# Michael E. Hegarty

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7970

## Record

- **Judge:** Michael E. Hegarty
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 9

## Text

Ally Bank — Interest — Sold (part)
MDS Energy Development Program 2016 — None — Buy
Wells Fargo Checking — Interest
Apple Common Stock — Int/Div
Baron Opportunity Fund — Int/Div — Sold
Fidelity Select Biotechnology Fund — Int/Div — Sold
Fidelity Low Priced Stock Fund — Int/Div — Sold
Fidelity Leveraged Company Stock Fund — Int/Div — Sold
FMI Large Cap Fund — Int/Div — Sold
FPA Crescent Institutional Fund — Int/Div — Sold
Fidelity Small Cap Discovery Fund — Int/Div — Sold
Fidelity Strategic Dividend & Income Fund — Int/Div — Sold
Hennessy Gas Utility Index Fund — Int/Div — Sold
Hodges Small Cap Fund — Int/Div — Sold
Janus Balanced Fund Class T — Int/Div — Sold
Janus Triton Fund Class T Shares — Int/Div — Sold
Pimco Fundamental Index Plus AR Fund — Int/Div — Sold
TCW Total Return Bond Fund Class — Int/Div — Sold
Vanguard Small Cap Index Fund — Int/Div — Sold
Vanguard Total Stock Market Index ETF — Int/Div — Sold
Eqis Investment Corp. Aggressive Allocation — Int/Div — Buy
DC #2 4-11 Wells Fargo Accounts — Interest
DCE2S-11 Ameritas Investment Corporatio Allocation 70% Equity 30% Bond — Int/Div — Sold
Phillips Edison Grocery Centers REIT 11 — Int/Div
Cole Capital Credit Property Trust IV, Inc REIT — Int/Div
Retirement Phillips Edison ARC Shopping Contr REIT — Int/Div
mmm Retirement Phillips Edison ARC Shopping Cotr REIT — Int/Div
RetirementFS Investment Corporation 11 — Int/Div
Inherited IRA Micthell Capital Management Alloc. 75% Equity 25% Bond — Int/Div — Closed
Inherited IRA Ameritas lnvstmt Corp Allocation 80% Equity 20% Bond — Int/Div — Open
Inherited IRA Ameritas Invstmt Corp Allocation 80% Equity 20% Bond — Int/Div — Sold (part)
Inherited IRA Ameritas Invstmt Corp Allocation 80% Equity 20% Bond — Int/Div — Closed
Nationwide Annuity — Int/Div — Buy
Steadfast REIT — Int/Div — Buy
Hamilton Pot REIT — Int/Div — Buy
Moody National REIT 11 — Int/Div — Buy
mmm Inherited IRA Edward Jones AT&T Stock — Int/Div
pm Inherited IRA Edward Jones Duke Energy Corp. Stock — Int/Div
mum Inherited IRA Edward Jones General Mills Ine. Stock — Int/Div
mmm Inherited IRA Edward Jones Ilinois Tool Works Inc. Stock — hy
mmm Inherited IRA Edward Jones Capital Income Builder Fund Class A — Int/Div
pm Inherited IRA Edward Jones Income Fund of America Fund Class A — Int
pum Inherited IRA Edward Jones Berkshire Hathaway Inc. Del. Class B — Int/Div
pum Inherited IRA Edward Jones Johnson Controls Ing. Stock — Int/Div
mmm Inherited IRA Edward Jones Royal Dutch Shell PLC Stock — Int/Div
mmm Inherited IRA Edward Jones US Bancorp Stock — Int/Div
pum Inherited IRA Edward Jones Ishares Dow J US Tech, Sect. Indx Fd — Int/Div
mmm Inherited IRA Edward Jones Ishares DJ US Healthcare Sector Fd — Int/Div
mm Inherited IRA Edward Jones Bond Fund of America Class A — Int/Div — Sold (part)
pm Inherited IRA Edward Jones Capital World Bond Fund — Int./hv
pum Inherited IRA Edward Jones CBA Aggressive Growth Fund Class A — Int/Div
mmm Inherited IRA Edward Jones Columbia Smallcap Value Fund Class A — Int/Div
mmm Inherited IRA Edward Jones Fundamental Investors Fund — Int/Div
pum Inherited IRA Edward Jones Growth Fund of America Class A — Int/Div
mmm Inherited IRA Edward Jones Harbor Cap'l Apprec, Fund Investr C1 — Int/Div
mmm Inherited IRA Edward Jones Harbor Int] Fund Investor Class — Int/Div
mmm Inherited IRA Edward Jones Invesco Comstock Fund C1 A — hy
mmm Inherited IRA Edward Jones MFS Int'l New Discovery Fund C1 1 — Int/Div
mmm Inherited IRA Edward Jones MFS Value Fund CL — Int/Div
pum Inherited IRA Edward Jones Mutual Global Discovery Fund C1 A — Int
mm Inherited IRA Edward Jones New World Fund Class A — Int/Div

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7970. Public record. Not legal advice.
