John A. BoehnerHouse
U.S. Representative · OH-08 · R · 2014-02 → 2015-06
- Chamber
- House
- Party
- R
- State
- OH
- Trades
- 21 (5 buys · 14 sells)
- Estimated volume
- $413K
- Late filings
- 0% (0 of 21)
- Median filing lag
- 15 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $364K
- from $163K cost
- Estimated gain
- +$201K
- Up 124%
- Versus the S&P 500
- -$233K
- SPY would hold $597K
- Positions
- 5
- from 5 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | ABBVAbbVie Inc. | 2015-03-11 | $33K | $167K | +415% | 46% |
| 2 | QCOMUBS Financial Services Inc. Traditional IRA QUAlCOMM Incorporated | 2014-05-22 | $33K | $68K | +108% | 19% |
| 3 | TGTUBS Financial Services Inc. Traditional IRA Target Corporation | 2015-06-18 | $33K | $62K | +90% | 17% |
| 4 | GILDUBS Financial Services Inc. Traditional IRA | 2015-05-15 | $33K | $50K | +53% | 14% |
| 5 | SLBschlumberger N.V. | 2014-02-26 | $33K | $18K | -46% | 5% |
Trades that mattered most
These 5 buys explain 100% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | SLB | schlumberger N.V. | 2014-02-26 | 12.7y | $15K-50K | -46% | -344% | |
| 2 | GILD | UBS Financial Services Inc. Traditional IRA | 2015-05-15 | 11.5y | $15K-50K | +53% | -193% | |
| 3 | QCOM | UBS Financial Services Inc. Traditional IRA QUAlCOMM Incorporated | 2014-05-22 | 12.5y | $15K-50K | +108% | -180% | |
| 4 | TGT | UBS Financial Services Inc. Traditional IRA Target Corporation | 2015-06-18 | 11.4y | $15K-50K | +90% | -155% | |
| 5 | ABBV | AbbVie Inc. | 2015-03-11 | 11.7y | $15K-50K | +415% | +155% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Jun 2015 | 1 | 2 |
| May 2015 | 1 | 1 |
| Mar 2015 | 1 | 2 |
| Dec 2014 | 0 | 7 |
| Jun 2014 | 0 | 1 |
| May 2014 | 1 | 1 |
| Feb 2014 | 1 | 0 |
Buys and sells per month as a CSV, by the month they were made.
All trades
21 of 21
John A. Boehner
House · R · OH
Sell$1K-15K
-34.1% vs SPY
UNHUBS Financial Services Inc. Traditional IRA UnitedHealth group Incorporated Common Stock
John A. Boehner
House · R · OH
Buy$15K-50K
-155.1% vs SPY
TGTUBS Financial Services Inc. Traditional IRA Target Corporation
John A. Boehner
House · R · OH
Sell$1K-15K
-52.4% vs SPY
FCXUBS Financial Services Inc. Traditional IRA
John A. Boehner
House · R · OH
Buy$15K-50K
-193.4% vs SPY
GILDUBS Financial Services Inc. Traditional IRA
John A. Boehner
House · R · OH
Sell$15K-50K
-225.8% vs SPY
MDTMedtronic plc. Ordinary Shares
John A. Boehner
House · R · OH
Sell$15K-50K
JWNUBS Financial Services Inc. Traditional IRA Nordstrom, Inc.
John A. Boehner
House · R · OH
Exch$15K-50K
COVCovidien plc. Ordinary Shares
John A. Boehner
House · R · OH
Exch$15K-50K
-227.4% vs SPY
MDTUBS Financial Services Inc. Traditional IRA COMMENTS: Covidien plc (NYSE: COV) and Medtronic Inc. (NYSE: MDT) merged to form Medtronic plc (which now uses NYSE: MDT). Shares of Covidien plc were exchanged for shares of Medtronic plc and cash, and shares of Medtronic Inc. were exchanged for shares of Medtronic plc. As a result of this merger, the combined total value of the shares obtained via the Covidien exchange and via the Medtronic Inc. exchange is $50,001-$100,000. Medtronic plc. Ordinary Shares
John A. Boehner
House · R · OH
Sell$1K-15K
-102.3% vs SPY
GDgeneral dynamics Corporation
John A. Boehner
House · R · OH
Sell$1K-15K
HYHUBS Financial Services Inc. Traditional IRA Halyard Health, Inc.
John A. Boehner
House · R · OH
Sell$1K-15K
-21.7% vs SPY
HDUBS Financial Services Inc. Traditional IRA Home depot, Inc.
