# Cecilia M. Altonaga > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/4671 ## Record - **Judge:** Cecilia M. Altonaga - **Year:** 2017 - **Pages:** 20 ## Text A — istribution MFS Value CLI — Distribution — Sold (part) Oppenheimer Intl Growth CL Y — Sold (part) MiamiDade County Deferred Comp. Fidelity Contrafund — Dmvadend — Sold MiamiDade County Deferred Comp. Nationwide Fixed — Int/Div MiamiDade County Deferred Comp, Neu Ber Eq Soc Resp — Int/Div — Sold MiamiDade County Deferred Comp. *AmFds AMCAP R6 — Int/Div — Buy Citifunds Checking — Interest Alhance Bernstein Relative Value Fund Class A — Int/Div Holland & Knight Profit Sharing Plan Oakmark Eq & Inc Fund Class 1 — Int/Div — Sold Holland & Knight Profit Sharing Plan, Vang TOT BD Mkt ADM — Int/Div — Sold Holland & Knight Profit Sharing Plan, Vang TOT BD Mkt Inst — Int/Div — Buy Holland & Knight Profit Sharing Plan, PRU Tol RTNBD Q — Int/Div Holland & Knight Profit Sharing Plan, FID Freedom K 2010 — Int/Div — Sold Holland & Knight Profit Sharing Plan, FID Freedom 2010 K — Int/Div — Buy Holland & Knight Profit Sharing Plan, AF Balanced R6 — Int/Div — Buy NH) UNIQUE College Investing Plan, NH College Port. (Fidelity Funds) — Int/Div Oppenheimer Intl Growth CL Y — Sold (part) NH) UNIQUE College Investing Plan, NH College Port. (Fidelity Funds) — Int/Div NH) UNIQUE College Investing Plan, NH College Port. (Fidelity Funds) — Int/Div NH) UNIQUE College Investing Plan, NH College Port(Fidelity Funds — Int/Div Bank of America CD — Interest — Closed Holland & Knight Equity Partner Fund — None Holland & Knight Equity Partner Fund — None Bank of America Checking — Interest Citigold Savings — Interest Citi Private Bank Checking — None — Closed Citi Private Bank Checking — None — Closed Citi Private Bank Checking — None — Closed Citi Private Bank Checking — None — Closed Florida Prepaid 4-Year University — None Bank of America Checking — Interest — Open Ameriprise Insured Money Market — Interest Citigroup Inc New — Int/Div General Electric Company — Int/Div Ameriprise Insured Money Market — Interest American Centruy Mid Cap Value INVS — Int/Div — Buy American Centruy Mid Cap Value INVS — Sold Amencan Centruy Mud Cap Value CL A — Int/Div — Sold (part) Blackrock High Yield Bond — Int/Div — Buy Blackrock High Yield Bond — Sold Blackrock High Yield Bond Investor CL A — Int/Div — Sold Blackrock Strategic Income Opptys Investor CLA — Int/Div — Sold Blackrock Strategic Income Opptys — Int/Div — Buy Active Portfolio Multi Manager Small Cap Equity CL A — None — Sold Active Portfolio Multi Manager Growth CL A — None — Sold Active Portfolio Multi Manager Value CL A — Int/Div — Sold Mult Manager Value Strategies CL Z — Int/Div — Buy Mult Manager Value Strategies CL Z — Sold (part) Mult Manager Total Return Bond Strategies CLZ — Int/Div — Buy Active Portfolio Multi Manager Directional ALTCL A — Int/Div — Sold Multi Manager Small Cap Equity Strategies CLZ — Int/Div — Buy Multi Manager Growth Strategies CL Z — Int/Div — Buy S51. — Sold (part) S51. — Sold (part) Mult Manager Directional Alternative Strategies CL Z — Int/Div — Buy iShares MSC! EAFE Value ETF — Int/Div — Buy JP Morgan Large Cap Growth CL A — None — Sold JP Morgan Large Cap Growth CL — Distribution — Buy JP Morgan Large Cap Growth CL — Sold (part) JP Morgan Large Cap Growth CL — Sold (part) Western Asset Intermediate Term Municipal CLA — Int/Div — Sold