# Charles E. Erdmann

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3863

## Record

- **Judge:** Charles E. Erdmann
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 8

## Text

GENWORTH FINANCIAL ANNUITY — Interest
NORTHWESTERN MUTUAL LIFE INS CASH VALUE OF POLICIES — Int/Div
AMERICAN FEDERAL SAVINGS BANK «CASH ACCOUNTS — Interest — Buy (add'l)
CAPITAL ONE BANK (WAS CHEVY CHASE) - CHECKING & SAVINGS — Interest — Sold (part)
CHARLES SCHWAB IRA — Int/Div
SCHWAB MM CASH
AMERICAN CENTURY EQUITY GROWTH FUND — Buy (add'l)
HARDING LOEVNER EMERGING MARKETS FUND — Buy (add'l)
PERKINS MID CAP VALUE FUND — Buy (add'l)
UMB SCOUT INTERNATIONAL FUND — Buy (add'l)
USTRUST IRA — Int
US TRUST IRA MONEY MARKET ACCOUNT — Buy (add'l)
ASTON MONTAG & CALDWELL GROWTH FUND — Sold
BERKSHIRE HATHAWAY INCCLB
COLUMBIA DIVIDEND INCOME FUND
COLUMBIA ENERGY & NATURAL RESOURCES FUND — Sold
COLUMBIA SELECT LARGE CAP GROWTH FUND — Sold (part)
COLUMBIA SHORT TERM BOND FUND — Sold (part)
COLUMBIA SMALL CAP GROWTH FUND — Sold (part)
JANUS INVT FUND ENTERPRISE FD
PIMCO TOTAL RETURN FUND — Buy
HUSSMAN INVT STRATEGIC GROWTH HEDGE FUND — Buy
PERMANENT PORTFOLIO HEDGE FUND — Buy
LAZARD EMERGING MKTS FUND — Sold (part)
PIMCO EMERGING LOCAL BOND FUND — Buy
COLUMBIA HI YLD OPPORTUNITY FUND — Sold
PIMCO COMMODITY REAL RETURN FUND — Sold
PIMCO FOREIGN BOND FUND — Sold (part)
PIMCO FUND
THORNBURG INT'L VALUE FUND — Buy
USTRUST AGENCY ACCOUNT — Int/Div
BANK OF AMERICA MONEY MARKET FUND — Buy (add'l)
ASTON MONTAG & CALDWELL GROWTH FUND — Sold
COLUMBIA SHORT TERM MUNICIPAL BOND FUND — Buy (add'l)
COLUMBIA DIVIDEND INCOME FUND — Buy (add'l)
COLUMBIA ENERGY & NAT RESOURCES FUND — Sold
COLUMBIA SELECT LARGE CAP GROWTH FUND — Sold (part)
COLUMBIA SMALL CAP GROWTH FUND
LZ JANUS INVT FUND ENTERPRISE FD
COLUMBIA FUNDS INTERMEDIATE MUNI BOND FUND — Sold (part)
THORNBURG INT'L VALLE FUND — Buy
LAZARD EMERGING MARKETS PORTFOLIO FUND — Sold (part)
ARTIO INTL EQUITY FUND — Sold
COLUMBIA VALUE & RESTRUCTURING FUND — Sold
COLUMBIA INTERMEDIATE TAX EXEMPT FUND — Sold
PIMCO FUND
Spouse's income — 2011 — STATE OF MONTANA RETIREMENT INCOME

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3863. Public record. Not legal advice.