# Kenneth Davis Bell sr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32730

## Record

- **Judge:** Kenneth Davis Bell sr
- **Year:** 2020
- **Pages:** 12

## Text

Bank of America - cash account — Interest
Wells Fargo - cash account — Interest
Mezanotte LLC — Dividend
Kure Corp — None
AMV Holdings, LLC — None — Spinoff (from line 4)
Rental Property #1 Oak Island, NC Purchased: 5/19/2019 $295,000 — Rent
McGuireWoods LLC Retirement Fund - T. Rowe Price Retirement 2020 Tr-F — Int./Div. — Distributed
Prudential AST T. Rowe Price Growth Opps Portfolio — Dividend
Prudential AST Capital Growth Asset Allocation — Dividend
Prudential Secure Value Account — Dividend
Optum Bank Health Savings Account — Int./Div.
HSA Bank Health Savings Account — Int./Div. — Distributed (part)
Isodiol International, Inc. — None
Wells Fargo Fundamental Choice IRA #1 (H)
Wells Fargo Standard Bank Cash — Int./Div.
ETF IShares EDGE MSCI USA Quality Factor QUAL — Int./Div. — Buy (add'l)
ETF IShares EDGE MSCI USA Quality Factor QUAL — Buy (add'l)
ETF IShares EDGE MSCI USA Quality Factor QUAL — Buy (add'l)
ETF IShares EDGE MSCI USA Quality Factor QUAL — Buy (add'l)
ETF IShares EDGE MSCI USA Quality Factor QUAL — Buy (add'l)
ETF IShares EDGE MSCI USA Quality Factor QUAL — Sold (part)
ETF IShares EDGE MSCI USA Quality Factor QUAL — Sold (part)
ETF IShares EDGE MSCI Min Vol USA USMV — Int./Div. — Buy (add'l)
ETF IShares EDGE MSCI Min Vol USA USMV — Buy (add'l)
ETF IShares EDGE MSCI Min Vol USA USMV — Buy (add'l)
ETF IShares EDGE MSCI Min Vol USA USMV — Buy (add'l)
ETF IShares EDGE MSCI Min Vol USA USMV — Sold (part)
ETF IShares EDGE MSCI Min Vol USA USMV — Sold (part)
ETF IShares EDGE MSCI Min Vol USA USMV — Sold (part)
ETF IShares EDGE MSCI Min Vol USA USMV — Sold (part)
ETF Sector SPDR TR Technology Select XLK — Int./Div. — Buy (add'l)
ETF Sector SPDR TR Technology Select XLK — Buy (add'l)
ETF Sector SPDR TR Technology Select XLK — Sold (part)
ETF Sector SPDR TR Technology Select XLK — Sold (part)
ETF Sector SPDR TR Technology Select XLK — Sold (part)
Alger Growth Small Cap Focus AGOZX — Int./Div. — Buy (add'l)
Alger Growth Small Cap Focus AGOZX — Buy (add'l)
Alger Growth Small Cap Focus AGOZX — Buy (add'l)
Alger Growth Small Cap Focus AGOZX — Buy (add'l)
Alger Growth Small Cap Focus AGOZX — Buy (add'l)
Alger Growth Small Cap Focus AGOZX — Sold (part)
Alger Growth Small Cap Focus AGOZX — Sold (part)
Blackrock Technology Opportunities Fund BGSIX — Int./Div. — Open
Blackrock Health Sciences Opp Fund SHSSX — Int./Div. — Open
Blackrock Health Sciences Opp Fund SHSSX — Buy (add'l)
Blackrock Total Return Fund MAHQX — Int./Div. — Buy (add'l)
Blackrock Total Return Fund MAHQX — Buy (add'l)
Blackrock Total Return Fund MAHQX — Buy (add'l)
Blackrock Total Return Fund MAHQX — Buy (add'l)
Blackrock Total Return Fund MAHQX — Sold (part)
Blackrock Total Return Fund MAHQX — Sold (part)
Blackrock Total Return Fund MAHQX — Sold (part)
Calamos Market Neutral Income Fund CMNIX — Int./Div. — Buy (add'l)
Calamos Market Neutral Income Fund CMNIX — Buy (add'l)
Calamos Market Neutral Income Fund CMNIX — Buy (add'l)
Calamos Market Neutral Income Fund CMNIX — Sold (part)
Calamos Market Neutral Income Fund CMNIX — Sold (part)
Calamos Market Neutral Income Fund CMNIX — Sold (part)
Calamos Market Neutral Income Fund CMNIX — Sold (part)
Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Int./Div. — Buy (add'l)
Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Buy (add'l)
Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Buy (add'l)
Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Sold (part)
Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Sold (part)
Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Sold (part)
Delaware Group Global & Intl Fds DEMIX — Int./Div. — Buy (add'l)
Delaware Group Global & Intl Fds DEMIX — Buy (add'l)
Delaware Group Global & Intl Fds DEMIX — Sold (part)
Delaware Group Global & Intl Fds DEMIX — Sold (part)
Delaware Group Global & Intl Fds DEMIX — Sold (part)
Delaware Group Global & Intl Fds DEMIX — Sold (part)
American Funds Bond Fund of America ABNFX — Int./Div. — Open
American Funds Bond Fund of America ABNFX — Buy (add'l)
Abbey Capital Future Strategy Fund ABYIX — Int./Div. — Buy
Abbey Capital Future Strategy Fund ABYIX — Sold (part)
Abbey Capital Future Strategy Fund ABYIX — Sold
Franklin Invs Secs Tr Conv Secs Fund FCSZX — Int./Div. — Open
Franklin Invs Secs Tr Conv Secs Fund FCSZX — Sold (part)
Harbor Fund Small Cap Value Fd HASCX — Int./Div. — Buy
Harbor Fund Small Cap Value Fd HASCX — Buy (add'l)
Harbor Fund Small Cap Value Fd HASCX — Buy (add'l)
Harbor Fund Small Cap Value Fd HASCX — Sold (part)
Harbor Fund Small Cap Value Fd HASCX — Sold (part)
Invesco Balanced Risk Commodity Strategy BRCYX — Int./Div. — Buy
Legg Mason Funds Clearbridge Intl Growth LMGNX — Int./Div. — Buy (add'l)
Legg Mason Funds Clearbridge Intl Growth LMGNX — Buy (add'l)
Legg Mason Funds Clearbridge Intl Growth LMGNX — Buy (add'l)
Legg Mason Funds Clearbridge Intl Growth LMGNX — Sold (part)
Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Int./Div. — Buy (add'l)
Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Buy (add'l)
Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Buy (add'l)
Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Buy (add'l)
Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Sold (part)
Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Sold (part)
AlphaSimplex Managed Futures Strategy Fund/ Natixis Fds ASFYX — Int./Div. — Open
AlphaSimplex Managed Futures Strategy Fund/ Natixis Fds ASFYX — Sold
Barings Funds Global Credit Income Class Y BXIYX — Int./Div. — Buy (add'l)
Barings Funds Global Credit Income Class Y BXIYX — Sold (part)
Barings Funds Global Credit Income Class Y BXIYX — Sold (part)
Barings Funds Global Credit Income Class Y BXIYX — Sold
Fidelity New Mkt Inc FGZMX — Int./Div. — Buy (add'l)
Fidelity New Mkt Inc FGZMX — Buy (add'l)
Fidelity New Mkt Inc FGZMX — Sold (part)
Fidelity New Mkt Inc FGZMX — Closed
ETF IShares Gold Trust IAU — Int./Div. — Buy (add'l)
ETF IShares Gold Trust IAU — Sold
Lord Abbett Invt Short Duration Income Fund LLDYX — Int./Div. — Buy (add'l)
Lord Abbett Invt Short Duration Income Fund LLDYX — Sold
Oakmark International Fund Advisor Class OAYIX — Int./Div. — Sold
Principal Inv Fund Real Estate Secs FD PIREX — Int./Div. — Sold
ETF IShares 20+ Yr Treasury Bond TLT — Int./Div. — Buy (add'l)
ETF IShares 20+ Yr Treasury Bond TLT — Sold
Select Sector SPDR TR Financial XLF — Int./Div. — Buy
Select Sector SPDR TR Financial XLF — Buy (add'l)
Select Sector SPDR TR Financial XLF — Sold
U.S. District Judge, U.S. District Court, Western District of North Carolina
Member, Mezzanotte LLC
Agreement — 2009 — McGuireWoods LLC Retirement Plan with former law firm, managed
Income — 2020 — McGuireWoods LLC - Rollover distribution from vested pension plan to IRA — $18,246.00

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32730. Public record. Not legal advice.