# Christopher Sontchi

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/20092

## Record

- **Judge:** Christopher Sontchi
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 12

## Text

WSFS Bank — Interest
DEXSTA Federal Credit Union — Interest
Brokerage Account #1 — None
529 Plan #1
John Hancock, Freedom $29 College 2W132016 — None
529 Plan #2
John Hancock, Freedom 529 College 2017-2020 — None
IRA #)
RJ Bank Deposit Program — Interest
American Funds, Europacific Growth Fund — Int/Div — Sold (part)
John Hancock Disciplined Value Fund — Int/Div — Sold (part)
John Hancock Disciplined Value Fund — Sold
Brown Advisory Growth Equity Fund — Int/Div — Sold
Metropolitan West Total Return Bond Fund — Int/Div — Buy (add'l)
Lazard Emerging Markets Equity — Int/Div — Sold
AMG SouthernSun U.S. Equity Fund — Int/Div — Sold
JP Morgan Value Advantage Fund — Int/Div — Sold
Clearbridge Aggressive Growth Fund — Int/Div — Sold
Victory Integrity Small Cap Value Fund — Int/Div — Sold (part)
Victory Integrity Small Cap Value Fund — Sold
ISHARES TR CORE LS AGGBD ET — Int/Div — Buy (add'l)
J ISHARES TR MIN VOL LSA ETF — Int/Div — Buy (add'l)
J ISHARES TR CORE MSC EAFE — Int/Div — Buy (add'l)
Vanguard Index Funds S&P 500 ETF SHS NEW — Int/Div — Sold (part)
Amencan Mutual Fund — Int/Div — Buy
Amencan Mutual Fund — Buy (add'l)
Dodge & Cox Income Fund — Int/Div — Buy
Dodge & Cox Income Fund — Buy (add'l)
Loomis Savles Growth Fund — Int/Div — Buy
Loomis Savles Growth Fund — Buy (add'l)
Pamassus Mid Cap Fund — Int/Div — Buy
Pamassus Mid Cap Fund — Buy (add'l)
Pimco Low Duration Fund — Int/Div — Buy
Pimco Low Duration Fund — Buy (add'l)
PGIM High Yield Fund — Int/Div — Buy
PGIM High Yield Fund — Buy (add'l)
T. Rowe Price Small Cap Value Fund — Int/Div — Buy
T. Rowe Price Small Cap Value Fund — Buy (add'l)
Western Asset Total Return Fund — Int/Div — Buy
Western Asset Total Return Fund — Buy (add'l)
Meridian Growth Fund — Buy
Meridian Growth Fund — Sold
Nuance Mid Cap Value Fund — Buy
Nuance Mid Cap Value Fund — Sold
IRA #2
Fidelity Investments, Fidelity Overseas Fund Mutual fund — Int/Div
RJ Bank Deposit Program — Interest
IRA #3
RJ Bank Deposit Program — Interest
Amencan Funds, Europacific Growth Fund — Int/Div — Sold (part)
Amencan Funds, Europacific Growth Fund — Sold (part)
John Hancock Disciplined Value Fund — Int/Div — Buy (add'l)
John Hancock Disciplined Value Fund — Sold
Brown Advisory Growth Equity Fund — Int/Div — Sold (part)
Brown Advisory Growth Equity Fund — Sold
Metropolitan West Total Return Bond Fund — Int/Div — Buy (add'l)
Metropolitan West Total Return Bond Fund — Buy (add'l)
Lazard Emerging Markets Equity — Int/Div — Sold
AMG SOUTHERNSUN U.S. Equity Fund — Int/Div — Sold
JP Morgan Value Advantage Fund — Int/Div — Sold
Clearbridge Aggressive Growth Fund — Int/Div — Sold
Victory Integrity Small Cap Value Fund — Int/Div — Sold (part)
Victory Integrity Small Cap Value Fund — Sold
ISHARES TR CORE LS AGGBD — Int/Div — Buy (add'l)
ISHARES TR CORE LS AGGBD — Buy (add'l)
ISHARES TR MIN VOL LSA ETF — Int/Div — Buy (add'l)
ISHARES TR CORE MSC! EAFE — Int/Div — Buy (add'l)
ISHARES TR CORE MSC! EAFE — Buy (add'l)
Vanguard Index Funds S&P 500 ETF SHS NEW — Int/Div — Sold (part)
American Mutual Fund — Int/Div — Buy
Dodge & Cox Income Fund — Int/Div — Buy
Dodge & Cox Income Fund — Buy (add'l)
Loomis Saylles Growth Fund — Int/Div — Buy
Loomis Saylles Growth Fund — Buy (add'l)
Pamassus Mid Cap Fund — Int/Div — Buy
Pamassus Mid Cap Fund — Buy (add'l)
Pimco Low Duration Fund — Int/Div — Buy
Pimco Low Duration Fund — Buy (add'l)
PGIM High Yield Fund — Int/Div — Buy
T. Rowe Price Small Cap Value Fund — Int/Div — Buy
T. Rowe Price Small Cap Value Fund — Buy (add'l)
Western Asset Total Return Fund — Int/Div — Buy
Meridun Growth Fund — Buy
Meridun Growth Fund — Sold
Nuance Mid Cap Vive Fund — Buy
Nuance Mid Cap Vive Fund — Sold
IRA #4
Fidelity Investments, Fidelity Overseas Fund Mutual fund — Int/Div
RJ Bank Deposit Program — Interest
401K) Plan #2
JH LS Grow Active Strategy Fund — Int/Div
Nationwide Flexible Prem. Variable Universal Life Policy #1
NW NVIT Inv Dest Ager II — None
Nationwide Flexible Prem. Variable Universal Life Policy #2
NW NVIT Inv Dest Ager II — None
Trustee, Turnaround Management Association
Trustee, Furnaround Mnagement Assocution Philadelphia and Delaware Chapter
Liability — Wachovia Educaon Services — Spouse's Educanon Loan
Reimbursement — The M&A Advisor Summit — 03/1918 - 03/22/18 — Palm Beach, FL — Panel member for seminar — Meals, lodging, tuition, und travel
Reimbursement — Institute: New York City Conference
Reimbursement — Association: Mid-Atlantic Regional Symposium
Reimbursement — Institute: Mid-Atlantic Conference — AP md A Th aE A att Tan AT TE TR
Reimbursement — Credit Research Foundation } Conference — 1022/18 - 1023/18 — Salt Lake City, UT — Panel member for seminar — Meals, lodging, tution, and travel
Income — 2018 — University of Chicago Law School — S10.000.00
Spouse's income — 2018 — self-employed physician
1) Part VII, page S$, line 3: The entire balance in this account was withdrawn in 2007. This account remams open but had a balance of $0.00 throughout the

