Susan A. Davis
Susan A. Davis Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 53 assets and 1 liabilities.
Est. Net Worth
$2.2M
2008 annual disclosure
Total Assets
$1.2M - $3.2M
53 assets
Total Liabilities
$50K - $100K
1 liabilities
Total Trades
160
From PTR filings
Trade Volume
$3.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $2.2M |
| 2009 | $1.8M |
| 2009 | $1.8M |
| 2010 | $1.7M |
| 2010 | $2.1M |
| 2011 | $2.7M |
| 2012 | $1.6M |
| 2013 | $2M |
Assets by Category
Mutual Funds$1.5M (42)
Real Estate$375K (1)
Bank & Cash$176K (3)
Stocks$156K (6)
LLC / Partnership$33K (1)
Top Stock Holdings (from trades)
All Assets (53)
| Asset | Value |
|---|---|
Apartment - Mira Vista San Diego, CA, US | $250,001 - $500,000 |
American Advantage Mileage Plus Fund | $1,001 - $15,000 |
American Beacon FDS | N/A |
| $1,001 - $15,000 | |
Ariel Fund | $1,001 - $15,000 |
Ariel Fund | $15,001 - $50,000 |
Car-Amer Inc Prop IV | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Dreyfus GNMA Fund | N/A |
Dreyfus GNMA Fund | $1,001 - $15,000 |
Dwight Asset Mgt Stable Value | $1,001 - $15,000 |
Fidelity Canada | $15,001 - $50,000 |
Fidelity Cash Reserves (FDRXX) | $50,001 - $100,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Emerging Markets | $15,001 - $50,000 |
Fidelity Select Portfolios FSLBX | $15,001 - $50,000 |
Fidelity Southeast Asia | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| N/A | |
ICON Energy Fund | $1,001 - $15,000 |
ICON Funds ICENX | $15,001 - $50,000 |
ICON Healthcare (ICHCX) | $15,001 - $50,000 |
Janus Inv Fund Mid Cap Value Fund (JMCVX) | $50,001 - $100,000 |
Julius Baer Inv Funds (BJBJX) | $15,001 - $50,000 |
Parnassus Income Trust Equity Income Fund (PRBLX) | $1,001 - $15,000 |
Pimco Fds PAC Invst Mgmt SER (PRDX) | $100,001 - $250,000 |
Pimco Fds Pac Inv Mgmt Ser | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Selected American Shares, Inc. (SLASX) | $50,001 - $100,000 |
SPP MD CAP MFGD Growth | $5,001 - $15,000 |
SPP MD CAP MFGD Growth | $1,001 - $15,000 |
Sygs Pst LgCp Blend Fd | $1,001 - $15,000 |
Sygs Pst LgCp Blend Fund | $15,001 - $50,000 |
Sysg PIS SmCp Value Fund | $1,001 - $15,000 |
T. Rowe Price Emerg Euro $ Mediterranean TREMX | $15,001 - $50,000 |
T. Rowe Price Emerg Euro $ Mediterranean TREMX | $50,001 - $100,000 |
T. Rowe Price Equity Income | $100,001 - $250,000 |
T. Rowe Price Int'l Funds TRIMX | $15,001 - $50,000 |
T. Rowe Price Mid Cap GR PAMCX | $50,001 - $100,000 |
T. Rowe Price Mid Cap GR | $15,001 - $50,000 |
TD Waterhouse MMF US Govt Portfolio SWEEP CMRUZ | $1,001 - $15,000 |
TD Waterhouse Money Market | $1 - $1,000 |
TD Waterhouse Money Market CMFMZ | $100,001 - $250,000 |
TD Ameritrade Money Market Sweep | $1 - $1,000 |
TAIX Avenue Value Fund, Inc | $15,001 - $50,000 |
Vanguard Fixed Income SEC FD VFINX | $15,001 - $50,000 |
Vanguard Fixed Income SEC VRSTX | $15,001 - $50,000 |
Vanguard Index Trust 500 Index VFINX | $50,001 - $100,000 |
Vanguard Limited Term Tax Exempt Fund VMLTX | $1 - $1,000 |
Washington Mutual | $1,001 - $15,000 |
Wells Fargo Advantage Small Cap Value Fund Class Z SSMVX | $15,001 - $50,000 |
American Funds Small Cap Opportunity Admin IV SSOYX | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Washington Mutual | mortgage | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$156K
Industrials$268K
Consumer Cyclical$211K
Consumer Defensive$73K
Technology$522K
Energy$98K
Real Estate$33K
Utilities$32K
Retail Trade$16K
Healthcare$33K
Communication Services$89K
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).