Richard R. Clifton

2017Annual

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What was filed

  • 88

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • American Judicature Society, Hawaii Chapter
  • Hawan Women's Legal Foundation
  • Ninth Judicial Circuit Historical Society
  • Federal Judges Association
  • Trusts #] - 43
  • Self-employed, dietitian consultant

As filed

First Hawaiian Bank savings — Interest

First Hawaiian Bank checking — Interest

Univ of Hawan FCU — Interest — Closed

Goodyear common — Int/Div

Hawaiian Electric Industries common — Int/Div

Brokerage acct #1 (H)

Echostar common — None

Dish Network C1 A common — None

IBM common — Int/Div

Real Networks common — None

Morgan Stanley Bank — Interest — Sold

Charles Schwab Bank — Interest — Buy

Fidelity Growth & Income (IRA) — Int/Div

Fidelity Magellan Fund (IRA) — Int/Div

Oppenheimer Growth Fund A (IRA) — Int/Div

Brokerage acct #2 (T-CS) (H)

Intel common — Sold

Charles Schwab Money Market Fund — Int/Div

Unitedbealth Gr Bonds — Interest

Discover Bank CD — Interest

Amer Electric Power common — Int/Div

Apple common — Int/Div

BP PLC — Sold

Chevron common — Sold

Coca Cola common — Sold

Eh Lilly common — Int/Div

Exxon Mobil common — Int/Div

General Electric common — Int/Div

Kraft Hemz common — Int/Div

Microsoft common — Int/Div

Mondelez Intl common — Int/Div

United Technologies common — Int/Div

Verizon common — Int/Div

Berkshire Hathaway Cl A — None

Schwab US Large Cap — Int/Div

Vanguard Dividend — Int/Div

Schwab Municipal Money Fund — hy — Buy

IRA acct #3 (Ty (H)

we Intel common — Int/Div

Microsoft common — Int/Div

Charles Schwab Money Market Fund — Int/Div

Petroleo Brasileiro ADRF — None

Laudus U.S. Large Cap Growth Fund — Int/Div

HR-10 and 401K accts (former law firm) (Hy

American Funds AMCAP Fund — None

Oakmark Fund — None

Virtus Ceredex Small Cap Value Eq Fund 1 — None

American Funds Wash Mutual Invs (HRI) — None

PIMCO Total Return - Class D (HR-10) — None

Prudential Retirement Guaranteed Income Fund — None

Northwestern Mutual whole life — Int/Div

Northwestern Mutual extra ordinary life — Int/Div

Midland National whole life — Int/Div

Trust #1 (R)

Eaton Vance Mut Fds Tr — Int/Div

JPMorgan Str Inc Opp Fd — Int/Div

JPMorgan Short Duration Bond Fd Select — hy

JPMorgan Limited Term Bond Fd Select — Int/Div — Sold

Ishares MSCI EAFE ECF — Int/Div

Ishares S&P Midcap ECF — Int/Div

SPDR S&P S00 ETF Trust — Int

Vanguard Emerging Market ETF — Int/Div

Trust #2 (D)

Eaton Vance Mut Fds Tr — Int/Div

JPMorgan Str Inc Opp Fd — Int/Div

JPMorgan High Yield Fd Select — Int/Div

JPMorgan Short Duration Bond Fd Select — Int/Div

JPMorgan Limited Term Bond Fd Select — Int/Div

Ishares MSC EAFE ECF — Int/Div

Ishares S&P Midcap ECF — Int/Div

Ishares Russell 1000 Value Index Fund — Int/Div

Ishares Russell 1000 Growth ECF — Int/Div

SPDR S&P S00 ETF Trust — Int/Div

Vanguard Emerging Market ETF — Int/Div

JPMorgan Invest Growth Fd Sel — Int/Div

Trust #3 (K)

Eaton Vance Mut Fds Tr — Int/Div

JPMorgan Str Inc Opp Fd — Int/Div

JPMorgan High Yield Fd Select — Int/Div

JPMorgan Short Duration Bond Fd Select — Int/Div

JPMorgan Limited Term Bond Fd Select — Int

Ishares MSC EAFE ECF — Int/Div

Ishares S&P Midcap ECF — Int/Div

Ishares Russell 1000 Value Index Fund — Int/Div

Ishares Russell 1000 Growth ECF — Int/Div

SPDR S&P S00 ETF Trust — Int/Div

Vanguard Emerging Market ETF — Int/Div

JPMorgan Invest Growth Fd Sel — Int/Div

Director, American Judicature Society, Hawaii Chapter

Director, Hawan Women's Legal Foundation

Director, Ninth Judicial Circuit Historical Society

Director & Sceretary, Federal Judges Association

Trustee or co-trustee, Trusts #] - 43

Spouse's income — 2017 — Self-employed, dietitian consultant

Lime 53: Virtus Ceredex Small Capital Value Equity Fund 1 is the successor to the RidgeWorth Ceredex Small Cap Value Equity Fund, listed in last year's report,

as a result of the latter fund's reorganization with and into the newly named fund on July 14,2017,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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