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Insider
Information: |
Toupin Ronald E Jr |
Relationship: |
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City: |
River Forest |
State: |
IL |
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Insider
Summary: |
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Companies Owned : |
11 |
|
Direct
Shares |
71,025 |
|
Indirect Shares
|
0 |
|
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Direct
Value |
$723,383 |
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Indirect Value
|
$0 |
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Total
Shares |
71,025 |
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Total
Value |
$723,383 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
10
|
3
|
Stock
price went up :
|
6
|
2
|
Stock
price went down : |
4
|
1
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|
|
|
Gain/Loss Ratio : |
1.5
|
2.0
|
Percentage
Gain/Loss : |
-0.4%
|
3.2%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Managed Duration Inv Grade |
MZF |
Trustee, Director |
2008-05-01 |
1,150 |
2008-05-01 |
0 |
Premium* |
|
Western Asset Claymore Us Treasu... |
WIW |
Trustee, Director |
2019-04-01 |
2,413 |
2012-02-23 |
0 |
Premium* |
|
Western Asset Claymore Us Treasu... |
WIA |
Trustee, Director |
2019-04-01 |
2,394 |
2012-02-23 |
0 |
Premium* |
|
Fiduciary/claymore Energy Infras... |
FMO |
Trustee, Director |
2020-05-08 |
8,912 |
2012-02-23 |
0 |
Premium* |
|
Guggenheim Equal Weight Enhanced... |
GEQ |
Trustee, Director |
2016-07-05 |
1,194 |
2012-02-23 |
0 |
Premium* |
|
Guggenheim Enhanced Equity |
GGE |
Trustee, Director |
2016-07-05 |
1,374 |
2012-02-23 |
0 |
Premium* |
|
Claymore/Guggenheim Strategic Op... |
GOF |
|
2023-03-13 |
15,294 |
2012-02-23 |
0 |
Premium* |
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Guggenheim Build America Bonds M... |
GBAB |
|
2022-10-12 |
6,442 |
2012-09-12 |
0 |
Premium* |
|
Old Mutual/claymore Long-Short F... |
GPM |
Trustee, Director |
2020-12-04 |
17,075 |
2012-12-04 |
0 |
Premium* |
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Guggenheim Credit Allocation Fund |
GGM |
Trustee, Director |
2020-12-04 |
3,731 |
2013-11-26 |
0 |
Premium* |
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Guggenheim Active Allocation Fund |
GUG |
|
2024-04-01 |
11,046 |
2022-02-22 |
0 |
Premium* |
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Records found :
160 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 3 of 7
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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3m +/- |
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|
Form |
GGM |
Guggenheim Credit Allocat... |
Trustee |
|
2015-06-25 |
4 |
B |
$22.30 |
$2,988 |
D/D |
134 |
573 |
2.31 |
- |
|
GOF |
Claymore/Guggenheim Strat... |
Trustee |
|
2015-06-25 |
4 |
B |
$20.06 |
$7,021 |
D/D |
350 |
613 |
2.39 |
- |
|
FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2015-09-11 |
4 |
B |
$18.36 |
$1,836 |
D/D |
100 |
606 |
2.31 |
- |
|
GPM |
Old Mutual/claymore Long-... |
Trustee |
|
2015-09-28 |
4 |
B |
$7.21 |
$1,442 |
D/D |
200 |
1,486 |
2.31 |
- |
|
GGE |
Guggenheim Enhanced Equit... |
Trustee |
|
2015-09-28 |
4 |
B |
$15.11 |
$1,511 |
D/D |
100 |
755 |
2.31 |
- |
|
GEQ |
Guggenheim Equal Weight E... |
Trustee |
|
2015-10-13 |
4 |
B |
$17.32 |
$1,299 |
D/D |
75 |
710 |
2.31 |
- |
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WIA |
Western Asset Claymore Us... |
Trustee |
|
2015-10-13 |
4 |
B |
$10.70 |
$1,070 |
D/D |
100 |
1,033 |
2.31 |
- |
|
WIW |
Western Asset Claymore Us... |
Trustee |
|
2015-10-13 |
4 |
B |
$10.45 |
$1,045 |
D/D |
100 |
1,035 |
2.31 |
- |
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FMO |
Fiduciary/claymore Energy... |
Trustee |
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2015-10-13 |
4 |
B |
$17.60 |
$1,760 |
D/D |
100 |
706 |
2.31 |
- |
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GGE |
Guggenheim Enhanced Equit... |
Trustee |
|
2015-11-18 |
4 |
B |
$15.65 |
$1,565 |
D/D |
100 |
855 |
2.31 |
- |
|
GOF |
Claymore/Guggenheim Strat... |
Trustee |
|
2015-11-18 |
4 |
B |
$18.00 |
$1,800 |
D/D |
100 |
740 |
2.31 |
- |
|
GGM |
Guggenheim Credit Allocat... |
Trustee |
|
2015-11-18 |
4 |
B |
$19.36 |
$1,936 |
D/D |
100 |
697 |
2.31 |
- |
|
GPM |
Old Mutual/claymore Long-... |
Trustee |
|
2015-11-18 |
4 |
B |
$7.75 |
$1,550 |
D/D |
200 |
1,729 |
2.31 |
- |
|
FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2015-11-18 |
4 |
A |
$14.32 |
$1,432 |
D/D |
100 |
806 |
0 |
- |
|
FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2015-12-01 |
4 |
B |
$13.76 |
$1,376 |
D/D |
100 |
906 |
2.31 |
- |
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WIW |
Western Asset Claymore Us... |
Trustee |
|
2015-12-16 |
4 |
B |
$10.24 |
$1,024 |
D/D |
100 |
1,142 |
2.31 |
- |
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WIA |
Western Asset Claymore Us... |
Trustee |
|
2015-12-16 |
4 |
B |
$10.52 |
$1,052 |
D/D |
100 |
1,139 |
2.31 |
- |
|
FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2015-12-21 |
4 |
B |
$11.28 |
$1,128 |
D/D |
100 |
1,028 |
2.31 |
- |
|
WIW |
Western Asset Claymore Us... |
Trustee |
|
2016-01-08 |
4 |
B |
$10.35 |
$1,810 |
D/D |
175 |
1,320 |
2.31 |
- |
|
WIA |
Western Asset Claymore Us... |
Trustee |
|
2016-01-08 |
4 |
B |
$10.62 |
$1,859 |
D/D |
175 |
1,317 |
2.31 |
- |
|
GPM |
Old Mutual/claymore Long-... |
Trustee |
|
2016-01-08 |
4 |
B |
$7.00 |
$1,750 |
D/D |
250 |
2,034 |
2.31 |
- |
|
GGM |
Guggenheim Credit Allocat... |
Trustee |
|
2016-01-08 |
4 |
B |
$19.12 |
$1,912 |
D/D |
100 |
809 |
2.31 |
- |
|
GGE |
Guggenheim Enhanced Equit... |
Trustee |
|
2016-01-08 |
4 |
B |
$14.62 |
$1,828 |
D/D |
125 |
1,003 |
2.31 |
- |
|
GEQ |
Guggenheim Equal Weight E... |
Trustee |
|
2016-01-08 |
4 |
B |
$15.36 |
$1,844 |
D/D |
120 |
846 |
2.31 |
- |
|
FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2016-01-08 |
4 |
B |
$11.98 |
$1,797 |
D/D |
150 |
1,178 |
2.31 |
- |
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160 Records found
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Page 3 of 7 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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