Howard Coble

Howard Coble Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed July 24, 2013. Includes 45 assets.

Est. Net Worth
$2.5M
2013 annual disclosure
Total Assets
$1.5M - $3.5M
45 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

Other$706K (8)
Mutual Funds$558K (15)
Real Estate$450K (2)
Retirement & Pension$408K (2)
Bank & Cash$282K (8)
Stocks$57K (8)
Gov. Securities$16K (2)

Top Stock Holdings (from trades)

All Assets (45)

AssetValue
Sterling Select Equity Mutual Fund
$50,001 - $100,000
Sterling Select Mid Cap Growth Fund
$50,001 - $100,000
Sterling NC Intermediate Tax Free Investment Fund
$50,001 - $100,000
BB&T Savings Account
$1,001 - $15,000
Wright Patman Federal Credit Union Savings Account
$15,001 - $50,000
Capital Bank Money Market Account
$50,001 - $100,000
Federated Bond Fund
$1,001 - $15,000
Federated MDT Large Cap
$1,001 - $15,000
Federated Clover Value Fund
$1,001 - $15,000
Bank of America Checking Account
$50,001 - $100,000
$15,001 - $50,000
Hartford Insurance Variable Annuity
$100,001 - $250,000
MassMutual Insurance Flex Extra
$50,001 - $100,000
MassMutual Insurance Transitions Annuity
$100,001 - $250,000
MassMutual Insurance Variable Annuity
$1,001 - $15,000
MassMutual Insurance MML Investors Select Variable Annuity
$100,001 - $250,000
Phoenix Life Insurance Annuity
$15,001 - $50,000
State Employees Credit Union Savings Account
$1,001 - $15,000
UBS Financial Services IRA
$250,001 - $500,000
RBS Financial Services Account
$50,001 - $100,000
US Financial Services IRA
$15,001 - $50,000
78 acre farm
Henry County, Virginia, US
$50,001 - $100,000
Condo
Watauga County, North Carolina, US
$250,001 - $500,000
NewBridge Bank Stock
$1,001 - $15,000
Invesco VanKampen Equity and Income Mutual Fund
$15,001 - $50,000
Invesco VanKampen Comstock Mutual Fund
$1,001 - $15,000
North Carolina Medicare Community Bond
$1,001 - $15,000
Western Carolina University Revenue Bond
$1,001 - $15,000
New World Mutual Fund
$1,001 - $15,000
Capital World Growth and Income Mutual Fund
$15,001 - $50,000
Yadkin Valley Financial Corporation Stock
$1,001 - $15,000
American Equity Insurance Annuity
$15,001 - $50,000
Allianz Life Insurance Annuity
$15,001 - $50,000
Dreyfus Premier Worldwide Growth Fund
$10,001 - $15,000
Morgan Stanley Smith Barney Investment Account
N/A
RS Investments Mutual Fund
$1,001 - $15,000
Oppenheimer Developing Markets
$15,001 - $50,000
Wells Fargo Advisors Investment Account
$1,001 - $15,000
American Funds (in the UBS Financial Services RMA)
N/A
N/A
N/A
N/A
N/A
UBS Financial Services RMA Municipal Fund
$100,001 - $250,000
$1,001 - $15,000

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 2013: Assets & Portfolio | Congress Stock Tracker