John A. Boehner
House · R · OH
Sell$1K-15K
-202.9% vs SPY
INTCUBS Financial Services Inc. Traditional IRA Intel Corporation
John A. Boehner
House · R · OH
Sell$1K-15K
-284.3% vs SPY
LNCUBS Financial Services Inc. Traditional IRA lincoln National Corporation
John A. Boehner
House · R · OH
Sell$1K-15K
+31.6% vs SPY
UNHUBS Financial Services Inc. Traditional IRA dESCRIPTION: Bonds and Notes UnitedHealth group Incorporated
John A. Boehner
House · R · OH
Sell$1K-15K
-324.0% vs SPY
VFCUBS Financial Services Inc. Traditional IRA V.F. Corporation
John A. Boehner
House · R · OH
Sell$15K-50K
COVCovidien plc. Ordinary Shares
John A. Boehner
House · R · OH
Buy$15K-50K
-179.9% vs SPY
QCOMUBS Financial Services Inc. Traditional IRA QUAlCOMM Incorporated
John A. Boehner
House · R · OH
Buy$15K-50K
-343.7% vs SPY
SLBschlumberger N.V.
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA UnitedHealth group Incorporated Common Stock | Sell | $1K-15K | 2015-06-30 | 2015-07-14 14d | -34.1% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA Target Corporation | Buy | $15K-50K | 2015-06-18 | 2015-07-14 26d | -155.1% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA | Sell | $1K-15K | 2015-06-17 | 2015-07-14 27d | -52.4% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA | Buy | $15K-50K | 2015-05-15 | 2015-06-10 26d | -193.4% | ||
John A. Boehner House · R · OH | — | Avon Products Inc. | Sell | $1K-15K | 2015-05-13 | 2015-06-10 28d | — | |
John A. Boehner House · R · OH | Medtronic plc. Ordinary Shares | Sell | $15K-50K | 2015-03-27 | 2015-04-23 27d | -225.8% | ||
John A. Boehner House · R · OH | AbbVie Inc. | Buy | $15K-50K | 2015-03-11 | 2015-03-26 15d | +154.9% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA Nordstrom, Inc. | Sell | $15K-50K | 2015-03-10 | 2015-03-26 16d | — | ||
John A. Boehner House · R · OH | Covidien plc. Ordinary Shares | Exch | $15K-50K | 2015-01-27 | 2015-02-25 29d | — | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA COMMENTS: Covidien plc (NYSE: COV) and Medtronic Inc. (NYSE: MDT) merged to form Medtronic plc (which now uses NYSE: MDT). Shares of Covidien plc were exchanged for shares of Medtronic plc and cash, and shares of Medtronic Inc. were exchanged for shares of Medtronic plc. As a result of this merger, the combined total value of the shares obtained via the Covidien exchange and via the Medtronic Inc. exchange is $50,001-$100,000. Medtronic plc. Ordinary Shares | Exch | $15K-50K | 2015-01-27 | 2015-02-25 29d | -227.4% | ||
John A. Boehner House · R · OH | general dynamics Corporation | Sell | $1K-15K | 2014-12-26 | 2015-01-09 14d | -102.3% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA Halyard Health, Inc. | Sell | $1K-15K | 2014-12-26 | 2015-01-09 14d | — | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA Home depot, Inc. | Sell | $1K-15K | 2014-12-26 | 2015-01-09 14d | -21.7% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA Intel Corporation | Sell | $1K-15K | 2014-12-26 | 2015-01-09 14d | -202.9% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA lincoln National Corporation | Sell | $1K-15K | 2014-12-26 | 2015-01-09 14d | -284.3% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA dESCRIPTION: Bonds and Notes UnitedHealth group Incorporated | Sell | $1K-15K | 2014-12-26 | 2015-01-09 14d | +31.6% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA V.F. Corporation | Sell | $1K-15K | 2014-12-26 | 2015-01-09 14d | -324.0% | ||
John A. Boehner House · R · OH | Covidien plc. Ordinary Shares | Sell | $15K-50K | 2014-06-24 | 2014-07-09 15d | — | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA QUAlCOMM Incorporated | Buy | $15K-50K | 2014-05-22 | 2014-06-10 19d | -179.9% | ||
John A. Boehner House · R · OH | Knowles Corporation | Sell | $1K-15K | 2014-05-20 | 2014-06-10 21d | — | ||
John A. Boehner House · R · OH | schlumberger N.V. | Buy | $15K-50K | 2014-02-26 | 2014-03-04 6d | -343.7% |