# Kathleen Mary Williams > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3760 ## Record - **Judge:** Kathleen Mary Williams - **Year:** 2017 - **Report type:** Annual - **Pages:** 8 ## Text United Technologies (UTX) — Int/Div ATT(T) — Int/Div Edison (EIX) — Int/Div Lockheed Martm (LMT) — Int/Div IBM — Int/Div Princ Preferred Securities (PRFCX) — Int/Div Nationwide Fixed Annuity — None Wells Fargo Money Sweep — Interest Hospitatity 7.125% Preferred — Int/Div — Sold WELLS FARGO MANAGED ASSET ACCOUNT HOLDINGS BELOW FTIXX-GSachs Treasury Instruments — Interest — Sold (part) FTIXX-GSachs Treasury Instruments — Sold (part) FTIXX-GSachs Treasury Instruments — Buy (add'l) FTIXX-GSachs Treasury Instruments — Sold (part) FTIXX-GSachs Treasury Instruments — Buy (add'l) MEDIX-MFS Emerg Mkt Debt — Int/Div OIBYX-Oppenheimer Intl Fund — Int/Div ORIYX-Ouk Ridge Small Cap — Int/Div — Sold AEPFX-American Euro-Pacific Grth — Int/Div BLRY X-Brookfield Inv Fund — Int/Div Cohen & Steers Rlty (CSRSX) — Int/Div Credit Suisse Commodity (CRSOX) — Int/Div — Sold Diamond Hill Large Cap (DHLRX) — Int/Div — Sold (part) John Hancock FDS 11 JGYIX) — Int/Div Lord Abbett Value FUND (LVOYX) — Int/Div MFS Municipal Fund (MMIIX) — Interest MFS VALUE Fund (MENIX) — Int/Div Noveen Mon. Trust (NLVBX) — Interest — Sold (part) Wells Fargo Emerging Markets (EMGNX) — Int/Div JPMorgan Large Cap (SEEGX) — Int/Div Prudential Mid-Cap (PEGZX) — Int/Div T. Rowe Price Mun. Funds (PRINX) — Interest T. Rowe Price Mun. Inter Fund (PRSMX) — Interest T. Rowe Price Tax Free (PRFSX) — Int/Div T. Rowe Price Blue Chip (TRBCX) — Int/Div — Sold (part) Brown Adv Small Cap (BAFSX) — Int/Div — Buy PIMCO FDS Pac Invst — Int/Div — Buy Liability — American Express — Revolving Credit/'Charge Card SECTION VIL INVESTMENTS AND TRUSTS, Line 25: Lord Abbett Value Fund (LVOFX) changed its isting and is now known as Lord Abbett Value Fund (LVOYX). Amended line 7 of Section VII to reflect status of Nationwide Annuity as Fixed. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3760. Public record. Not legal advice.