# Robert E. Payne

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32045

## Record

- **Judge:** Robert E. Payne
- **Year:** 2019
- **Pages:** 11

## Text

Pentair Ltd — None
IRA #1
Abbey Cptl Futures Strategy — None
AB Small Cap Grw Adv — None
AMG Mngrs Silvercrest — None
Artisan Mid Cap Adv — None — Sold (part)
Artisan Mid Cap Value Fund — None
Blackstone Alt Mult-Strat — None — Buy (add'l)
Calamos Market Neutral Inc — None
Center Coast MLP Focus — None — Sold (part)
Center Coast MLP Focus — Buy (add'l)
Cullen High Dividend Equity — None
Invesco Opp Intl Growth Y — None — Sold (part)
Invesco Opp Intl Growth Y — None — Sold (part)
Janus (Henderson) Flexible Bond — None — Sold (part)
Lazard Emerg Mkts Core — None — Buy (add'l)
Loomis Growth Y — None — Buy
Matthews Asian Japan Inv — None — Sold (part)
MFS Int'l Intrinsic Value I — None — Sold (part)
MFS Int'l Intrinsic Value I — Dividend — Sold (part)
Oakmark Fund Advisor — None
Oakmark International Advisor — Dividend — Sold (part)
Oppenheimer Int'l Growth Fund — None — Sold
Pimco Real Return — None
Pimco Short Term — None — Sold (part)
Pimco Short Term — Buy (add'l)
Pimco Short Term — Buy (add'l)
Polen Growth Institutional — Dividend — Sold (part)
Riverpark/Wedgewood Inst — None — Sold (part)
Riverpark/Wedgewood Inst — Sold
Virtus MultiSector Short Term Bond — None — Sold (part)
Virtus MultiSector Short Term Bond — Buy (add'l)
Virtus MultiSector Short Term Bond — Buy (add'l)
Wells Fargo Emerg Mrk — None — Buy (add'l)
IRA #2
AB Small Cap Grw Adv — None
Artisan Midcap Value — None
Aston/Montag & Caldwell Growth — None
Aston Silvercrest Small Cap — None
Blackrock Equity Div. A — None
Blackrock Inflation Prot Bond — None
Columbia Select LG CP Growth — None
Invesco Opp Intl Growth (X) — None
Ivy Mid Cap Growth — None
Lazard Emerging Markets Fund — None
Matthews Asian Japan Inv — Dividend — Sold (part)
MFS Int'l Value — Dividend — Sold (part)
Oakmark Fund Advisor — None
Oppenheimer Int'l Growth Fund — Dividend — Sold
Pimco Long Term Credit Bd — None — Buy
Pimco Low Duration A — None
Pimco Short Term — None
Virtus MultiSect Short Term Bond — None
Virtus Vontobel Merg Mkt Opp — None
Western Asset Core Plus Portfolio — None
BROKERAGE ACCOUNT #1
Allergan Plc — None
Anadarko Pete (APC) — Dividend — Redeemed
Autodesk Inc. — Dividend — Sold (part)
Biogen — None
Broadcom Inc. — None — Buy (add'l)
Citrix Systems Inc. — None
Comcast Corp — None
Cree Research Inc — None
Discovery Communications — None
Dolby Cla — None
Fireeye Inc (X) — None
Fluor Corp — None — Buy (add'l)
Freeport McMoran — None
Ionis Pharmaceuticals Inc — None
Ishares Core S&P U.S. Growth — Dividend — Sold
Ishares Russell 1000 Value ETF — Dividend — Sold
Johnson Ctls Intl Plc — None
L-3 Harris Technologies Inc (formerly L-3 Technologies Inc) — None
Liberty Media C Ser C Siriusxm — None
Medtronic PLC SHS — None
National Oilwell Varco Inc. — None
Nuance Communications Inc — None
Nucor Corp — None
Qurate Retail Inc Ser A (Y)
Seagate Technology, Inc. — None
TE Connectivity Ltd — None
Twitter Inc — None — Buy (add'l)
UnitedHealth Gp Inc — None
Vertex Pharmaceuticals — None
Western Digital Corporation — None — Buy (add'l)
BROKERAGE ACCOUNT #2
MorganStanley - Cash — Interest
Western Asset Managed Municipal — None
Liability — American Expresss — Credit card
1. NAME CHANGE: Invesco Opp Intl Growth, page 4, line 12, is a name change of the asset, Invesco Dynamic Large Cap Value, page 5, line 18, on the 2018
Annual Report.
2. The asset, Invesco Opp Intl Growth, page 6, line 43, appears in the 2019 Annual Report because it increased in value to over $1,000. It did not appear in the
2018 Annual Report because its value as of 12/31/2018 was under $1,000.
3. NAME CHANGE: The asset, Virtus Vontobel Emerg Makt Opp, page 7, line 54, is a name change of the asset, Virtus Insignt Emergk Mkts, page 8, line 70
on the 2018 Annual Report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32045. Public record. Not legal advice.