Luis V. Gutiérrez (D-IL-4), a former Democratic member of the House, has disclosed 23 trades since 2014: 13 purchases worth about $692.51K and 10 sales worth about $552.51K, in 6 stocks. Most traded: AAPL, CMCSA, AFG. As a portfolio, their stock holdings and trades returned +60.9% from Jan 2014, against +37.7% for the S&P 500. Trades took a median 9 days to be disclosed; 5 came late.
Luis V. Gutiérrez’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: +60.9%, against +37.7% for SPY; the largest fall on the way was -21.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Luis V. Gutiérrez | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Luis V. Gutiérrez | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Luis V. Gutiérrez | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Luis V. Gutiérrez | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Luis V. Gutiérrez | Jan 2014 | +60.9% | +37.7% | +23.2% | +10.1% | -21.0% | 0.74 | 0.99 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | Closed | – | – | 12 | 7 | 5 | $355.00K | $247.50K | +1,109.4% | Feb 4, 2015 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 2 | 1 | 1 | $175.00K | $175.00K | +1.3% | Jun 5, 2017 |
| CMCSAComcast Corp | Communication Services | Closed | – | – | 3 | 2 | 1 | $65.00K | $32.50K | -306.6% | Mar 31, 2014 |
| AFGAmerican Financial Group Inc | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -116.3% | May 18, 2015 |
| GCAPGAIN Capital Holdings, Inc. | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | – | May 18, 2015 |
| VVisa Inc. | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +342.4% | Mar 11, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Self | Sell | $100K–$250K | Jun 5, 2017 | Jun 5, 2017 | 0d | +234.6% | +26.4% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Self | Buy | $100K–$250K | Mar 6, 2017 | Mar 7, 2017 | 1d | +217.7% | +1.3% | |
| AFGAmerican Financial Group, Inc. | Spouse | Buy | $15K–$50K | Apr 24, 2015 | Aug 15, 2016 | 479d late | +139.1% | -116.3% | |
| AFGAmerican Financial Group, Inc. | Spouse | Sell | $15K–$50K | May 18, 2015 | Aug 15, 2016 | 455d late | +141.4% | -111.6% | |
| GCAPGAIN Capital Holdings, Inc. | Spouse | Buy | $15K–$50K | Apr 23, 2015 | Aug 15, 2016 | 480d late | – | – | |
| GCAPGAIN Capital Holdings, Inc. | Spouse | Sell | $15K–$50K | May 18, 2015 | Aug 15, 2016 | 455d late | – | – | |
| CMCSAComcast | Self | Buy | $15K–$50K | Feb 25, 2014 | Aug 12, 2015 | 533d late | +0.3% | -306.6% | |
| AAPLApple Inc. | Spouse | Buy | $50K–$100K | Jan 21, 2015 | Feb 9, 2015 | 19d | +1,135.2% | +864.8% | |
| AAPLApple Inc. | Spouse | Buy | $15K–$50K | Jan 22, 2015 | Feb 9, 2015 | 18d | +1,104.0% | +839.0% | |
| AAPLApple Inc. | Spouse | Buy | $15K–$50K | Jan 26, 2015 | Feb 9, 2015 | 14d | +1,096.7% | +830.6% | |
| AAPLApple Inc. | Spouse | Sell | $15K–$50K | Jan 28, 2015 | Feb 9, 2015 | 12d | +1,073.5% | +797.7% | |
| AAPLApple Inc. | Spouse | Sell | $15K–$50K | Feb 4, 2015 | Feb 9, 2015 | 5d | +1,031.9% | +763.3% | |
| AAPLApple Inc. | Spouse | Sell | $50K–$100K | Feb 4, 2015 | Feb 9, 2015 | 5d | +1,031.9% | +763.3% | |
| AAPLApple Inc. | Spouse | Buy | $50K–$100K | Jan 20, 2015 | Jan 21, 2015 | 1d | +1,144.7% | +872.5% | |
| CMCSAComcast Corporation - Class A | Joint | Sell | $15K–$50K | Mar 31, 2014 | Apr 10, 2014 | 10d | +1.8% | -300.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Luis V. Gutiérrez (D-IL-4), a former Democratic member of the House, has disclosed 23 trades since 2014: 13 purchases worth about $692.51K and 10 sales worth about $552.51K, in 6 stocks. Most traded: AAPL, CMCSA, AFG. As a portfolio, their stock holdings and trades returned +60.9% from Jan 2014, against +37.7% for the S&P 500. Trades took a median 9 days to be disclosed; 5 came late.
As a portfolio, their stock holdings and trades returned +60.9% from January 2014 to November 2026, against +37.7% for the S&P 500, with a largest fall of -21.0%. 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 9 days to be disclosed. 5 of 23 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.