Michael G. Fitzpatrick portfolio

Michael G. Fitzpatrick represented PA in the House until 2017. Trades below come from filings made while in office. Michael G. Fitzpatrick has disclosed 39 trades (21 purchases, 17 sales); the latest was on Apr 10, 2015. Over the past year the disclosed stock holdings returned +45.3%, against +11.8% for the S&P 500.

RRepublicanParty

Former member of HouseRepresents PA

$502KEst. portfolio value

12 years agoLast trade

+45.3%1Y return, from filings

1M return+8.5%S&P 500 -0.3% · 13 positionsOn their trade dates: +9.0%

3M return+9.4%S&P 500 +1.7% · 13 positionsOn their trade dates: +9.5%

YTD return+31.9%S&P 500 +11.4% · 13 positionsOn their trade dates: +31.2%

1Y return+45.3%S&P 500 +11.8% · 13 positionsOn their trade dates: +45.0%

3Y return+87.6%S&P 500 +81.7% · 13 positionsOn their trade dates: +87.6%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $445K across 13 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Michael G. Fitzpatrick
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
LLY(K) Eli lilly and Company	$190K	Aug 7, 2014Purchase	$1K–15K1 purchase	$60.35	+2101.92%	$1,431.25	1
TXNTexas Instruments Incorporated	$58K	Dec 13, 2013Purchase	$1K–15K1 purchase	$41.95	+599.07%	$302.98	1
WFCWells Fargo & Company	$30K	Feb 21, 2014Purchase	$2K–30K2 purchases	$44.65	+76.39%	$83.77	2
PSX(K) Phillips 66	$26K	Sep 19, 2014Purchase	$1K–15K1 purchase	$85.75	+268.12%	$280.95	1
HONP honeywell International Inc.	$22K	Oct 15, 2014Purchase	$1K–15K1 purchase	$80.21	+142.80%	$221.90	1
INTCIntel Corporation	$21K	Jan 9, 2014Purchase	$1K–15K1 purchase	$25.31	+172.02%	$67.19	1
METMetlife, Inc.	$19K	Jan 27, 2015Purchase	$1K–15K1 purchase	$42.90	+120.23%	$100.30	1
SBUX(K) Starbucks Corporation	$19K	Jan 27, 2015Purchase	$1K–15K1 purchase	$44.17	+121.10%	$103.00	1
XLUXLU	$17K	Feb 21, 2014Purchase	$1K–15K1 purchase	$20.28	+109.58%	$43.45	1
PEPPepsico, Inc.	$13K	Jan 9, 2014Purchase	$1K–15K1 purchase	$82.85	+72.17%	$137.21	1
IYRishares u.s. Real Estate ETF	$13K	Dec 13, 2013Purchase	$1K–15K1 purchase	$62.26	+54.69%	$99.69	1
CLP Colgate-Palmolive Company	$12K	Jan 27, 2015Purchase	$1K–15K1 purchase	$65.66	+36.09%	$95.55	1
LYBies NV OrdinaryShares Class a	$6K	Apr 10, 2015Purchase	$1K–15K1 purchase	$91.41	-36.84%	$65.58	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.