# Walter Shapero

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7617

## Record

- **Judge:** Walter Shapero
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 28

## Text

s, — None
145 — None
146 — None
21 — None
160) — None
235 — None
216. — None
CITIZENS REPUBLIC BANCORP INC — None
2. — None
BERKSHIRE HATHAWAY B (COM) TAX FREE TRUST — None
ABERDEEN ISRAEL FUND (FRMLY THE FIRST ISRAEL FUND INC) — Int/Div
MARQUETTE CNTY MI GENL OBLIG BOND — Interest — Redeemed
MORGAN STANLEY BANK ACCOUNT — Interest
5. — None
INVESCO VK EQUITY & INCOME (FRMLY VAN KAMPEN E & FUND) — Int/Div
STATE OF ISRAEL BOND — None
JP MORGAN CHASE BANK FORMERLY BANK ONE (SAV. & CHECK) — Interest
WESTERN RESERVE PTRSHP, MHP N MADISON OHIO — Reat
BUTZEL LONG PENSION — Distribution
LIVING TRUST (8226/92 POSITION IT)
LOOMIS SAYLES SMALL CAP VALUE FUND — Int/Div
16. — None
LOOMIS SAYLES VALUE FUND — Int/Div
JP MORGAN SHORT DURATION BOND FUND — Int/Div
JP MORGAN TAX FREE MONEY MARKET — Int/Div — Buy (add'l)
FRANKLIN CUSTODIAN FUND (FORMERLY FRANKLIN EQUITY FUND — Int/Div
FRANKLIN INSURED TAX-FREE INCOME FUND — Int/Div
FRANKLIN MI INSURED TAX FREE — Int/Div
MUTUAL SERIES SHARES FUND — Int/Div
PUTNAM INVESTORS FUND — Int/Div
JP MORGAN INTER. TAX FREE BOND FUND — Int/Div — Buy
PUTNAM VOYAGER FUND — Int/Div
TEMPLETON GROWTH FUND — Int/Div
ASSETS OF POSITION SCO-TRLSTEE
JP MORGAN CHASE BANK CK.ACCT (FORMERLY BANK ONE ACCOUNT) — Interest
32 — None
13 — None
ASSETS FROM POSITION 6 CO- TRUSTEE
JP MORGAN CHASE BANK (FORMERLY BANK ONE BANK) — None
16 — None
37 — None
ASSETS FROM POSITION 7 CO- TRUSTEE
JP MORGAN CHASE BANK CK ACCT (FORMERLY BANK ONE ACCOUNT) — None
ASSETS FROM POSITION 9 TRUSTEE
JP MORGAN US GOVT PREM. SWPP — Int/Div
FRANKLIN CUSTODIAN FUNDS INC — Int/Div — Sold (part)
JP MORGAN CHASE BANK CK.ACCT (FORMERLY BANK ON ACCT — Interest
FRANKLIN ADJUSTABLE US GOV'T SEC. FUND — Int/Div
45 — None
46 — None
47 — None
48 — None
ASSETS FROM POSITION 9 TRUSTEE
JP MORGAN CHASE BANK CK ACCT (FORMERLY BANK ONE ACCOUNT) — None — Distnbuted
FRANKLIN INSURED TAX FREE INCOME FUND — Interest
FRANKLIN MI INSURED TAX FREE FUND — Interest
S35 — None
4 — None
ss — None
$6. — None
ASSETS FROM POSITION 9 TRUSTEE
JP MORGAN CHASE BANK CK ACCT (FORMERLY BANK ONE ACCOUNT) — None — Distnbuted
FRANKLIN INSURED TAX FREE INCOME FUND — Interest
FRANKLIN MI INSURED TAX FREE FUND — Interest
ASSETS FROM POSITION 9 TRUSTEE
FRANKLIN INSURED TAX FREE INCOME FUND — Interest — Sold (part)
FRANKLIN MI INSURED TAX FREE FUND — Interest — Sold (part)
ASSETS FROM POSITION 9 TRUSTEE
FRANKLIN INSURED TAX FREE INCOME FUND — Interest — Sold (part)
