DONALD G. W. YTTERBERG Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 22, 2014. Includes 40 assets.

Year:

2013

Est. Net Worth

$1.3M

2013 annual disclosure

Total Assets

$731K - $1.9M

40 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2013	$69.2M
2013	$1.3M

Assets by Category

Mutual Funds$438K (24)

LLC / Partnership$425K (4)

Real Estate$375K (1)

Other$33K (1)

Bank & Cash$33K (3)

ETFs$33K (1)

Stocks$0 (6)

All Assets (40)

Asset	Type	Owner	Value	Income
Advanced Scheme Technologies	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Meta Lending Holdings LLC	LLC / Partnership	Self	$100,001 - $250,000	None
First Orange Investors XXI	LLC / Partnership	Self	$50,001 - $100,000	Capital Gains $2,501 - $5,000
Real Estate Miami, FL Miami, FL, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
SF First Orange	LLC / Partnership	Self	$100,001 - $250,000	Other (Partnership Income) $50,001 - $100,000
Citibank Bank Deposit	Bank & Cash	Spouse	N/A	Interest
Warner Brothers	Stocks	Spouse	N/A	Dividends
Forbes Energy Retail	Stocks	Spouse	N/A	Dividends
Cushing MLP Premier	Mutual Funds	Spouse	N/A	Dividends
Mits Res Alpha	Mutual Funds	Spouse	N/A	Dividends
Atlas Resource LP	LLC / Partnership	Spouse	N/A	Other
Western Credit Union	Bank & Cash	Spouse	N/A	Interest
BlackRock High Yield Bond	Mutual Funds	Spouse	N/A	Dividends
Causeway B Ltd	Stocks	Spouse	N/A	Dividends
PetroNila West Ltd	Stocks	Spouse	N/A	Dividends
Luno Energy Ltd	Stocks	Spouse	N/A	Dividends
Tower Intl Inc	Stocks	Spouse	N/A	Dividends
Covenant Global	Mutual Funds	Spouse	N/A	Dividends
Highland Global	Mutual Funds	Spouse	N/A	Dividends
Artisan Mid Cap Value Fund	Mutual Funds	Spouse	N/A	Dividends
Artisan Small Cap Value Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
First Eagle Overseas Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
WLS Global Real Estate	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
MainStay Marketfield Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
Matthews Asian Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
Oberweis Equity & Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
RS Global Natural Resources Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
Scout International Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
Virtus AlphaSector Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
Schwab U.S. Dividend Equity ETF	ETFs	Self	$15,001 - $50,000	Dividends, Capital Gains
Schwab Advantage Cash Reserve	Mutual Funds	Self	$15,001 - $50,000	Interest
BlackRock Global Allocation Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
Northern Trust	Bank & Cash	Self	$15,001 - $50,000	Interest
Loomis Sayles Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains
Enron New Floating	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Loomis Sayles Bond Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Keystone U.S. Bond Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Weeden & Steers Global	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Scudder MidCap Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Scudder Int'l Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200

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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).