SENATE · RI · SINCE 1997

Jack Reed portfolio

Jack Reed has represented RI in the Senate since 1997. Committee seats: Appropriations, Armed Services (Ranking Member), Banking, Housing, and Urban Affairs, Select Committee on Intelligence (Ex Officio). Jack Reed has disclosed 240 trades (104 purchases, 134 sales); the latest was on Feb 28, 2019. Over the past year the disclosed stock holdings returned +31.9%, against +11.9% for the S&P 500.

DDemocratParty

Member of SenateRepresents RI

$555KEst. portfolio value

8 years agoLast trade

+31.9%1Y return, from filings

1M return-6.2%S&P 500 +0.7% · 4 positionsOn their trade dates: -6.2%

3M return-0.6%S&P 500 +3.7% · 4 positionsOn their trade dates: -0.5%

YTD return+37.8%S&P 500 +12.8% · 4 positionsOn their trade dates: +37.9%

1Y return+31.9%S&P 500 +11.9% · 4 positionsOn their trade dates: +32.0%

3Y return+141.4%S&P 500 +85.1% · 4 positionsOn their trade dates: +142.1%

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.

SenateAppropriations SenateArmed ServicesRanking Member SenateBanking, Housing, and Urban Affairs SenateSelect Committee on IntelligenceEx Officio

Est. value $443K across 6 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Jack Reed
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
XSDSPDR S&P Semiconductor ETF	$281K	Mar 9, 2018Sale (partial)	$5K–75K5 purchases	$58.04	+724.06%	$482.46	6
IYTiShares Transportation Average (NYSEArca)	$71K	Mar 9, 2018Sale (partial)	$5K–75K5 purchases	$38.37	+113.94%	$80.82	7
XBISPDR S&P Biotech ETF	$40K	Mar 9, 2018Sale (partial)	$3K–45K3 purchases	$71.84	+122.83%	$158.88	4
QQuintiles IMS Holdings, Inc.	$32K	Sep 18, 2017Purchase	$4K–60K4 purchases	No data	—	$123.30	4
ZMHZimmer Holdings, Inc. (NYSE)	$16K	Mar 28, 2014Purchase	$2K–30K2 purchases	No data	—	—	2
VWOVanguard Emerging Markets Stock Idx ETF	$3K	Mar 9, 2018Sale (partial)	$1K–15K1 purchase	$35.77	+56.63%	$56.61	4

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 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.