Joe Courtney Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 20 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$499K

2008 annual disclosure

Total Assets

$217K - $780K

20 assets

Total Liabilities

0 liabilities

Total Trades

175

From PTR filings

Trade Volume

$1.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$499K
2009	$742K
2010	$579K
2011	$655K
2012	$394K
2013	$585K

Assets by Category

Retirement & Pension$394K (10)

Mutual Funds$72K (9)

Bank & Cash$33K (1)

Top Stock Holdings (from trades)

Amazon.com, Inc.AMZN

$41K

Hartford Core Equity FundHGIIX

$33K

Alibaba Group Holding LimitedBABA

$33K

All Assets (20)

Asset	Type	Owner	Value	Income
Merrill Lynch IRA (in entirety)	Retirement & Pension	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
American Funds Growth Fund of America, CLC(GFACX)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1 - $200
American Small Cap World Fund CLA(SMCWX)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
American Cap Income Fund C(MCLRX)	Retirement & Pension	Self	$15,001 - $50,000	None
Blackrock Focus Growth Fund Inc Cl C	Retirement & Pension	Self	$1,001 - $15,000	None
Black Rock Financial FD CL A	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1 - $200
Lord Abbett Small Cap Blend Cl C	Retirement & Pension	Self	$1,001 - $15,000	None
Merrill Lynch IRA Opps C	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Van Kampen Growth and Income FD CL C	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1 - $200
Large Cap Core Fund CL C	Retirement & Pension	Self	$15,001 - $50,000	None
Merrill Lynch (College Savings Account)	Bank & Cash	Self	$15,001 - $50,000	Interest $5,001 - $15,000
529 Holding: Franklin Flex Cap Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Holding: Franklin Large Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Holding: Franklin Small-Mid Cap Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Holding: Franklin Mutual Shares Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Holding: Franklin Mutual European Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Holding: Franklin US Govt. Securities Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Holding: Franklin US Strategic Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Holding: Franklin Total Return Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Holding: Templeton Global Bond Fund	Mutual Funds	Self	$1,001 - $15,000	None

Trading Sector Allocation (from PTR trades)

Financial Services$482K

Banking$16K

Insurance$24K

Technology$129K

Manufacturing$16K

Consumer Defensive$72K

Healthcare$88K

Consumer Cyclical$105K

Industrials$48K

Utilities$24K

Real Estate$32K

Basic Materials$16K

Retail Trade$41K

Services$16K

Communication Services$16K

Energy$24K

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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).