# Christopher Sontchi

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9190

## Record

- **Judge:** Christopher Sontchi
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 12

## Text

Wilmington Trust Company — Interest — Closed
WSFS Bank — Interest — Open
DEXSTA Federal Credit Union — Interest
Brokerage Account #1 — None
S29 Plan #1
John Hancock, Freedom 529 College 213.2016 — None
529 Plan #2
John Hancock, Freedom 529 College 2017-2020 — None
IRA #1
RJ Bank Deposit Program — Interest
Amencan Funds, Europacific Growth Fund — Int/Div — Buy (add'l)
Neuberger Berman Genesis Fund — Int/Div — Sold (part)
Columbia Management, Columbia Marsico Focused Equities Fund — Int/Div — Sold (part)
Columbia Management, Columbia Marsico Focused Equities Fund — Sold
PIMCO Commodity Real Return Strategy — Int/Div — Buy (add'l)
PIMCO Commodity Real Return Strategy — Sold
PIMCO Total Return Fund — Int/Div — Sold (part)
DWS Rreef Global Real Estate Securities Fund — Int/Div — Sold (part)
Wells Fargo Advantage International Value Fund — Int/Div — Buy (add'l)
MFS Research Fund — Int/Div — Sold (part)
JP Morgan Core Bond Fund — Int/Div — Sold (part)
Aston/River Road Small Cap Value Fund — Int/Div — Sold (part)
Columbia Acorn International Fund — Int/Div — Buy (add'l)
Munder Intemational Small Mid Cap Fund — Int/Div — Sold
Prudential High Yield Fund — Int/Div — Sold (part)
Prudential Jenmison Mid Cap Growth Fund — Int/Div — Sold (part)
JP Morgan U.S. Large Cap Core Plus Fund — Int/Div — Buy (add'l)
RS Int'l Growth Fund — Int/Div — Sold
ASG Global Alternative Fund — Int/Div — Buy (add'l)
ASG Global Alternative Fund — Sold
Manning & Napier Equity Series Fund — Int/Div — Buy (add'l)
John Hancock Disciplined Value Fund — Int/Div — Sold (part)
JP Morgan Mid Cap Value Fund — Int/Div
Janus Venture Fund — Int/Div — Sold (part)
Janus Venture Fund — Sold
Brown Advisory Growth Equity Fund — Int/Div — Buy
MFS International Growth Fund — Int/Div — Buy
Managers Time Square Small Cap Growth Fund — Int/Div — Buy
Virtus Emerging Markets Opportunities Fund — Int/Div — Buy
AQR Managed Futures Strategy Fund — Int/Div — Buy
IRA #2
Fidelity Investments, Fidelity Overseas Fund Mutual fund — Int/Div
RJ Bank Deposit Program — Interest
IRA #3
RJ Bank Deposit Program — Interest
American Funds, Europacific Growth Fund — Int/Div — Buy (add'l)
Neuberger Berman Genesis Fund — Int/Div — Sold (part)
Columba Management, Columbia Marsico Focused Equities Fund — Int/Div — Sold (part)
Columba Management, Columbia Marsico Focused Equities Fund — Sold
PIMCO Commodity Real Return Strategy — Int/Div — Buy (add'l)
PIMCO Commodity Real Return Strategy — Sold
PIMCO Total Return Fund — Int/Div — Sold (part)
DWS Rreef Global Real Estate Securities Fund — Int/Div — Sold (part)
Wells Fargo Advantage International Value Fund — Int/Div — Buy (add'l)
MFS Research Fund — Int/Div — Sold (part)
JP Morgan Core Bond Fund — Int/Div — Sold (part)
Aston/River Road Small Cap Value Fund — Int/Div — Sold (part)
Columbia Acorn International Fund — Int/Div — Buy (add'l)
Munder International Small Mid Cap Fund — Int/Div — Sold
Prudential High Yield Fund — Int/Div — Sold (part)
Prudential Jenmison Mid Cap Growth Fund — Int/Div — Sold (part)
JP Morgan U.S. Large Cap Core Plus Fund — Int/Div — Buy (add'l)
RS Int'l Growth Fund — Int/Div — Sold
ASG Global Alternative Fund — Int/Div — Buy (add'l)
ASG Global Alternative Fund — Sold
Manning & Napier Equity Series Fund — Int/Div — Buy (add'l)
John Hancock Disciplined Value Fund — Int/Div — Sold (part)
JP Morgan Mid Cap Value Fund — Int/Div
Janus Venture Fund — Int/Div — Sold (part)
Janus Venture Fund — Sold
Brown Advisory Growth Equity Fund — Int/Div — Buy
MFS International Growth Fund — Int/Div — Buy
Managers Time Square Small Cap Growth Fund — Int/Div — Buy
Virtus Emerging Markets Opportunities Fund — Int/Div — Buy
AQR Managed Futures Strategy Fund — Int/Div — Buy
IRA #4
Fidelity Investments, Fidelity Overseas Fund Mutual fund — Int/Div
RJ Bank Deposit Program — Interest
401(K) Plan #2
Franklin Templeton Inv., Franklin Income Fund — Int/Div
The Hartford, Hartford Capital Appreciation Fund — Int/Div
Henderson International Opportunities Fund — Int/Div
Quaker Funds, Quaker Strategic Growth Fund — Int/Div
Henderson European Focus 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
Liability — Wachovia Educaon Services — Spouse's Educanon Loan
Reimbursement — Reform of Chapter 11 and NYC Bankruptcy Conf. — 05/16:2013 — TL. ers a a NR hy member for semmar — r+ 1 Rp AE TY) i Ti e—
Reimbursement — Association: Mid-Atlantic Regional Symposium — 06/1372013 — ahaa ach bh Gal rake — een re i TT TT HHI —————
Reimbursement — ABIL Mid-Atlantic Workshop — 08/08/2013 08/09/2013 — Hershey, PA — Panel member for seminar — Meals, lodging, tuition, travel
Reimbursement — School: Views from the Bench — 0/27/2013
Reimbursement — Ar png ey tar, fed cal dpsed Advanced Restructuring Conf.
Reimbursement — ABIL: Winter Leadership Conf. — 12/04/2013 12/07/2013 — Rancho Palos Verdes, CA — Pane! members for seminar — Meals, lodging, tuition, and travel
Income — 2013 — Widener University Law School, ad junct professor; Fall semester — $11,250.00
Spouse's income — 2013 — Self-employed physician
1) Part VI, page 4, line 2 (2012 report). This loan was consolidated with loan reference on line 1.

