# James P. O'Hara

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7823

## Record

- **Judge:** James P. O'Hara
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 9

## Text

Valley View State Bank (savings & checking accounts) — Interest
Mariner Rollover IRA No. 1 (formerly Fidelity Rollover IRA No. 1)
Fidelity Cash Reserves — Interest
Vanguard Index Fds Reit ETF — None — Buy
Harding Loevner Int'l Equity Port Inst] — Int/Div
Metropolitan West Tot Return Bond C1 M — Int/Div
Oppenheimer Int'l Bond Class A — None — Sold
Convergence Core Plus Fund Institutional Cl (con't line 10) — Int/Div
f/a Mariner 30/30 Fund Institutional C1 Shares)
Wasatch Emerging Mkt Sm Cap Fd — None — Sold
Palmer Square Absolute Return CI — Int/Div
Nuance Concentrated Value Fd Inst] — Int/Div — Buy
Tortise MLP Pipeline Fd Inst'l — Int/Div
Eaton Vance Floating Rate Advantage — Int/Div — Sold
Palmer Square Fountain Short Duration High Income — Int/Div
Mamstay Marketfield Fund Class — None
Stone Ridge Reinsurance Risk Premium — Int/Div — Buy
Stone Ridge High Yield Reinsurance Risk Premium — Int/Div
Templeton Global Bond Fund Class A — Int/Div — Sold (part)
Touchstone Small Cap Core Fund Class — None — Sold
Plum Creek Timber Co. Inc — None — Sold
Rayonier, Inc — None — Sold
Consilium Emerging Mkt. Sm, Cap. Inst'l — Int/Div — Buy
Walthausen Small Cap Value Fund — None — Buy
Mariner Rollover IRA No. 2 (formerly Fidelity Rollover IRA No. 2)
Fidelity Cash Reserves — Interest
Vanguard Index Fds Reit ETF — None — Buy
Vanguard Index Fds Reit ETF — Sold
Harding Loevner Int'l Equity Port Inst] — None — Sold
Metropolitan West Tot Return Bond C1 M — Int/Div — Sold (part)
Oppenheimer Int'l Bond Class A — None — Sold
Convergence Core Plus Fund Institutional Cl (con't line S51) — None — Sold
a Mariner 30/30 Fund Institutional C1 Shares)
Wasatch Emerging Mkts Sm Cap Fd — None — Sold
Palmer Square Absolute Return C1 1 — Int/Div — Sold
Nuance Concentrated Value Fd Inst] — Int/Div — Buy
Nuance Concentrated Value Fd Inst] — Sold
Tortise MLP Pipeline Fd Inst'l — Int/Div — Sold
Eaton Vance Floating Rate Advantage — Int/Div — Sold
Palmer Square Fountain Short Duration High Income — Int/Div — Sold
Mamstay Marketfield Fund Class — None — Sold (part)
Stone Ridge Reinsurance Risk Premiums — Int/Div — Buy
Stone Ridge Reinsurance Risk Premiums — Sold
Stone Ridge High Yield Reinsurance Risk Premium — Int/Div — Sold
Templeton Global Bond Fund Class A — Int/Div — Sold (part)
Templeton Global Bond Fund Class A — Sold
Touchstone Small Cap Core Fund Class — None — Sold
Plum Creek Timber Co. Inc — None — Sold
Rayomier, Inc — None — Sold
Consilium Emerging Mkt Sm Cap Inst'l — None — Buy
Consilium Emerging Mkt Sm Cap Inst'l — Sold
Spartan 500 Index Fd Adv Cl — None — Buy
Spartan Int'l Index Fd Adv C1 — Int/Div — Buy
Spartan Sm Cap Index Fd Adv Cl — None — Buy
Spartan Real Est Index Fd Adv Cl — None — Buy
Tortoise MLP & Pipeline Fd Investor Cl — Int/Div — Buy
Palmer Square Fountain Short Term Duration High Inc A — Int/Div — Buy
Nuance Concentrated Value Fund Class A — Int/Div — Buy
Weitz Short Intermediate Income Fd Investor Cl — Int/Div — Buy
Reimbursement — American Conterence Institute — 02.27/14 - 02/28/14 — Washington, DC — Educational seminar — meals, lodging, transportation
Reimbursement — American Conference Institute — NOS 14 — Chicago, IL — Educational seminar — meals, lodging, transportanon
Reimbursement — American Conference Institute — 09/23/14 — Dallas, TX — Educational semmar — meals, lodging, transportation
Reimbursement — American Conference Institute — 10/28/14 — New York, NY — Educational seminar — meals, lodging, trunsportation
Reimbursement — American Conference Institute — 1029/14 - 1/3 14 — New York, NY — Educantonal semmar — meals, lodging, transportation
In Section VII, Lines 15 and 40, | have corrected the nume of the mutual fund. In the 2013 report, | misspelled it as "Eaton Vance Floating Raste Advantage.” It

should be "Eaton Vance Floating Rate Advantage”,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7823. Public record. Not legal advice.
