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Insider
Information: |
Cunnane James J Jr |
Relationship: |
portfolio manager |
City: |
St. Louis |
State: |
MO |
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Insider
Summary: |
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Companies Owned : |
5 |
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Direct
Shares |
14,094 |
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Indirect Shares
|
14,410 |
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Direct
Value |
$140,589 |
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Indirect Value
|
$63,501 |
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Total
Shares |
28,504 |
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Total
Value |
$204,090 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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First Trust/Fiduciary Asset Mana... |
FFA |
Officer of the Sub-Adv... |
2004-11-01 |
1,500 |
2004-11-01 |
0 |
Premium* |
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First Trust Energy Income |
FEN |
Officer of Sub-Advise |
2006-02-21 |
3,500 |
2004-11-01 |
0 |
Premium* |
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Fiduciary/claymore Energy Infras... |
FMO |
portfolio manager |
2007-09-25 |
4,094 |
2017-12-15 |
4,185 |
Premium* |
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Nuveen Energy Mlp Total Return F... |
JMF |
portfolio manager |
2014-02-25 |
2,500 |
2017-12-15 |
4,465 |
Premium* |
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Nuveen All Cap Energy Mlp Opport... |
JMLP |
portfolio manager |
2014-03-26 |
2,500 |
2017-12-15 |
5,760 |
Premium* |
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Records found :
16 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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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 |
FFA |
First Trust/Fiduciary Ass... |
Officer of the Sub-Adviser |
|
2004-11-01 |
4 |
B |
$19.47 |
$29,210 |
D/D |
1,500 |
1,500 |
2.44 |
- |
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FEN |
First Trust Energy Income |
Officer of the Sub-Adviser |
|
2004-11-01 |
4 |
B |
$20.89 |
$52,228 |
D/D |
2,500 |
2,500 |
2.44 |
- |
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FMO |
Fiduciary/claymore Energy... |
Officer of the Sub Adviser |
|
2004-12-22 |
4 |
B |
$20.00 |
$50,000 |
D/D |
2,500 |
2,500 |
2.44 |
- |
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FMO |
Fiduciary/claymore Energy... |
Officer of the Sub Adviser |
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2005-05-23 |
4 |
B |
$19.04 |
$9,521 |
D/D |
500 |
3,000 |
2.44 |
- |
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FEN |
First Trust Energy Income |
Officer of the Sub-Adviser |
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2005-05-23 |
4 |
B |
$22.50 |
$11,250 |
D/D |
500 |
3,000 |
2.44 |
- |
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FEN |
First Trust Energy Income |
Officer of Sub-Adviser |
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2005-10-24 |
4 |
B |
$21.48 |
$5,370 |
D/D |
250 |
3,250 |
2.44 |
- |
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FMO |
Fiduciary/claymore Energy... |
Officer of the Sub Adviser |
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2005-10-24 |
4 |
B |
$18.82 |
$4,705 |
D/D |
250 |
3,250 |
2.36 |
- |
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FMO |
Fiduciary/claymore Energy... |
Officer of the Sub Adviser |
|
2006-02-21 |
4 |
B |
$19.20 |
$4,799 |
D/D |
250 |
3,500 |
2.36 |
- |
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FEN |
First Trust Energy Income |
Officer of Sub-Advise |
|
2006-02-21 |
4 |
B |
$21.39 |
$5,348 |
D/D |
250 |
3,500 |
2.44 |
- |
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FMO |
Fiduciary/claymore Energy... |
Vice President of FMO |
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2007-09-25 |
4 |
B |
$23.35 |
$11,674 |
D/D |
500 |
4,095 |
2.74 |
- |
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JMF |
Nuveen Energy Mlp Total R... |
portfolio manager |
|
2014-02-25 |
4 |
B |
$18.80 |
$47,005 |
D/D |
2,500 |
2,500 |
2.44 |
- |
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JMF |
Nuveen Energy Mlp Total R... |
portfolio manager |
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2017-12-15 |
4 |
B |
$11.26 |
$50,265 |
I/I |
4,465 |
4,465 |
0.01 |
- |
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FMO |
Fiduciary/claymore Energy... |
portfolio manager |
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2017-12-15 |
4 |
B |
$12.07 |
$50,588 |
I/I |
4,185 |
4,185 |
0.01 |
- |
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JMLP |
Nuveen All Cap Energy Mlp... |
portfolio manager |
|
2017-12-15 |
4/A |
B |
$8.71 |
$50,141 |
I/I |
5,760 |
5,760 |
0.01 |
- |
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JMLP |
Nuveen All Cap Energy Mlp... |
portfolio manager |
|
2017-12-15 |
4 |
B |
$8.71 |
$50,141 |
I/I |
5,760 |
5,760 |
0.01 |
- |
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JMLP |
Nuveen All Cap Energy Mlp... |
Portfolio ManagerOfficer |
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2014-03-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,500 |
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- |
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16 Records found
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1
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Page 1 of 1 |
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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 |
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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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