# Stephen C. St. John > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32508 ## Record - **Judge:** Stephen C. St. John - **Year:** 2020 - **Pages:** 13 ## Text Wells Fargo Bank, N.A. Cash Account — Interest BB&T Bank Trust Department IRA (H) Sterling Capital Cash Account — Interest Sterling Capital Total Return Bond Fund — Dividend — Buy (add'l) Sterling Capital Total Return Bond Fund — Sold (part) Sterling Capital Total Return Bond Fund — Sold Sterling Capital Equity Income Fund — Dividend — Buy (add'l) Sterling Capital Equity Income Fund — Buy (add'l) Sterling Capital Equity Income Fund — Sold Harding Loevner International Equity Fund — None — Sold (part) Harding Loevner International Equity Fund — Buy (add'l) Harding Loevner International Equity Fund — Sold Lazard Emerging Markets Portfolio Fund — Dividend — Buy (add'l) Lazard Emerging Markets Portfolio Fund — Buy (add'l) Lazard Emerging Markets Portfolio Fund — Sold (part) Lazard Emerging Markets Portfolio Fund — Sold Virtus KAR Small Cap Fund — None — Sold (part) Virtus KAR Small Cap Fund — Buy (add'l) Virtus KAR Small Cap Fund — Sold (part) Virtus KAR Small Cap Fund — Sold Doubleline Total Return Bond Fund — Dividend — Buy (add'l) Doubleline Total Return Bond Fund — Sold (part) Doubleline Total Return Bond Fund — Buy (add'l) Doubleline Total Return Bond Fund — Buy (add'l) Doubleline Total Return Bond Fund — Sold (part) Metropolitan West T/R Bd-Pln — Dividend — Buy (add'l) Metropolitan West T/R Bd-Pln — Sold (part) Metropolitan West T/R Bd-Pln — Sold Neuberger Berman Strategic Income Fund-I — Dividend — Buy (add'l) Neuberger Berman Strategic Income Fund-I — Sold (part) Neuberger Berman Strategic Income Fund-I — Sold PIMCO Real Return Fund-Inst. Fund — Dividend — Sold (part) PIMCO Real Return Fund-Inst. Fund — Sold (part) PIMCO Real Return Fund-Inst. Fund — Sold Causeway International Value-Ins — None — Sold (part) Causeway International Value-Ins — Buy (add'l) Causeway International Value-Ins — Sold Natixis Loomis Say Growth Fund — Dividend — Sold (part) Natixis Loomis Say Growth Fund — Buy (add'l) Natixis Loomis Say Growth Fund — Sold (part) Natixis Loomis Say Growth Fund — Sold (part) Natixis Loomis Say Growth Fund — Sold (part) Vanguard 500 Index Fund — Dividend — Buy (add'l) Vanguard 500 Index Fund — Buy (add'l) Vanguard 500 Index Fund — Sold (part) Vanguard 500 Index Fund — Buy (add'l) Vanguard 500 Index Fund — Sold (part) Touchstone Mid Cap Value Fund — Dividend — Sold (part) Touchstone Mid Cap Value Fund — Buy (add'l) Touchstone Mid Cap Value Fund — Sold (part) Touchstone Mid Cap Value Fund — Sold Vanguard Developed Markets Index Fund — Dividend — Sold (part) Vanguard Developed Markets Index Fund — Buy (add'l) Vanguard Developed Markets Index Fund — Sold PGIM Total Return Bond Fund — Dividend — Buy (add'l) PGIM Total Return Bond Fund — Sold (part) PGIM Total Return Bond Fund — Sold Touchstone Mid Cap Growth Fund — None — Sold (part) Touchstone Mid Cap Growth Fund — Buy (add'l) Touchstone Mid Cap Growth Fund — Sold Federated MDT Small Cap Growth-R6 — None — Sold (part) Federated MDT Small Cap Growth-R6 — Buy (add'l) Federated MDT Small Cap Growth-R6 — Sold Invesco Oppenheimer Developing Markets Fund — Dividend — Sold (part) Invesco Oppenheimer Developing Markets Fund — Buy (add'l) Invesco Oppenheimer Developing Markets Fund — Sold (part) Invesco Oppenheimer Developing Markets Fund — Buy (add'l) Invesco Oppenheimer Developing Markets Fund — Buy (add'l) Morgan Stanley Global Opportunity Institutional Fund — Dividend — Sold (part) Morgan Stanley Global Opportunity Institutional Fund — Buy (add'l) Morgan Stanley Global Opportunity Institutional Fund — Sold (part) Morgan Stanley Global Opportunity Institutional Fund — Sold (part) Morgan Stanley Global