Steve Cohen
Steve Cohen Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 14, 2009. Includes 67 assets.
Est. Net Worth
$2.3M
2009 annual disclosure
Total Assets
$1.2M - $3.4M
67 assets
Total Liabilities
$0
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$1.5M (50)
Mutual Funds$365K (8)
Bank & Cash$208K (2)
Retirement & Pension$124K (5)
Gov. Securities$75K (1)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (67)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Calvert Income Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Citibank NA Bank Deposit Program (Roth Conversion IRA) | $15,001 - $50,000 |
Citibank NA South Dakota Bank Account | $100,001 - $250,000 |
Dividend Reinvest Program (Roth IRA) | $1,001 - $15,000 |
Citizens Bank, FSB Bank Account (Conversion IRA) | $50,001 - $100,000 |
| $15,001 - $50,000 | |
Cohen & Steers Quality Income Realty Fund | $15,001 - $50,000 |
Cohen and Steers Total Return | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Commercial Bank and Trust Company Memphis, TN, US | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Fidelity Contrafund | $1,001 - $50,000 |
Fidelity Magellan Fund | $50,001 - $100,000 |
Fidelity OTC Portfolio | $1,001 - $15,000 |
Fidelity Puritan Fund | $100,001 - $250,000 |
Fidelity Retirement Government Money Market Fund | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Gold Bullion | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Shelby Co TN Hlth Edl&Hg Facs Brd Rev | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
| $5,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Switzerland | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 |
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
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).