FRANKLIN MI INSURED TAX FREE FUND — Interest — Sold (part)
ASSETS FROM POSITION 20 CO. TRUSTEE
68 — None
STRYKER CORP (COM) — Int/Div
TENET HEALTHCARE CORP (COM) — None — Buy (add'l)
71. — None
TIX COS INC NEW (COM) — Int/Div — Sold
WELLS FARGO & CO NEW (PFD) — Int/Div
HEALTH CARE PROP. NOTES DUE 12/15/13 — Interest
CMS ENERGY CORP. NOTES DUE 0223/19 — Interest
ALCOA. INC. NOTES DUE 08/1520 — Interest
CONSTELLATION ENERGY GRP NOTES DUE 12/120 — Interest
ARCELORMITTAL BONDS DUE 03/1/21 — Interest
ENERGY TRANSFER PTNRS BOND DUE 0601721 — Interest
HEWLETT PACKARD CO BOND DUE 09/1521 — Interest — Buy (add'l)
AEGON NV (PFD) — Int/Div
KIMCO REALTY CORP (PFD) — Int/Div
MERRILL LYNCH CAP TRUST HI (PFD) — Int/Div
AVNET INC (COM) — None — Buy (add'l)
GANNETT CO (COM) — Int/Div — Buy (add'l)
HAWAIIAN ELEC INDS INC (COM) — Int/Div
HESS CORP (COM) — Int/Div — Buy (add'l)
HUGOTON ROYALTY TRLST UBI — None — Sold
INTER PARFUMS INC (COM) — Int/Div — Sold
LAZARD LTD (COM) — Int/Div — Sold
MARATHON PETROLEIUM CORP (COM) — Int/Div
MDU RESOURCES GRP INC (COM) — Int/Div
SOUTHWEST AIRLINES CO. (COM) — Int/Div
TRW AUTOMOTIVE HLDGS CORP (COM) — None — Buy (add'l)
PETROBRAS INT'L NOTES DUE 1/27/16 — Interest — Buy
AMERICAN INT'L GROUP NOTES DUE 915/16 — Interest — Buy
FIRST ENERGY SOLUTIONS CO NOTES DUE 8/1521 — Interest — Buy
GOLDMAN SACHS CAPITAL II NOTES DUE 6/1/43 — Interest — Buy
WACHOVIA CAP TRUST II NOTES PERPETUAL — Interest — Buy
SOLTHERN CAL ED (PFI) — Int/Div — Buy
US BANK CORP (PFD) — Int/Div — Buy
ADT CORP (COM) — Int/Div — Buy
CABOT MICROELECTRS CORP (COM) — None — Buy
EATON CORP (COM) — Int/Div — Buy
105. — None
106 — None
07 — None
108 — None
109 — None
ASSETS FROM POSITION 20 CO- TRUSTEE
BANK ONE CHECKING — Interest
ALCOA. INC BONDS DLE 2/2319 — Interest
CHEVRON CORP. (COM) — Int/Div
AMERICAN EAGLE OUTFITTERS (COM) — Int/Div — Sold
EMERSON ELECTRIC CO. (COM) — Int/Div
HEWLETT PACKARD CO. (COM) — Int/Div — Sold
117. — None
BECKTON DICKINSON CO (COM) — Int/Div
MCKESSON CORP. (COM) — Int/Div
120. — None
121 — None
122 — None
BRISTOL-MYERS SQUIBB CO. (COM) — Int/Div
124. — None
COVIDIEN LTD (COM) — Int/Div
126. — None
127 — None
128 — None
ALTRIA GROUP INC BONDS DUE 8/6/19 — Interest — Sold
DIAGEO PLC SPSD ADS (COM) — Int/Div — Sold
13 — None
132 — None
133. — None
GENERAL ELECTRIC CAP CORP NOTES — Interest
15. — None
136. — None
HCP INC. (FORMERLY HEALTH CARE PPTY INVS (COM) (REIT) — Int/Div
LINCOLN NATIONAL CORP NOTES DUE 7/1/19 — Interest
RAYTHEON COMPANY (COM) — Int/Div
SCHLUMBERGER LTD (COM) — Int/Div — Buy
14] — None
142 — None
MARATHON OIL CORP — Int/Div
HEALTH CARE REIT INC (COM) — Int/Div
