Susan A. Davis
Susan A. Davis Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 57 assets and 3 liabilities.
Est. Net Worth
$1.6M
2012 annual disclosure
Total Assets
$1.4M - $3.4M
57 assets
Total Liabilities
$515K - $1.1M
3 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$1.8M (45)
Stocks$365K (7)
Real Estate$175K (1)
ETFs$33K (3)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (57)
| Asset | Value |
|---|---|
4113-15 Arbor Vitae San Diego, CA, US | $100,001 - $250,000 |
Allergis Managed Futures Strategy | $15,001 - $50,000 |
American Century Inflation-Adjusted Strategy Fund | $50,001 - $100,000 |
| $50,001 - $100,000 | |
Arlo FDS Intl Equity FD CL A (formerly Julius Baer Int'l Funds) | $50,001 - $100,000 |
Baer Int'l Funds | $1,001 - $15,000 |
CAL-Amer INC Prop IV | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Dreyfus GNMA Fund Class Z | N/A |
EmersonEquity Money Market | $50,001 - $100,000 |
EmersonEquity Money Market | $15,001 - $50,000 |
EmersonEquity Money Market | $15,001 - $50,000 |
EmersonEquity Money Market | $250,001 - $500,000 |
Fidelity Canada | $15,001 - $50,000 |
Fidelity Contrafund | $50,001 - $100,000 |
Fidelity Emerging Asia Fund | $1,001 - $15,000 |
Franklin Int'l Small Cap Growth | N/A |
| $50,001 - $100,000 | |
| N/A | |
Icon Energy Fund | N/A |
Icon Energy Fund | $15,001 - $50,000 |
iShares TR Barclays Aggregate Bond Fund | $15,001 - $50,000 |
iShares TR MSCI EAFE Small Cap Index | N/A |
iShares Nasdaq Biotechnology Index | $15,001 - $50,000 |
iShares TR S&P Global Clean Energy | N/A |
Janus Overseas Fund | $1,001 - $15,000 |
Loomis Sayles Bond Fund Retail | $50,001 - $100,000 |
Lord Abbett Short Duration Income Fund | $15,001 - $50,000 |
Lord Abbett Short Duration Income Fund (Lord Abbett Investment Trust) | $1,001 - $15,000 |
MFS Moderate Allocation Fund | $15,001 - $50,000 |
MFS Moderate Allocation Fund | $15,001 - $50,000 |
Nuveen Tradewinds International Value | $15,001 - $50,000 |
Nuveen Tradewinds International Value | N/A |
Perkins Mid Cap Value Fund | N/A |
Pimco Low Duration Fund | $100,001 - $250,000 |
Pimco Real Return Fund | $5,001 - $15,000 |
PowerShares Exchange Traded Fund | N/A |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Sector SPDR Trust - Consumer | N/A |
Selected American Shares | N/A |
T. Rowe Price Equity Income | N/A |
T. Rowe Price Health Sciences | $15,001 - $50,000 |
T. Rowe Price Mid Cap Growth | $50,001 - $100,000 |
T Rowe Price Mid Cap Growth | $15,001 - $50,000 |
Templeton Global Bond Fund | $50,001 - $100,000 |
Templeton Global Bond Fund | $15,001 - $50,000 |
Vanguard 500 Index Fd | $1,001 - $15,000 |
Vanguard 500 Index Fund | $15,001 - $50,000 |
Vanguard 500 Index Fund | N/A |
Vanguard Energy Fund | $15,001 - $50,000 |
Vanguard Short-Term Investment Grade | $50,001 - $100,000 |
Vanguard Total International Stock Index Fd | N/A |
Vanguard World FDS Capital Growth | $15,001 - $50,000 |
Vanguard World FDS Vanguard Information | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| JPMorgan Chase | mortgage | $250,001 - $500,000 |
| JPMorgan Chase | mortgage | $250,001 - $500,000 |
| JPMorgan Chase | 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).