Niki Tsongas
Niki Tsongas Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 53 assets and 2 liabilities.
Est. Net Worth
$5.4M
2011 annual disclosure
Total Assets
$3.1M - $9.6M
53 assets
Total Liabilities
$600K - $1.3M
2 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
Real Estate$3.8M (2)
Mutual Funds$1.2M (29)
Gov. Securities$750K (10)
ETFs$475K (5)
Stocks$130K (6)
Bank & Cash$33K (1)
Top Stock Holdings (from trades)
All Assets (53)
| Asset | Value |
|---|---|
66 Auburn St. Charlestown, MA, US | $500,001 - $1,000,000 |
55 Main Road Chatham, MA, US | $1,000,001 - $5,000,000 |
Artio Intl Equity Fund II | $15,001 - $50,000 |
Aison Montagg & Calwell Growth Fund | $50,001 - $100,000 |
Bank of America Money Market | $15,001 - $50,000 |
US Treasury | $50,000 - $50,000 |
USAA Tax Exempt Reserves | $15,001 - $50,000 |
Columbia Acorn Fund | $15,001 - $50,000 |
Columbia Acorn International Fund | $50,001 - $100,000 |
Columbia Acorn International Select | N/A |
Columbia Conservative High Yield Fund | $1,001 - $15,000 |
Columbia Core Bond Fund | $15,001 - $50,000 |
Columbia Dividend Income Fund | $50,001 - $100,000 |
Columbia Energy and Natural Resources | $1,001 - $15,000 |
Columbia International | $15,001 - $50,000 |
Columbia Large Cap Core Fund | $50,001 - $100,000 |
Columbia Large Cap Growth Fund | $50,001 - $100,000 |
Columbia MA Intermediate Muni Bond Fund | $50,001 - $100,000 |
DWS Dreyfus 21st Century Fund | $1 - $15,000 |
Columbia NASICO Growth Fund B | $15,001 - $50,000 |
Columbia Mid Cap Growth Fund | $1,001 - $15,000 |
Columbia Acorn International Equity Fund | $50,001 - $100,000 |
Columbia Select Small Cap Fund | $1,001 - $15,000 |
Columbia Short Term Municipal Bond Fund | $100,001 - $250,000 |
Columbia Short-Intermediate Bond Fund | $15,001 - $50,000 |
United States Treasury Index Fund | $50,001 - $100,000 |
Columbia Value and Restructuring Fund | $15,001 - $50,000 |
Enterprise Bank & Trust | $15,001 - $50,000 |
Enterprise Bank & Trust | $15,001 - $50,000 |
Federal Home Loan Banks (Due 7/6/10) | N/A |
Harborough Massachusetts GO SCH BDS Harborough, MA, US | $50,001 - $100,000 |
Harbor International | $1,001 - $15,000 |
| N/A | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
American U.S. Large Cap Core Plus Fund | $50,001 - $100,000 |
Lazard Funds Inc. | $1,001 - $15,000 |
Massachusetts Bay Transportation Authority Massachusetts, US | $50,001 - $100,000 |
Massachusetts State General Obligation Bonds 2014 Massachusetts, US | $100,001 - $250,000 |
Massachusetts State General Obligation Bonds DEL Due 10/1/12 Massachusetts, US | $50,001 - $100,000 |
Massachusetts State Water Resources Authority Massachusetts, US | $50,001 - $100,000 |
| $15,001 - $50,000 | |
PIMCO Total Return Fund | $50,001 - $100,000 |
PIMCO Foreign Bond Fund (Unhedged) | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| N/A | |
Thornburg International Value Fund | $1,001 - $15,000 |
United States Treasury Note | $50,001 - $100,000 |
Vanguard International Equity Index Fund | $1,001 - $15,000 |
Wellesley Mass Due 8/15/15 | $50,001 - $100,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| ENTERPRISE BANK AND TRUST | line of credit | $100,001 - $250,000 |
| TD Bank | mortgage | $500,001 - $1,000,000 |
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).