William Francis Kuntz 2
2018Annual
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What was filed
116
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Department of Veterans Affairs, salary
As filed
IRA Z(H)
Fidelity Government Cash Reserves {FDRXX) — Int/Div
Fidelity Growth & Income Retirement Fund (FGRIX) — Int/Div — Buy (add'l)
Brokerage Account #1 (H)
UBS Bank USA Deposit Account APY (cash) — Interest
UBS AG Deposit Account APY (cash) — Interest
Abbott Laboratones. Inc. (ABT) — Int/Div
Abbvie luc. (ABBV) — Int/Div
Aflac Inc. (AFL) — Int/Div
Air Products and Chemicals Inc. (APD) — Int/Div
Akamai Technologies Inc. (AKAM) — None
Alphabet Inc. Cl. C (GOOG) — None
Amazon.com Inc. (AMZN) — None
American Express Co. (AXP) — Int/Div
American Tower Corp REIT (AMT) — Int/Div
Anheuser-Busch Inbev Spons ADR (BUD) — Int/Div
Ansys Inc. (ANSS) — None
Aqua Amer Inc. (WTR) — Int/Div
Automatic Data Processing Inc. (ADP) — Int/Div — Sold (part)
Bank United, Inc. (BKL) — Int/Div
BECKTON DICKENSON & CO. (BDX) — Int/Div
Berkshire Hathaway Inc. New Class B (BRK. B) — None
Brinker Intemational Inc. (EAT) — Int/Div
Bristol Myers Squibb Co. (BMY) — Int/Div
CDK Global Inc. Com. (CDK) — Int/Div
Celgene Corp (CELG) — None
Charter Communications Inc. New Cl A (CHTR) — None
Chevron Corp. (CVX) — Int/Div
Cigna Corp (CI) (Formerly Express Scripts Hidg. Co. (ESRX)) — None — Buy
Coca-Cola Co. Com. (CMCSA) — Int/Div
Comcast Corp New C1 A (CMCSA) — Int/Div
ConocoPhillips (COP) — Int/Div
CVS Health Corp (CVS) — None — Buy
CVS Health Corp (CVS) — Sold
Dentsply Sirona Inc. (XRAY) — Int/Div
Dommion Resources Inc. Va. New (D) — Int/Div
DOWDUPONT INC (DWOP) — Int/Div
Ecolab Inc. (ECL) — Int/Div
Exxon Mobil Corp. (XOM) — Int/Div — Sold (part)
Express Scripts Hidg Co (ESRX) — None — Sold
General Mills Inc. (GIS) — Int/Div
Genuine Parts Co. (GPC) — Int/Div
Gilead Sciences Inc. (GILD) — Int/Div
Honeywell Intl lnc (HON) — Int/Div — Buy
Honeywell Intl lnc (HON) — Sold
Hubbell Inc. Class B (HUBB) — Int/Div
International Business Machines (IBM) — Int/Div — Buy
International Business Machines (IBM) — Sold
Johnson & Johnson Com. (JNJ) — Int/Div
Koninklijke Philips Electronics NS Spon ADR New — Int/Div
Kraft Heinz Co. (KHC) — None — Sold
Linde PLC (LIN) — Int/Div — Buy
LKQ Comp. New (LKQ) — None
Lockheed Martin Corp (LMT) — Int/Div — Buy
Lockheed Martin Corp (LMT) — Sold
Lowes Companies Inc. (LOW) — Int/Div
Marsh & McLennan Cos. Inc. (MMC) — Int/Div — Sold (part)
Merck & Co. Inc. New Com. (MRK) — Int/Div
Meridian Bioscience Inc. (VIVOY (Y)
Microsoft Corp. (MSFT) — Int/Div — Sold (part)
Mondelez Intl Inc. (IMDLZ) — Int/Div
Moodys Corp. (MCO) — Int/Div
Nestle S A Sponsored ADR (NSRGY) — Int/Div
Nextera Energy Inc. Com. (NEE) — Int/Div
Nike Inc. CL. B(NKE) — Int/Div
Norfolk Southern Corp. (NSC) — Int/Div — Sold (part)
Oracle Corp. (ORCL) — Int/Div
Pepsico Inc. (PEP) — Int/Div
Phillips 66 (PSX) — Int/Div
Praxair Inc. (PX) — Int/Div — Sold
Procter & Gamble Co. (PG) — Int/Div — Sold
Resideo Technologies (REZ1) — None — Buy
Resideo Technologies (REZ1) — Sold
ROCKWELL AUTOMATION INC NEW (ROK) — Int/Div — Buy (add'l)
ROCKWELL AUTOMATION INC NEW (ROK) — Sold
Royal Dutch Shell PLC ADS REPSTG 2 CI B(RDS.B) — Int/Div
Schlumberger Ltd. Netherlands Antilles (SLB) — Int/Div — Sold
Stanley Black and Decker Inc. Com. (SWK) — Int/Div
Sysco Corp. (SYY) — Int/Div
TE Connectivity Ltd. Chf. (TEL) — Int/Div
Union Pacific Corp. (UNP) — Int/Div
UnitedHealth Group Inc. (UNH) — None — Sold
United Technologies Corp (UTX) — Int/Div — Buy
United Technologies Corp (UTX) — Sold
US Bancorp Del (New) (LSB) — Int/Div
Visalnc. CIA (V) — Int/Div
Walt Disney Co. Com. (DIS) — Int/Div
IM Co. (MMM) — Int/Div — Sold (part)
ETFMG PRIME CYBER SECURITY ETF (HACK) — Int/Div — Buy (add'l)
Materials Select Sector SPDR Trust ETF (XLB) — Int/Div
Robo Global Robotics (ROBO) — None — Buy
Robo Global Robotics (ROBO) — Buy (add'l)
Robo Global Robotics (ROBO) — Sold
Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div
IRA 43 (H)
UBS Bank USA Deposit Account APY (cash) — Interest
Lord Abbett US Govt Money Mkt Fund (LOCCXX) — Int/Div — Buy
Lord Abbett US Govt Money Mkt Fund (LOCCXX) — Sold (part)
Lord Abbett US Govt Money Mkt Fund (LOCCXX) — Sold (part)
American Funds, Washmgton Mutual Investors Fund CL A (AWSHX) — Int/Div
Blackrock Equity Dividend Fund A (MDDVX) — Int/Div
Clearbridge Large Cap Growth Fund CI. A (SBLGX) — Int/Div
Invesco American Franchise Fund Cl. A (VAFAX) — Int/Div
Putnam Growth Opportunities Fund C1. A (POGAX) — Int/Div
ALLY BANK UT US (CASH) — Interest
CAPT ONE NATL A VA US (CASH) — Interest
MORGAN STANLEY PRIV NY US (CASH) — Interest — Redeemed
MORGAN STANLEY PRIV NY US (CASH) — Buy
JIPMORGAN CHASE BK DE US (CASH) — Interest — Buy (add'l)
LORD ABBETT SHORT DURATION INCOME FUND (LDLAX) — Int/Div — Sold
US. Treasury Bonds — None — Sold (part)
TINT Treasury (X) — None
IRA #4 (H)
BLACKROCK HIGH YIELD BOND A {BHYAX) — Int/Div
BLACKROCK HIGH YIELD BOND ( (BHYCX) — Int/Div
BLACKROCK HIGH YIELD BOND (BHYIX) — Int/Div
Spouse's income — 2018 — Department of Veterans Affairs, salary
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.