Randy Neugebauer portfolio

Randy Neugebauer represented TX in the House until 2017. Trades below come from filings made while in office. Randy Neugebauer has disclosed 65 trades (43 purchases, 22 sales); the latest was on Nov 14, 2016. Over the past year the disclosed stock holdings returned -2.5%, against +11.8% for the S&P 500.

RRepublicanParty

Former member of HouseRepresents TX

$2.6MEst. portfolio value

10 years agoLast trade

-2.5%1Y return, from filings

1M return+0.8%S&P 500 -0.3% · 1 positionOn their trade dates: -8.6%

3M return-0.8%S&P 500 +1.7% · 1 positionOn their trade dates: -6.7%

YTD return-2.3%S&P 500 +11.4% · 1 positionOn their trade dates: -13.2%

1Y return-2.5%S&P 500 +11.8% · 1 positionOn their trade dates: +4.5%

3Y return+2.6%S&P 500 +81.7% · 1 positionOn their trade dates: +69.4%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $230K across 6 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Randy Neugebauer
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
SLVSLV	$92K	Nov 14, 2016Purchase	$4K–60K4 purchases	$15.57	+188.60%	$44.83	8
SPYSPDR S&P 500	$61K	Mar 3, 2016Purchase	$2K–30K2 purchases	$199.78	+273.88%	$759.43	4
BSVP Vanguard Short-Term Bond E TF	$31K	Mar 5, 2015Purchase	$15K–50K1 purchase	$80.10	-3.83%	$76.98	1
EFAiShares MSCI EAFE ETF	$30K	Mar 3, 2016Purchase	$2K–30K2 purchases	$55.95	+83.84%	$103.60	4
CJNKP SPDR Bofa Merrill Lynch Crossover Corporate Bond ETF	$8K	Jul 13, 2015Purchase	$1K–15K1 purchase	$25.56	—	—	1
ZMLPP Direxion Zacks MLP High Income Shares	$8K	May 14, 2015Purchase	$1K–15K1 purchase	$261.84	—	—	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.