MEADWEST VACO CORP (COM) — Int/Div
VF CORPORATION (COM) — Int/Div
149. — None
DISNEY (WALT) CO (COM) — Int/Div — Sold (part)
EXXON MOBIL CORP (COM) — Int/Div
GLATFELTER (COM) — Int/Div — Buy (add'l)
SIMON PROP GROUP REIT — Int/Div
HASBRO INC (COM) — Int/Div — Buy (add'l)
155 — None
156. — None
157 — None
VODAFONE GROUP PLC (COM) — Int/Div
WASHINGTON REAL ESTATE INVEST TRUST (COM) — Int/Div
WASTE MANAGEMENT INC NEW (COM) — Int/Div
XEROX CORP (COM) — Int/Div — Buy
163 — None
164 — None
ENTERGY MISS INC. IST MTG BOND DUE 2/1/13 — Interest
INGERSOLL-RAND GL HLD CO BOND DUE 4/15/14 — Interest
GOLDMAN SACH GROUP INC. SR NOTE DUE 1/15/14 — Interest
INTERNATIONAL PAPER CO. NOTE DUE 1/18/14 — Interest
MEDTRONIC INC NOTE DUE 04/15/13 — Interest
VERIZON GLOBAL FDG. CORP. NOTE DUE&1/13 — Interest
IRA ROLLOVER JP MORGAN CHASE BANK
JP MORGAN CASH - US DOLLAR — None
GATEWAY FUND -Y — Int/Div — Buy (add'l)
174. — None
VANGUARD MSC'1 EUROPE ETF — Int/Div — Buy
JP MORGAN US EQUITY FUND — Int/Div
MANNING & NAPIER FUND INC — Int/Div — Sold (part)
HARTFORD CAPITAL APPRECIATION FD — Int/Div — Sold (part)
SPDR S & P SOO EFT TRUST — Int/Div — Buy
ABERDEEN ASIA PACIFIC EQUITY FD — Int/Div — Buy
MATTHEWS PACIFIC TIGER FD — Int/Div — Sold (part)
182 — None
PIMCO FDS UNCON STR BD — None — Buy
185 — None
JP MORGAN MARKET EXPANSION INDEX FD — Int/Div
187 — None
188. — None
JP MORGAN REALTY INCOME FD — Int/Div
190. — None
VANGUARD EMERGING MARKET ETF FD — Int/Div
192 — None
ARBITRAGE FUNDS <1 — None
EATON VANCEMUT FDS TR — None
JPM LARGE CAP GROWTH FUND — Int/Div — Sold (part)
JPM EM MKS EQUITY FUND — Int/Div
PRUDENTIAL JENNISON NATURAL RES. FUND — None — Sold
BLACKROCK HIGH YIELD BOND FUND — Int/Div — Sold (part)
RIDGEWORTH FUND — Int/Div
AIM INVT FDS <- BAL RISK ALL — None — Buy
EATON VANCE FLOATING RATE ADVANTAGE — None — Buy
PIMCO COMMODITIES PLUS STRATEGY P — None — Buy
SPDR GOLD TRUST — None — Buy
JPM INTL CURRENCY INCOME FD — Int/Div — Buy
DREYFUS LAUREL EMG MKT DEBT LOL — Int/Div — Buy
206 — None
207 — None
208 — None
209 — None
210. — None
211. — None
HA — None
213. — None
214 — None
215. — None
216. — None
217 — None
218. — None
219 — None
220 — None
COMERICA BANK (CHECKING) — None
ING LSA ANNUITY & LIFE INS. CO. — Distribution
NATIONWIDE LIFE INS. CO/BEST OF AMERICA ANNUITY — Distribution
JOHN HANCOCK LIFE INS. CO ANNUITY — None
226. — None
PRUDENTIAL ANNUITIES LIFE ASSURANCE CORP — Distribution
IRA ACCT WELLS FARGO ADV (FRMLY WACHOVIA SECURITIES) — Distribution
FIRST TRUST STRAT. HIGH INCOME FUND II — None — Sold
NEW PERSPECTIVE FD INC — None
213 — None
234 — None
ASSETS FROM POSITION 20 CO. TRUSTEE
