William Francis Kuntz 2
2017Annual
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What was filed
112
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)
IRA#2(H)
Merrill Edge Cash Sweep (cash) — Interest — Closed
Mermill Lynch High Income Fund — Int/Div — Sold
Brokerage Account #1 (H)
UBS Bank USA Deposit Account APY (cash) — Interest
UBS AG Deposit Account APY (cash) — Interest
Abbott Laboratories, Inc. (ABT) — Int/Div
Abbvie Inc. (ABBV) — Int/Div
Aflac Inc. (AFL) — Int/Div
Air Products and Chemicals Inc. (APD) — Int/Div
Akamai Technologies Inc. (AKAM) — None
Alphabet Inc. C1. C (GOOG) — None
Amazon.com Inc. (AMZN) — None
American Express Co. (AXP) — Int/Div
Amencan Tower Corp REIT (AMT) — Int/Div
Anheuser-Busch Inbev Spons ADR (BUD) — Int/Div
Ansys Inc. (ANSS) — None
Apple Inc. (AAPL) — None — Sold
Aqua Amer Inc. (WTR) — Int/Div
Automatic Data Processing Inc. (ADP) — Int/Div
Avon Products Inc. (AVP) — None — Sold
Bank United, Inc. (BKL) — Int/Div
BECKTON DICKENSON & CO. (BDX) — Int/Div
Berkshire Hathaway Inc. New Class B (BRK. B) — None
Brinker International 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 C1 A (CHTR) — None
Chevron Corp. (CVX) — Int/Div
Clorox Co. (CLX) — Int/Div — Sold
Coca-Cola Co. Com. (KO) — Int/Div
Comcast Corp New Cl A (CMCSA) — Int/Div
ConocoPhillips (COP) — Int/Div
Dentsply Sirona Inc. (XRAY) — Int/Div
Dominion Resources Inc. Va. New (D) — Int/Div
DOWDUPONT INC (DWDP) — Int/Div
Ecolab Inc. (ECL) — Int/Div
Emerson Electric Co. (EMR) — None — Sold
Express Scripts Hidg. Co. (ESRX) — None
Exxon Mobil Corp. {(XOM) — Int/Div
General Electric Co (GE) — Int/Div — Sold
General Mills Inc. (GIS) — Int/Div
Genuine Parts Co. (GPC) — Int/Div
Gilead Sciences Inc. (GILD) — Int/Div
Hubbell Inc. Class B (HUBB) — Int/Div
Idexx Labs (IDXX) — None — Sold
Johnson & Johnson Com. (JN) — Int/Div
Kinder Morgan Inc. (KMI) — None — Sold
Koninklijke Philips Electronics NS Spon ADR New — Int/Div
Kraft Hemmz Co. (KHCO) — Int/Div
LKQ Corp. New (LKQ) — None
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. (VIVO) — Int/Div
Microsoft Corp. (MSFT) — Int/Div
Middleby Corp. Dela (MIDD) — None — Sold
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 — Int/Div
Oracle Corp. (ORCL) — Int/Div
Pepsico Inc. (PEP) — Int/Div
Phillips 66 (PSX) — Int/Div
Praxair Inc. (PX) — Int/Div
Procter & Gamble Co. (PG) — Int/Div
Qualcomm Inc. (QCOM) — None — Sold
ROCKWELL AUTOMATION INC NEW (ROK) — Int/Div — Buy
Royal Dutch Shell PLC C1. A Spon ADR (RDS A) — None — Sold
Royal Dutch Shell PLC ADS REPSTG 2 CI B(RDS.B) — Int/Div
Schlumberger Ltd. Netherlands Antilles (SLB) — Int/Div
Stanley Black and Decker Inc. Com. (SWK) — Int/Div
Stericyele Inc. (SRCL) — None — Sold
Sysco Corp. (SYY) — Int/Div
TE Connectivity Lid. Chf. (TEL) — Int/Div
Thermo Fisher Scientific. Inc — None — Sold
Total S.A. Spons ADR (TOT) — None — Sold
Union Pacific Corp. (UNP) — Int/Div
UnitedHealth Group Inc. (UNH) — Int/Div
US Bancorp Del (New) (LSB) — Int/Div
Versum Matls Inc. (VSM) — None — Sold
Visalne. CIA (V) — Int/Div
Walt Disney Co. Com. (DIS) — Int/Div
Wells Fargo and Co. New (WFC) — Int/Div — Sold
IM Co. (MMM) — Int/Div
Materials Select Sector SPDR Trust ETF (XLB) — Int/Div
ETFMG PRIME CYPER SECURITY ETF (HACK) — None
Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div
IRA 43 (H)
UBS Bank USA Deposit Account APY (cash) — Interest
American Funds, Washington Mutual Investors Fund CL A (AWSHX) — Int/Div — Sold (part)
American Funds, Washington Mutual Investors Fund CL A (AWSHX) — Sold (part)
Blackrock Equity Dividend Fund A (MDDVX) — Int/Div
Clearbridge Large Cap Growth Fund CI. A (SBLGX) — Int/Div — Sold (part)
Invesco American Franchise Fund Cl. A (VAFAX) — Int/Div — Sold (part)
Putnam Growth Opportunities Fund C1. A (POGAX) — Int/Div — Sold (part)
US. Treasury Bonds — None — Sold (part)
MORGAN STANLEY PRIV NY US (CASH) — Interest — Open
ALLY BANK UT US (CASH) — Interest — Open
CAPT ONE NATL A VA US (CASH) — Interest — Open
JPMORGAN CHASE BK DE US (CASH) — Interest — Open
LORD ABBETT SHORT DURATION INCOME FUND (LDLAX) — Int/Div — Buy
IRA 24 (H)
BLACKROCK HIGH YIELD BOND A (BHYAX)(X) — Int/Div
BLACKROCK HIGH YIELD BOND ( (BHYCX) U(X) — Int/Div
BLACKROCK HIGH YIELD BOND (BHYIX) (XO) — Int/Div — Buy (add'l)
Spouse's income — 2017 — Department of Veterans Affairs, salary
Part VII, lines 26, 40, and 93: Name changes: see 2016, lines 27, 41, and 103, respectively.
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.