Charles W. Dent
Charles W. Dent Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed July 24, 2009. Includes 49 assets.
Est. Net Worth
$514K
2009 annual disclosure
Total Assets
$145K - $883K
49 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$255K (17)
Bank & Cash$106K (13)
Mutual Funds$65K (10)
Stocks$57K (4)
ETFs$32K (4)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (49)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
AllianceBernstein Growth & Income D Cl A | $1,001 - $15,000 |
AllianceBernstein Large Cap Growth | $1 - $1,000 |
AllianceBernstein Large Cap Growth | $1 - $1,000 |
American Bank (Savings) | $15,001 - $50,000 |
American Bank (Savings) | $1,001 - $15,000 |
American Euro Pacific Growth Fund CL C (IRA) | $1,001 - $15,000 |
Bank of America (Checking) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Commonwealth of PA Deferred Compensation Program (457 Plan - Not Self Directed) Pennsylvania, US | $50,001 - $100,000 |
Penn NY Venture FD CL C (IRA) | $1,001 - $15,000 |
Ellsworth Conv Growth & Income Fund | $1,001 - $15,000 |
Ellsworth Conv Growth & Income Fund | $1,001 - $15,000 |
Flagstar Bank CD | $1,001 - $15,000 |
Flagstar Bank CD | $1,001 - $15,000 |
Flagstar Bank CD | $1,001 - $15,000 |
Gabelli Equity Trust (IRA) | $15,001 - $50,000 |
Gabelli Healthcare & Wellness SRX (IRA) | $1 - $1,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $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 |
Legg Mason Partners Equity Income Fund CL C (IRA) | $1,001 - $15,000 |
Loomis Sayles Strategic Income Fund CL C (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Oppenheimer Quest Opportunity Value Fund CL C (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
PA Tap Account (529 Plan - Prepaid Tuition) | $1,001 - $15,000 |
PA State Employees Retirement System (Pension Plan) | $15,001 - $100,000 |
PIMCO FD PAC INV MT - All Asset FD CL C | $1,001 - $15,000 |
American Funds Achievers Portfolio | $1,001 - $15,000 |
TIAA-CREF Stock Fund 403(B) Plan | $1,001 - $15,000 |
TIAA-CREF International Long Term Bond Fund 403(B) Plan | $1,001 - $15,000 |
Treasury Fund Daily Money | $1,001 - $15,000 |
Van Kampen Government SEC FD CL A (Beneficial IRA) | $1,001 - $15,000 |
Van Kampen Harbor Fund CL A | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Wachovia Securities Bank Deposit Sweep Option | $1,001 - $15,000 |
Wachovia Securities Bank Sweep Option | $1,001 - $15,000 |
Wachovia Securities Bank Sweep Option | $1,001 - $15,000 |
Wachovia Securities Bank Sweep Option | $1,001 - $15,000 |
Wachovia Securities Bank Sweep Option (Beneficial IRA) | $1 - $1,000 |
Wachovia Securities Bank Sweep Option (IRA) | $1,001 - $15,000 |
529 College Savings Plan | N/A |
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).