Howard Coble (R-NC-6), a former Republican member of the House, has disclosed 25 trades since 2014: 15 purchases worth about $120.01K and 8 sales worth about $88.50K, in 10 stocks. Most traded: WT, APO, EBAY. As a portfolio, their stock holdings and trades returned +17.3% from May 2014, against +9.2% for the S&P 500. Trades took a median 7 days to be disclosed; 0 came late.
Howard Coble’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +17.3%, against +9.2% for SPY; the largest fall on the way was -11.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Howard Coble | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Howard Coble | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Howard Coble | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Howard Coble | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Howard Coble | May 2014 | +17.3% | +9.2% | +8.1% | – | -11.8% | 1.36 | 1.38 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WTWisdomTree, Inc. | Financial Services | Closed | – | – | 4 | 3 | 1 | $24.00K | $8.00K | -206.3% | Aug 29, 2014 |
| APOApollo Global Management, Inc. | Financial Services | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | +82.6% | Jun 4, 2014 |
| EBAYEbay Inc | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +189.6% | Jul 28, 2014 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +1,086.9% | Jun 27, 2014 |
| CBICHICAGO BRIDGE & IRON CO N V | Industrials | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Aug 29, 2014 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 4, 2014 |
| DODIAMOND OFFSHORE DRILLING INC | Energy | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Jun 20, 2014 |
| GRPNGroupon, Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -371.1% | Jul 10, 2014 |
| LULUlululemon athletica inc. | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -117.3% | Jun 27, 2014 |
| PAYVERIFONE SYSTEMS, INC. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 4, 2014 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Acordia Therapeutics, Inc (in UBS CMA)Other | Self | Buy | $1K–$15K | Oct 16, 2014 | Oct 17, 2014 | 1d | – | – | |
| CBIChicago Bridge & Iron Co. (in UBS CMA) | Self | Buy | $1K–$15K | Aug 29, 2014 | Sep 2, 2014 | 4d | – | – | |
| Pinnacle Foods Inc. (in UBS CMA)Other | Self | Sell | $1K–$15K | Aug 29, 2014 | Sep 2, 2014 | 4d | – | – | |
| WTWisdomtree Investments Inc. (in UBS CMA) | Self | Sell | $1K–$15K | Aug 29, 2014 | Sep 2, 2014 | 4d | +71.3% | -203.5% | |
| Pinnancle Foods Inc (in UBS CMA)Other | Self | Buy | $1K–$15K | Jul 28, 2014 | Jul 30, 2014 | 2d | – | – | |
| WTWisdomtree Investments Inc (in UBS CMA) | Self | Buy | $1K–$15K | Jul 28, 2014 | Jul 30, 2014 | 2d | +86.6% | -193.7% | |
| EBAYeBay Inc (in UBS CMA) | Self | Sell | $1K–$15K | Jul 28, 2014 | Jul 30, 2014 | 2d | +442.8% | +162.5% | |
| GRPNGroupon Inc (in UBS CMA) | Self | Buy | $1K–$15K | Jul 10, 2014 | Jul 11, 2014 | 1d | -88.0% | -371.1% | |
| Activis Plc (in UBS CMA)Other | Self | Exchange | $1K–$15K | Jul 1, 2014 | Jul 11, 2014 | 10d | – | – | |
| Forest Laboratories (merged with Activis)Other | Self | Exchange | $1K–$15K | Jul 1, 2014 | Jul 11, 2014 | 10d | – | – | |
| AAPLApple Inc (in UBS CMA) | Self | Buy | $1K–$15K | Jun 27, 2014 | Jul 7, 2014 | 10d | +1,371.0% | +1,086.9% | |
| EBAYeBay Inc (in UBS CMA) | Self | Buy | $1K–$15K | Jun 27, 2014 | Jul 7, 2014 | 10d | +473.7% | +189.6% | |
| LULULululemon Athletica Inc (in UBS CMA) | Self | Buy | $1K–$15K | Jun 27, 2014 | Jul 7, 2014 | 10d | +166.8% | -117.3% | |
| DODiamond Offshore Drilling Inc (in UBS IRA) | Self | Buy | $1K–$15K | Jun 20, 2014 | Jun 23, 2014 | 3d | – | – | |
| Protective Life Corp (in UBS IRA)Other | Self | Sell | $1K–$15K | Jun 20, 2014 | Jun 23, 2014 | 3d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Howard Coble (R-NC-6), a former Republican member of the House, has disclosed 25 trades since 2014: 15 purchases worth about $120.01K and 8 sales worth about $88.50K, in 10 stocks. Most traded: WT, APO, EBAY. As a portfolio, their stock holdings and trades returned +17.3% from May 2014, against +9.2% for the S&P 500. Trades took a median 7 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned +17.3% from May 2014 to November 2026, against +9.2% for the S&P 500, with a largest fall of -11.8%. 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 7 days to be disclosed. 0 of 25 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.