Robert James Jonker

2016Annual

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What was filed

  • 134

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Self-employed psychology practice with executive coachmg

As filed

IRA ACCOUNT

Deposit Accounts at Fifth Third Bank — Interest

Fifth Third Bank - Stock — Int/Div

RETAIL ACCOUNT

Active Asset Tax Free Trust — Int/Div

First Trust Hith Care Alpha ETF — None — Sold

First Trust Amex Biotech — None — Sold (part)

First Trust Amex Biotech — None — Buy (add'l)

First Trust Consumer Staples ETF — None — Sold (part)

First Trust Consumer Staples ETF — None — Sold

First Trust Consumer Discret — None — Sold

First Trust DJ Internet 1DX — None — Buy (add'l)

First Trust DJ Internet 1DX — None — Sold (part)

First Trust DW Foxus § Intl — Int/Div — Buy (add'l)

First Trust DW Foxus S Intl — Int/Div — Buy (add'l)

First Trust Engy Alphadex — None — Buy

First Trust Engy Alphadex — None — Buy (add'l)

First Trust Inds/Prods ETF — Int/Div — Buy

First Trust Larg Cap Value AL — Int/Div — Buy (add'l)

First Trust NASDAQ 100-Tech — Int/Div — Buy

First Trust Utlts Alphadex — Int/Div — Buy

First Trust Utlts Alphadex — Int/Div — Buy (add'l)

shares Core S&P Total US Stock — Int/Div — Buy (add'l)

Ishares Core S&P Total US Stock — Int/Div — Sold (part)

Ishares Edge MSCI Min Vol EAFE — Int/Div — Buy

Ishares Edge MSCI Min Vol USA — Int/Div — Buy

Proshares Tr S&P 500 DV Arist — Int/Div — Buy

Vanguard Financials ETF — Int/Div — Buy

Vanguard Intl Equity Index Fd — Int/Div — Buy

Wisdomtree Trust Japn Hedge Eq — None — Sold (part)

Wisdomtree Trust Japn Hedge Eq — None — Sold

American Gr Fd of America — Int/Div — Sold (part)

American Gr Fd of Amenica — Int/Div — Sold (part)

Black Rock Global Long/Short Eq — None — Sold

Dreyfus Standish Gib Fix Inc — Int/Div — Sold (part)

Dreyfus Standish Gib Fix Inc — Int/Div — Buy (add'l)

EV Floating Rate Hi Inc Inst — Int/Div — Sold (part)

EV Floating Rate Hi Inc Inst — Int/Div — Buy (add'l)

Entrustperm Altern Core (Previously Permal) — Int/Div — Sold (part)

Entrustperm Altern Core (Previously Permal) — Int/Div — Sold (part)

Guggenheim Directional Alloc {(frmly Transparent VL Direct Alloc) — None — Buy

Guggenheim Directional Alloc {(frmly Transparent VL Direct Alloc) — None — Sold (part)

Goldman Sachs Rising Div Growth — None — Sold (part)

Goldman Sachs Rising Div Growth — None — Sold

Lord Abbett Alpha Strat F — None — Buy (add'l)

Lord Abbett Alpha Strat F — None — Buy (add'l)

MFS Gib Alternative Strat — None — Sold (part)

MFS Gib Alternative Strat — None — Sold (part)

MFS Gib Altemative Strat — None — Sold

Natixis ASG Global Alternative Y — None — Sold

Permal Alternative Core (now Entrustperm « see lines 39-40)

Pimco Invest Grd Corp Bd — Int/Div — Buy

Pimco Stockplus Intl P — None — Sold

Principal Global Divers Inc A — Int/Div — Sold (part)

Principal Global Divers Inc A — Int/Div — Buy (add'l)

Virtus Equity (frmly Dynamic) Trend (Aphasector) — None — Sold

Virtus Foreign Oport — None — Sold (part)

Virtus Foreign Oport — None — Sold

Virtus Insight Emerg Marks — Int/Div — Sold (part)

Virtus Insight Emerg Markts — Int/Div — Buy (add'l)

Virtus Multi Sect Sht Term BDI — Int/Div — Sold (part)

Virtus Multi Sect Sht Term BDI — Int/Div — Buy (add'l)

Virtus Sector Trend — Int/Div — Buy

Virtus Sector Trend — Int/Div — Sold (part)

