Joe Courtney
Joe Courtney Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 14, 2013. Includes 32 assets and 1 liabilities.
Est. Net Worth
$585K
2013 annual disclosure
Total Assets
$284K - $1M
32 assets
Total Liabilities
$50K - $100K
1 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
Mutual Funds$284K (14)
Retirement & Pension$153K (13)
Bank & Cash$75K (1)
Insurance$75K (1)
Stocks$41K (2)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (32)
| Asset | Value |
|---|---|
Plan-Invesco Van Kampen Equity and Income | $1,001 - $15,000 |
American Century Mid Cap Value Inst | $1,001 - $15,000 |
Guaranteed Income | $15,001 - $50,000 |
Hartford Dividend Growth Y | $1,001 - $15,000 |
Goldman Sachs Mid Cap Opportunities | $1,001 - $15,000 |
ING T Rowe Price Growth Equity Portfolio | $1,001 - $15,000 |
403(b) Lincoln Mutual Fund Variable Annuity Fixed Account | $1,001 - $15,000 |
403(b) Mainstay Large Cap | $1,001 - $15,000 |
403(b) MFS New Discovery R4 | $1,001 - $15,000 |
403(b) Oakmark International I | $1,001 - $15,000 |
403(b) Oppenheimer International Equity | $1,001 - $15,000 |
403(b) PIMCO Total Return Institutional Fund | $15,001 - $50,000 |
403(b) William Blair Small Cap Value | $1,001 - $15,000 |
Commonwealth Annuity and Life Insurance Co. | $1,001 - $15,000 |
Deferred Compensation Plan - American Balanced Fund | $1,001 - $15,000 |
Deferred Compensation Plan - MetLife Stable Value Fund | $1,001 - $15,000 |
Deferred Compensation Plan - Russell Strategic Bond Fund | $1,001 - $15,000 |
Deferred Compensation Plan - Strategic Growth Investors Fund | $1,001 - $15,000 |
IRA - American Funds Growth Fund of America Cl C and F1 (GFACX) | $15,001 - $50,000 |
IRA-American Small Cap World (SMCWX) | $15,001 - $50,000 |
IRA-Blackrock Large Cap Index | $15,001 - $50,000 |
IRA-Invesco Global Core (AWSGX) | $15,001 - $50,000 |
IRA-John Hancock Financial Inds (FIDAX) | $15,001 - $50,000 |
IRA-Lord Abbett Classic Large Cap (LACCX) | $15,001 - $50,000 |
IRA-MFS Total Return (MSFRX) | $15,001 - $50,000 |
IRA-Old Cabot Small Cap Blend (LSBCX) | $1,001 - $15,000 |
Merrill Lynch cash/money accounts | $50,001 - $100,000 |
IRA-Putnam International Growth Fund (POICX) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Mass Mutual Whole Life Policy | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Templeton World Fund Class A | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Chase Bank | mortgage | $50,001 - $100,000 |
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
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).