# Jeffery S. Frensley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32563

## Record

- **Judge:** Jeffery S. Frensley
- **Year:** 2020
- **Pages:** 10

## Text

SUNTRUST BANK — Int./Div.
CRITERION CAPITAL ADVISORS
SGOIX FIRST EAGLE FUNDS OVERSEAS — Dividend
WEIMX TETON WESTWOOD EQUITY — Dividend — Sold
FDRXX Fidelity Gov. Reserves — Dividend
PGXFX American Funds GLBL Growth PORT CL — Dividend
FMACX AMCAP Fund — Dividend
FNPFX New Perspective Fund F3 — Dividend
FNWFX American New World Fund F3 — Dividend
SFCWX American Smallcap World Fund F3 — Dividend — Buy
FWMIX Washington Mutual Investors FDCL F3 — Dividend
ROTH IRA
VAFAX INV AMER FRANCH CL A — Dividend
UTMA
RAYMOND JAMES BANK DEPOSIT PROGRAM — Interest
ICSH IShares TR ULTRA SH TRM BD — Dividend — Sold (part)
IVV Ishares TR. Cores S & P 500 ETF — Dividend — Buy
IWR Ishares TR RUS Mid Cap ETF — Dividend — Buy
IJR Ishares TR Core S & P SLP ETF — Dividend — Buy
IBDN Ishares TR BONDS Dec 22 ETF — Dividend — Buy
PIMCO Active Bond ETF (Bond) — Dividend — Buy
BND Vanguard Total Bond Market ETF — Dividend — Buy
529
AAFXX American VA 529 U.S. Governement Money Market — Dividend — Sold
IRA #1
FDRXX Fidelity Gov. Reserves — Dividend
ASPZX Alger Spectra CLZ — Dividend — Sold (part)
CMNIX Calamos Mkt Neutral Income — Dividend — Sold
SGOIX First Eagle Overseas — Dividend — Sold (part)
SGOIX First Eagle Overseas — Sold (part)
SGOIX First Eagle Overseas — Buy
WOBDX JP Morgan Core Bond — Dividend — Buy
WOBDX JP Morgan Core Bond — Buy
WOBDX JP Morgan Core Bond — Sold (part)
TTRZX Templeton Global Total RTADV — Dividend — Sold (part)
TTRZX Templeton Global Total RTADV — Sold (part)
AZMIX Allianzgi NFS Emerg Mrkts Value Ins H — Dividend — Sold
OAYIX Oakmark INTL Advisor Fund — Dividend — Sold (part)
OAYIX Oakmark INTL Advisor Fund — Sold (part)
OAYIX Oakmark INTL Advisor Fund — Buy
BPAIX Boston Partners All Cap Value INSTL — Dividend — Buy
BPAIX Boston Partners All Cap Value INSTL — Sold (part)
BPAIX Boston Partners All Cap Value INSTL — Buy
LLDYX Lord Abbett Short Duration Income — Dividend — Sold (part)
LLDYX Lord Abbett Short Duration Income — Sold (part)
TRGLX T Rowe Price Global Stock Fund CL1 — Dividend — Buy
OTIIX T Rowe Price Small Cap Stock 1 Class — Dividend — Buy
OTIIX T Rowe Price Small Cap Stock 1 Class — Buy
OTIIX T Rowe Price Small Cap Stock 1 Class — Buy
MISIX Victory Trivalent Intl Small Cap 1 — Dividend — Buy
MISIX Victory Trivalent Intl Small Cap 1 — Buy
RGGYX Victory RS Global FD CLY — Dividend — Buy
RGGYX Victory RS Global FD CLY — Buy
ALZFX Alger Focus Equity CLZ — Dividend — Buy
ALZFX Alger Focus Equity CLZ — Buy
General Investment Account
FDRXX Fidelity Gov. Reserves — Dividend
ASPZX Alger Spectra CLZ — Dividend — Sold (part)
ASPZX Alger Spectra CLZ — Sold (part)
ASPZX Alger Spectra CLZ — Sold (part)
AZMIX Allianzgi NFJ Emerg Mrkts — Dividend — Sold
CMNIX Calamos Mkt Neutral Income — Dividend — Sold (part)
CMNIX Calamos Mkt Neutral Income — Sold
OAYIX Oakmark Intl Advisor Fund — Dividend — Sold (part)
BPAIX Boston partners ALL CAP — Dividend
TTRZX Templeton Global Total RTADV — Dividend — Sold (part)
TTRZX Templeton Global Total RTADV — Sold (part)
FDZXX Fidelity MMKT — Interest
LLDYX Lord Abbett Short Duration Income — Dividend — Sold (part)
TRGLX T Rowe Price Global Stock Fund CL 1 — Dividend — Buy
RGGYX Victory RS Global FD CL Y — Dividend — Buy
TIMUX Transamerica MUNI 1 — Dividend — Buy
EXECUTOR, ESTATE #1 (No Reportable Assets)
I. 1. Estate #1 is the estate of a family member. There are no reportable assets in the estate.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32563. Public record. Not legal advice.
