Susan A. Davis
Susan A. Davis Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed July 20, 2010. Includes 48 assets and 1 liabilities.
Est. Net Worth
$1.7M
2010 annual disclosure
Total Assets
$953K - $2.6M
48 assets
Total Liabilities
$15K - $50K
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$991K (38)
Real Estate$375K (1)
Bank & Cash$184K (3)
Stocks$138K (5)
Other$75K (1)
Top Stock Holdings (from trades)
All Assets (48)
| Asset | Value |
|---|---|
4113-15 Arbor Vitae San Diego, CA, US | $250,001 - $500,000 |
| $1,001 - $15,000 | |
Atria FDS Intl Equity FD CL A | $15,001 - $50,000 |
CAL-Amer INC Prop IV (Frmly Call-Amer Inc Prop IV) | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Dreyfus Fund Class Z | $1,001 - $15,000 |
Dreyfus Fund GNMA Fund | N/A |
Fidelity Canada | $15,001 - $50,000 |
Fidelity Cash Reserves | $50,001 - $100,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Emerging Markets | $1,001 - $15,000 |
Fidelity Inv Tr Cda Fd | $15,001 - $50,000 |
Fidelity Select Portfolios | $15,001 - $50,000 |
Fidelity Southeast Asia | $1 - $1,000 |
| $15,001 - $50,000 | |
Icon Energy Fund | $1,001 - $15,000 |
Icon Funds Energy | $15,001 - $50,000 |
Janus Contrarian Fund | $1,001 - $15,000 |
Janus Invt Fd | $50,001 - $100,000 |
Julius Baer Intl Funds | $15,001 - $50,000 |
NRS Bond Index Fund | $1,001 - $15,000 |
NRS Large Cap Fd | $1,001 - $15,000 |
NRS Large Cap Fd | $15,001 - $50,000 |
NRS Mid Cap Fund | $15,001 - $50,000 |
NRS Mid Cap Fund | $1,001 - $15,000 |
NRS Short Term Inv Fund | $1,001 - $15,000 |
NRS Small Cap Fund | $1,001 - $15,000 |
Parnassus FD Equity Income | $1,001 - $15,000 |
Pimco Low Duration Fd | $50,001 - $100,000 |
Pimco Real Return Fd | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Rowe T Price Equity | $15,001 - $50,000 |
Rowe T Price Mid Cap Growth | $1,001 - $15,000 |
Rowe T Price Mid-Cap | $50,001 - $100,000 |
Selected American Shares | $50,001 - $100,000 |
T Rowe Price Emerging Euro | $15,001 - $50,000 |
T Rowe Price Intl Emerg Euro (Formerly T Rowe Intl Emerg) | $15,001 - $50,000 |
TD Ameritrade Money Market | $100,001 - $250,000 |
TD Ameritrade Money Market | $1,001 - $15,000 |
TD Ameritrade Money Market | $1 - $1,000 |
Third Avenue Tr Value Fd | $1,001 - $15,000 |
Vanguard Fixed Income SEC Fd | $15,001 - $50,000 |
Vanguard 500 Index Fd | $1,001 - $15,000 |
Vanguard FD Total Intl Stock Index | $1,001 - $15,000 |
Vanguard Shrt Trm Investment | $15,001 - $50,000 |
Vanguard Specialized Energy Portfolio | $15,001 - $50,000 |
Wells Fargo Small Cap | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| JPMorgan Chase (Fmlly Washington Mutual) | mortgage | $15,001 - $50,000 |
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).