Betty McCollum

Betty McCollum Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 12 assets.

Est. Net Worth
$137K
2011 annual disclosure
Total Assets
$39K - $235K
12 assets
Total Liabilities
$0
0 liabilities
Total Trades
2
From PTR filings
Trade Volume
$16K
Midpoint of disclosed ranges

Net Worth Over Time

$1.4M$711K$49K-$612K200820082009200920092010201020102011201220122013

Assets by Category

Mutual Funds$129K (11)
Retirement & Pension$8K (1)

Top Stock Holdings (from trades)

All Assets (12)

AssetValue
Alger Small Cap Growth A Open End Mutual Fund
$1,001 - $15,000
Davis NY Venture Mutual Fund
$1,001 - $15,000
Goldman Sachs Capital Growth Mutual Fund
$1,001 - $15,000
Goldman Sachs Growth & Income Fund
$1,001 - $15,000
Hartford Capital Appreciation Fund
$1,001 - $15,000
Minnesota State Def. Comp. - T. Rowe Price Small Cap Fund
$1,001 - $15,000
Minnesota State Def. Comp – Fidelity Div Inter Fund
$1,001 - $15,000
Minnesota State Def. Comp – Janus Twenty
$15,001 - $50,000
Minnesota State Def. Comp – Vanguard Index Funds Plus
$1,001 - $15,000
Oppenheimer Global Allocation FD
$15,001 - $50,000
Oppenheimer Quest Balanced Fund A
N/A
Oppenheimer Quest Opportunity Value Mutual Fund
$1,001 - $15,000
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).
Betty McCollum Net Worth & Financial Disclosure 2011 – Assets & Portfolio | Congress Stock Tracker