House · Democrat · MI-9 · in the House since 1983 · Latest annual report · levin.house.gov
From the annual report filed Apr 7, 2019 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| House, Lot 4, West Tisbury, Mass. (subject to Quicken Loan Mortgage) [RP] | $1.3M | Self |
| TIAA Traditional [MF] | $285K | Spouse |
| CREF Social Choice [MF] | $243K | Spouse |
| CREF Global Equities [MF] | $230K | Spouse |
| 1/2 interest in 78 acres [RP] | $205K | Self |
No trades reported.
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Nov 13, 2018 | AMERICAN INCOME FUND OF AMERICA CL C (IFACX) | Partial sale · Mutual fund | $3K | Self | 2019 Annual Report filed Apr 7, 2019 |
| Nov 13, 2018 | AMERICAN CAPITAL INCOME BUILDER CL C (CIBCX) | Partial sale · Mutual fund | $3K | Self | 2019 Annual Report filed Apr 7, 2019 |
| Jul 30, 2018 | AMERICAN INCOME FUND OF AMERICA CL CL (IFACX) | Partial sale · Mutual fund | $16K | Self | 2019 Annual Report filed Apr 7, 2019 |
| Jul 30, 2018 | AMERICAN CAPITAL INCOME BUILDER CL C (CIBCX) | Partial sale · Mutual fund | $13K | Self | 2019 Annual Report filed Apr 7, 2019 |
| Jul 30, 2018 | AMERICAN BOND FUND OF AMERICA CL C (BFACX) | Partial sale · Mutual fund | $11K | Self | 2019 Annual Report filed Apr 7, 2019 |
From Sander M. Levin's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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