DONALD G. W. YTTERBERG
DONALD G. W. YTTERBERG Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed November 20, 2013. Includes 37 assets.
Year:
Est. Net Worth
$69.2M
2013 annual disclosure
Total Assets
$36M - $102.4M
37 assets
Total Liabilities
$0
0 liabilities
Total Trades
0
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
LLC / Partnership$52.9M (3)
Mutual Funds$9.9M (27)
Stocks$3M (3)
ETFs$3M (2)
Bank & Cash$350K (2)
All Assets (37)
| Asset | Value |
|---|---|
Advanced Surgical Eyecare | $25,000,001 - $50,000,000 |
Metro Paving & Awnings Co. | $5,000,001 - $25,000,000 |
Citibank Bank Deposit | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Virtus Penn Asia Sector | $250,001 - $500,000 |
Atlas Resource LP | $250,001 - $500,000 |
H First Bank Accounts | $100,001 - $250,000 |
Western Asset Univ | $15,001 - $50,000 |
Blackrock High Yield | $50,001 - $100,000 |
Hawk Feature B A C | $15,001 - $50,000 |
Metropolitan West Total | $50,001 - $100,000 |
Pimco Total Bond Fund | $50,001 - $100,000 |
Pioneer IFA | $1,001 - $15,000 |
Lord Abbett Floating Rate Fd Inc | $15,001 - $50,000 |
Federated Global Bond | $15,001 - $50,000 |
Artisan Mid Cap Value Fd | $15,001 - $50,000 |
Artisan Small Cap Value Fd | $15,001 - $50,000 |
Vespera Overseas Fund | $1,001 - $15,000 |
ING Global Real Estate | $1,001 - $15,000 |
Madison/Marietta SB | $1,001 - $15,000 |
Matthews Asian Growth | $1,001 - $15,000 |
Rydex Europe | $1,001 - $15,000 |
RS Global Natural Resources | $1,001 - $15,000 |
Scant International Fund | $1,001 - $15,000 |
Vertex Alpha Sector | $1,001 - $15,000 |
High Quality Equity ETF | $1,001 - $15,000 |
Schwab Adv Cap Reserve | $1,001 - $15,000 |
Ridgewood Global Allocation | $1,001 - $15,000 |
Ivy Asset Strategy Fund | $1,001 - $15,000 |
Oakmark Fund | $1,001 - $15,000 |
Eaton Vance Floating Rate | $1,001 - $15,000 |
| $1,000,001 - $5,000,000 | |
Western Plus Bond Fund | $1,000,001 - $5,000,000 |
Cohen & Steers Real Estate | $1,000,001 - $5,000,000 |
Schwab Municipal Bond Fund | $1,000,001 - $5,000,000 |
| $1,000,001 - $5,000,000 |
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).