Charles W. Dent
Charles W. Dent Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed July 25, 2012. Includes 53 assets and 2 liabilities.
Est. Net Worth
$440K
2012 annual disclosure
Total Assets
$284K - $1.1M
53 assets
Total Liabilities
$150K - $350K
2 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$264K (12)
Mutual Funds$145K (14)
Bank & Cash$136K (14)
ETFs$113K (8)
Stocks$16K (3)
Other$8K (1)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (53)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
AIM Growth SER Investors Conv Secs FD (Formerly Van Kemper Harbor Fund) | $1,001 - $15,000 |
American Century Growth & Income FD CL A | $1,001 - $15,000 |
AllianceBernstein Large Cap Growth CL A | $1,001 - $15,000 |
AllianceBernstein Large Cap Growth CL A | $1,001 - $15,000 |
American Bank (Savings) | $1,001 - $15,000 |
American Euro Pacific Growth Fund CL C (IRA) | $1,001 - $15,000 |
Bank of America (Checking/Savings) | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Commonwealth of PA Deferred Compensation Program (457 Plan) | $50,001 - $100,000 |
Commonwealth of PA State Employees Retirement System (Pension - Not Self Directed) | 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 |
Ellsworth Conv Growth & Income Fund | $1,001 - $15,000 |
Embassy Bank | $1 - $1,000 |
Embassy Bank | $1 - $1,000 |
Embassy Bank | $1 - $1,000 |
Gabeli Equity Trust (IRA) | $1,001 - $15,000 |
Gabeli Utility Trust (IRA) | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Lafayette Ambassador Bank (Savings) | $1 - $1,000 |
Lafayette Ambassador Bank (Savings) | $1 - $1,000 |
Lafayette Ambassador Bank (Savings) | $1 - $1,000 |
Lehigh Valley Partners Equity Fund C I O | $1,001 - $15,000 |
Loomis Sayles Strategic Income Fund CL C | N/A |
Nuveen Municipal Value Fund | $1,001 - $15,000 |
Oppenheimer Quest Opportunity Value Fund CL C | $15,001 - $50,000 |
Oppenheimer Small & Medium Cap Value FD CL C (IRA) | $1,001 - $15,000 |
Principal Spectrum Preferred Sec I MGMT All Asset FD CL C | $15,001 - $50,000 |
PIMCO Low Duration FD CL A (IRA) | $1,001 - $15,000 |
Powershares Intl Div Achievers Portfolio | $15,001 - $50,000 |
SPDR S&P Dividend ETF (IRA) | $50,001 - $100,000 |
TIAA-CREF Stock Fund 403(b) Plan | $1,001 - $15,000 |
TIAA-CREF Traditional (Guaranteed) 403(B) Plan | $15,001 - $50,000 |
Treasury Fund Daily Money Class | N/A |
Van Kampen Government Sec FD CL A (Beneficial IRA) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Appreciation Short Term Bond ETF (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| N/A | |
Wells Fargo Securities Bank Deposit Sweep Option | $1,001 - $15,000 |
Wells Fargo Securities Bank Sweep Option | $1,001 - $15,000 |
Wells Fargo Securities Bank Sweep Option | $50,001 - $100,000 |
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) | $1 - $1,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $50,001 - $100,000 |
| American Bank | mortgage | $100,001 - $250,000 |
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).