ABBOTT LABORATORIES (COM) — Int/Div — Sold
AGILENT TECHNOLOGIES INC (COM) — Int/Div — Buy (add'l)
240, — None
241 — None
AIR PRODUCTS & CHEM (COM) — Int/Div — Buy (add'l)
243 — None
IRA ROLLOVER JP MORGAN CHASE
I SHARES TR BARCLAYS TIPS BD FD (FRMLY I SHARES TR US TREAS) — Int/Div — Sold (part)
JP MORGAN HIGH YIELD BOND FUND — Int/Div — Sold (part)
JP MORGAN SHORT DURATION BOND FD — Int/Div — Sold (part)
DOUBLE LINE FDS TR — Int/Div — Buy
249 — None
250. — None
JP MORGAN ASIA EQUITY FUND — Int/Div — Sold
252 — None
253. — None
IP MORGAN INTREPID AMERICA FUND — Int/Div — Sold (part)
JPM EQUITY INCOME FUND — Int/Div — Sold (part)
JPM INTREPID VALUE FUND — Int/Div — Sold (part)
ASSETS FROM POSITION 20 CO. TRUSTEE
MERRILL LYNCH CMA MONEY FUND — Int/Div — Buy (add'l)
MICROSOFT CORP (COM) — Int/Div
WINDSTREAM CORP (ALLTELL DIST) (COM) — Int/Div
261 — None
262 — None
263 — None
264 — None
PINNACLE WEST CAP CORP (COM) — Int/Div — Sold
266. — None
TECO ENERGY INC. (COM) — Int/Div
268 — None
HALLIBURTON CO. (COM) — Int/Div — Sold
TYCO INTL LTD NAMEN-AKT (COM) — Int/Div
HEALTHSOUTH CORP (COM) — None — Sold
ILLINOIS TOOL WORKS INC (COM) — Int/Div — Sold
MORGAN STANLEY (COM) — Int/Div — Buy
KBR INC (COM) — None — Sold
NABORS INDUSTRIES LTD (COM) — None — Buy
276. — None
mM — None
KELLOGGS CO (COM) — Int/Div
BANK OF AMERICA NA SUB NOTES DUE 8/15/16 — Interest
MENS WEARHOUSE INC (COM) — Int/Div — Buy
BOSTON SCIENTIFIC CORP NOTES DUE 1/18/18 — Interest
COMCAST CORP. NOTES DUE 1/1515 — Interest
KROGER CO (COM) — Int/Div
DOW CHEMICAL NOTES DUE 171/12 — Interest — Sold
MCDONALDS CORP (COM) — None — Sold
MEDTRONIC INC (COM) — Int/Div
MTS SYSTEMS CORP (COM) — Int/Div — Buy
NM GEN'L ELEC. CAP CORP. NOTES DUE 6/15/12 — Interest — Sold
NESTLE SA REP RG — Int/Div
NUCOR CORP (COM) — Int/Div — Buy
NEWS CORP. (COM) — Int/Div — Sold (part)
JP MORGAN CHASE SUB NOTES DUE wis — Interest
JOHN DEERE CAP CORP NOTES DUE 3/15/12 — Interest — Sold
NORTHEAST UTILITIES (COM) — Int/Div
MORGAN STANLEY SUB NOTES DUE 4/1/14 — Interest
NATIONWIDE FIN. SER. SR. NOTES DUE 71/12 — Interest — Sold
NV ENERGY INC. (COM) — Int/Div
208 — None
QWEST CORP NOTES DUE &/1/17 — Interest
SCHERING PLOUGH SR. NOTES DUE 12/1713 — Interest
am — None
2 — None
SUNTRUST BANKS INC NOTES DUE 12/1/17 — Interest
XEROX CORP NOTES DUE 5/15/14 — Interest
RIN — None
IRA ROLLOVER JP MORGAN CHASE {FRMERLY BANK ONF)
Rn — None
IR — None
FMI FDS INC LARGE CAP FD — Int/Div — Sold (part)
10. — None
311 — None
312 — None
JP MORGAN INTERNATIONAL VALUE FUND — Int/Div — Buy (add'l)
JP MORGAN US LARGE CAP CORE PLUS FD — Int/Div — Sold (part)
315. — None
JPM MID CAP GROWTH FUND — None
