William Francis Kuntz 2
2016Annual
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What was filed
127
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- pr
- 3
- 76
- 5
- 54
- -
- 6H
- J
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
- 82
- 17
- 19
- 77
- 20
- py]
- 23
- 24
- 78
- 25
- 26
- 27
- 29
- 30
- 31
- R6-88
- 37.94
- as
- RM
- =O
- 40
- 41
- 42
- 83
- -a
- 45
- 46
- 47
- 90
- 85
- 51
- 52
- 80
- 53
As filed
Other Holdings (H)
IRA Z(H)
Fidelity Government Cash Reserves {FDRXX) — Int/Div — pr
Fidelity Growth & Income Retirement Fund (FGRIX) — Int/Div — Buy (add'l)
IRA#2(H)
Memill Edge Cash Sweep (cash) (X) — Interest
Memill Lynch High Income Fund — Int/Div — 3
Brokerage Account #1 (H)
UBS Bank USA Deposit Account APY (cash) — Interest — 76
UBS AG Deposit Account APY (cash) — Interest — 76
Abbott Laboratories, Inc. (ABT) — Int/Div — 5
Abbvie Inc. (ABBV) — Int/Div — 54
Aflac Inc. (AFL) — Int/Div — -
Air Products and Chemicals Inc. (APD) — Int/Div — 6H
Akamai Technologies Inc. (AKAM) (X) — None
Alphabet Inc. C1. C (GOOG) — None — Buy
Amazon.com Inc. (AMZN) (X) — None
American Express Co. (AXP) — Int/Div — J
Amencan Tower Corp REIT (AMT) (X) — Int/Div
Anglo American PLC ADR (Y)
Anheuser-Busch Inbev Spons ADR (BUD) — Int/Div — 9
Ansys Inc. (ANSS) — None — 10
Apple Inc. (AAPL) — Int/Div — Sold (part) — 11
Aqua Amer Inc. (WTR) — Int/Div — Buy
Automatic Data Processing Inc. (ADP) — Int/Div — 12
Avon Products Inc. (AVP) — None — 13
Bank United. Inc. (BK) (X) — Int/Div
Bard CR Inc. (BCR) (X) — Int/Div
Berkshire Hathaway Inc. New Class B (BRK.B) — None — 14
Brinker International Inc. (EAT) — Int/Div — 15
Bristol Myers Squibb Co. (BMY) — Int/Div — 16
CDK Global Inc. Com (CDK) — Int/Div — 82
Celgene Corp (CELG) (X) — None — Sold (part)
Charter Communications Inc. New Cl A (CHTR)Y(X) — None
Chevron Corp. (CVX) — Int/Div — 17
Clorox Co. (CLX) (X) — Int/Div
Coca-Cola Co. Com. (CMCSA) — Int/Div — 19
Comcast Corp New C1 A (CMCSA) — None — 77
ConocoPhillips (COP) — Int/Div — 20
Dentsply Sirona Inc. (XRAY) (X) — Int/Div
Domimon Resources Inc. Va. New (D) — Int/Div — py]
Du Pont De Nemours & Co (DD) — Int/Div — 23
Ecolab Inc. (ECL) (X) — Int/Div
Emerson Electric Co. (EMR) — Int/Div — 24
Express Scripts Hidg. Co. (ESRX) — None — 78
Exxon Mobil Corp. (XOM) — Int/Div — 25
General Electric Co. (GE) — Int/Div — 26
General Mills Inc. (GIS) — Int/Div — Sold (part) — 27
Genuine Parts Co. (GPC) (X) — Int/Div
Gilead Sciences Inc (GILD) (X) — Int/Div — Sold (part)
Hubbell Inc. Class B (HUBB) — Int/Div — 29
Idexx Labs (IDXX) (X) — None
Intel Corp (Y) — 30
International Business Machines Comp. — None — Sold — 31
Johnson & Johnson Com. (JNJ) — Int/Div — 12
Kinder Morgan Inc. (KM) (X) — Int/Div
Koninklijke Philips Electronics NS Spon ADR New — Int/Div — 13
Kraft Heinz Co. (KHC) — Int/Div — R6-88
Lmear Technology Corporation — None — Sold — 15
LKQ Corp. New (LKQ) (X) — None
Lowes Companies Inc. (LOW) (X) — Int/Div
Marsh & McLennan Cos. Inc. (MMC) — Int/Div — 16
Merck & Co. Inc. New Com. (MRK) — Int/Div — 37.94
Mendian Bioscience Inc. (VIVO) — Int/Div — as
Microsoft Corp. (MSFT) — Int/Div — RM
