Pete Olson Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 33 assets.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$1.2M

2010 annual disclosure

Total Assets

$658K - $1.8M

33 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$958K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$1.4M
2009	$136K
2010	$1.2M
2011	$1.7M
2012	$1.2M
2013	$2.2M

Assets by Category

Mutual Funds$517K (20)

Other$350K (3)

ETFs$208K (5)

Bank & Cash$75K (1)

Stocks$33K (3)

Insurance$33K (1)

Top Stock Holdings (from trades)

T Rowe Price New Asia FundPRASX

$41K

SPDR S&P 500SPY

$33K

All Assets (33)

Asset	Type	Owner	Value	Income
Bank of America	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Blackrock Latin America(MALTX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains/Dividends $1,001 - $2,500
Brea Canon Oil Co., Inc.	Stocks	Self	N/A	Royalties $1,001 - $2,500
DFA International Small Company(DFISX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
DFA One Year Fixed Income(DFIHX)	Mutual Funds	Self	$50,000 - $100,000	Dividends $1 - $200
Excepted Trust	Other	Self	$100,001 - $250,000	None
Excepted Trust	Other	Self	$100,001 - $250,000	None
Excepted Trust (Peter G. Olson Trust)	Other	Self	N/A	None
Fidelity Canada Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Canada Index(EWC)	ETFs	Self	N/A	Capital Gains $1 - $200
iShares MSCI Japan Index(EWJ)	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
iShares S&P Small Cap Ind	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares TR S&P North America(IGE)	ETFs	Self	N/A	None
JP Morgan Small Cap Value	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
JP Morgan US Real Estate	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Lazard International Small Cap	Mutual Funds	Self	N/A	None
Lord Abbett Bond Debenture Fund A	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Lord Abbett Mid-Cap Value	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Matthews Pacific Tiger Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Oppenheimer Inst. Intl Real Estate	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Morgan Stanley US Real Estate	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Janus Intl Small Cap Fund(OAKEX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Riversource Variable Universal Life Insurance	Insurance	Self	$15,001 - $50,000	None
Royce Premier Fund(RYPRX)	Mutual Funds	Self	$1,001 - $15,000	None
Royce Premier Fund(RYPIX)	Mutual Funds	Self	$1,001 - $15,000	None
Royce Total Return Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Rydex Dividend Opportunity Fund Class A(INUTX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Schwab Adv. Cash Reserve (Money Market Fund)(SWVXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab AMT Tax-Free	Mutual Funds	Self	$15,001 - $50,000	Capital Gains/Interest $1 - $200
Schwab Value Advantage Money Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
Simon Property Group(SPG)	Stocks	Self	$15,001 - $50,000	None
Signal Hill Petroleum Inc.	Stocks	Self	N/A	Royalties $1,001 - $2,500
SPDR Trust Unit S&P 500(SPY)	ETFs	Self	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000

Trading Sector Allocation (from PTR trades)

Financial Services$49K

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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).