# G. Michael Halfenger

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3686

## Record

- **Judge:** G. Michael Halfenger
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 10

## Text

Allianz NFJ Large Cap Value — Int/Div — Sold (part)
Blackrock Equity Dividend — Int/Div — Sold (part)
Delaware Select Growth — None — Sold (part)
Dodge & Cox Intl Stock — Int/Div — Sold (part)
DWS Managed Municipal Bonds — None — Sold
Eaton Vance Tax Managed Value — None — Sold
Franklin Fed Int-Term T/F Inc — None — Sold (part)
Fundamental Investors — Int/Div — Sold (part)
Fundamental Investors — Sold (part)
Harbor Capital Appreciation — Int/Div — Sold (part)
Harbor Capital Appreciation — Sold (part)
Harbor Capital Appreciation — Sold (part)
Hotchkis & Wiley Mid Cap Val — Int/Div — Sold (part)
Hotchkis & Wiley Mid Cap Val — Sold (part)
Hotchkis & Wiley Mid Cap Val — Sold (part)
Hotchkis & Wiley Mid Cap Val — Sold (part)
Invesco International Growth — Int/Div — Buy
Invesco International Growth — Buy (add'l)
Invesco International Growth — Sold (part)
Invesco International Growth — Buy
Invesco Comstock FA C1 Y — Int/Div — Sold (part)
Invesco Comstock FA C1 Y — Sold (part)
Invesco Comstock FA C1 Y — Sold (part)
Maming & Napier World Opp — Int/Div — Sold (part)
MFS Municipal Lim Maturity — Int/Div — Sold (part)
Franklhin)Mutual Global Discovery C1 Z — Int/Div — Sold (part)
Neuberger Berman Mid Cap Gr — Int/Div — Sold (part)
Pioneer Ouk Ridge Sm Cap Gr — Int/Div — Sold (part)
T Rowe Price Summit Muni Inc Fd — None — Buy
T Rowe Price Summit Muni Inc Fd — Sold (part)
T Rowe Price Tax-Ex Mon Mkt — Int/Div
Thomburg Ltd term muni fund — None — Buy
Thomburg Ltd term muni fund — Buy (add'l)
Thomburg Ltd term muni fund — Sold (part)
Amencan Fund Tax Exempt Bond — Int/Div — Sold (part)
Amencan Fund Tax Exempt Bond — Sold (part)
Columbia Acorn International — Int/Div — Sold (part)
Eaton Vance Atlanta Cap SMID — Int/Div — Sold (part)
Guggenheim Mid Cap Value Fund — Int/Div — Sold (part)
Guggenheim Mid Cap Value Fund — Sold
MFS Growth Fund C11 — Int/Div — Sold (part)
Primecap Odyssey stock fund — Int/Div — Buy
Primecap Odyssey stock fund — Buy (add'l)
Primecap Odyssey stock fund — Sold (part)
Amencan Balanced Fd Cl A-529 — Int/Div
Capital Income Builder Fd A-529 — Int/Div
New Perspective Fund Cl A-529 — Int/Div
Washington Mutual Investment C1 A-529 — Int/Div
JP Morgan Fed Money — Int/Div — Buy (add'l)
S10. — Buy (add'l)
Alger Small/mid cap growth — Int/Div
Munder Mid Cap Core Growth( Victory Mund Mid Cap core gr y) — Int/Div — Sold (part)
Ramer mid cap equity — Int/Div — Sold (part)
columbia small cap value ii — Int/Div — Sold (part)
columbia small cap value ii — Sold (part)
columbia small cap value ii — Sold (part)
Delaware US growth — Int/Div — Sold (part)
T Rowe Price Instl Lrge Cp Gr — Int/Div — Sold (part)
Dodge & Cox Stock — Int/Div — Sold (part)
Dodge & Cox Stock — Buy (add'l)
Dodge & Cox Stock — Sold (part)
MFS Value — Int/Div — Sold (part)
Artisan Intl Value — Int/Div
Euro Pacific Growth Fund C1 FI — Int/Div — Buy (add'l)
Franklin) Mutual Global Discovery C1 Z — Int/Div
Oppenheimer Intl Growth — Int/Div — Buy
T. Rowe Price Intl Discovery — Int/Div
Dodge & Cox Income — Int/Div — Buy (add'l)
Dodge & Cox Income — Buy (add'l)
JP Morgan Core Bond — Int/Div — Buy (add'l)
Looms Sayles Inv Grade Bd — Int/Div — Buy (add'l)
SmallCap World Fund Cl A — Int/Div
Invesco Growth & Income Fund A — None — Sold
Nike — Int/Div
EdVest Wells Fargo Moderate Portfolio — Int/Div
Walt Disney — Int/Div — Sold (part)
Putnam Multi-Cap Growth Fund-A — None
Northwestern Mutual Whole Life Ins — None
Oppenheimer Champion Income Fund A — Int/Div
PIMCO High Yield Inst] — Interest
First Vice President & President, Seventh Circuit Bar Association
Reimbursement — Bankruptcy Judges — CH PEIN JU SR LN Conference business meeting
Reimbursement — Bankruptcy, Insolvency, and Creditors’ Rights Section — REE TR sessions, annual section dinner
Spouse's income — 2014 — Whitefish Bay School District, wages
Part VII. Line 53. Munder Mid Cap Core Growth changed its name to Victory Mund Mid Cap Core Growth Y (as of 10/31/14),

Line 80. PIMCO High Yield Inst], This was part of the Foley & Lardner Defined Contribution Retirement Phun that 1 instructed Schwab in 2013 to liquidate

completely to be rolled over into another retirement account. As a result of an interest payment that was not credited until after Schwab issued the rollover check,

Schwab liquidated all assets in the plan account other than approximately $100 of PIMCO High Yield Inst] fund, which was worth $101.55 on December 31,

2014. | overlooked this in filing the annual report and the amended annual report for the year ending December 31, 2013. | have filed an additional amendment to

the 2013 report to correct the oversight,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3686. Public record. Not legal advice.