# Sidney Allen Fitzwater > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9665 ## Record - **Judge:** Sidney Allen Fitzwater - **Year:** 2015 - **Report type:** Annual - **Pages:** 9 ## Text American Funds-Wash. Mut. Invs. Fund-A — Int/Div UBS Bank USA Deposit Acct — Interest IM Corp. Common Stock — Int/Div LP. Morgan Chase & Co. Common Stock — Int/Div Trust #2 (Nos. 5-10) (H) UBS Resource Mgmt. Acct (Money Market Portfolio) — Int/Div Lord Abbett Income Fund-Class A — Int/Div Lord Abbett Intermediate Tax Free Fund- Class A — Int/Div Lord Abbett Short Duration Income Fund- Class A — Int/Div Thornburg Limited Term Municipal Fund: Class A — Int/Div Calamos Growth and Income Fund — Int/Div Lord Abbett Fundamental Equity — Int/Div MFS Total Return Bond Fund (See Part Vin — Int/Div Lord Abbett Income Fund-Class A — Int/Div Lord Abbett Intermediate Tax Free Fund: Class A — Int/Div Lord Abbett Short Duration Income Fund- Class A — Int/Div Thomburg Limited Term Municipal Fund: Class A — Int/Div Lincoln Nat'l Corp. Secure Line — Interest IRA #1 (Nos. 19-24) (H) Royce Premier Fund (See Part VIII) — Int/Div — Sold (part) Blackrock Strategic Income A — Int/Div — Sold (part) Blackrock Global Allocation Fund Inc. A (See Part VID — Int/Div — Sold (part) First Eagle Global Fund Class A — Int/Div — Sold (part) FT-Franklin Income (See Part VIII) — Int/Div — Sold (part) Aberdeen Asia-Pacific Income Fund — Int/Div Ameren Corporation Common Stock — Int/Div Consolidated Edison. Inc. Common Stock — Int/Div Dommion Resources. Inc. Common Stock — Int/Div Dreyfus Strategic Municipals Inc. (Closed: End Fund) — Int/Div Duke Energy Corp. Common Stock — Int/Div Entergy Corp. Common Stock — Int/Div Exelon Corp. Common Stock — Int/Div ExxonMobil Corp. Common Stock — Int/Div Firstenergy Corp. Common Stock — Int/Div NextEra Energy, Inc. Common Stock — Int/Div Hawaiian Electric Industries Inc. Common Stock — Int/Div Integrys Energy Group Inc. Common Stock (See Part VIII — Int/Div — with line 67) Express Scripts Holding Co. Common Stock — None Merck & Co. Inc. Common Stock — Int/Div Monsanto Co. New Common Stock — Int/Div Nuveen Dividend Advantage Municipal Fund — Int/Div Nuveen Dividend Advantage Munic, Fd 2 — Int/Div Nuveen Dividend Advantage Municipal Fd 1 — Int/Div Nuveen AMT-Free Municipal Income Fund — Int/Div Nuveen Municipal Advantage Fund Inc — Int/Div Nuveen Municipal Value Fund Inc — Int/Div Nuveen Premium Inc. Mun. Fund Inc — Interest Nuveen Premium Inc. Mun. Fund 2 Inc — Int/Div Nuveen Select Maturities Municipal Fund — Int/Div Pepco Holdings Inc, Common Stock — Int/Div Pepsico, Inc, Common Stock — Int/Div Pfizer Inc. Common Stock — Int/Div Spectra Energy Corp. Common Stock — Int/Div TECO Energy Inc. Common Stock — Int/Div Invesco Van Kampen Municipal Opportunity Trust — Interest Westar Energy Inc. Common Stock — Int/Div Xcel Energy Inc. Common Stock — Int/Div Nuveen Series 519 Tax Exempt Unit Trust — Interest Nuveen Investment Quality Municipal Fund, Inc. — Int/Div John Hancock Venture Vantage (Annuity) (See Part VIII — None — Distnbuted TIAA-CREF Savings and Investment Plan (Annuity) — None TIAA-CREF (IRA) Managed Allocation Fund IR — None — Sold (part) USAA Tax Exempt Long-Term Bond Fund — Interest Blackrock Strategic Income A — Int/Div Emerson Electric Co. Common Stock — Int/Div Roval Dutch Shell PLC Common Stock — Int/Div WEC Energy Group Inc. Common Stock 1X) (See Part VIII) — Int/Div Part VIL, Item No. 13 This item is reported in my 2014 Financial Disclosure Report under the name "MFS Research Bond Fund." The fund changed its name and is reported this year under the name “MFS Total Return Bond Fund." Part VIL, Item Nos. 20, 22, and 24 No gain code is disclosed in Column D{4) for these items because they were sold at a loss, Part VIL, Item No. 37 No gross value is disclosed in Column C because this company merged with WEC Energy Group Inc. effective June 30, 2015. WEC Energy Group Inc. is disclosed as Item No. 67. Part VIL, Item No. 60 The distribution disclosed in Item No. 60 is from an annuity. The entire asset was distributed. No gain is shown in Column D(4) because there was no gain or loss involved in the transaction. Part VII, Item No. 67 This asset was acquired when Integrys Energy Group Inc. (Item No. 37) merged with WEC Energy Group lnc. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9665. Public record. Not legal advice.