# Sarah S. Vance > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5158 ## Record - **Judge:** Sarah S. Vance - **Year:** 2011 - **Report type:** Annual - **Pages:** 11 ## Text IRA #1, Merrill Lynch New Orleans: Memll Lynch Retirement Reserves / Cash — Int/Div Putnam Intemational Equity FD CL A — Int/Div Columbia Marsico Focused Equities FD B - Exchunged for: — note mn Part VII Columbia Marsico Focused Eq A INFEAX) — Int/Div Lord Abbett Global FD EQ SR CL A — Int/Div Davis NY Venture FD A — Int/Div IRRA #2, Rollover Merrill Lynch: Merrill Lynch USA Rasp / Cash — Int/Div Blackrock Capital Appreciation FD INC B (name change) — Int/Div Putnam International Equity FD CL A — Int/Div — Sold Oppenheimer Global Opp FD SBI — Int/Div Munder Small Cap Value CL B — Int/Div Columbia Marsico Focused Equities FD B — Int/Div — Sold Davis NY Venture FD B - Exchanged for — note mn Part VII Davis NY Venture FD A — Int/Div — Sold Blackrock Value Opport Fund Inc B — Int/Div Massachusetts Investors Growth Stock FD CLA — Int/Div ING International Small Cap Multimanager FD CL A — Int/Div Blackrock Capital Appreciation FD INC A — Int/Div Gabelli Equity Income FD CL A (GCAEX) — Int/Div — Buy MFS International New Discovery FD CL A (MIDAX) — Int/Div — Buy Oppenheimer Developing Markets FD CL A(ODMAX) — Int/Div — Buy Wells Fargo ADV Premium Large Comp Growth CL A (EKJAX) — Int/Div — Buy IRA #3, Memill Lynch New Orleans: Memill Lynch Retirement Reserves / Cash — Int/Div ML Bank USA Rasp — Int/Div Lord Abbett Developmg Growth FD CL A — Int/Div Davis NY Venture FD A — Int/Div Putnam Intemational Equity FD CL A — Int/Div Columbia Marsico Focused Equities FD B « Exchanged for: — note m Part VII sColumbia Marsico Focused Eq A INFEAX) — Int/Div Profit Sharing Retirement Plan - Fidelity Invest. Account Ret Gov't (Money Market Fund) — Int/Div — Sold (part) Fidelity Growth Company K — Int/Div Davis NY Venture Y — Int/Div — Sold Harbor Int] Inst — Int/Div Fidelity Emerging Mkts K — Int/Div Spartan US Bond Index Fund (Name Change) — Int/Div — note m Part VII Goldman Sachs Small Cap Value Class A — Int/Div Lazard Emerging Mkts Institutional — Int/Div Fidelity Cash Reserves — Int/Div — Buy Fidelity Cash Reserves — Sold (part) Vanguard INFL — Int/Div — Buy Gabelli Equity Income CL A — Int/Div — Buy S10. Cash Management Account, Merrill Lynch: Cash / CMA Money Fund — Int/Div Eaton Vance Tax Dw Inc — Int/Div Eaton Vance TX-AD GL Div Global Dividend Inc FD — Int/Div NFl Div Int Prem Strat and Premium Strategy FD — Int/Div — Buy Child's Trust, Mernill Lynch Cash / CMA Money Fund — Interest Columbia Marsico Focused Equities FD B « Exchanged for: — note m Part VIL w-