Bruce L. Braley Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 20 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$894K

2008 annual disclosure

Total Assets

$532K - $1.3M

20 assets

Total Liabilities

0 liabilities

Total Trades

108

From PTR filings

Trade Volume

$1.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$894K
2009	$493K
2010	$518K
2011	$507K
2011	$448K
2012	$76K
2012	$292K
2013	$162K
2013	$630K
2013	$630K

Assets by Category

Mutual Funds$819K (19)

Stocks$75K (1)

Top Stock Holdings (from trades)

SPDR S&P 500 ETFSPY

$33K

All Assets (20)

Asset	Type	Owner	Value	Income
Allianz NFJ Dividend Value Fund Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Funds Growth Fund Of America Class F	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
American Funds Income Fund Of America Class F	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Barlon Asset Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Calamos Growth & Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Calamos Growth Fund	Mutual Funds	Self	N/A	None/Capital Gains $2,501 - $5,000
Columbia Mid Cap Value Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Davis New York Venture Fund Class A	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Davis Opportunity Fund	Mutual Funds	Self	$250,001 - $500,000	None
FAM Value Fund	Mutual Funds	Self	N/A	None
FT Templeton Global Bond A	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Hartford Mid Cap Fund Class A	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Lord Abbett Affiliated Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Oppenheimer Global Fund Class A	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Pepsico, Inc.(PEP)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
T Rowe Price Equity Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
T Rowe Price Growth Stock Fund, Inc.	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Thornburg International Value Fund Class A	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
U S A A Money Market Portfolio	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
UBS RMA Money Market Portfolio	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200

Trading Sector Allocation (from PTR trades)

Financial Services$218K

Healthcare$24K

Consumer Cyclical$56K

Consumer Defensive$24K

Technology$24K

Industrials$48K

Utilities$40K

Real Estate$56K

Energy$32K

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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).