John J. Duncan, Jr. Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 5, 2011. Includes 23 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$557K

2011 annual disclosure

Total Assets

$268K - $845K

23 assets

Total Liabilities

0 liabilities

Total Trades

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$297K (12)

Mutual Funds$98K (3)

Retirement & Pension$97K (6)

Bank & Cash$65K (2)

Top Stock Holdings (from trades)

BT Group plc American depositaryBT

$3M

Permian Basin Royalty TrustPBT

$41K

Hilliard Lyons - IRA Good Govt Fund / Alcoa Inc. - StockAA

$33K

Lowe's Companies, Inc.LOW

$33K

Coca-Cola StockKO

$33K

J.M. Smucker Company - StockSJM

$16K

First Horizon National Corp. StockFHN

$16K

Walgreen Company - StockWBA

$8K

All Assets (23)

Asset	Type	Owner	Value	Income
Fidelity Contrafund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Value Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Hilliard Lyons-IRA Fund A	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Hilliard Lyons-IRA Income Fund of America	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
Hilliard Lyons-IRA BB&T Stock(BBT)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
State of TN Pension Fund	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Regions MM Good Gov. Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $1 - $200
Congressional Credit Union Checking and Savings	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
BB&T Stock(TFC)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Pfizer Inc. Stock - IRA(PFE)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Citigroup Cap. VIII Stock(C)	Stocks	Self	$50,001 - $100,000	Interest $1,001 - $2,500
BankEast Corp. - Stock	Stocks	Self	$1,001 - $15,000	None
BankEast - CD	Bank & Cash	Self	$15,000 - $50,000	Interest $1 - $200
Gap Inc. - Stock(GPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walgreen Company - Stock(WBA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Philip Morris Intl, Inc. - Stock(PM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Permian Basin Royalty Trust(PBT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Northrop Grumman Corp. - Stock(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Altria Group, Inc. - Stock(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lowes Companies - Stock IRA(LOW)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Host Hotels & Resorts - Stock(HST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Boeing Company Stock(BA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Hilliard Lyons IRA Good Govt. Fund	Retirement & Pension	Self	$15,001 - $50,000	Interest $1 - $200

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

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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).