Edward R. Royce
Edward R. Royce Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 35 assets and 2 liabilities.
Est. Net Worth
-$649K
2013 annual disclosure
Total Assets
$236K - $715K
35 assets
Total Liabilities
$750K - $1.5M
2 liabilities
Total Trades
11
From PTR filings
Trade Volume
$82K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $320K |
| 2009 | $291K |
| 2010 | $317K |
| 2011 | $345K |
| 2012 | -$762K |
| 2013 | -$649K |
Assets by Category
Mutual Funds$468K (25)
Bank & Cash$8K (1)
Stocks$0 (5)
Other$0 (1)
ETFs$0 (3)
Top Stock Holdings (from trades)
All Assets (35)
| Asset | Value |
|---|---|
| N/A | |
| N/A | |
BlackRock Energy and Resources Fund (Spouse IRA) | N/A |
Capital City Savings/CFCU Money Market | $1,001 - $15,000 |
Engineering Success | N/A |
| N/A | |
Exchange Traded Fund Precious Metal Basket (Spouse IRA) | N/A |
Fidelity Advisor Corp. Bond Fund (Spouse IRA) | $1,001 - $15,000 |
Fidelity Advisor Floating Rate High Income Fund (Spouse IRA) | $1,001 - $15,000 |
Fidelity Advisor Global Fund (Spouse IRA) | $1,001 - $15,000 |
Fidelity Advisor High Income Advantage Fund (Spouse IRA) | $1,001 - $15,000 |
Fidelity Advisor Large Cap Fund (Spouse IRA) | $1,001 - $15,000 |
Fidelity Advisor MidCap Fund (Spouse IRA) | $50,001 - $100,000 |
Fidelity Advisor Real Estate Income Fund (Spouse IRA) | $1,001 - $15,000 |
Fidelity Advisor Small Cap Fund (Spouse IRA) | $15,001 - $50,000 |
Fidelity Advisor Value Strategy Fund (Spouse IRA) | $1,001 - $15,000 |
Fidelity Advisor Europe Capital Enterprises Fund (Spouse IRA) | $1,001 - $15,000 |
Fidelity Advisor Stock Selector Fund (Spouse IRA) | $15,001 - $50,000 |
Fidelity Mutual Fund - Bond Fund (Spouse IRA) | $15,001 - $50,000 |
Fidelity Mutual Fund - Equity Index Fund (Spouse IRA) | $50,001 - $100,000 |
Valley Bank - Stable Value Fund (Spouse IRA) | N/A |
Fidelity Mutual Fund - US Large Cap Growth Equity (Spouse IRA) | $15,001 - $50,000 |
American Funds - Capital Income Builder Class A | $50,001 - $100,000 |
Fidelity Mutual Fund - US MidCap Core (Spouse IRA) | N/A |
Fidelity Mutual Fund - US Small Cap Fund (Spouse IRA) | $15,001 - $50,000 |
Franklin India Growth Fund (Spouse IRA) | $1,001 - $15,000 |
| N/A | |
| N/A | |
Janus Fund (Spouse IRA) | N/A |
| N/A | |
Pacer Money Market Fund (Spouse IRA) | $1,001 - $15,000 |
| N/A | |
Templeton Emerging Markets Fund (Spouse IRA) | N/A |
US Bank USA Money Market Funds (Spouse IRA) | N/A |
Western Asset Global High Income Fund (Spouse IRA) | N/A |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | mortgage | $500,001 - $1,000,000 |
| Congressional Federal Credit Union | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
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).