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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 5 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 |
FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2017-09-28 |
4 |
B |
$12.72 |
$5,088 |
D/D |
400 |
2,610 |
2.39 |
- |
|
GBAB |
Guggenheim Build America ... |
Trustee |
|
2017-09-28 |
4 |
B |
$22.71 |
$5,110 |
D/D |
225 |
1,287 |
2.39 |
- |
|
GPM |
Old Mutual/claymore Long-... |
Trustee |
|
2018-01-04 |
4 |
B |
$9.15 |
$2,745 |
D/D |
300 |
10,012 |
2.31 |
- |
|
WIW |
Western Asset Claymore Us... |
Trustee |
|
2018-04-02 |
4 |
B |
$11.35 |
$1,702 |
D/D |
150 |
1,931 |
2.31 |
- |
|
FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2018-04-02 |
4 |
B |
$10.47 |
$2,618 |
D/D |
250 |
3,054 |
2.31 |
- |
|
WIA |
Western Asset Claymore Us... |
Trustee |
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2018-04-02 |
4 |
B |
$11.56 |
$1,734 |
D/D |
150 |
1,918 |
2.31 |
- |
|
WIW |
Western Asset Claymore Us... |
Trustee |
|
2018-10-08 |
4 |
B |
$11.15 |
$1,673 |
D/D |
150 |
2,119 |
2.31 |
- |
|
WIA |
Western Asset Claymore Us... |
Trustee |
|
2018-10-08 |
4 |
B |
$10.72 |
$1,608 |
D/D |
150 |
2,103 |
2.31 |
- |
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GOF |
Claymore/Guggenheim Strat... |
Trustee |
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2018-10-08 |
4 |
B |
$20.10 |
$2,010 |
D/D |
100 |
2,023 |
2.31 |
- |
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GPM |
Old Mutual/claymore Long-... |
Trustee |
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2019-01-03 |
4 |
B |
$6.78 |
$2,713 |
D/D |
400 |
11,676 |
2.31 |
- |
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FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2019-01-03 |
4 |
B |
$9.08 |
$2,723 |
D/D |
300 |
3,619 |
2.31 |
- |
|
GGM |
Guggenheim Credit Allocat... |
Trustee |
|
2019-01-03 |
4 |
B |
$18.66 |
$2,799 |
D/D |
150 |
1,895 |
2.31 |
- |
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GBAB |
Guggenheim Build America ... |
Trustee |
|
2019-01-03 |
4 |
B |
$22.22 |
$2,933 |
D/D |
132 |
1,543 |
2.31 |
- |
|
GOF |
Claymore/Guggenheim Strat... |
Trustee |
|
2019-01-03 |
4 |
B |
$18.67 |
$2,801 |
D/D |
150 |
2,212 |
2.31 |
- |
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WIW |
Western Asset Claymore Us... |
Trustee |
|
2019-04-01 |
4 |
B |
$11.09 |
$2,772 |
D/D |
250 |
2,413 |
2.31 |
- |
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WIA |
Western Asset Claymore Us... |
Trustee |
|
2019-04-01 |
4 |
B |
$10.71 |
$2,676 |
D/D |
250 |
2,394 |
2.31 |
- |
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GBAB |
Guggenheim Build America ... |
Trustee |
|
2019-06-27 |
4 |
B |
$23.65 |
$5,913 |
D/D |
250 |
1,836 |
2.39 |
- |
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GGM |
Guggenheim Credit Allocat... |
Trustee |
|
2019-06-27 |
4 |
B |
$20.70 |
$5,175 |
D/D |
250 |
2,251 |
2.39 |
- |
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FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2019-06-27 |
4 |
B |
$9.54 |
$2,863 |
D/D |
300 |
4,156 |
2.31 |
- |
|
GOF |
Claymore/Guggenheim Strat... |
Trustee |
|
2019-09-26 |
4 |
B |
$19.07 |
$10,010 |
D/D |
525 |
2,935 |
2.39 |
- |
|
FMO |
Fiduciary/claymore Energy... |
Trustee |
|
2019-09-26 |
4 |
B |
$8.85 |
$3,982 |
D/D |
450 |
4,760 |
2.31 |
- |
|
GBAB |
Guggenheim Build America ... |
Trustee |
|
2019-12-02 |
4 |
B |
$23.40 |
$7,606 |
D/D |
325 |
2,208 |
2.39 |
- |
|
GOF |
Claymore/Guggenheim Strat... |
Trustee |
|
2019-12-02 |
4 |
B |
$19.42 |
$7,011 |
D/D |
361 |
3,349 |
2.39 |
- |
|
GPM |
Old Mutual/claymore Long-... |
Trustee |
|
2019-12-02 |
4 |
B |
$8.09 |
$8,090 |
D/D |
1,000 |
13,787 |
2.39 |
- |
|
GGM |
Guggenheim Credit Allocat... |
Trustee |
|
2019-12-02 |
4 |
B |
$20.20 |
$7,575 |
D/D |
375 |
2,730 |
2.39 |
- |
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160 Records found
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Page 5 of 7 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
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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