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.