Charles W. Dent
Charles W. Dent Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed July 17, 2008. Includes 57 assets.
Est. Net Worth
$531K
2008 annual disclosure
Total Assets
$169K - $893K
57 assets
Total Liabilities
$0
0 liabilities
Total Trades
29
From PTR filings
Trade Volume
$281K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $531K |
| 2009 | $514K |
| 2010 | $542K |
| 2011 | $394K |
| 2012 | $440K |
| 2013 | $65K |
Assets by Category
Retirement & Pension$158K (3)
Mutual Funds$145K (20)
Stocks$90K (9)
Bank & Cash$83K (18)
ETFs$48K (6)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (57)
| Asset | Value |
|---|---|
Bank of America (Checking/Savings) | $1,001 - $15,000 |
American Bank (Savings) | $1 - $1,000 |
American Bank (Savings) | $1,001 - $15,000 |
Lafayette Ambassador Bank (Savings) | $1 - $1,000 |
Lafayette Ambassador Bank (Savings) | $1 - $1,000 |
Lafayette Ambassador Bank (Savings) | $1 - $1,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
iShares Dow Jones Select Index Fund | $1,001 - $15,000 |
Powershares Intl Div Achievers Portfolio | $1,001 - $15,000 |
AIMCO FD PAC INV MGMT Multi-Cap Equity Fund | $1,001 - $15,000 |
Nuveen Municipal Value Fund | $1,001 - $15,000 |
Wachovia Securities Bank Deposit Sweep Option | $1,001 - $15,000 |
| N/A | |
| N/A | |
| N/A | |
Wachovia Securities Bank Sweep Option (IRA) | $1,001 - $15,000 |
iShares Dow Jones Select Dividend Index Fund (IRA) | $1,001 - $15,000 |
Gabelli Equity Trust (IRA) | $1,001 - $15,000 |
Gabelli Healthcare & Wellness SRX (IRA) | $1 - $1,000 |
| $1 - $1,000 | |
Wachovia Securities Bank Sweep Option (Beneficial IRA) | $1 - $1,000 |
Van Kampen Government Securities Fund CL A (Beneficial IRA) | $1,001 - $15,000 |
FD CL A (Beneficial IRA) | $1,001 - $15,000 |
Wachovia Securities Bank Sweep Option | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Flagstaff Bank CD | $1,001 - $15,000 |
Legg Mason Partners Equity Fund CL A | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Capital One Bank CD | N/A |
Wachovia Securities Bank Sweep Option | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Flagstaff Bank CD | $1,001 - $15,000 |
AllianceBernstein Growth & Income FD CL B | $1,001 - $15,000 |
Alliance Large Cap Growth | $1,001 - $15,000 |
Ellsworth Conv Growth & Income Fund | $1,001 - $15,000 |
Discover Bank CD | N/A |
Wachovia Securities Bank Sweep Option | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Flagstar Bank CD | $1,001 - $15,000 |
Alliance Large Cap Growth | $1 - $1,000 |
Oppenheimer Quest Opportunity Value Fund CL C | $1,001 - $15,000 |
Van Kampen Harbor Fund CL A | $1,001 - $15,000 |
Ellsworth Conv Growth & Income Fund | $1,001 - $15,000 |
Capital One Bank CD | N/A |
American Euro Pacific Growth Fund CL C (IRA) | $1,001 - $15,000 |
Davis NY Venture FD CL C (IRA) | $1,001 - $15,000 |
Oppenheimer Small & Medium Cap Value FD CL C (IRA) | $1,001 - $15,000 |
Loomis Sayles Strategic Income Fund CL C (IRA) | $1,001 - $15,000 |
Treasury Fund Daily Money Class | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Commonwealth of PA Deferred Compensation Plan (Not Self Directed) Pennsylvania, US | $50,001 - $100,000 |
Pennsylvania State Employees Retirement System (Pension - Not Self Directed) Pennsylvania, US | $50,001 - $100,000 |
Pennsylvania TAP (529 Plan - Prepaid Tuition) Pennsylvania, US | $1,001 - $15,000 |
TIAA-CREF Traditional Long-Term Bond Fund | $1,001 - $15,000 |
TIAA-CREF Stock Fund (403B) Plan | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$41K
Banking$40K
Energy$33K
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).