Western Asset Intermediate Term Municipal CLI — Int/Div — Buy MFSValueCLA — None — Sold MFS Municipal High Income CL A — Int/Div — Sold MFS Intl Value CL — Int/Div — Buy MFS Intl Value CL — Sold (part) MFS Intl Value CL — Sold (part) MFS Intl Value CL — Sold (part) MFS Value CLI — Int/Div — Buy MFS Value CLI — Sold (part) MFS Value CLI — Sold (part) MFS Municipal High Income CL — Int/Div — Buy MFS Municipal High Income CL — Sold (part) Nuveen Interm Duration Mun Bond C1 1 — Int/Div — Buy Nuveen Interm Duration Mun Bond C1 1 — Sold (part) Nuveen Interm Duration Mun Bond CL A — Int/Div — Sold Oppenheimer Intl Growth CL A — None — Sold Oppenheimer Intl Growth CL Y — Int/Div — Buy Oppenheimer Intl Growth CL Y — Sold (part) Prudential Jennison Mid Cap Growth CL A — None — Sold Prudential Jenmison Mid Cap Growth CL 2 — Int/Div — Buy Prudential Jenmison Mid Cap Growth CL 2 — Distribution — Sold (part) Prudential Jenmison Mid Cap Growth CL 2 — Sold (part) Prudential Jenmison Mid Cap Growth CL 2 — Sold (part) Wells Fargo Advantage Emerging Markets Equity CL A — None — Sold Wells Fargo Emerging Markets Equity Instl CL — Int/Div — Buy Wells Fargo Emerging Markets Equity Instl CL — Sold (part) Wells Fargo Advantage Short Term Municipal Bond CL A — Int/Div — Sold Wells Fargo Short Term Mun Bond Insti CL — Int/Div — Buy Amenpnse Insured Money Market — Interest American Century Mid Cap Value CL A — None — Sold American Century Mid Cap Value Investor CL — Int/Div — Buy American Century Mid Cap Value Investor CL — Distribution — Sold (part) Blackrock High Yield Bond Investor CL A — Int/Div — Sold Blackrock High Yield Bond Investor CL — Int/Div — Buy Blackrock High Yield Bond Investor CL — Sold Blackrock Strategic Income Opptys Investor CLA — Int/Div — Sold Blackrock Strategic Income Opptys Instl CL — Int/Div — Buy Columbia Income Oppty CL A — Int/Div — Sold Columbia Income Oppty CL — Int/Div — Buy Columbia Income Oppty CL — Sold Active Portfolio Multi Manager Small Cap Equity CL A — None — Sold Active Portfolio Multi Manager Core Plus Bond CL A — Int/Div — Sold Active Portfolio Multi Manager Growth CL A — None — Sold Active Portfolio Multi Manager Value CL A — None — Sold Active Portfolio Multi Manager Directional ALTCLA — None — Sold Mult Manager Value Strategies CL Z — Int/Div — Buy Mult Manager Value Strategies CL Z — Distribution — Sold (part) Mult Manager Value Strategies CL Z — Sold (part) Mult Manager Total Return Bond Strategies CLZ — Int/Div — Buy Mult Manager Small Cap Equity Strategies CLZ — Int/Div — Buy Mult Manager Small Cap Equity Strategies CLZ — Distribution — Sold (part) Multi Manager Growth Strategies CL Z — Int/Div — Buy Multi Manager Growth Strategies CL Z — Distribution — Sold (part) Multi Manager Growth Strategies CL Z — Sold (part) Multi Manager Growth Strategies CL Z — Sold (part) Multi Manager Directional Alternative Strategies CL Z — Int/Div — Buy Multi Manager Directional Alternative Strategies CL Z — Distribution — Sold (part) Delaware U S Growth Inst] CL — Dmvadend — Buy Delaware U S Growth Inst] CL — Distribution — Sold (part) JP Morgan Large Cap Growth CL A — None — Sold JP Morgan Large Cao Growth CL — Int/Div — Buy JP Morgan Large Cao Growth CL — Sold (part) JP Morgan Large Cao Growth CL — Sold MFS Intl Value CL A — None — Sold MFS Value CL A — None — Sold MFS Intl Value CL — Int/Div — Buy MFS Intl Value CL — Distribution — Sold (part) MFS Intl Value CL — Sold (part) MFS Intl Value CL — Sold (part) MFS Value CL 1 — Int/Div — Buy MFS Value CL 1 — Distribution — Sold (part) MFS Value CL 1 — Sold (part) Maen Symphony Floating Rate Income — Int/Div — Buy Maen Symphony Floating Rate Income — Sold (part) Oppenheimer Intl Growth CL A — None — Sold Oppenhemmer Intl Growth CL Y — Int/Div — Buy Oppenhemmer Intl Growth CL Y — Sold (part) Oppenhemmer Intl Growth CL Y — Sold (part) Oppenhemmer Intl Growth CL Y — Sold (part) Wells Fargo Emerging Markets Equity Inst CL — Int/Div — Buy Amenprse Insured Money Markey — Interest American Century Mid Cap Value CL A — Int/Div — Sold American Century Mid Cap Value Investor CL — Distribution — Buy American Century Mid Cap Value Investor CL — Distribution — Sold (part) Blackrock High Yield Bond Investor CL A — Int/Div — Sold Blackrock Strategic Income Opptys Investor CLA — Int/Div — Sold Blackrock High Yield Bond Investor CL 1 — Int/Div — Buy Blackrock High Yield Bond Investor CL 1 — Sold Blackrock Strategic Income Opptys Intl CL — Int/Div — Buy Active Portfolio Multi Manager Small Cap Equity CL A — None — Sold Active Portfolio Multi Manager Growth CL A — None — Sold Active Portfolio Multi Manager Value CL A — Int/Div — Sold Active Portfolio Multi Manager Directional ALTCLA — None — Sold Multi Manager Value Strategies CL Z — Int/Div — Buy Multi Manager Value Strategies CL Z — Distribution — Sold (part) Multi Manager Value Strategies CL Z — Sold (part) Multi Manager Value Strategies CL Z — Sold (part) Multi Manager Value Strategies CL Z — Int/Div — Buy 161 — Distribution Multi Manager Small Cap Equity Strategies CL7 — Int/Div — Buy Multi Manager Small Cap Equity Strategies CL7 — Distribution — Sold (part) Multi Manager Growth Strategies CL Z — Int/Div — Buy Multi Manager Growth Strategies CL Z — Distribution — Sold (part) Multi Manager Growth Strategies CL Z — Sold (part) Multi Manager Growth Strategies CL Z — Sold (part) Multi Manager Growth Strategies CL Z — Int/Div — Buy Multi Manager Growth Strategies CL Z — strnibution — Sold (part) Multi Manager Growth Strategies CL Z — Sold (part) Multi Manager T/R Bond Strategies CL A — Int/Div — Buy Multi Manager T/R Bond Strategies CL A — Sold JP Morgan Large Cap Growth CL A — None — Sold JP Morgan Large Cap Growth CL — Int/Div — Buy JP Morgan Large Cap Growth CL — istribution — Sold (part) JP Morgan Large Cap Growth CL — Sold (part) JP Morgan Large Cap Growth CL — Sold (part) Western Asset Intermediate Term Municipal CLA — Int/Div — Sold Western Asset Intermediate Term Mun CL 1 — Int/Div — Buy MFS Intl Value CL A — None — Sold MFS Value CL A — None — Sold MFS Municipal High Income CL A — Int/Div — Sold MFS Intl Value CL — Int/Div — Buy MFS Intl Value CL — Distribution — Sold (part) MFS Intl Value CL — Sold (part) MFS Intl Value CL — Sold (part) MFS Value CL A — Int/Div — Buy MFS Value CL A — Distribution — Sold (part) MFS Value CL A — Sold (part) MFS Value CL A — Sold (part) MFS Municipal High Income CL 1 — Int/Div — Buy MFS Municipal High Income CL 1 — Sold (part) MFS Municipal High Income CL 1 — Sold (part) Nuveen Interim Duration Municipal Bond CLA — Int/Div — Sold Nuveen Interim Duration Mun Bond CL — Int/Div — Buy Nuveen Interim Duration Mun Bond CL — Sold (part) Oppenheimer Intl Growth CL A — None — Sold Oppenheimer Intl Growth CL Y — Int/Div — Buy Oppenheimer Intl Growth CL Y — Sold (part) Oppenheimer