reporting period.

2) Part VII, page $, line 11(2017 report): The entire balance of Deutsche Global Real Estate Securities Fund was sold on January 11, 2017,

3) Part VII, page $, line 12 (2017 report): The entire balance of Wells Fargo Advantage International Value Fund was sold on January 11, 2017,

4) Part VII, page 5, line 12: The entire bulance of John Hancock Disciplined Value Fund was sold on October 16, 2018,

5) Part VII, page $, line 13 (2017 report): The entire balance of MFS Research Fund was sold on January 11, 2017.

6) Part VII, page 5, line 13: The entire bulance of Brown Advisory Growth Equity Fund was sold on October 15,2018

7) Part VII, page $, line 14 (2017 report): The entire balance of AMG River Road Small Cap Value Fund was sold on January 11,2017.

8) Part VII, page §, line 15 (2017 report): The entire bakunce of JP Morgan U.S. Large Cap Core Plus Fund was sold on January 9, 2017,

9) Part VII, page 5, line 15: The entire bulance of Luzard Emerging Markets Equity was sold on October 15, 2018.

10) Part VII, page 5, line 16: The entire balance of AMG SouthemSun U.S. Equity Fund was sold on September 13, 2015.

11) Part VII, page 5, line 17 (2017 report): The entire balance of JP Morgan Mid Cap Value Fund was sold on January 9, 2017,

12) Part VII, page 5, line 17: The entire balance of JP Morgan Value Advantage Fund was sold on September 13, 2018,

13) Part VII, page 6, line 18: The entire bulince of Clearbridge Aggressive Growth Fund was sold on October 15, 2018,

14) Part VIL, page 6, line 19 (2017 report): The entire balance of MFS International Growth Fund was sold on January 11,2017.

