Luis V. Gutiérrez
Luis V. Gutiérrez Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed June 15, 2011. Includes 27 assets.
Est. Net Worth
$3M
2011 annual disclosure
Total Assets
$1.9M - $4.2M
27 assets
Total Liabilities
$0
0 liabilities
Total Trades
492
From PTR filings
Trade Volume
$10.7M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.6M |
| 2009 | $2.4M |
| 2010 | $3.3M |
| 2011 | $3M |
| 2012 | $3.3M |
| 2013 | $65K |
| 2013 | $3.1M |
Assets by Category
Bank & Cash$1.1M (9)
Mutual Funds$1M (13)
Real Estate$550K (2)
Other$350K (2)
ETFs$0 (1)
Top Stock Holdings (from trades)
All Assets (27)
| Asset | Value |
|---|---|
533 Fernandez Juncos Rio Grande, Puerto Rico, US | $250,001 - $500,000 |
616 Vistamar Street Rio Grande, Puerto Rico, US | $100,001 - $250,000 |
Great American Insurance Corporation Annuity | $100,001 - $250,000 |
PNC Bank (formerly National City Bank) | N/A |
PNC Bank CD (formerly National City Bank) | N/A |
PNC Bank (formerly National City Bank) | $100,001 - $250,000 |
PNC Bank CD (formerly National City Bank) | $100,001 - $250,000 |
PNC Money Market | N/A |
PNC Money Market | $1 - $1,000 |
New York Life Insurance Company Annuity | $100,001 - $250,000 |
The Northern Trust Company | $500,001 - $1,000,000 |
Charles Schwab & Co. Inc. (not self-directed) | N/A |
Charles Schwab & Co. Inc. | $10,001 - $25,000 |
MFB Northern FDS International Real Estate (Northern Trust Co.) | N/A |
MFB Northern FDS BD Index (Northern Trust Co.) | N/A |
MFB Northern Trust Mgr Intl Equity FD | N/A |
MFB Northern Multi Mgr Mid (Northern Trust Co.) | N/A |
MFB Northern Stock Index FD (Northern Trust Co.) | N/A |
MFB Northern HI YLD (part of Northern Trust Co.) | N/A |
MFB Northern Short Intermediate US Govt (Dept of Northern Trust Co) | N/A |
MFB Northern PDS STK Index FD (Dept of Northern Trust Co) | $100,001 - $250,000 |
SPDR Gold Trust (SPDR Gold TR Gold SHS) | N/A |
MFB Northern Inter TX Exmp FD Bond Fund | $50,001 - $100,000 |
MFB Northern FDS Multi-Manager Global Listed Infrastructure Equity FD | $500,001 - $1,000,000 |
PIMCO Total Return | $1,001 - $15,000 |
PARNASSUS Workplace FD | $1,001 - $15,000 |
MONETTA Young INV | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Healthcare$48K
Industrials$48K
Energy$64K
Technology$1.2M
Insurance$16K
Financial Services$734K
Real Estate$89K
Basic Materials$145K
Consumer Cyclical$64K
Utilities$24K
Consumer Defensive$8K
Retail Trade$16K
Communication Services$32K
Banking$33K
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).