Nita M. Lowey

Nita M. Lowey Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 6, 2013. Includes 37 assets.

Est. Net Worth
$34.3M
2013 annual disclosure
Total Assets
$12.8M - $55.8M
37 assets
Total Liabilities
$0
0 liabilities
Total Trades
80
From PTR filings
Trade Volume
$20.9M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$34.3M
2009$35.7M
2009$51.5M
2010$39M
2011$53.3M
2011$77.1M
2012$47.4M
2013$34.3M

Assets by Category

Retirement & Pension$20.7M (12)
LLC / Partnership$9.2M (8)
Mutual Funds$3.6M (4)
Bank & Cash$408K (2)
Real Estate$375K (1)
Stocks$0 (9)
ETFs$0 (1)

Top Stock Holdings (from trades)

All Assets (37)

AssetValue
N/A
57 West 70th Development LLC
New York, NY, US
$1,000,001 - $5,000,000
49 C Street SE, Apt 209
Washington, DC, US
$250,001 - $500,000
Arbiter Partners
$1,000,001 - $5,000,000
Arbiter Partners
$1,000,001 - $5,000,000
Brownstone Investment Opportunities
$1,000,001 - $5,000,000
Cadigan Partners
$1,001 - $15,000
Chase Bank (Checking)
$15,001 - $50,000
N/A
Citibank Checking and Savings
$250,001 - $500,000
Diker Micro-Value Fund
$250,001 - $500,000
Federated Kaufmann Mutual Fund - IRA
$1,000,001 - $5,000,000
First Florida Rollover Account (Max Mkt Account)
$1,000,001 - $5,000,000
Fidelity Money Market Fund
$50,001 - $100,000
Glickenhaus & Co (CGA Account)
N/A
N/A
Highway Eats
$100,001 - $250,000
Ingalls & Snyder Value Fund
$1,000,001 - $5,000,000
N/A
Lowey Dannenberg Bemporad & Selinger Profit Sharing Plan
$500,001 - $1,000,000
Lowey Dannenberg Cohen & Hart, P.C.
$1,000,001 - $5,000,000
Lowey Family Investment LLC
N/A
Millennium Financial Strategies - Private Equity Fund
$500,001 - $1,000,000
Market Vectors ETF TR Gold
N/A
N/A
New Silk Route Fund - Private Equity Fund
$250,001 - $500,000
N/A
NYS Deferred Compensation Plan 401K - Not Self Directed
$50,001 - $100,000
Oppenheimer International Bond Fund
$100,001 - $250,000
Oppenheimer & Close Limited Partnership
N/A
Oppenheimer & Spence Investment Inc
$1,000,001 - $5,000,000
Oppenheimer International Fund - Hedge Fund
$1,000,001 - $5,000,000
Pequot Partners Fund - in liquidation (see footnote)
N/A
N/A
Santa Monica Partners Hedge Fund
$500,001 - $1,000,000
N/A
N/A

Trading Sector Allocation (from PTR trades)

Communication Services$65K
Consumer Cyclical$40K
Technology$228K
Industrials$106K
Financial Services$252K
Consumer Defensive$33K
Basic Materials$33K
Energy$108K
Healthcare$65K
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).