Lois Frankel Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed June 11, 2012. Includes 28 assets.

Year:

2013 2012

Est. Net Worth

$325K

2012 annual disclosure

Total Assets

$139K - $511K

28 assets

Total Liabilities

0 liabilities

Total Trades

1,353

From PTR filings

Trade Volume

$11M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$325K
2012	$2.5M
2013	$1.8M

Assets by Category

Mutual Funds$171K (9)

Retirement & Pension$130K (4)

Stocks$16K (6)

Real Estate$8K (1)

Bank & Cash$501 (2)

Other$0 (5)

LLC / Partnership$0 (1)

Top Stock Holdings (from trades)

Cigna CorporationCI

$161K

Northrop Grumman CorporationNOC

$136K

American Express CompanyAXP

$128K

Johnson Controls International plcJCI

State Street CorporationSTT

$120K

Pfizer Inc.PFE

$120K

DuPont de Nemours, Inc.DD

$120K

The PNC Financial Services Group, Inc.PNC

$112K

All Assets (28)

Asset	Type	Owner	Value	Income
State of FL Retirement Florida, US	Retirement & Pension	Self	$15,001 - $50,000	None
Real Estate Associate	Real Estate	Self	$1,001 - $15,000	Rent $1,001 - $2,500
Booz Allen(BAH)	Stocks	Self	$1,001 - $15,000	Dividends
Morgan Stanley Bank	Bank & Cash	Self	$1 - $1,000	Interest $201 - $1,000
Exxon Mobil(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Highland Credit Strategies	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Commonwealth America	Other	Self	N/A	None
Russell 1000 Index	Mutual Funds	Self	N/A	None
ModusLink Global Solutions(MLNK)	Stocks	Self	N/A	None
IBM(IBM)	Stocks	Self	N/A	None
Prudential(PRU)	Stocks	Self	N/A	None
MP Charter Baham A - IRA	Other	Self	N/A	None
MFS Investment Mgmt - IRA	Mutual Funds	Self	N/A	None
METRA Capital Advantage	Other	Self	N/A	None
META Capital Holdings	Other	Self	N/A	None
Morgan Capital Invest LLC	LLC / Partnership	Self	N/A	None
Federated Global Investors	Mutual Funds	Self	N/A	None
The Roosevelt Investment	Other	Self	N/A	None
Morgan Stanley Bank NA - IRA	Bank & Cash	Self	N/A	None
Microsoft Corp - IRA(MSFT)	Stocks	Self	N/A	None
Royce Value Trust - IRA	Retirement & Pension	Self	$15,001 - $50,000	None
Calamos Convertible	Mutual Funds	Self	$15,001 - $50,000	None
Royce Value Plus	Mutual Funds	Self	$15,001 - $50,000	None
RGC - RLA Marco About	Mutual Funds	Self	$15,001 - $50,000	None
PT - Ralan Street Inc Oppor	Mutual Funds	Self	$15,001 - $50,000	None
JP Morgan Street Inc Oppor	Mutual Funds	Self	$15,001 - $50,000	None
John Hanson Mat - IRA	Retirement & Pension	Self	$15,001 - $50,000	None
ING Opportunities - IRA	Retirement & Pension	Self	$15,001 - $50,000	None

Trading Sector Allocation (from PTR trades)

Energy$745K

Utilities$568K

Consumer Cyclical$576K

Industrials$1.7M

Basic Materials$400K

Communication Services$209K

Healthcare$1.6M

Technology$944K

Real Estate$457K

Financial Services$2.3M

Consumer Defensive$952K

Insurance$169K

Services$96K

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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).