House · Republican · PA-9 · in the House since 2001 · Latest annual report · shuster.house.gov
From the annual report filed Apr 30, 2019 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Shuster Family Limited Partnership I [OT] | $50K – $100K | Self |
| Income Fund of America [MF] | $15K – $50K | Self |
| SEI Small Cap Value Fund [MF] | $15K – $50K | Self |
| M&T Bank #2383 [BA] | $15K – $50K | Joint |
| Phillips Edison Grocery CTR REIT II [MF] | $15K – $50K | 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 |
|---|---|---|---|---|---|
| Oct 12, 2017 | Lord Abbett Short Duration | Sale · Mutual fund | $1K – $15K | Self | 2017 Annual Report filed Aug 13, 2018 |
| Dec 15, 2015 | Total Income + Real Estate | Buy | $1K – $15K | Self | 2015 Annual Report filed Aug 12, 2016 |
| Aug 26, 2015 | Ivy Fund Asset Strategy | Buy | $1K – $15K | Self | 2015 Annual Report filed Aug 12, 2016 |
| Aug 26, 2015 | Income Fund of America | Buy | $1K – $15K | Self | 2015 Annual Report filed Aug 12, 2016 |
| Aug 26, 2015 | First Eagle Global | Buy | $1K – $15K | Self | 2015 Annual Report filed Aug 12, 2016 |
From Bill Shuster'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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