# Jerry C. Oldshue jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/8024 ## Record - **Judge:** Jerry C. Oldshue jr - **Year:** 2017 - **Report type:** Annual - **Pages:** 12 ## Text Synovus Bank account — Interest Capstone Bank acount — Interest IRA Z(H) MORGANSTANLEY (Y) ISHARES INC MSC JAPAN RTF — Int/Div — Buy ISHARES INC MSC JAPAN RTF — Buy (add'l) ISHARES JP MORGAN EM BOND ETF — Int/Div — Buy BLACKROCK EQUITY DIVIDEND — Int/Div — Buy BLACKROCK EQUITY DIVIDEND — Sold (part) BLACKSTONE ALT MULT STRATINIST — Int/Div — Buy (add'l) WILLIAM BLAIR INTL GROWTH — Int/Div — Sold (part) WILLIAM BLAIR INTL GROWTH — Buy (add'l) WILLIAM BLAIR INTL GROWTH — Buy (add'l) INVESCO GLB REAL ESTATE Y — Int/Div — Buy INVESCO INTL GROWTH — Int/Div — Sold (part) INVESCO INTL GROWTH — Buy (add'l) INVESCO INTL GROWTH — Buy (add'l) HARDING LOEVNER EMERG MKTS ADV — Int/Div — Buy (add'l) COLUMBIA SEL LARGE CAP VAL — Int/Div — Sold (part) COLUMBIA SEL LARGE CAP VAL — Sold (part) COLUMBIA SELECTLGCPGROWTH — Int/Div — Sold (part) COLUMBIA SELECTLGCPGROWTH — Sold (part) CONGRESS MID CAP GROWTH INSTL — Int/Div — Buy DAVIS NEW YORK VENTURE — Int/Div — Sold DAVIS NEW YORK VENTURE — Sold PRUDENTIAL JENNISON GROWTH — Int/Div — Sold (part) PRUDENTIAL JENNISON GROWTH — Sold (part) JANUS HENDERSON FLEXIBLE BOND — Int/Div — Buy (add'l) JANUS HENDERSON FLEXIBLE BOND — Buy (add'l) JANUS HENDERSON FLEXIBLE BOND — Buy (add'l) JANUS HENDERSON INTL OPP 1 — Int/Div — Buy JANUS HENDERSON INTL OPP 1 — Buy (add'l) SLOCORR MACRO STRATEGIES — Int/Div — Buy LORD ABBETT SHT DURATION INC — Int/Div — Sold (part) AQR MANAGED FUTURES STRATEGY — Sold AQR MANAGED FUTURES STRATEGY — Buy (add'l) DIAMOND HILL LONG-SHORT — Int/Div — Buy (add'l) IVY MID CAP GROWTH — Sold IVY MID CAP GROWTH — Sold VICTORY RS VALUE — Int/Div — Sold (part) VICTORY RS VALUE — Buy (add'l) VICTORY RS SMALL CAP GROWTH — Int/Div — Sold (part) VICTORY RS PARTNERS — Int/Div — Sold (part) OPISTEELPATHMLP SELECT 40 Y — Int/Div — Buy (add'l) OPISTEELPATHMLP SELECT 40 Y — Buy (add'l) BLACKROCK HI YIELD BD PTF INST — Int/Div VOYA GLOBAL REAL ESTATE — Int/Div — Sold PIMCO SHORT TERM — Int/Div — Buy (add'l) PIMCO FOREIGN BD — Int/Div — Sold S29 PLANS (HD) TROWE PRICE US SMALL CAP GROWTH — None AMER CENT EQGX CS529(X) — None SPIMCO SHORT-TERM 529 — None NORTHERN BOND INDEX 529 — None T. ROWE PRICE BALANCED 529 — None T. ROWE PRICE REAL ESTATE 529 — None T.ROWE PRICE LARGE CAP GROWTH 529 — None NORTHERN MID-CAP INDEX 529 — None NORTHERN SMALL CAP INDEX 529 — None NORTHERN FUNDS INTERNATIONAL EQUITY INDEX 529 — None NEUBRGR INTLLGCPCS529(X) — None LAZARD EMERGING MARKETS 529 — None COHEN & STEERS DIVIDEND VALUE £29 — None BROKERAGE ACCOUNT #1 (H) ALPHABET INC CLASS C COMMON STOCK — None AMAZON.COM INC COM — None APPLE INC COM COMMON STOCK — Int/Div CONSTELLATION BRANDS INC COM CLA(X) — Int/Div MICROSOFT CORP COM (X) — Int/Div IRA £2 (H) MORGAN STANLEY (X) — Interest BLACKROCK INFLAT PROT BOND) — Int/Div — Buy CALAMOS MARKET NEUTRAL INC — Int/Div — Buy AQR MANAGED FUTURES STRATEGY — None — Sold COLUMBIA SEL LARGE CAP VAL Z — Int/Div — Sold (part) COLUMBIA SEL LARGE CAP VAL Z — Sold (part) COLUMBIA SELECT LG CAP GROWTH Z — Int/Div — Sold (part) COLUMBIA SELECT LG CAP GROWTH Z — Sold (part) DIAMOND HILL LONG SHORT — Int/Div DREYFUS NEWTON INTL EQI — Int/Div — Sold (part) DREYFUS NEWTON INTL EQI — Buy (add'l) HARBOR INTERNATIONAL INST — Int/Div — Sold (part) J INVESCO DEVELOPING MARKETS — Int/Div SZ INVESCO DIVERSIFIED DIVIDEND — Int/Div — Sold (part) INVESCO INTL GROWTH — Int/Div INVESCO SMALL CAP VALUE — Int/Div — Sold (part) INVESCO SMALL CAP VALUE — Buy (add'l) JANUS HENDERSON ENTERPRISE — Int/Div — Sold JANLS HENDERSON RESEARCH — Int/Div — Sold (part) JANUS HENDERSON INTL OPP 1 — Int/Div — Buy JANUS HENDERSON INTL OPP 1 — Buy (add'l) JP MORGAN DYNAMIC SM OP GR SEL — Int/Div — Sold (part) CLOCORR MACRO STRATEGIES — Int/Div — Buy CLOCORR MACRO STRATEGIES — Buy (add'l) LORD ABBETT SHT DURATION INC F — Int/Div — Buy PIONEER MLTIASTULTSHTINCY — Int/Div — Buy PRUDENTIAL JENNISON GROWTH — Int/Div — Sold (part) PRUDENTIAL JENNISON GROWTH — Sold (part) VICTORY GLB NATURAL FES — None VICTORY RS VALUE — Int/Div — Sold (part) BROKERAGE ACCOUNT £22 (H) BLACKROCK GLOBAL ALLOCATION A — Int/Div — Buy BLACKROCK GLOBAL ALLOCATION (nd — Int/Div — Buy Liability — Chase Bank — Credit Card Liability — Capital One — Credit Card Reimbursement — Cumberland Law School CLE — October 5-6, 2017 — Birmingham, AL — Bankruptcy CLE — Transportation, meals, and lodging Reimbursement — Flonda State Bar Bankruptcy CLE — October 19-20, 2017 — Tallahassee, FL — Bankruptcy CLI — Transportation, meals, and lodging Reimbursement — School of Law Bankruptcy CLE — 7 — ov IT PERN. 270 FOOT — WEG NCEE A 2 Eb LO eh — RT tT or Tl i TEEN do oe STR. "SE Reimbursement — Mobile/Baldwin County Bench and Bar CLE — December 1-2, 2017 — Pomt Clear, AL — Bankruptcy CLE — Transportation, meals, and lodging Part VII, Line 4 - Morgan Stanley cash balance fell below reporting threshold. Part VII, Line 44 - MLP SELECT 40 is now referred to as OPI STEELPATH MLP SELECT 40 Y on the statement. It is the same investment. Part VII, Line 50 - Investment asset account 529 Plans do not report income to the account. The reports only show the market value in the account, thus the column B(1) is left blank and “None is entered in column B(2). Any other lines reporting no income means no income was earned on that investment during the year. Part VII, Line $2 and 61 - Per note above the 529 Plan statements only report market value of assets held. No buy or sell information is provided. These lines reflect two new assets in the account, Part VII, Line 68 - Constellation stock was purchased m 2016, but less than $1,000 was purchased thus no buy information was reported. Constellation stock market value rose above reporting threshold. No additional shares were purchased. Part VII, Line 71 - Morgan Stanley cash balance increased above the reporting threshold. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8024. Public record. Not legal advice.