ISHARES MSCI EAFE INDEX FUND — Int/Div
MFS INTL FUND — Int/Div — Buy (add'l)
T. ROWE PRICE OVERSEAS STOCK FUND — None
320. — None
321 — None
SHARES CORE S&P MID-CAP ETF (FRMLY I SHARES S&P MID CAM — Int/Div — Buy (add'l)
323 — None
324 — None
325 — None
ASSETS FROM POSITION 20 CO. TRUSTEE
OCCIDENTAL PETE CORP CAL — Int/Div — Buy (add'l)
APPLIED MATERIAL SR. NOTES DUE wisn? — Interest
BECTON DICKINSON NOTES DUE 4/15013 — Interest
ENTERPRISE PRODUCTS OPER NOTES DUE 1/15/68 — Interest
kx] — None
LEHMAN BROTHERS HODGS SUB NOTES DUE 771917 — None
113, — None
MERRILL LYNCH & CO NOTES DUE 828/17 — Interest
PSEG POWER CONOTES DUE 4/1114 — Interest — Sold
WEATHERFORD INTL LTD NOTES DUE 10/15/13 — Interest
OSHKOSH CORP (COM) — None — Buy (add'l)
as — None
BANK OF AMERICA NOTES DUE 12/29/49 — Interest
CITIGROUP CAP VII (PREF) — Int/Div
R*3] — None
PEPSICO, INC (COM) — Int/Div — Buy
JP MORGAN CHASE NOTES DUE 4/29/49 — Interest
RAYMOND JAMES FINL CO (COM) — Int/Div — Buy
SOVEREIGN BANK NOTES DUE 3/15/13 — Interest
WASHINGTON REIT NOTES DUE s/118 — Interest
WELLS FARGO&CO (FORMERLY WACHOVIA CORP INOTES DUE 2/28/49 — Interest
I SHARES BARCLAYS TIPS BEND FUND — Int/Div — Sold
LIVING TRUST (7/1395) (POSITION 23)
BLACK ROCK GLOBAL ALLOCATION FUND — Int/Div
EATON VANCE NAT'L MUNI INC FD (FRMLY EATON VANCE MI MUNI FID) — Int/Div
EATON VANCE TAX MANAGED GROWTH FUND — Int/Div
FIDELITY ADV BALANCED FUND — Int/Div
OPPENHEIMER GLOBAL STRATEGIC INCOME FUND — Int/Div
ass. — None
BLACKROCK MUNIYIELD — Int/Div
INCOME FUND OF AMERICA CL A — Int/Div — Buy
GROWTH FUND OF AMERICA CL B — None — Sold
GROWTH FUND OF AMERICA CL A — Int/Div — Buy (add'l)
INCOME FUND OF AMERICACLB — Int/Div — Sold (part)
KEELEY FUNDS INC SMALL CAP VALUE FUND — Int/Div
NUVEEN INVT TR MULTI MGR L/C VALUE FD A (FRMLY NUVEEN — Int/Div
NUVEENMIMUNIBDFDCL A — Interest — Sold (part)
AIM INVESCO VK CONSTOCK (FRMLY VAN KAMPEN COMSTOCK) FUND — None — Sold
TRANSAMERICA AVA CONSERYV — Int/Div
INVESCO TECHNOLOGY SECTOR — None — Buy
CO-TRUSTEE, TESTAMENTARY TRUST J(ASSETS PART VII, LINES 30-31)
CO-TRLUSTEE, TRUST DATED 12/30/50 (ASSETS PART VIL, LINES 34-35)
CO-TRUSTEE, TRUST DATED 4/30/51 (ASSETS PART VII, LINES 38-39)
PARTNER, BROMOCO (INVESTMENT PARTNERSHIP NOMINALLY HOLDING CERTAIN LTD. PTRSHP INTERESTS)
TRUSTEE, TRUST (11/6092) F/B/O
TRUSTEE, (ASSETS PART VII, LINES 40-44)
TRUSTEE, (ASSETS PART VIL, LINES 49-52)
TRUSTEE, (ASSETS PART VII, LINES 57-60)
TRUSTEE, (ASSETS PART VII, LINES 61-63)
Spouse's income — 12/3172012 — TEACHERS INSURANCE & ANNUITY ASSOC - PENSION

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7617. Public record. Not legal advice.