| |
| |
|
| Insider
Information: |
Altman Matthew S |
| Relationship: |
VP & Portfolio Mgr of ... |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
4,007 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
4,007 |
|
|
| Total
Value |
$0 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Helios Total Return Fund Inc |
HTR |
VP & Portfolio Mgr of ... |
2004-02-23 |
810 |
2003-07-29 |
0 |
Premium* |
|
|
Helios Strategic Mortgage Income... |
HSM |
VP & Portfolio Mgr of ... |
2004-04-21 |
3,197 |
2004-04-21 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
4 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| HSM |
Helios Strategic Mortgage... |
VP & Portfolio Mgr of Inv Adv |
– – – |
2004-04-21 |
4 |
B |
$13.25 |
$9,275 |
D/D |
700 |
3,197 |
2.44 |
- |
|
| HTR |
Helios Total Return Fund ... |
VP & Portfolio Mgr of Inv Adv |
– – – |
2004-02-23 |
4 |
S |
$10.60 |
$10,600 |
D/D |
(1,000) |
810 |
|
- |
|
| HSM |
Helios Strategic Mortgage... |
VP & Portfolio Mgr of Inv Adv |
– – – |
2004-02-23 |
4 |
B |
$14.69 |
$11,752 |
D/D |
800 |
2,497 |
2.44 |
- |
|
| HTR |
Helios Total Return Fund ... |
VP & Portfolio Mgr of Inv Adv |
– – – |
2003-07-29 |
4 |
B |
$8.75 |
$8,750 |
D/D |
1,000 |
1,810 |
2.44 |
- |
|
4 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
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|
