William Francis Kuntz 2

2016Annual

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Pull out the substance of this filing.

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.

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William Francis Kuntz 2 | Frix