# Joan Humphrey Lefkow

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32571

## Record

- **Judge:** Joan Humphrey Lefkow
- **Year:** 2020
- **Pages:** 7

## Text

Northwestern Mutual Whole Life Insurance — Dividend
U.S. Employees Credit Union Cash Acct. — Int./Div.
Joan H Lefkow IRA Pershing LLC (H)
Preferred Apt Cmntys (APTS) — Dividend
Artisan Global Opporunities Inv (ARTRX) — Dividend
Calamos Market Neutral CL I (CMNIX) — Dividend
Deer Park Total Return Credit Fund I (DPFNX) — Dividend
First Eagle Global Class I (SGIIX) — Dividend
FMI International Fund Institutional (FMIYX) — Dividend
Ivy Mid Cap Income Oporrutities CL I (IVOIX) — Dividend
Janus Henderson Balanced I (JBALX) — Dividend
MFS Value Fund Class I (MEIIX) — Dividend
Monetta Core Growth Fund (MYIFX) — Dividend
Parnassus Core Equity Instl (PRILX) — Dividend
Goldman Sachs RE Diversified — Dividend — Buy
Resource Real Estate Diversified Inc W (WRREX) — Sold
Guggenheim Floating Rate Strtga Fd Instl (GIFIX) — Dividend
Hartford World Bond Fund CL I (HWDIX) — Dividend
Lord Abbett Short Duration Income CL F (LDLFX) — Dividend
Pimco Income Fund Institutional Fund (PIMIX) — Dividend
Pimco RAE Worldwide Long Short Plus Inst (PWLIX) — Dividend
Principal Global Diversified Inc Inst (PDGIX) — Dividend
Fidelity Government Cash Reserves — Dividend
Lefkow Family Trust Pershing LLC (H)
Cash — Dividend
AB Equity Income Advisor Class (AUIYX) — Dividend
Artisan Global Opporunitites Inv (ARTRZ) — Distribution
Chevron Corp New Com (CVX) — Dividend
Hines Gloval Income Trust Inc CL IX — Dividend
Kraft Heinz CO COM (KHC) — Dividend
Royal Dutch Shell Plc Spon Adr B (RDSB) — Dividend
Pimco Income Fund Instituional Fund (PMIX) — Dividend
Shopoff Commercial Growth & Income Fund — Distribution
Law Board (Advisory), Northwestern Pritzker School of Law
Income — 11/12/20 — Ampersand Inc. - Book Sales — $217.00
Part VII. Investments and Trusts, lines 3 and 24.
On December 7, 2020, both the IRA and Trust accounts were transferred from National Financial Services to Pershing. There were no trades, buys, or sells, only
change in Brokerage Platforms.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32571. Public record. Not legal advice.