Howard Coble

Howard Coble Net Worth & Financial Disclosure

house

Annual financial disclosure for 2012, filed May 15, 2012. Includes 44 assets.

Est. Net Worth
$3.5M
2012 annual disclosure
Total Assets
$2.1M - $4.9M
44 assets
Total Liabilities
$0
0 liabilities
Total Trades
38
From PTR filings
Trade Volume
$379K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$2.8M
2009$1.7M
2010$3.2M
2011$2.5M
2012$3.5M
2013$2.5M
2013$2.6M

Assets by Category

Bank & Cash$1.2M (11)
Stocks$826K (6)
Other$748K (8)
Mutual Funds$436K (14)
Real Estate$250K (2)
Retirement & Pension$33K (1)
Gov. Securities$16K (2)

Top Stock Holdings (from trades)

All Assets (44)

AssetValue
Sterling Select Equity Fund (formerly BB&T) Mutual Fund (formerly BB&T)
$50,001 - $100,000
SunTrust Money Market Fund (formerly BB&T)
$50,001 - $100,000
Sterling NC Intermediate Tax Free Investment Fund (formerly BB&T)
$15,001 - $50,000
BB&T Savings Account
$1,001 - $15,000
BB&T Savings Account
$15,001 - $50,000
Wright Patman Federal Credit Union Savings Account
$50,000 - $100,000
Union Savings Account
$15,001 - $50,000
Wright Patman Federal Credit Union Asset Management Account
$100,001 - $250,000
Federated Bond Value Fund
$1,001 - $15,000
Federated Bond MDT Large Cap Value Fund
$15,001 - $50,000
Federated Bond Clover Value Fund
$1,001 - $15,000
Bank of America Checking Account
$15,001 - $50,000
Bank of North Carolina Stock
$50,001 - $100,000
Hartford Insurance Variable Annuity
$100,001 - $250,000
MassMutual Insurance Flex Extra Annuity
$100,001 - $250,000
MassMutual Insurance Transitions Annuity
$100,001 - $250,000
MassMutual Insurance Variable Annuity
$1,001 - $15,000
TransAmerica Insurance Annuity Select Variable
$50,001 - $100,000
Phoenix Life Insurance Annuity
$15,001 - $50,000
State Employees Credit Union Savings Account
$1,001 - $15,000
UBS Financial Services Resource Management Account
$500,000 - $1,000,000
UBS Financial Services IRA
$15,001 - $50,000
78 acre farm
Henry County, Virginia, US
$50,001 - $100,000
Condo
Watauga County, North Carolina, US
$100,001 - $250,000
NewBridge Bank Stock
$500,001 - $1,000,000
Invesco VanKampen Equity and Income Mutual Fund
$1,001 - $15,000
Invesco VanKampen Comstock Mutual Fund
$15,001 - $50,000
North Carolina Medicare Community Bond
$1,001 - $15,000
West Carolina University R&D Bond
$1,001 - $15,000
New World Mutual Fund
$1,001 - $15,000
Capital World Growth and Income Mutual Fund
$1,001 - $15,000
Yadkin Valley Financial Corporation Stock
$1 - $1,000
American Equity Insurance Annuity
$15,001 - $50,000
Allianz Life Insurance Annuity
$50,001 - $100,000
Greyus Premier Worldwide Growth Fund
$15,001 - $50,000
Morgan Stanley Smith Barney Investment Account
$50,001 - $100,000
RS Investments Mutual Fund
$1,001 - $15,000
Oppenheimer Developing Markets Mutual Fund
$15,001 - $50,000
UBS Wholesale Club (in the Morgan Stanley Smith Barney RMA)
$1,001 - $15,000
Morgan Stanley Smith Barney
$15,001 - $50,000
Cephalon (in the UBS Financial Services RMA)
N/A
N/A
N/A
Oppenheimer Limited Term Municipal Fund
$50,001 - $100,000

Trading Sector Allocation (from PTR trades)

Consumer Defensive$8K
Consumer Cyclical$8K
Banking$8K
Industrials$8K
Financial ServicesN/A
Technology$8K
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).
Howard Coble Net Worth & Financial Disclosure 2012: Assets & Portfolio | Congress Stock Tracker