# William B. Shubb > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3381 ## Record - **Judge:** William B. Shubb - **Year:** 2017 - **Report type:** Annual - **Pages:** 11 ## Text H)BANK ACCOUNTS Bank America Accounts — Interest 1st Community Credit Union — Interest H)ANNUITIES American Skandia - PIMCO Total Return — None American Skandia - T Rowe Price Large Cap Fund — None American Skandia - Cohen & Steers Realty Fd — None American Skandia - Lord Abbett Core Bond — None American Skandia - Profund Large Cap — None Venture Amuity - US Equity Fund — None H)LIMITED PARTNERSHIPS Municipal Morte. & Equity — Int/Div H) RAYMOND JAMES IRA RJ Bank Dep — Int/Div Oppenheimer Senior Fitg Rute Fund — Int/Div H) RAYMOND JAMES ACCOUNT (JT 3136) Eagle Tax Free Money Fund — Int/Div Alliance Muni Income CA — Int/Div Invesco Van Kampen Interm Mum Fund — Int/Div Putnam Global Industrials Fund — Int/Div H) RAYMOND JAMES ACCOUNT 3073) Eagle Tax Free Money Fund — Int/Div Fidelity Advisor Real Estate Income “C” — Int/Div Franklin Income Fund — Int/Div Franklin Income Fund “C" — Int/Div Invesco Equity & Income Fund "C* — Int/Div Invesco Van Kampen Equity Income Fund — Int/Div Prudential Stock Index Fund "C" — Int/Div J Hancock Regional Bank Fund — Int/Div HYWF ADVISORS-IRA (B) WF Bank Deposit Sweep — Int/Div Equally Weighted S&P Fund — Int/Div New Perspective Fund — Int/Div H)WF ADVISORS (JT) WF Bank Deposit Sweep — Int/Div Boeing — Int/Div Chevron — Int/Div Coca Cola — Int/Div General Electric — Int/Div — Sold Intel — Int/Div Proctor & Gamble — Int/Div Investment Company of America — Int/Div — Buy (add'l) New Perspective Fund — Int/Div — Buy (add'l) H)IRA-S WF Bank Deposit Sweep — Int/Div Diversified Dividend Fund — Int/Div Apache Corp — Int/Div Sempra Energy — Int/Div HH) IRA/ROLLOVER of HR-10 WF Bank Deposit Sweep — Int/Div Franklin Income Fund — Int/Div Equally Weighted S&P 500 — Int/Div Diversified Dividend Fund — Int/Div Abbott Labs — Int/Div AT&T — Int/Div Boeing — Int/Div — Sold (part) Bristol Meyers — Int/Div Chevron — Int/Div Coca Cola — Int/Div Conoco — Int/Div Disney — Int/Div DowDupont, formerly Dow Chemical — Int/Div General Electric — Int/Div — Buy (add'l) Intel — Int/Div IBM — Int/Div Johnson & Johnson — Int/Div Phillips 76 — Int/Div Proctor & Gamble — Int/Div Sempra Energy — Int/Div Target — Int/Div Yum Brands — Int/Div — Buy (add'l) Yum China Holdings — Int/Div — Buy (add'l) Delphi Finc'l 7.376% Pid 5/1/67 — Int/Div — Sold Equity Commonwealth 5.75% Pfd 8/1/42 (EQCO) — Int/Div GE Capital 4.875% Pfd (GEB) — Int/Div GE Capital 4.7% Pfd 5/16/53 (GEK) — Int/Div — Buy (add'l) PS Bus Parks 5.75% Pfd — Int/Div Public Storage 4.900% Pd 10/14/2021 — Int/Div — Buy Public Storage 5.2% Pfd 01/16/2018 — Int/Div — Buy Public Storage 5.125% Pfd 5/17/2021 — Int/Div Welltower 6.5% Pid — Int/Div — Sold Lme 26 of 2016 FDR "Mainstay Conservative Allocation Fund” Columns C1 & 2 should hav been blank Column D. 1. should have read "Sold" not "Sold (part)" Line 27 of 2016 FDR "WF Advantage Strategic Muni Bond Fund" Columns C1 & 2 should hav been blunk Column D. 1. should have read "Sold" not "Sold (part)" Line 32 of 2016 FDR "AB Muni Income CA" Columns C1 & 2 should hav been blank Column D.1. should have read "Sold" not "Sold (part)" --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3381. Public record. Not legal advice.