Intl Growth CL Y — Sold (part) Oppenheimer Intl Growth CL Y — Sold (part) Wells Fargo Advantage Short Term Municipal Bond CL A — Int/Div — Sold Wells Fargo Emerging Markets Equity Inst CL — Int/Div — Buy Wells Fargo Emerging Markets Equity Inst CL — Sold (part) Wells Fargo Short Term Mun Bond Insti CL — Int/Div — Buy Columbia High Yield Bond Fund Class A — Int/Div — Buy UBS AG Deposit Account — Interest — Open UBS AG Deposit Account — Closed UBS Bank USA Dep Account — Interest — Open US Treasury Bill Matures 0720017 — Interest — Buy US Treasury Bill Matures 0720017 — Sold US Treasury Bill Matures 06/29/17 — Interest — Buy US Treasury Bill Matures 06/29/17 — Sold US Treasury Bill Matures 0803/17 — Interest — Buy US Treasury Bill Matures 0803/17 — Sold US Treasury Bill Matures 10/05/17 — Interest — Buy US Treasury Bill Matures 10/05/17 — Sold US Treasury Bill Matures 10/12/17 — Interest — Buy US Treasury Bill Matures 10/12/17 — Sold US Treasury Bill Matures 1026/17 — Interest — Buy US Treasury Bill Matures 1026/17 — Sold US Treasury Bill Mares 11/02/17 — Interest — Buy US Treasury Bill Mares 11/02/17 — Sold US Treasury Bill Matures 12/14/17 — Interest — Buy US Treasury Bill Matures 12/14/17 — Buy (add'l) US Treasury Bill Matures 12/14/17 — Sold US Treasury Bill Matures 01/18/18 — Interest — Buy US Treasury Bill Matures 02/15/18 — Interest — Buy US Treasury Bill Matures 04/12/18 — Interest — Buy UBS Bank USA Dep Acct — Interest — Open COCA-COLA COTHRNTS BE — Interest — Buy ABBVIE INC BE — Interest — Buy AT&T INC NTS B/E — Interest — Buy BANK OF AMER CORP NTS — Interest — Buy CITIGROUP INCNITIS BE — Interest — Buy GOLDMAN SACHS GROUP INC — Interest — Buy SAN BERNARDINO CA FA BE — Interest — Buy LEANDER TXISDULTX SCH — Interest — Buy VIRGINIA COMNWLTH TRANS RV — Interest — Buy MIAMI-DADE ONTY FLAWTR — Interest — Buy ARLINGTOM TX INDPT SCH — Interest — Buy VIRGINIA COMNWLTH TRANS BD RV — Interest — Buy DELAWARE TRANS AUSYS RV — Interest — Buy SULPHUR SPRINGS CAL UNI — Interest — Buy MELBOURNE FLA WTR & SWR — Interest — Buy BIRDVILLE 1X INDPTSCHD — Interest — Buy RIVERISDE CO CAL ASSET — Interest — Buy LAKE COIL CMNTY HSD #12 — Interest — Buy COOK ONTY ILL CMNTY CONS — Interest — Buy COOK CNTY IL CMNTY CONS ASSUR TAX — Interest — Buy BAKERSFIELD CA COP SUB — Interest — Buy Agreement — 2017 — Miami-Dade County, Deferred Compensation Plan Spouse's income — 2017 — Holland & Knight, LLP-Partmer/Employee Spouse's income — 2017 — Mercy & Charlie, LLC-Manager VIL INVESTMENTS and TRUSTS -Line 5. Changed the name of this bank account from 'Citifunds Interest’ to 'Citifunds Checking’, -Line 6.-7, The name of this mutual find changed from "Alliance Bernstein Relative Growth and Income Class A” to "Alliance Bemstein Relative Value Fund Class A’, identifier same as last year. -Line 8.-14.. Holland & Knight Profit Sharing Plan: not self directed, there is no control and only can select level of risk. -Line 20.-21. Holland & Knight Equity Partner Fund: spouse's firm requires cach equity partner to have an equity reserve in terms of paid in capital for each of its equity partners. These funds may not be accesed until the holder ceases to be an equity member, There is no control. -Line 23, Changed the name of this bank account from 'Citigold Interest’ to 'Citigold Savings’, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4671. Public record. Not legal advice.