2) Part VII, page 5, line 1: Account closed in 2013,

3) Part VII, page $, line 2: Account opened in 2013,

4) Part VII, page 5, line 4: The entire balance in this account was withdrawn in 2007. This account remains open but had 4 balance of $0.00 throughout the

reporting period.

5) Part VII, page S, line 11 (2012 report): The entire balance of Baron Funds, Baron Growth Fund was sold on August 7, 2012.

6) Part VII page 5, line 14: The entire balance of Columbia Management, Columbia Marsico Focused was sold on July 18, 2013,

7) Part VII, page $, line 16: The entire balance of PIMCO Commodity Real Return Strategy was sold on May 1, 2013,

8) Part VII, page S, line 17: The name of the fund was changed to PIMCO Total Return Fund.

9) Part VII, page 6, line 18: The name of the fund was changed to DWS Rreef Global Real Estate Securities Fund.

10) Part VII, page 6, line 19 (2012 report): The entire balance of Eaton Vance Large Cap Value Fund was sold on January 12, 2012.

11) Part VII, page 6, line 22 (2012 report): The entire balance of Perkins Mid Cap Value Fund was sold on August 7, 2012.

12) Part VII, page 6, line 24: The entire balance of Munder International Small Mid Cap Fund was sold on May 3, 2013.

13) Part VII, page 6, line 28: The entire bulince of RS Int'l Growth Fund was sold on May 3, 2013,

14) Part VII, page 6, line 30: The entire balance of ASG Global Altemative Fund was sold on May 1, 2013.

15) Part VII, page 7, line 35: The entire balance of Janus Venture Fund was sold on August 27, 2013.

16) Part VII, page 7, line 36: This fund was purchased on July 18, 2013.

17) Part VII, page 7, line 37: This fund was purchased on May 3, 2013.

18) Part VII, page 7, line 38: This fund was purchased on August 29, 2013,

19) Part VII, page 7, line 39: This fund was purchased on May 3, 2013.

20) Part VII, page 7, line 40: This fund was purchased on May 3, 2013.

21) Part VII, page 7, line 40 (2012 report): The entire balance of Baron Funds, Baron Growth Fund was sold on August 7, 2012.

22) Part VII, page 7, line 48 (2012 report): The entire balance of Eaton Vance Large Cap Value Fund was sold on January 12, 2012.

23) Part VII, page 7, line 49: The entire balance of Columbia Management, Columbia Marsico Focused was sold on July 18,2013,

24) Part VII, page 7, line 51: The entire balance of PIMCO Commodity Real Return Strategy was sold on May 1, 2013.

25) Part VII, page 7, line 51 (2012 report): The entire balance of Perkins Mid Cap Value Fund was sold on August 7, 2012.

26) Part VII, page 8, line 52: The name of the fund was changed to PIMCO Total Return Fund.

27) Part VII, page 8, line 53: The name of the fund was changed to DWS Rreef Global Real Estate Securities Fund.

28) Part VII, page 8, line 59: The entire balance of Munder International Small Mid Cap Fund was sold on May 3, 2013,

29) Part VII, page 8, line 63: The entire balance of RS Int'l Growth Fund was sold on May 3, 2013.

30) Part VII, page 8, line 65: The entire balance of ASG Global Alternative Fund was sold on May 1, 2013,

31) Part VII, page 9, line 70: The entire balance of Janus Venture Fund was sold on August 27, 2013,

32) Part VII, page 9, line 71: This fund was purchased on July 18, 2013,

33) Part VII, page 9, line 72: This fund was purchased on May 3, 2013.

34) Part VII, page 9, line 73: This fund was purchased on August 29, 2013.

35) Part VII, page 9, line 74: This fund was purchased on May 3, 2013.

36) Part VII, page 9, line 75: This fund was purchased on May 3, 2013.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9190. Public record. Not legal advice.