American Amcap A — Int/Div

Amencan Bd Fd of Am — Int/Div

American Cap Inc Builder — Int/Div

American Cap World Bond — Int/Div

Amencan Cap World Gr & Inc — Int/Div

American Europacific Growth — Int/Div

Amencan Fundamental Inv — Int/Div

Amencan Gr Fd of America — Int/Div

American New Perspective — Int/Div

Skybridge Multi-Adsr Hf Ser G — Int/Div

IRA ACCOUNT-2

Bank Deposit Money Market (frmly BDP Morgan Stanley Bank) — Interest

First Trust Hith Care Alpha ETF — None — Sold

First Trust AMEX Biotech — None — Sold (part)

First Trust Consumer Staples — None — Sold (part)

First Trust Consumer Staples — None — Sold

First Trust Consumer Discret — None — Sold

First Trust DJ Internet 1DX — None — Buy (add'l)

First Trust DJ Internet 1DX — None — Sold (part)

First Trust DW Foxus S Intl — Int/Div — Buy (add'l)

First Trust DW Foxus S Intl — Int/Div — Buy (add'l)

First Trust Energy Alphadex ETV — Int/Div — Buy

First Trust Inds/Prods ETF — Int/Div — Buy

First Trust Larg Cap Value AL — Int/Div — Buy (add'l)

First Trust Larg Cap Value AL — Int/Div — Sold (part)

First Trust NASDAQ 100 - Tech — Int/Div — Buy

First Trust Uths Alphadex ETF — Int/Div — Buy

First Trust Uths Alphadex ETF — Int/Div — Buy (add'l)

First Trust Utlts Alphadex ETF — Int/Div — Buy (add'l)

Ishares Core S&P Total Large Cap — Int/Div — Buy (add'l)

Ishares Core S&P Total Large Cap — Int/Div — Sold (part)

Ishares Edge MSCI Min Vol EAFE — Int/Div — Buy

shares Edge MSCI Min Vol USA — Int/Div — Buy

Proshares TR S&P S00 DV Anst — Int/Div — Buy

Vanguard Financials ETF — Int/Div — Buy

Vanguard Intl Equity Index Fd — Int/Div — Buy

Wisdomtree Trust Japn Hedge Eq — None — Sold (part)

Wisdomtree Trust Japn Hedge Eq — None — Sold

Amencan Gr Fd of America — Int/Div — Sold (part)

American Gr Fd of Amenca — Int/Div — Sold (part)

Black Rock Global Long/Short Eq — None — Sold

Dreyfus Standish Gib Fix Inc — Int/Div — Sold (part)

EV Floating Rate Hi Inc Inst — Int/Div — Sold (part)

EV Floating Rate Hi Inc Inst — Int/Div — Buy (add'l)

Entrustperm Altern Core (Previously Permal) — Int/Div — Sold (part)

Entrustperm Altern Core (Previously Permal) — Int/Div — Sold (part)

Goldman Sachs Rising Div Grw — None — Sold (part)

Goldman Sachs Rising Div Grw — None — Sold

Guggenheim Directional Alloc (frmly Transparent VL Direct Alloc) — None — Buy (add'l)

Guggenheim Directional Alloc (frmly Transparent VL Direct Alloc) — None — Sold (part)

Lord Abbett Alpha Strat — None — Buy (add'l)

Lord Abbett Alpha Strat — None — Buy (add'l)

Mfs Gib Alternative Strat — None — Sold (part)

Mfs Gib Alternative Strat — None — Sold (part)

Mfs Gib Alternative Strat — None — Sold

Natixis ASG Global Alternative — None — Sold

Permal Altemative Core (now Entrustperm)

Pimco Invest Grd Corp Bd P — Int/Div — Buy

Pimco Stockplus Intl P — None — Sold

Principal Gb Divers Inc A — Int/Div — Sold (part)

Principal Gib Divers Inc A — Int/Div — Buy (add'l)

Virtus Equity (fmrly Dynamic) Trend (Alphasector) — None — Sold

Virtus Foreign Opport — None — Sold (part)

Virtus Foreign Opport — None — Sold

Virtus Insight Emerg Marks — Int/Div — Sold (part)

Virtus Insight Emerg Markts — Int/Div — Buy (add'l)

Virtus Multi Sect Shit Term BDI — Int/Div — Sold (part)

Virtus Multi Sect Sht Term BDI — Int/Div — Buy (add'l)

Virtus Sector Trend — Int/Div — Buy

Virtus Sector Trend — None — Sold (part)

Spouse's income — 2016 — Self-employed psychology practice with executive coachmg

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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Robert James Jonker | Frix