Mid Cap Ady — None — Buy
Artisan Mid Cap Ady — Buy (add'l)
Artisan Mid Cap Value Fund — None — Buy (add'l)
Blackrock High Yield Bond Fund — Int/Div — Sold (part)
Blackstone Alt Mult-Strat — Int/Div — Buy (add'l)
Blackstone Alt Mult-Strat — Buy (add'l)
Center Coast MLP Focus — None — Buy (add'l)
Center Coast MLP Focus — Buy (add'l)
Columbia Select Lg Cp Growth Z- {formerly Columbia Select Large Cap — Int/Div — Buy (add'l)
Columbia Select Lg Cp Growth Z- {formerly Columbia Select Large Cap — Sold (part)
Columbia Select Lg Cp Growth Z- {formerly Columbia Select Large Cap — Sold
Columbia Select Large Cap Value Fund (xX) — Int/Div
Fundvantage Tr Polen Growth Institutional — Int/Div — Sold (part)
Janus Flexible Bond — Int/Div — Buy (add'l)
Janus Flexible Bond — Buy (add'l)
Lazard Emerg Mkts Core — Int/Div — Sold (part)
Matthews Asian Japan Inv — Int/Div
MFS Int'l Value — Int/Div
Oakmark — Int/Div — Sold (part)
Oakmark Intemational — Int/Div — Sold (part)
Oppenheimer Int'l Growth Fund — Int/Div — Sold (part)
Oppenheimer Int'l Growth Fund — Sold (part)
Pimco Real Return — Int/Div — Sold (part)
Pimco Short Term — Int/Div
Powershares Dyn Lrg Cap — Int/Div — Sold (part)
Putnam Absolute Ret — Int/Div — Sold (part)
Putnam Equity Spectrum Y — None — Buy
Riverpurk/Wedgewood Inst — Int/Div — Sold (part)
Riverpurk/Wedgewood Inst — Buy (add'l)
Virtus MultiSector Short Term Bond — Int/Div — Buy (add'l)
Wells Fargo Emerg Mrk — Int/Div
IRA £2
AB Small Cap Grw Adv — Distribution — Buy (add'l)
Artisan Midcap Value — None — Buy (add'l)
Aston/Montag & Caldwell Growth — None
Aston Silvercrest Small Cap — None — Buy (add'l)
Blackrock Equity Div. A — Int/Div
Blackrock Inflation Prot Bond — Int/Div
Columbia Select LG CP Growth — Distribution
EV Income Fund of Boston — Int/Div — Sold (part)
Ivy Midcap Growth — Distribution — Buy (add'l)
Lazard Emerging Markets Fund — None
Matthews Asian Japan Inv — Int/Div
MFS Int'l Value — Distribution
Oakmark — Int/Div — Sold (part)
Oppenheimer Int'l Growth Fund — Int/Div
Pimco Low Duration A — Int/Div
Pimco Short Term — Int/Div
Virtus Insight Emerg Mkts — Int/Div
Virtus MultiSect Short Term Bond — Int/Div
Western Asset Core Plus Portfolio — Int/Div
BROKERAGE ACCOUNT #1
Allergan Plc — Int/Div
Anadarko Pete (APC) — Int/Div
Autodesk Inc — None
Biogen — None
Broadcom Corp — Int/Div
Citrix Systems Inc — None
Comcast Corp — Int/Div — Sold (part)
Cree Research Inc — None
Discovery Communications — None
Dolby Cla — None
Fluor Corp — None
Freeport McMoran — None
lonis Pharmaceuticals Inc — None
Johnson Cils Int] Pl¢ — None
L-3 Technologses, Inc (formerly L-3 Commuications Holdings) — Int/Div
Liberty Interactive Corp (X) — None
Liberty Media C Ser C Siriusxm (X) — None
Medtronic PLC SHS — None
National Oilwell Varco Inc — Int/Div
NOW Inc (Y)
Nuance Communications Inc (X) — None
Nucor Corp — Int/Div — Sold (part)
Pentar Ltd — None
Powershares Dyn Lrg Cap — Int/Div — Sold (part)
Seagate Technology, Inc — None
TE Connectivity Ltd — Int/Div
Twitter Inc (X) — None
UnitedHealth Gp Inc — Int/Div
Vertex Pharmaceuticals — None
Weatherford Int'l Ltd — None
Western Digital Corporation (X) — None
BROKERAGE ACCOUNT #2
MorgandStaniey - Cash — Interest
Western Asset Managed Municipal — Int/Div — Sold (part)
1. In the 2016 Amended Report, Part VII, page 5, line 27, Columbia Select Large Cap Fund: this asset was listed incorrectly as one asset when, m fact, there were

two assets owned with similar names, i.e. Columbia Select Large Cap Fund und Columbia Select Large Cap Value Fund. Accordingly, in the 2017 Report, the

asset "Columbia Select Large Cap Value Fund" appears on line 16 with an "X.*

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3097. Public record. Not legal advice.