Melvin L. Watt
Melvin L. Watt Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 56 assets.
Est. Net Worth
$1.2M
2011 annual disclosure
Total Assets
$575K - $1.8M
56 assets
Total Liabilities
$0
0 liabilities
Total Trades
116
From PTR filings
Trade Volume
$844K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.1M |
| 2008 | $1.1M |
| 2009 | $992K |
| 2010 | $1M |
| 2010 | $1.2M |
| 2011 | $1.2M |
| 2012 | $1.1M |
| 2012 | $544K |
| 2012 | $733K |
| 2013 | $340K |
| 2013 | $405K |
Assets by Category
Stocks$418K (26)
Retirement & Pension$272K (10)
Mutual Funds$170K (11)
LLC / Partnership$150K (2)
Bank & Cash$106K (4)
Gov. Securities$33K (1)
Real Estate$33K (1)
ETFs$8K (1)
Top Stock Holdings (from trades)
All Assets (56)
| Asset | Value |
|---|---|
AGIC Intl & Perm Strategy Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
Ariel Appreciation Fund - IRA | $1,001 - $15,000 |
Ariel Appreciation Fund - IRA | $100,001 - $250,000 |
Ariel International Equity Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
BlackRock MuniHoldings Insured Fund | $15,001 - $50,000 |
Brandywine Blue Fund - IRA | N/A |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
Davis New York Venture Fund - IRA | $1,001 - $15,000 |
Deutsche Bank 6.625% Preferred | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Eaton Vance Tax-Managed Fund | $1,001 - $15,000 |
Eaton Vance Worldwide Health Sciences Fund | $1,001 - $15,000 |
| N/A | |
Evergreen Institutional IRA (Not Self-Directed) | N/A |
Evergreen Institutional IRA (Not Self-Directed) | N/A |
FPI Group, Inc. | N/A |
| N/A | |
High Point NC 3.5% High Point, NC, US | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
Laboratory of America | N/A |
Lot - 1.63 acres Burke County, North Carolina located at 5112 Icard Rhodhiss Rd., Charlotte, NC Burke County, NC, US | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Mechanics & Farmers Bank | $1,001 - $15,000 |
| $15,001 - $50,000 | |
N.C. State Employees Retirement System (Not Self Directed) North Carolina, US | $15,001 - $50,000 |
| N/A | |
| $1,001 - $15,000 | |
Nicholas-Applegate Int'l & Premium Strategy Fund | N/A |
| $15,001 - $50,000 | |
Nuveen Equity Premium Income Fund | $15,001 - $50,000 |
Park Plaza Office LP | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Rainier Inv Mgmt Mid/Cap Equity | $1,001 - $15,000 |
Rydex Sector Rotation Fund | $1,001 - $15,000 |
Rydex Series Trust Energy Services Fund | N/A |
| $1,001 - $15,000 | |
Senior Housing Properties Trust REIT | $1,001 - $15,000 |
Sun Microsystems | N/A |
| N/A | |
Transamerica - IRA (Not Self Directed) | $1,001 - $15,000 |
Wells Fargo | $15,001 - $50,000 |
Wells Fargo - IRA | $15,001 - $50,000 |
Wells Fargo - Money Market Account | $15,001 - $50,000 |
Wells Fargo | $15,001 - $50,000 |
Wells Fargo 8% PFD | $15,001 - $50,000 |
Wells Fargo Advantage Funds - IRA | $15,001 - $50,000 |
Wells Fargo Advantage Funds - IRA | $1,001 - $15,000 |
Eaton Vance 2000, Ltd (Land Partnership) | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Utilities$24K
Technology$153K
Basic Materials$64K
Industrials$56K
Real Estate$32K
Consumer Cyclical$32K
Healthcare$24K
Energy$16K
Manufacturing$16K
Financial Services$33K
Consumer Defensive$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).