William R. Keating Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 47 assets.

Year:

2013 2012 2011

Est. Net Worth

$866K

2011 annual disclosure

Total Assets

$452K - $1.3M

47 assets

Total Liabilities

0 liabilities

Total Trades

225

From PTR filings

Trade Volume

$4.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$866K
2012	$2.3M
2013	-$218K

Assets by Category

Retirement & Pension$408K (2)

Real Estate$175K (1)

Mutual Funds$147K (30)

Stocks$88K (11)

LLC / Partnership$33K (1)

Bank & Cash$8K (1)

Gov. Securities$8K (1)

Top Stock Holdings (from trades)

iShares iBonds Dec 2024 Term Treasury ETFIBTE

$75K

All Assets (47)

Asset	Type	Owner	Value	Income
Fidelity 2025 Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Asset Manager 60%	Mutual Funds	Self	N/A	Dividends
Fidelity Asset Manager 70%	Mutual Funds	Self	N/A	Dividends
Fidelity Capital & Income Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Contrafund	Mutual Funds	Self	N/A	Dividends
Fidelity Low-Priced Stock Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Overseas Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Growth Company Fund	Mutual Funds	Self	N/A	Dividends
Multistrategy Growth Fund	Mutual Funds	Self	N/A	Dividends
Utilities Income Fund	Mutual Funds	Self	N/A	Dividends
Dillon Tax-Free Fund	Mutual Funds	Self	N/A	Dividends
BlackRock Global Allocation Fund	Mutual Funds	Self	N/A	Dividends
BlackRock International Value Fund	Mutual Funds	Self	N/A	Dividends
BlackRock S&P 500 Index Fund	Mutual Funds	Self	N/A	Dividends
BlackRock Equity Dividend Fund	Mutual Funds	Self	N/A	Dividends
Harbor Capital Appreciation Fund	Mutual Funds	Self	N/A	Dividends
American Funds EuroPacific Growth Fund	Mutual Funds	Self	N/A	Dividends
American Funds New World Fund	Mutual Funds	Self	N/A	Dividends
American Funds Small Cap World Fund	Mutual Funds	Self	N/A	Dividends
Franklin Income Fund	Mutual Funds	Self	N/A	Dividends
Westfield Money Market Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Western High Yielding Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DaimlerChrysler	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Design Models Corp	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds Growth	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
All American Income	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Altria Group Inc(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Allstate Corp(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MFS Utilities Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
UBS Strategic Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch(MER)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs(GS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Templeton	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Contrafund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Electric Co(AEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lehman Bros(LEH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lincoln Natl Corp(LNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Everwood Inn	Real Estate	Self	$100,001 - $250,000	Rent $15,001 - $50,000
Bank of Holland Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Fidelity IRA (Franklin/Templeton)	Retirement & Pension	Self	$250,001 - $500,000	Capital Gains $50,001 - $100,000
Holten Rosen LLC	LLC / Partnership	Self	$15,001 - $50,000	Other $2,501 - $5,000
Lakeland Partners Fund	Retirement & Pension	Self	$15,001 - $50,000	Capital Gains $2,501 - $5,000
Muni Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Alliance US Opportunity Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Thompson Bond Funds	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$145K

Retail Trade$81K

Healthcare$177K

Financial Services$97K

Basic Materials$41K

Energy$65K

Technology$248K

Consumer Defensive$48K

Industrials$113K

Banking$24K

Real Estate$32K

Services$16K

Insurance$8K

Communication Services$49K

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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).