# Joan N. Ericksen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4635

## Record

- **Judge:** Joan N. Ericksen
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 8

## Text

Minnesota State Retirement System Judges’ Retirement Plan — None
Fidelity Adv 529 Plan Portfolio 2019 C (no control) — None
Amenprise Money Market — Interest
Invesco Global Real Estate (AGREX) — Int/Div — Buy (add'l)
Invesco Global Real Estate (AGREX) — Sold (part)
Invesco Int'l Small Co (1IEGAX) — Int/Div — Buy
Franklin MN Tax Free (FMINX) — Int/Div — Buy (add'l)
Frunklin MN Tax Free (FMINX) — Sold (part)
Franklin MN Tax Free (FMINX) — Sold (part)
Franklin HY Tax Free (FRHIX) — Int/Div — Buy (add'l)
Franklin HY Tax Free (FRHIX) — Sold (part)
iShares iBoxx Investment Grade Corp (LOD) — Int/Div — Buy (add'l)
iShares iBoxx Investment Grade Corp (LOD) — Sold (part)
Oppenheimer Int'l Bond (OIBAX) — Int./y — Buy (add'l)
Oppenheimer Developing Markets (ODMAX) — Ine — Buy (add'l)
Oppenheimer Developing Markets {ODMAX) — Buy (add'l)
Oppenheimer Developing Markets (ODMAX) — Buy (add'l)
Pimco Real Return Strategy (PCRAX) — Int/Div
Vanguard Growth (VUG) — Int/Div
Vanguard Value (VTV) — Int/Div — Buy (add'l)
Wells Fargo S/T High Yield Bond (SSTHX) — Int/Div — Buy
Vanguard Mid Growth (VOT) — Int/Div
Vanguard High Dividend Yield (VYM) — Int/Div — Buy
Columbia High Yield (INEAX) — Int/Div — Buy (add'l)
Columbia Acorn Int'l (LAIAX) — Int/Div — Buy
Columbia Acorn Int'l (LAIAX) — Buy (add'l)
Columbia Acorn Int'l (LAIAX) — Sold (part)
UMB Scout Int'l (LMBWX) — Int/Div — Buy (add'l)
UMB Scout Int'l (LMBWX) — Sold (part)
Credit Suisse Commodity (CRSAX) — Int/Div
Putnam Int'l Capital Opp (PNVAX) — Int/Div
Vanguard Mid Value (VOE) — Int
Eagle Small Cap Growth (HRSCX) — Buy
Oppenheimer Main St Sm Cap (OPMSX) — Int/Div
Oppenheimer Rochester Muni (ORNAX) — Int/Div
Board of Directors, Friends of the Children Foundation
Board of Directors, Federal Bar Assocation, Mmnesota chapter
Committee Member, NCBE, Multistate Bar Drafting Committee
Rules of Evidence Committee, Judicial Conterence
Agreement — 2002 — Minnesota State Judge Retirement Plan - former employer - no control
Reimbursement — American Conterence Institute — 01-31-11 to 02-01-11 — New York City — Patent Conference — Transportation, meals, hotel
Reimbursement — National Conference of Bar Examiners — 05-01-11 to 05-04-11 — Camel, CA — Evidence Drafting Committee — Transportation, meals, hotel
Reimbursement — National Conference of Bar Examiners — 0929-11 to 10-01-11 — Vancouver, BC — Evidence Drafting Committee — I ransportation, meals, hotel
Income — 82011 — MCBE Committee — S31.500.00
My husband's assets are not reportable: He has sole interest in and responsibility for his income, assets and investments. His property is not in any way derived

from or associated with any of my income, assets or activities. | do not, and do not expect to, derive any financial or economic benefit from my husband's financial

interest or responsibility. A joint tax return with my husband and myself was NOT filed for 2011,

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4635. Public record. Not legal advice.