Middleby Corp. Dela (MIDD) (X) — None
Mondelez Intl Inc. (IMDLZ) — Int/Div — =O
Moodys Corp. (MCO) — Int/Div — 40
Nestle S A Sponsored ADR (NSRGY) (X) — Int/Div
Nextera Energy Inc. Com. (NEE) (X) — Int/Div
Nike Inc. CL. B(NKE) (X) — Int/Div
Norfolk Southem Corp. — Int/Div — 41
Oracle Corp. (ORCL) (X) — Int/Div
Pepsico Inc. (PEP) — Int/Div — 42
Phizer Inc — None — Buy
Phizer Inc — Sold
Phillips 66 (PSX) — Int/Div — 83
Piedmont Natural Gas — None — Sold — -a
Praxar Inc. (PX) — Int/Div — 45
Procter & Gamble Co. (PG) — Int/Div — 46
Qualcomm Ine. (QCOM) (X) — Int/Div
Royal Dutch Shell PLC C1. A Spon ADR (RDS. A) — Int/Div — 47
Royal Dutch Shell PLC ADS REPSTG 2 CI B(RDS.B) — Int/Div — Buy
Schlumberger Ltd. Netherlands Antilles (SLB (X) — Int/Div
Stanley Black and Decker Inc. Com. (SWK) (xX) — Int/Div
Stericyele Inc. (SRCL) (X) — None — Sold (part)
Sysco Corp. (SYY) — Int/Div — 45
Target Corp (X) — None — Sold
TE Comnectivity Ltd. Chf (TEL) (X) — Int/Div
Thermo Fisher Scientific. Inc — Int/Div — 90
Time Wamer Inc. (Y) — 85
Time Inc. New Com. (TIME) — None — Sold — 51
Total S.A. Spons ADR (TOT) — Int/Div — 52
Union Pacific Corp. (UNP) — Int/Div — 54
UnitedHealth Group Inc. (UNH) — Int/Div — 80
US Bancorp Del (New) (LSB) — Int/Div — 53
Verizon Communications — None — Sold — 55
Versum Matls Inc. (VSM) (X) — None
Visa lnc. CIA (V)(X) — Int/Div — Buy (add'l)
Walt Disney Co. Com. (DIS) — Int/Div — 21
Wells Fargo and Co. New (WFC) (X) — Int/Div
3M Co. (MMM) — Int/Div — 49
Materials Select Sector SPDR Trust ETF (XLB) — None — Buy
Purefunds ISE Cyber Security ETF (HACK) — Int/Div — Buy
Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div — 58
Western Asset NY Muni Money Market Fund C1A(Y) — 18
IRA #3 (H)
UBS Bank USA Deposit Account APY (cash) — Interest — 76
American Funds, Washington Mutual Investors Fund CL A IAWSHX) (X) — Int/Div — Buy (add'l) — 71
Blackrock Equity Dividend Fund A IMDDVX) (X) — Int/Div
Clearbridge Large Cap Growth Fund Cl. A (SBLGX) — Int/Div — Buy (add'l) — 68
Invesco American Franchise Fund Cl. A (VAFAX)(X) — Int/Div
Putnam Growth Opportunities Fund C1. A (POGAX) — Int/Div — 70
US. Treasury Bonds — None — 72
Alliance Capital Growth (Y)
Sun America Capital Appreciation (Y)
S.A. vear fixed no MVA (Y)
SA. Intl Grw & Income (Y)
MFS Total Retum (Y)
Citibank Deposit program (Y)
Ishares MSCI Emg Mkts Index Fund (Y)
Invesco Constellation Fund Class A (Y)
DWS Communications Fund Class A (Y)
Legg Mason Global Currents (Y)
Putnam Income Fund A (Y)
Sun Trust USLife (Y)
Whole Life Insurance Policy AXA Equitable iY)
Spouse's income — 2016 — Department of Veterans Affairs, salary
The 2016 report has been reorganized by account for ease of reporting and to eliminate duplication. To assist in this transition year, and to clarify name changes in
remaining assets, this report includes references in Column D(S) to the corresponding lines in the 2015 filing,
Part VII, line 110: Formerly Legg Mason CB Large Cap Growth
Part VII, line 112: Formerly Putmam Voyager Fund Inc CI. A
Part VII, lines 24, 58, and 79-80 of the 2015 report should have reflected partial sales.
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.