| |
| |
|
| Insider
Information: |
Kiley Quinn Thomas |
| Relationship: |
Portfolio Manager |
| City: |
Clayton |
| State: |
MO |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
70,820 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$461,107 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
70,820 |
|
|
| Total
Value |
$461,107 |
|
|
|
|
|
|
|
|
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  |
 |
Fiduciary/claymore Energy Infras... |
FMO |
Portfolio Manager |
2019-11-27 |
34,333 |
|
0 |
Premium* |
|
|
Nuveen Energy Mlp Total Return F... |
JMF |
portfolio manager |
2017-12-14 |
14,034 |
2011-05-10 |
0 |
Premium* |
|
|
Nuveen All Cap Energy Mlp Opport... |
JMLP |
Portfolio Manager |
2019-11-27 |
22,453 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
20 |
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 |
| FMO |
Fiduciary/claymore Energy... |
Portfolio Manager |
– – – |
2019-11-27 |
4 |
B |
$7.07 |
$102,485 |
D/D |
14,438 |
34,333 |
2.44 |
- |
|
| JMLP |
Nuveen All Cap Energy Mlp... |
Portfolio Manager |
– – – |
2019-11-27 |
4 |
B |
$4.79 |
$52,081 |
D/D |
10,813 |
22,453 |
2.44 |
- |
|
| JMLP |
Nuveen All Cap Energy Mlp... |
Portfolio Manager |
– – – |
2017-12-14 |
4 |
B |
$8.74 |
$24,994 |
D/D |
2,860 |
11,640 |
2.44 |
- |
|
| FMO |
Fiduciary/claymore Energy... |
portfolio manager |
– – – |
2017-12-14 |
4 |
B |
$11.96 |
$49,927 |
D/D |
4,173 |
19,895 |
2.44 |
- |
|
| JMF |
Nuveen Energy Mlp Total R... |
portfolio manager |
– – – |
2017-12-14 |
4 |
B |
$11.34 |
$24,988 |
D/D |
2,202 |
14,034 |
2.44 |
- |
|
| JMF |
Nuveen Energy Mlp Total R... |
Portfolio Manager |
– – – |
2015-12-04 |
4 |
B |
$10.98 |
$53,637 |
D/D |
4,870 |
11,832 |
2.44 |
- |
|
| FMO |
Fiduciary/claymore Energy... |
Portfolio Manager |
– – – |
2015-12-04 |
4 |
B |
$12.75 |
$71,604 |
D/D |
5,610 |
15,658 |
2.44 |
- |
|
| JMLP |
Nuveen All Cap Energy Mlp... |
Portfolio Manager |
– – – |
2015-12-04 |
4 |
B |
$8.17 |
$17,844 |
D/D |
2,180 |
8,780 |
2.44 |
- |
|
| JMF |
Nuveen Energy Mlp Total R... |
Portfolio Manager |
– – – |
2015-03-17 |
4/A |
B |
$17.56 |
$24,584 |
D/D |
1,400 |
6,788 |
2.44 |
- |
|
| FMO |
Fiduciary/claymore Energy... |
Portfolio Manager |
– – – |
2015-03-17 |
4 |
B |
$23.26 |
$51,172 |
D/D |
2,200 |
9,970 |
2.44 |
- |
|
| JMLP |
Nuveen All Cap Energy Mlp... |
Portfolio Manager |
– – – |
2015-03-17 |
4 |
B |
$15.48 |
$24,782 |
D/D |
1,600 |
6,600 |
2.44 |
- |
|
| JMF |
Nuveen Energy Mlp Total R... |
Portfolio Manager |
– – – |
2015-03-07 |
4 |
B |
$17.46 |
$24,444 |
D/D |
1,400 |
6,788 |
2.44 |
- |
|
| FMO |
Fiduciary/claymore Energy... |
Portfolio Manager |
– – – |
2014-04-02 |
4 |
B |
$26.24 |
$131,263 |
D/D |
5,000 |
7,650 |
2.44 |
- |
|
| JMF |
Nuveen Energy Mlp Total R... |
Portfolio Manager |
– – – |
2014-04-02 |
4 |
B |
$19.39 |
$34,557 |
D/D |
1,780 |
5,231 |
2.44 |
- |
|
| JMLP |
Nuveen All Cap Energy Mlp... |
Portfolio ManagerOfficer |
• – – |
2014-03-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,000 |
|
- |
|
| FMO |
Fiduciary/claymore Energy... |
Portfolio Manager |
– – – |
2013-11-29 |
4 |
B |
$25.23 |
$19,981 |
D/D |
792 |
2,590 |
2.44 |
- |
|
| JMF |
Nuveen Energy Mlp Total R... |
Portfolio Manager |
– – – |
2013-11-29 |
4 |
B |
$19.84 |
$20,454 |
D/D |
1,031 |
3,412 |
2.44 |
- |
|
| FMO |
Fiduciary/claymore Energy... |
Portfolio Manager |
– – – |
2013-04-09 |
4 |
B |
$24.97 |
$14,982 |
D/D |
600 |
1,743 |
2.44 |
- |
|
| JMF |
Nuveen Energy Mlp Total R... |
Portfolio Manager |
• – – |
2011-05-10 |
4 |
B |
$18.87 |
$18,868 |
D/D |
1,000 |
1,000 |
2.74 |
- |
|
| FMO |
Fiduciary/claymore Energy... |
|
– – – |
2009-02-06 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,016 |
|
- |
|
20 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 |
| |
|
|
|
|
|
