Bruce L. Braley
Bruce L. Braley Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed June 15, 2011. Includes 19 assets and 1 liabilities.
Est. Net Worth
$507K
2011 annual disclosure
Total Assets
$268K - $770K
19 assets
Total Liabilities
$10K - $15K
1 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$261K (16)
Other$175K (1)
Stocks$75K (1)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (19)
| Asset | Value |
|---|---|
| $50,001 - $100,000 | |
Amana Mutual Funds Trust Income Fund | $15,001 - $50,000 |
Columbia Mid Cap Value Fund A | $1,001 - $15,000 |
FD CL New York Venture FD CL A | $15,001 - $50,000 |
Europacific Growth Fund CL F | $15,001 - $50,000 |
American Funds Growth Fund of America Class F | $1,001 - $15,000 |
Hartford Mid Cap Fund Class A | $1,001 - $15,000 |
Lazard Pacific Opportunities Fund Class A | $1,001 - $15,000 |
Lazard Emerging Markets Portfolio | $1,001 - $15,000 |
Loomis Sayles Funds II Inv Grade Bond Fund Class A | $1,001 - $15,000 |
MFS Intl Intrinsic Value Fund Equity Tr Soc Responsible Investor Fund Returned Class A | $50,001 - $100,000 |
Templeton Global Bond Fund Advisor Class | $1,001 - $15,000 |
Thornburg Intl Tr International Value Fund | $15,001 - $50,000 |
Insured Bank Program | $1,001 - $15,000 |
Baron Asset Fund | N/A |
Gateway Trust Index Plus Fund Class A | N/A |
JPMorgan Highbridge Statistical Market Neutral Fund | N/A |
T Rowe Price Growth Stock | N/A |
Equity Compass Managed Account (Not Self Directed) | $100,001 - $250,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Community National Bank | other | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$218K
Healthcare$24K
Consumer Cyclical$56K
Consumer Defensive$24K
Technology$24K
Industrials$64K
Utilities$40K
Real Estate$56K
Energy$32K
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).