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
- $344K
- from $163K cost
- Estimated gain
- +$181K
- Up 112%
- Versus the S&P 500
- -$283K
- SPY would hold $627K
- Positions
- 5
- from 5 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | ABBVAbbVie Inc. | 2015-03-11 | $33K | $150K | +361% | 44% |
| 2 | QCOMUBS Financial Services Inc. Traditional IRA QUAlCOMM Incorporated | 2014-05-22 | $33K | $75K | +130% | 22% |
| 3 | TGTUBS Financial Services Inc. Traditional IRA Target Corporation | 2015-06-18 | $33K | $59K | +81% | 17% |
| 4 | GILDUBS Financial Services Inc. Traditional IRA | 2015-05-15 | $33K | $43K | +31% | 12% |
| 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 | 12.6y | $15K-50K | -46% | -364% | |
| 2 | GILD | UBS Financial Services Inc. Traditional IRA | 2015-05-15 | 11.4y | $15K-50K | +31% | -232% | |
| 3 | TGT | UBS Financial Services Inc. Traditional IRA Target Corporation | 2015-06-18 | 11.3y | $15K-50K | +81% | -182% | |
| 4 | QCOM | UBS Financial Services Inc. Traditional IRA QUAlCOMM Incorporated | 2014-05-22 | 12.4y | $15K-50K | +130% | -177% | |
| 5 | ABBV | AbbVie Inc. | 2015-03-11 | 11.6y | $15K-50K | +361% | +84% |
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
All trades
21 of 21
John A. Boehner
House · R · OH
Sell$1K-15K
-71.9% vs SPY
UNHUBS Financial Services Inc. Traditional IRA UnitedHealth group Incorporated Common Stock
John A. Boehner
House · R · OH
Buy$15K-50K
-181.6% vs SPY
TGTUBS Financial Services Inc. Traditional IRA Target Corporation
John A. Boehner
House · R · OH
Sell$1K-15K
-5.6% vs SPY
FCXUBS Financial Services Inc. Traditional IRA
John A. Boehner
House · R · OH
Buy$15K-50K
-232.5% vs SPY
GILDUBS Financial Services Inc. Traditional IRA
John A. Boehner
House · R · OH
Sell$15K-50K
-261.9% 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
-264.2% 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
-136.5% 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
-99.1% vs SPY
HDUBS Financial Services Inc. Traditional IRA Home depot, Inc.
John A. Boehner
House · R · OH
Sell$1K-15K
-59.2% vs SPY
INTCUBS Financial Services Inc. Traditional IRA Intel Corporation
John A. Boehner
House · R · OH
Sell$1K-15K
-300.8% vs SPY
LNCUBS Financial Services Inc. Traditional IRA lincoln National Corporation
John A. Boehner
House · R · OH
Sell$1K-15K
-9.7% vs SPY
UNHUBS Financial Services Inc. Traditional IRA dESCRIPTION: Bonds and Notes UnitedHealth group Incorporated
John A. Boehner
House · R · OH
Sell$1K-15K
-350.4% 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
-177.4% vs SPY
QCOMUBS Financial Services Inc. Traditional IRA QUAlCOMM Incorporated
John A. Boehner
House · R · OH
Buy$15K-50K
-363.7% 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 | -71.9% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA Target Corporation | Buy | $15K-50K | 2015-06-18 | 2015-07-14 | 26d | -181.6% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA | Sell | $1K-15K | 2015-06-17 | 2015-07-14 | 27d | -5.6% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA | Buy | $15K-50K | 2015-05-15 | 2015-06-10 | 26d | -232.5% | ||
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 | -261.9% | ||
John A. Boehner House · R · OH | AbbVie Inc. | Buy | $15K-50K | 2015-03-11 | 2015-03-26 | 15d | +83.7% | ||
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 | -264.2% | ||
John A. Boehner House · R · OH | general dynamics Corporation | Sell | $1K-15K | 2014-12-26 | 2015-01-09 | 14d | -136.5% | ||
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 | -99.1% | ||
John A. Boehner House · R · OH | UBS Financial Services Inc. Traditional IRA Intel Corporation | Sell | $1K-15K | 2014-12-26 | 2015-01-09 | 14d | -59.2% | ||
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 | -300.8% | ||
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 | -9.7% | ||
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 | -350.4% | ||
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 | -177.4% | ||
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 | -363.7% |