Charles W. Dent
Charles W. Dent Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed August 10, 2010. Includes 55 assets.
Est. Net Worth
$542K
2010 annual disclosure
Total Assets
$192K - $892K
55 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$199K (10)
Mutual Funds$137K (15)
Bank & Cash$109K (18)
Stocks$58K (7)
ETFs$40K (5)
Top Stock Holdings (from trades)
All Assets (55)
| Asset | Value |
|---|---|
| N/A | |
| $1,001 - $15,000 | |
AllianceBernstein Growth & Income Fund Class A | $1,001 - $15,000 |
AllianceBernstein Large Cap Growth | $15,001 - $50,000 |
AllianceBernstein Large Cap Growth | $1 - $1,000 |
American Bank (Savings) | $1,001 - $15,000 |
American Bank (Savings) | $1 - $1,000 |
American Euro Pacific Growth Fund CL C (IRA) | $1,001 - $15,000 |
Bank of America (Checking/Savings) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Commonwealth of PA Deferred Comp Plan - S&P 500 Index 457 Plan - Not Self Directed | $50,001 - $100,000 |
First 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 |
Ellsworth Conv Growth & Income Fund | $1,001 - $15,000 |
Embassy Bank | $1 - $1,000 |
Embassy Bank | $1 - $1,000 |
Embassy Bank | $1 - $1,000 |
Flagstar Bank CD | N/A |
Flagstar Bank CD | N/A |
Flagstar Bank CD | N/A |
| $1,001 - $15,000 | |
| $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 Fund CL C | $1,001 - $15,000 |
Lord Abbett Affiliated Strategic Income Fund CL C (IRA) | $1,001 - $15,000 |
Nuveen Municipal Value Fund | $1,001 - $15,000 |
Oppenheimer Quest Opportunity Value Fund CL C | $1,001 - $15,000 |
Oppenheimer Small & Medium Cap Value Fund CL A | $1,001 - $15,000 |
PA Tuition 529 Plan (Prepaid Tuition) Pennsylvania, US | $1,001 - $15,000 |
Pennsylvania State Employees Retirement System Pennsylvania, US | $50,001 - $100,000 |
PNC Asset Mgmt INV MGMT AC All Asset FD CL C | $1,001 - $15,000 |
PowerShares Intl Div Achievers Portfolio | $1,001 - $15,000 |
TIAA-CREF Stock Fund 403(B) Plan | $1,001 - $15,000 |
TIAA-CREF Traditional Long-Term Government Bond (IRA/B) | $1,001 - $15,000 |
Treasury Fund Daily Money Class | $1,001 - $15,000 |
Wachovia Securities Bank SEC FD CL A (Beneficial IRA) | $1,001 - $15,000 |
Van Kampen Harbor Fund CL A | $1,001 - $15,000 |
Wachovia Securities Bank Deposit Sweep Option | $15,001 - $50,000 |
Wachovia Securities Bank Sweep Option | $1,001 - $15,000 |
Wachovia Securities Bank Sweep Option | $1,001 - $15,000 |
Wachovia Securities Bank | $15,001 - $50,000 |
Wachovia Securities Bank | $1 - $1,000 |
Wachovia Securities Bank Sweep Option (Beneficial IRA) | $1 - $1,000 |
Wachovia Securities Bank (IRA) | $1,001 - $15,000 |
Wachovia Securities Bank | $1,001 - $15,000 |
| $1,001 - $15,000 | |
529 College Savings Account | 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).