Alan S. Lowenthal Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed October 18, 2012. Includes 46 assets.

Year:

2013 2012

Est. Net Worth

$627K

2012 annual disclosure

Total Assets

$208K - $1M

46 assets

Total Liabilities

0 liabilities

Total Trades

1,539

From PTR filings

Trade Volume

$66.1M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$627K
2013	$37K
2013	$1.7M

Assets by Category

Stocks$304K (38)

Other$258K (3)

Bank & Cash$41K (2)

ETFs$8K (1)

Mutual Funds$8K (1)

Gov. Securities$8K (1)

Top Stock Holdings (from trades)

Sunrun Inc.RUN

$343K

ProShares - Short S&P500SH

$233K

Harbor PanAgora Dynamic Large Cap Core ETF (INFO)INFO

$227K

Air Products and Chemicals, Inc.APD

$221K

Activision Blizzard, Inc.ATVI

$202K

Autodesk, Inc.ADSK

$196K

Fidelity National Information Services, Inc.FIS

$189K

T-Mobile US, Inc.TMUS

$187K

ProShares - Short QQQPSQ

$181K

All Assets (46)

Asset	Type	Owner	Value	Income
JPMorgan Chase Bank Account	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
LSFCU Credit Union Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
DXY Long Bear Fund	ETFs	Self	$1,001 - $15,000	Capital Gains $1 - $200
Allianz Annuity	Other	Self	$100,001 - $250,000	Tax-Deferred
Sirius XM Holdings Inc.(SIRI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Las Vegas Sands Corp.(LVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SunAmerica Account	Other	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Disney(DIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Time Warner Corp(TWX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Corp	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
BlackRock(BLK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Brookfield(BN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Caterpillar(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
eBay(EBAY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
El Paso Corp(EP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Enbridge Energy(EEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IBM(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs(GS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gold Source	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kinder Morgan(KMI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monsanto(MON)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
NextEra Energy(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
PPL Corp(PPL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Praxair(PX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Schlumberger(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Suncor(SU)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Targa Resources(TRGP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Teekay Offshore Partners(TOO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Teekay Tankers(TNK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
TransCanada Corp(TRP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
United Parcel Service(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Visa(V)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vornado Realty Trust(VNO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
XLR Energy	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
XRX Financial(XRX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
CIT Group(CIT)	Stocks	Self	$1,001 - $15,000	Dividends
SBSPM	Mutual Funds	Self	$1,001 - $15,000	Dividends
Clear Channel	Stocks	Self	$1,001 - $15,000	Dividends
Equinix Bond	Other	Self	$1,001 - $15,000	Interest
Ford Motors(F)	Stocks	Self	$1,001 - $15,000	Dividends
Las Vegas Sands Corp(LVS)	Stocks	Self	$1,001 - $15,000	Dividends
Nexon Tech	Stocks	Self	$1,001 - $15,000	Dividends
Republic Energy	Stocks	Self	$1,001 - $15,000	Dividends
Verisk Analytics(VRSK)	Stocks	Self	$1,001 - $15,000	Dividends
Transocean(RIG)	Stocks	Self	$1,001 - $15,000	Dividends
Ch. State Uni. Bond	Gov. Securities	Self	$1,001 - $15,000	Interest

Trading Sector Allocation (from PTR trades)

Healthcare$1.9M

Banking$81K

Energy$202K

Industrials$1.4M

Real Estate$552K

Financial Services$2.7M

Technology$1.5M

Communication Services$1M

Consumer Cyclical$1.2M

Services$238K

Utilities$770K

Insurance$179K

Consumer Defensive$582K

Basic Materials$417K

Transportation & Utilities$138K

Manufacturing$138K

Construction$33K

Retail Trade$105K

Alan S. Lowenthal trades Wealthiest members Most active traders CA delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).