15) Part VII, page 6, line 20 (2017 report): The entire balance of AMG Times Square Small Cap Growth Fund was sold on January 11, 2017.

16) Part VII, page 6, line 20: The entire balance of Victory Integrity Small Cap Value Fund was sold on October 15, 2018.

17) Part VII, page 6, line 21 (2017 report): The entire balance of AQR Managed Futures Strategy Fund was sold on January 9, 2017.

18) Part VII, page 6, line 22 (2017 report): The entire balance of Baird Aggregate Bond Fund was sold on January 9, 2017.

19) Part VII, page 6, line 23 (2017 report): The entire balance of Clarkston Partners Fund was sold on January 9, 2017.

20) Part VII, page 6, line 25 (2017 report): The entire balance of Hartford Mid Cap Fund was sold on January 11, 2017.

21) Part VIL page 6, line 27 (2017 report): The entire balance of Victory Trivalent International Small-Cap Fund was sold on January 9, 2017,

22) Part VII, page 7, line 42: The entire balance of Meridian Growth Fund was sold on October 15, 2018

23) Part VII, page 7, line 44: The entire balance of Nuance Mid Cap Value Fund was sold on October 15, 2018.

24) Part VII, page 8, line 53 (2017 report): The entire balance of Deutsche Global Real Estate Securities Fund was sold on January 11, 2017.

25) Part VII, page 8, line 53: The entire balance of John Hancock Disciplined Value Fund was sold on October 16, 2018.

26) Part VII, page 8, line 54 (2017 report): The entire balance of Wells Fargo Advantage International Value Fund was sold on Junuary 11,2017,

27) Part VII, page 8, line 55 (2017 report): The entire balance of MFS Research Fund was sold on January 11, 2017.

28) Part VII, page 8, line 55: The entire balance of Brown Advisory Growth Equity Fund was sold on October 15, 2018,

29) Part VII, page 8, line 56 (2017 report): The entire balance of AMG River Road Small Cap Value Fund was sold on January 11, 2017.

30) Part VII, page 8, line 57 (2017 report): The entire balance of JP Morgan U.S. Lurge Cap Core Plus Fund was sold on January 9, 2017.

31) Part VII, page 8, line 58: The entire balance of Lazard Emerging Markets Equity was sold on October 15, 2018,

32) Part VII, page 8, line 59 (2017 report): The entire balance of JP Morgan Mid Cap Value Fund was sold on January 9, 2017,

33) Part VII, page 8, line 59: The entire balance of AMG SOUTHERNSUN U.S. Equity Fund was sold on September 13, 2018,

34) Part VII, page 8, line 60: The entire balance of JP Morgan Value Advantage Fund was sold on September 13, 201%,

35) Part VII, page 8, line 61 (2017 report): The entire balance of MFS Intemational Growth Fund was sold on January 11, 2017.

36) Part VII, page 8, line 61: The entire balance of Clearbridge Aggressive Growth Fund was sold on October 15, 2018,

37) Part VII, page 8, line 62 (2017 report): The entire balance of AMG Times Square Small Cap Growth Fund was sold on January 11, 2017.

38) Part VII, page 8, line 63 (2017 report): The entire balance of AQR Managed Futures Strategy Fund was sold on January 9, 2017.

39) Part VII, page 8, line 63: The entire balance of Victory Integrity Small Cap Value Fund was sold on October 15, 2018.

40) Part VII, page 8, line 64 (2017 report): The entire balance of Baird Aggregate Bond Fund was sold on January 9, 2017.

41) Part VII, page 8, line 65 (2017 report): The entire balance of Clarkston Partners Fund was sold on January 9, 2017.

42) Part VII, page 8, line 67 (2017 report): The entire balance of Hartford Mid Cap Fund was sold on January 11, 2017.

43) Part VII, page 9, line 69 (2017 report): The entire balance of Victory Trivalent International Small-Cap Fund was sold on January 9, 2017,

44) Part VII, page 9, line 84: The entire balance of Meridian Growth Fund was sold on October 15, 2018.

45) Part VII, page 10, linc 86: The entire balance of Nuance Mid Cap Viue Fund was sold on October 15, 2018.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20092. Public record. Not legal advice.