Opportunity Institutional Fund — Sold (part) Fidelity Short Term Treasury Bond Index Fund — Dividend — Sold (part) Fidelity Short Term Treasury Bond Index Fund — Sold (part) Fidelity Short Term Treasury Bond Index Fund — Sold IShares MSCI EAFE Small Cap Index Fund — Dividend — Sold (part) IShares MSCI EAFE Small Cap Index Fund — Buy (add'l) IShares MSCI EAFE Small Cap Index Fund — Sold (part) IShares MSCI EAFE Small Cap Index Fund — Sold Johcm International Select Fund — Dividend — Buy Johcm International Select Fund — Buy (add'l) Johcm International Select Fund — Buy (add'l) Johcm International Select Fund — Buy (add'l) Artisan International Value Fund — Dividend — Buy Artisan International Value Fund — Sold (part) Artisan International Value Fund — Buy (add'l) Eaton Vance Atlanta SMID-R6 — Dividend — Buy Eaton Vance Atlanta SMID-R6 — Buy (add'l) Eaton Vance Atlanta SMID-R6 — Buy (add'l) Eaton Vance Atlanta SMID-R6 — Sold (part) AAM/BAHL & GAYNOR Income Growth Fund-I — Dividend — Buy AAM/BAHL & GAYNOR Income Growth Fund-I — Buy (add'l) IShares Short-Term Corporate Bond ETF — Dividend — Buy IShares Short-Term Corporate Bond ETF — Buy (add'l) IShares Core US Treasury Bond — Dividend — Buy IShares Core US Treasury Bond — Buy (add'l) IShares Core US Treasury Bond — Buy (add'l) IShares Core US Treasury Bond — Buy (add'l) John Hancock Funds III Disciplined Value Fund — Dividend — Buy John Hancock Funds III Disciplined Value Fund — Buy (add'l) John Hancock Funds III Disciplined Value Fund — Sold (part) Neuberger Berman High Income Bond Fund — Dividend — Buy Nuveen Small Cap Value-I Fund — Dividend — Buy PIMCO Investment Grade Credit Bond Fund — Dividend — Buy PIMCO Investment Grade Credit Bond Fund — Buy (add'l) PIMCO Investment Grade Credit Bond Fund — Buy (add'l) T Rowe Price QM US S/C GR EQ-I Fund — Dividend — Buy T Rowe Price QM US S/C GR EQ-I Fund — Sold (part) T Rowe Price QM US S/C GR EQ-I Fund — Buy (add'l) Vanguard Mortgage Backed Securities Index Shares — Dividend — Buy Truist Bank (formerly BB&T Bank) Cash Account — Interest Wells Fargo Advisors Cash Account — Interest TD Ameritrade IRA (H) T. Rowe Price Spectrum Mod. Growth Allocation Mutual Fd. (see note) — Dividend Cash Sweep Account — Interest Wells Fargo Advisors Brokerage Account (H) American Electric Power Inc. common stock — Dividend Wells Fargo Advisors Cash Account — Interest FirstEnergy Corporation common stock — Dividend Exxon Mobil Corporation common stock — Dividend Dominion Resources Incorporated common stock — Dividend Ameren Corporation common stock — Dividend Entergy Corporation common stock — Dividend Avangrid common stock — Dividend Enbridge Inc. common stock — Dividend Exelon Corporation common stock — Dividend Federated Hermes High Income Bond Fund (see note) — Dividend Duke Energy Corporation common stock — Dividend The Southern Company common stock — Dividend Massachusetts Mutual Life Insurance Co. (Whole Life Policy) — Dividend Truist Bank (formerly BB&T) Cash Account — Interest Truist Bank (formerly BB&T Bank) Cash Account — Interest USAA Cash Account — Interest Planning Committee, Mid-Atlantic Bankruptcy Conference, Virginia Continuing Legal Education Liability — Bank of America — Credit Card Liability — Chase Bank — Credit Card Liability — SunTrust Bank — Credit Card Notes for Part VII. Investments and Trusts Line 115: The T. Rowe Price Spectrum Moderate Growth Allocation Fund was formerly known as Personal Strategy Growth Mutual Fund. The name of the fund changed effective January 1, 2020. Line 128: The Federated Hermes High Income Bond Fund was formerly known as the Federal High Income Bond Fund. The name of the fund changed effective April 28, 2020. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32508. Public record. Not legal advice.