Robert C. "Bobby" Scott

Robert C. "Bobby" Scott Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 7, 2014. Includes 67 assets and 6 liabilities.

Est. Net Worth
$223K
2013 annual disclosure
Total Assets
$254K - $1.4M
67 assets
Total Liabilities
$335K - $830K
6 liabilities
Total Trades
341
From PTR filings
Trade Volume
$3.2M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$810K
2009$284K
2010$547K
2011$209K
2012$8K
2012-$333K
2013-$74.4M
2013$223K

Assets by Category

Mutual Funds$684K (53)
Stocks$57K (9)
ETFs$57K (4)
Other$8K (1)

Top Stock Holdings (from trades)

All Assets (67)

AssetValue
American Funds - AMCAP Fund Income
$1,001 - $15,000
American Funds - AMCAP Fund
$1,001 - $15,000
American Funds - America Balanced Fund
$1,001 - $15,000
American Funds - Capital Income Builder Inc
$15,001 - $50,000
American Funds - Capital World Growth & Income
$1,001 - $15,000
American Funds - Europacific Growth Fund
$1 - $1,000
American Funds - Europacific Growth Fund
$1 - $1,000
American Funds - Growth Fund of America Class C
$1,001 - $15,000
American Funds - Growth Fund of America IFAX C
$1,001 - $15,000
American Funds - Income Fund of America
$1,001 - $15,000
American Funds - New Perspective Fund
$1,001 - $15,000
American Funds - Fundamental Investors Inc
$1,001 - $15,000
American Funds - Growth Fund of America CFEX
$1,001 - $15,000
American Funds - Small Cap World Fund
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Berkshire Hathaway Income Series
$1,001 - $15,000
Bridgeway Fund Income Blue Chip
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Dodger & Cox STK Fund
$15,001 - $50,000
Domini International Equity Fund
$50,001 - $100,000
Domini Social Equity Fund
$1,001 - $15,000
Fidelity Convertible Securities
$15,001 - $50,000
Fidelity Convertible Securities
$1 - $1,000
Fidelity VIP Contra Fund
$1,001 - $15,000
Harbor Capital Appreciation
$15,001 - $50,000
Harbor Global Value Institutional
$1,001 - $15,000
Harbor International Institutional
$15,001 - $50,000
$1,001 - $15,000
$1 - $1,000
Legg Mason Cap Mgmt Spec (Asset not previously reportable in 2012)
$1,001 - $15,000
Legg Mason Emerging Markets (LMMEX)
$1,001 - $15,000
Legg Mason Growth Trust (Name changed to ClearBridge Global Growth Fund (LGTX))
$5,001 - $15,000
Liberty All Star Equity Fund (USA)
$1 - $1,000
Liberty All Star Growth Fund
$1,001 - $15,000
Mars & Power Growth Fund
$1,001 - $15,000
Mass Mutual American Century Growth Fund
$1,001 - $15,000
Mass Mutual Panarama Total Return Fund
$1,001 - $15,000
MML Babson Managed Bond
$1,001 - $15,000
MML Income & Growth Fund
$1,001 - $15,000
GMJ T Rowe Price Mid Cap Growth
$1,001 - $15,000
Nasdaq Premium Income
$1,001 - $15,000
Oppenheimer Premium Income Growth Fund
$1,001 - $15,000
Northeast Investors Growth Fund
$15,001 - $50,000
Northeast Investors Growth Fund
$15,001 - $50,000
Northeast Investors Trust
$1,001 - $15,000
Oppenheimer Capital Income
$1,001 - $15,000
Oppenheimer Core Bond
$1,001 - $15,000
Oppenheimer Int Growth
$1,001 - $15,000
Oppenheimer Main Street
$1,001 - $15,000
Paychex Income
$1,001 - $15,000
$1,001 - $15,000
Proffitt Funds Mutual Funds (PVALX)
$15,001 - $50,000
Royce Value Trust
$1,001 - $15,000
Royce Value Trust Income
$1,001 - $15,000
SPDR Dow Jones Ind Average
$1,001 - $15,000
SSGA Emerging Markets Fund INSTL
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
Vanguard Sector Index Fund
$1,001 - $15,000
Vanguard Sector Index Funds
$1,001 - $15,000
Vanguard Total Stock Market
$1,001 - $15,000
Washington Mutual Investors Fund
$15,001 - $50,000
$1 - $1,000

Liabilities (6)

CreditorTypeAmount
TowneBankmortgage$100,001 - $250,000
TowneBankmortgage$100,001 - $250,000
Congressional Fed Credit Unioncredit card$10,001 - $15,000
Citi Bankcredit card$10,001 - $15,000
Chase Bankcredit card$100,001 - $250,000
Wells Fargomargin loan$15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Financial Services$401K
Consumer Cyclical$153K
Consumer Defensive$137K
Banking$40K
Industrials$48K
Technology$48K
Basic Materials$40K
Healthcare$32K
Real Estate$8K
Energy$8K
Utilities$8K
Communication Services$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).