David A. Trott (R-MI-11), a former Republican member of the House, has disclosed 683 trades since 2015: 372 purchases worth about $61.78M and 266 sales worth about $13.47M, in 37 stocks. Most traded: VLP, AM, NGL. As a portfolio, their stock holdings and trades returned -55.6% from Feb 2015, against +15.9% for the S&P 500. Trades took a median 20 days to be disclosed; 0 came late.
David A. Trott’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2015: -55.6%, against +15.9% for SPY; the largest fall on the way was -64.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David A. Trott | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David A. Trott | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David A. Trott | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David A. Trott | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David A. Trott | Feb 2015 | -55.6% | +15.9% | -71.5% | -19.0% | -64.3% | -0.52 | 1.10 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ETEnergy Transfer LP | Energy | Closed | – | – | 18 | 2 | 15 | $40.50K | $336.01K | -141.5% | Dec 6, 2018 |
| PAAPlains All American Pipeline Lp | Energy | Closed | – | – | 7 | 4 | 3 | $266.00K | $73.00K | -244.3% | Dec 6, 2018 |
| WPZWILLIAMS PARTNERS L.P. | Energy | Closed | – | – | 10 | 1 | 7 | $32.50K | $288.00K | – | Aug 10, 2018 |
| VLPVALERO ENERGY PARTNERS LP | Energy | Closed | – | – | 33 | 16 | 17 | $177.01K | $136.01K | – | Dec 20, 2018 |
| EPDEnterprise Products Partners L.P. | Energy | Closed | – | – | 7 | 4 | 3 | $166.00K | $140.00K | -239.4% | Sep 28, 2016 |
| AMAntero Midstream Corp | Energy | Closed | – | – | 24 | 23 | 1 | $257.51K | $32.50K | -168.7% | Dec 6, 2018 |
| PSXPPHILLIPS 66 PARTNERS LP | Energy | Closed | – | – | 18 | 15 | 3 | $187.01K | $97.50K | – | Sep 19, 2018 |
| WMBWilliams Companies, Inc. | Energy | Closed | – | – | 4 | 1 | 2 | $32.50K | $250.00K | -6.7% | Dec 6, 2018 |
| MPLXMplx Lp | Energy | Closed | – | – | 8 | 5 | 2 | $156.00K | $40.50K | -144.6% | Dec 17, 2018 |
| NGLNGL Energy Partners LP | Energy | Closed | – | – | 22 | 0 | 22 | $0.00 | $176.01K | – | Oct 29, 2015 |
| AMJJPMorGan Chase Capital XVI JP Morgan Alerian MLP ETN | – | Closed | – | – | 1 | 1 | 0 | $175.00K | $0.00 | – | Dec 6, 2018 |
| BPLBUCKEYE PARTNERS, L.P. | Energy | Closed | – | – | 8 | 8 | 0 | $162.00K | $0.00 | – | Oct 14, 2015 |
| EQGPEQGP Holdings, LP | Energy | Closed | – | – | 14 | 10 | 4 | $104.51K | $56.50K | – | Dec 12, 2018 |
| EQMEQM Midstream Partners, LP | Energy | Closed | – | – | 7 | 5 | 1 | $113.50K | $32.50K | – | Oct 23, 2018 |
| TRPTc Energy Corp | Energy | Closed | – | – | 5 | 3 | 2 | $73.00K | $65.00K | -134.0% | Dec 6, 2018 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BRIGHTON MICH AREA SCH DIST Go 5.0000% 05/01/20 MN - MUNI BONDBond | Self | Buy | $15K–$50K | Jan 3, 2019 | Feb 7, 2019 | 35d | – | – | |
| NEW MEXICO ST Go 5% 03/01/25 MS - MUNI BONDBond | Self | Buy | $250K–$500K | Jan 3, 2019 | Feb 7, 2019 | 35d | – | – | |
| PUT/XSP @ 235 EXP 02/22/2019 - CBOE MINI SPX INDEXOther | Self | Sell (Partial) | $1K–$15K | Jan 3, 2019 | Feb 7, 2019 | 35d | – | – | |
| PUT/XSP @ 262 EXP 01/04/2019 - CBOE MINI SPX INDEXOther | Self | Buy | $50K–$100K | Jan 3, 2019 | Feb 7, 2019 | 35d | – | – | |
| WOODHAVEN BRNSTN MI SCH DST Go 4.0000% 05/01/19 MN - MUNI BONDBond | Self | Buy | $15K–$50K | Jan 3, 2019 | Feb 7, 2019 | 35d | – | – | |
| AMAntero Midstream GP LP Common Shares Of Beneficial Interests (AMGP) | Self | Sell | $15K–$50K | Dec 6, 2018 | Jan 8, 2019 | 33d | +43.6% | -135.1% | |
| AMJJPMOrGan Chase Capital XVI JP Morgan Alerian MLP ETN | Self | Buy | $100K–$250K | Dec 6, 2018 | Jan 8, 2019 | 33d | – | – | |
| MICHIGAN ST FOR ISSUES DTD Go 5.0000% 12/01/22 JD - MUNI BONDBond | Self | Sell | $250K–$500K | Dec 18, 2018 | Jan 8, 2019 | 21d | – | – | |
| MPLXMPLX LP Common Units Representing Limited Partner Interests | Self | Buy | $15K–$50K | Dec 17, 2018 | Jan 8, 2019 | 22d | +79.2% | -115.4% | |
| PAAPlains All American Pipeline, L.P. | Self | Buy | $1K–$15K | Dec 6, 2018 | Jan 8, 2019 | 33d | +16.3% | -162.5% | |
| PAGPPlains Group Holdings, L.P. Class A Shares representing limited partner interests | Self | Buy | $15K–$50K | Dec 17, 2018 | Jan 8, 2019 | 22d | +26.6% | -168.0% | |
| PUT/XSP @ 225 EXP 02/01/2019 - CBOE MINI SPX INDEXOther | Self | Sell (Partial) | $1K–$15K | Dec 26, 2018 | Jan 8, 2019 | 13d | – | – | |
| PUT/XSP @ 240 EXP 02/15/2019 - CBOE MINI SPX INDEXOther | Self | Sell (Partial) | $1K–$15K | Dec 18, 2018 | Jan 8, 2019 | 21d | – | – | |
| PUT/XSP @ 250 EXP 01/25/2019 - CBOE MINI SPX INDEXOther | Self | Sell (Partial) | $1K–$15K | Dec 13, 2018 | Jan 8, 2019 | 26d | – | – | |
| PUT/XSP @ 262 EXP 01/04/2019 - CBOE MINI SPX INDEXOther | Self | Sell (Partial) | $1K–$15K | Dec 4, 2018 | Jan 8, 2019 | 35d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
David A. Trott (R-MI-11), a former Republican member of the House, has disclosed 683 trades since 2015: 372 purchases worth about $61.78M and 266 sales worth about $13.47M, in 37 stocks. Most traded: VLP, AM, NGL. As a portfolio, their stock holdings and trades returned -55.6% from Feb 2015, against +15.9% for the S&P 500. Trades took a median 20 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned -55.6% from February 2015 to November 2026, against +15.9% for the S&P 500, with a largest fall of -64.3%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 20 days to be disclosed. 0 of 683 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.