Steve Cohen Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 14, 2008. Includes 63 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$3.1M

2008 annual disclosure

Total Assets

$1.8M - $4.4M

63 assets

Total Liabilities

0 liabilities

Total Trades

198

From PTR filings

Trade Volume

$12.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$3.1M
2009	$2.3M
2010	$2.6M
2011	$2.9M
2012	$3.7M
2013	$5.6M

Assets by Category

Stocks$2.2M (53)

Mutual Funds$730K (8)

Bank & Cash$75K (1)

Retirement & Pension$75K (1)

Top Stock Holdings (from trades)

All Assets (63)

Asset	Type	Owner	Value	Income
Amgen Inc.(AMGN)	Stocks	Self	$15,001 - $50,000	None
AMR Corp.(AMR)	Stocks	Self	$1 - $1,000	None
AT&T(T)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Barrick Gold Corp.(GOLD)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	$50,001 - $100,000	None
Boeing Co.(BA)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Buckeye Technologies(BKI)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Calvert Income Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
Carnival Corp.(CCL)	Stocks	Self	$50,000 - $50,000	Dividends $1 - $200
Chevron Corp.(CVX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Coca Cola(KO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Cohen & Steers Quality REIT	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Cohen & Steers Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Comcast Corp.(CMCSA)	Stocks	Self	$15,001 - $50,000	Capital Gains $1 - $200
Commercial Bank & Trust Memphis Memphis, TN, US	Bank & Cash	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Coventry Health Corp.(CVH)	Stocks	Self	$50,001 - $100,000	None
Daimler AG(DMLRY)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Developers Diversified Realty(DDR)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
DirecTV Group(DTV)	Stocks	Self	$15,000 - $15,000	None
Eli Lilly and Company(LLY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
ExxonMobil Corp.(XOM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
FedEx Corp.(FDX)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Fidelity Contra Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fidelity Magellan Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Fidelity OTC	Mutual Funds	Self	$15,001 - $50,000	None
Fidelity Puritan Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Fidelity Retirement (Tennessee Six Division Plan - not self-directed)	Retirement & Pension	Self	$50,001 - $100,000	Dividends $1 - $200
First Data Corp.(FDC)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
First Horizon National Corp.(FHN)	Stocks	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Fluor Corp.(FLR)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
General Electric(GE)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
General Motors(GM)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
GlaxoSmithKline(GSK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Health Care Property Investors(HCP)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Host Hotels and Resorts(HST)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
IBM(IBM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Ingram Micro Inc.(IM)	Stocks	Self	$100,001 - $250,000	None
Marriott(MAR)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Massey Energy Co.(MEE)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Midwest Air Group(MEH)	Stocks	Self	$15,001 - $50,000	None
National Semiconductor(NSM)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Newscorp(NWSA)	Stocks	Self	$1 - $1,000	None
Northrop Grumman(NOC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Pepsico(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer(PFE)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Raytheon(RTN)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Regions Financial Corp.(RF)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Schering Plough(SGP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schlumberger Ltd.(SLB)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Smith Barney (Money Fund)	Mutual Funds	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Sony Corp.(SONY)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Spectra Energy Corp.(SE)	Stocks	Self	$1,001 - $15,000	None
Talbots(TLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Tim Hortons(THI)	Stocks	Self	$15,001 - $50,000	None
Time Warner, Inc.(TWX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TiVo Inc.(TIVO)	Stocks	Self	$1,001 - $15,000	None
Transocean Inc.(RIG)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
U.S. Steel(X)	Stocks	Self	$100,001 - $250,000	Dividends $1 - $200
Walt Disney Company(DIS)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Western Union(WU)	Stocks	Self	$1,001 - $15,000	None
Weyerhaeuser(WY)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Wild Oats Markets(OATS)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
WWE Entertainment, Inc.(WWE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200

Trading Sector Allocation (from PTR trades)

Healthcare$205K

Industrials$178K

Communication Services$97K

Consumer Cyclical$89K

Financial Services$943K

Basic Materials$16K

Real Estate$235K

Transportation & Utilities$8K

Utilities$8K

Energy$80K

Technology$130K

Manufacturing$32K

Consumer Defensive$8K

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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).