Niki Tsongas
Niki Tsongas Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 10, 2013. Includes 49 assets and 3 liabilities.
Est. Net Worth
$19.3M
2013 annual disclosure
Total Assets
$7.6M - $33.7M
49 assets
Total Liabilities
$850K - $1.8M
3 liabilities
Total Trades
164
From PTR filings
Trade Volume
$4.7M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $5.2M |
| 2009 | $5M |
| 2010 | $5.2M |
| 2011 | $5.4M |
| 2012 | $4.7M |
| 2013 | $19.4M |
| 2013 | $19.3M |
Assets by Category
Mutual Funds$16.3M (26)
Real Estate$3.8M (2)
Gov. Securities$375K (7)
ETFs$214K (10)
Stocks$41K (4)
Top Stock Holdings (from trades)
All Assets (49)
| Asset | Value |
|---|---|
26 Auburn St Charlestown, MA, US | $500,001 - $1,000,000 |
95 Pinckney Road Chatham, MA, US | $1,000,001 - $5,000,000 |
Arbitrage Fund | $5,000,001 - $25,000,000 |
Aston Montag & Catwell Growth Fund | $1,001 - $15,000 |
MFS Mass Gov Mon Purp L Bd | $50,001 - $100,000 |
Bostex Exempt Reserve | $100,001 - $250,000 |
Columbia Acorn Fund | $15,001 - $50,000 |
Columbia Acorn Intl Fund | $5,001 - $15,000 |
Columbia Bond Fund | $50,001 - $100,000 |
Columbia Dividend Income Fund | $50,001 - $100,000 |
Columbia High Yield Bond Fund | $15,001 - $50,000 |
Columbia Income Opportunities | $15,001 - $50,000 |
Columbia Large Cap Core Fund | $50,001 - $100,000 |
Columbia Large Cap Growth Fund | $50,001 - $100,000 |
Columbia MA Inter Mini BD Fund | $100,001 - $250,000 |
Columbia Mid Cap Growth Fund | $5,001 - $15,000 |
Columbia Multi Advisor Equity Fund | $15,001 - $50,000 |
Columbia Real Estate Equity Fund | $15,001 - $50,000 |
Columbia Small Cap Core Fund | $50,001 - $100,000 |
Columbia US Govt MTG Fund | $1,001 - $15,000 |
ENRON | N/A |
Enterprise Bank & Trust | N/A |
Falmouth Mass GO Mun Purp Ln Bds Falmouth, MA, US | $50,001 - $100,000 |
Sudbury Mass GO Sch Bds Sudbury, MA, US | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Barclays Harbor International Fund | $1,001 - $15,000 |
iShares Barclays Intermediate Credit Bond Fund | $50,001 - $100,000 |
| $50,001 - $100,000 | |
iShares MSCI Hong Kong Index Fund | $1,001 - $15,000 |
iShares MSCI South Korea Index Fund | $1,001 - $15,000 |
iShares MSCI Taiwan Index Fund | $1,001 - $15,000 |
iShares S&P Emerging Markets Infrastructure Index Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
JP Morgan US Large Cap Core Plus Fund | $50,001 - $100,000 |
Lazard Emerging Markets Equity Portfolio | $1,001 - $15,000 |
Massachusetts State GO Bonds Massachusetts, US | $50,001 - $100,000 |
Massachusetts State Health & Educational Revenue Bonds Massachusetts, US | N/A |
Pollution Control Water Bonds | $50,001 - $100,000 |
| $15,001 - $50,000 | |
PIMCO Commodity Real Return Strategy | $15,001 - $50,000 |
PIMCO Foreign Bond (Unhedged) | $15,001 - $50,000 |
PIMCO Global Multi-Asset Fund | $1,001 - $15,000 |
PIMCO Total Return Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Thornburg International Value Fund | $15,000 - $50,000 |
United States Treasury Notes United States | N/A |
Vanguard MSCI Emerging Markets ETF | $1,001 - $15,000 |
Vanguard REIT ETF | $1,001 - $15,000 |
Wellesley Mass Municipal Purp Ln Bds | $50,001 - $100,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Enterprise Bank and Trust | line of credit | $100,001 - $250,000 |
| TD Bank | mortgage | $500,001 - $1,000,000 |
| Enterprise Bank and Trust | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$146K
Healthcare$8K
Basic Materials$32K
Real Estate$8K
Consumer Cyclical$8K
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).