House
Erik Paulsen
—
Transactions
54
Total transactions associated with this filer
Disclosed purchases
30
$72.0K – $555.0K
Average modeled return
+183.6%
27 of 30 purchases modeled
Average vs. S&P 500
-174.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
27 of 30 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 54 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CSCO | CISCO SYSTEMS, INC. | Sep 22, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| GENC | Gencor Industries | Sep 22, 2015 | sale | Not disclosed | Filing ↗ |
| — | CoCo CoCo, Common stock | Sep 22, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| ALU | Alcatel Lucent, Common stock | Sep 22, 2015 | sale | Not disclosed | Filing ↗ |
| — | Western Asset Municipal High Income | Jan 14, 2015 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | MN College Savings Plan Guaranteed Option | Jan 5, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MN College Savings Plan Matching Grant | Jan 5, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Western Asset Municipal High Income Class | Dec 9, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Western Asset Municipal High Income | Nov 12, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Gencore, Common Stock | Oct 13, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| VTI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF | Oct 13, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Key Bank IRA | Oct 3, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MN Deferred Comp Plan SIF Money Market | Oct 2, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| VTI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF | Sep 15, 2014 | purchase | $15.0K – $50.0K | Filing ↗ |
| AGG | Isheres Core US Aggregate Bond Fund | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| VWO | Vanguard FTSE Emerging Markets ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| TIP | iShares TIPS Bond ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| VOO | VANGUARD S&P 500 ETF | Sep 15, 2014 | purchase | $15.0K – $50.0K | Filing ↗ |
| VT | Vanguard All World ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Minnesota State Retirement System Money Market | Aug 28, 2014 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Minnesota State Retirement System Fixed Interest | Aug 28, 2014 | sale | $15.0K – $50.0K | Filing ↗ |
| — | MN College Savings Plan Guaranteed Option | Aug 19, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MN College Savings Plan Matching Grant | Aug 19, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians