Wednesday, September 12, 2012

The President Barack Obama Stock Portfolio

There haven't been many of the political ads on TV yet, but of course they will start appearing shortly. The OGE Form 278, also known as the Executive Branch Personnel Public Financial Disclosure Form, is a required form for presidential candidates. It provides for the disclosure of the stocks, bonds, and other investments that are owned by the candidate. These forms can be found at the OpenSecrets website.

Yesterday, we published an article on the Mitt Romney stock portfolio. Now, let's look at the Democratic candidate, President Barack Obama. According to publicly filed records, he owns the following along with the estimated values of the holdings.

Vanguard 500 Index Fund (VFINX) [incl. S] between $200,000 and $450,000

Calvert Equity (CSIEX) [529 Plan] between $100,000 and $200,000

PIMCO Total Return (PTTAX) [529 Plan] between $100,000 and $200,000

US Treasury Bills between $600,000 and $1,250,000

US Treasury Bills between $1,000,000 and $5,000,000

JP Morgan Chase Private Client Asset Mgmt Checking Account between $500,000 to $1,000,000

If you like interesting stock lists like this, check out the various stock lists, most of which are free, at The Mitt Romney stock portfolio can be found here.

Disclosure: Author didn't own any of the above at the time the article was written.


Stock ticker symbols for the funds assume A shares, as type of shares not specified in the OGE Form 278.

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