Tracy V Maitland - Net Worth and Insider Trading
Tracy V Maitland Net Worth
The estimated net worth of Tracy V Maitland is at least $659,558 dollars as of 2025-01-12. Tracy V Maitland is the Trustee of Advent/claymore Enhanced Growth & Income and owns about 50,000 shares of Advent/claymore Enhanced Growth & Income (LCM) stock worth over $387,000. Tracy V Maitland is the Trustee of Advent Claymore Convertible Securities & Income Fu and owns about 16,000 shares of Advent Claymore Convertible Securities & Income Fu (AGC) stock worth over $208,400. Tracy V Maitland is also the CHAIRMAN, PRESIDENT & CEO of Advent Convertible & Income Fund and owns about 5,451 shares of Advent Convertible & Income Fund (AVK) stock worth over $64,158. Details can be seen in Tracy V Maitland's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Tracy V Maitland has not made any transactions after 2024-10-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Tracy V Maitland
Tracy V Maitland Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Tracy V Maitland owns 3 companies in total, including Advent Convertible & Income Fund (AVK) , Advent Claymore Convertible Securities & Income Fu (AGC) , and Advent/claymore Enhanced Growth & Income (LCM) .
Click here to see the complete history of Tracy V Maitland’s form 4 insider trades.
Insider Ownership Summary of Tracy V Maitland
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2024-10-17 | President & other: Trustee |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2017-11-13 | director & Chairman & President & CEO & other: Trustee |
| LCM | Advent/claymore Enhanced Growth & Income | 2015-07-16 | director & Chairman & CEO & President & other: Trustee |
Tracy V Maitland Latest Holdings Summary
Tracy V Maitland currently owns a total of 3 stocks. Among these stocks, Tracy V Maitland owns 50,000 shares of Advent/claymore Enhanced Growth & Income (LCM) as of July 16, 2015, with a value of $387,000 and a weighting of 58.68%. Tracy V Maitland owns 16,000 shares of Advent Claymore Convertible Securities & Income Fu (AGC) as of November 13, 2017, with a value of $208,400 and a weighting of 31.6%. Tracy V Maitland also owns 5,451 shares of Advent Convertible & Income Fund (AVK) as of October 17, 2024, with a value of $64,158 and a weighting of 9.73%.
Latest Holdings of Tracy V Maitland
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| LCM | Advent/claymore Enhanced Growth & Income | 2015-07-16 | 50,000 | 7.74 | 387,000 |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2017-11-13 | 16,000 | 13.03 | 208,400 |
| AVK | Advent Convertible & Income Fund | 2024-10-17 | 5,451 | 11.77 | 64,158 |
Holding Weightings of Tracy V Maitland
Tracy V Maitland Form 4 Trading Tracker
According to the SEC Form 4 filings, Tracy V Maitland has made a total of 0 transactions in Advent/claymore Enhanced Growth & Income (LCM) over the past 5 years. The most-recent trade in Advent/claymore Enhanced Growth & Income is the acquisition of 15,000 shares on July 16, 2015, which cost Tracy V Maitland around $138,600.
According to the SEC Form 4 filings, Tracy V Maitland has made a total of 0 transactions in Advent Claymore Convertible Securities & Income Fu (AGC) over the past 5 years. The most-recent trade in Advent Claymore Convertible Securities & Income Fu is the sale of 10,000 shares on November 13, 2017, which brought Tracy V Maitland around $60,200.
According to the SEC Form 4 filings, Tracy V Maitland has made a total of 4 transactions in Advent Convertible & Income Fund (AVK) over the past 5 years, including 1 buys and 3 sells. The most-recent trade in Advent Convertible & Income Fund is the acquisition of 13,179 shares on October 17, 2024, which cost Tracy V Maitland around $148,659.
Insider Trading History of Tracy V Maitland
- 1
Tracy V Maitland Trading Performance
GuruFocus tracks the stock performance after each of Tracy V Maitland's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Tracy V Maitland is -3.79%. GuruFocus also compares Tracy V Maitland's trading performance to market benchmark return within the same time period. The performance of stocks bought by Tracy V Maitland within 3 months outperforms 0 times out of 7 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Tracy V Maitland's insider trading performs compared to the benchmark.
Performance of Tracy V Maitland
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.5 | | | | | |
| Relative Return to S&P 500(%) | -1.21 | | | | | |
Tracy V Maitland Ownership Network
Ownership Network List of Tracy V Maitland
Ownership Network Relation of Tracy V Maitland
Tracy V Maitland Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
Tracy V Maitland is the President & other: Trustee of Advent Convertible & Income Fund. Other key executives at Advent Convertible & Income Fund include director & other: Trustee Nancy E. Stuebe , director & other: Trustee Randall C Barnes , and V.P. & Assistant Secretary Tony Huang .
Advent Convertible & Income Fund (AVK) Insider Trades Summary
Over the past 18 months, Tracy V Maitland made 3 insider transaction in Advent Convertible & Income Fund (AVK) with a net sale of 53,032. Other recent insider transactions involving Advent Convertible & Income Fund (AVK) include a net purchase of 3,251 shares made by Nancy E. Stuebe , a net sale of 59,048 shares made by Advent Capital Management /de/ , and a net purchase of 3,785 shares made by Randall C Barnes .
In summary, during the past 3 months, insiders sold 0 shares of Advent Convertible & Income Fund (AVK) in total and bought 26,738 shares, with a net purchase of 26,738 shares. During the past 18 months, 125,259 shares of Advent Convertible & Income Fund (AVK) were sold and 28,413 shares were bought by its insiders, resulting in a net sale of 96,846 shares.
Advent Convertible & Income Fund (AVK)'s detailed insider trading history can be found in Insider Trading Tracker table.
Advent Convertible & Income Fund Insider Transactions
Tracy V Maitland Mailing Address
Above is the net worth, insider trading, and ownership report for Tracy V Maitland. You might contact Tracy V Maitland via mailing address: 10865 Avenue Of The Americas,, 31st Floor, New York Ny 10018.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
