Charles W. Dent
Charles W. Dent Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed August 4, 2011. Includes 51 assets.
Est. Net Worth
$394K
2011 annual disclosure
Total Assets
$111K - $676K
51 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$173K (14)
Mutual Funds$121K (16)
ETFs$49K (3)
Bank & Cash$28K (15)
Stocks$16K (2)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (51)
| Asset | Value |
|---|---|
Savings Account | N/A |
| $1,001 - $15,000 | |
AllianceBernstein Growth & Income FD CL A | $1,001 - $15,000 |
AllianceBernstein Large Cap Growth | $1,001 - $15,000 |
AllianceBernstein Large Cap Growth | $1 - $1,000 |
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 |
Bank of America (Common) | $1,001 - $15,000 |
Commonwealth of PA Deferred Compensation Program (457 Plan) | $15,001 - $50,000 |
Commonwealth of PA State Employees Retirement System (Pension) | N/A |
Commonwealth of PA TAP 529 Plan - Prepaid Tuition | $1,001 - $15,000 |
Davis 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 |
Gabelli Equity Trust (IRA) | $1,001 - $15,000 |
Gabelli Healthcare & Wellness Trust (IRA) | N/A |
Gabelli Utility Trust (IRA) | $1 - $1,000 |
iShares Dow Jones Select Dividend Index Fund | $1,001 - $15,000 |
iShares Dow Jones Select Dividend Index Fund | $1,001 - $15,000 |
iShares Dow Jones Select Dividend Index Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Lafayette Ambassador Bank (Savings) | $1,001 - $15,000 |
Lafayette Ambassador Bank (Savings) | $1 - $1,000 |
Hennessy Cornerstone Partners Equity Fund CL O | $1,001 - $15,000 |
Loomis Sayles 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 FD CL C (IRA) | $1,001 - $15,000 |
All Asset FD CL C LWT MGMT | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
TIAA-CREF Stock Fund 403(B) | $1,001 - $15,000 |
TIAA-CREF Traditional (Guaranteed) 403(B) Plan | $1,001 - $15,000 |
Treasury Fund Daily Money Class | $1,001 - $15,000 |
Van Kampen Government SEC FLA A | $1,001 - $15,000 |
Van Kampen Harbor Fund CL A | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Wells Fargo Securities Bank Deposit Sweep Option | $1 - $1,000 |
Wells Fargo Securities Bank Sweep Option | $1 - $1,000 |
Wells Fargo Securities Bank Sweep Option | $1 - $1,000 |
Wells Fargo Securities Bank Sweep Option (Beneficial IRA) | $1 - $1,000 |
Wells Fargo Securities Bank Sweep Option (IRA) | $50,001 - $100,000 |
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).