John J. Duncan, Jr.
John J. Duncan, Jr. Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 7, 2013. Includes 24 assets.
Est. Net Worth
$608K
2013 annual disclosure
Total Assets
$315K - $900K
24 assets
Total Liabilities
$0
0 liabilities
Total Trades
23
From PTR filings
Trade Volume
$3.8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $447K |
| 2009 | $1.2M |
| 2010 | $465K |
| 2011 | $557K |
| 2012 | $563K |
| 2013 | $608K |
Assets by Category
Stocks$247K (14)
Mutual Funds$183K (3)
Retirement & Pension$146K (6)
Bank & Cash$33K (1)
Top Stock Holdings (from trades)
All Assets (24)
| Asset | Value |
|---|---|
Hilliard Lyons IRA | $15,001 - $50,000 |
Fidelity Value Fund | $50,001 - $100,000 |
Hilliard Lyons IRA | $1,001 - $15,000 |
Hilliard Lyons IRA | $15,001 - $50,000 |
Income Fund of America | $50,001 - $100,000 |
| $50,001 - $100,000 | |
State of TN Pension Fund | $1,001 - $15,000 |
Pension Fund | $15,001 - $50,000 |
Blackrock Muni Federated Govt Fund | $15,001 - $50,000 |
Congressional Credit Union Checking and Savings | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Citigroup Cap. VII - Stock | $15,001 - $50,000 |
BankEast Corp - Stock (Closed by FDIC) | N/A |
BankEast - Withdrawn (Closed) | N/A |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Hilliard Lyons, IRA - Federated Govt. Fund MM | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Basic Materials$41K
Consumer Defensive$16K
Healthcare$8K
Financial Services$16K
Real Estate$16K
Consumer Cyclical$41K
Utilities$8K
Manufacturing$33K
Industrials$16K
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).