Michael A Smart - Net Worth and Insider Trading
Michael A Smart Net Worth
The estimated net worth of Michael A Smart is at least $118,245 dollars as of 2024-11-13. Michael A Smart is the Trustee of Advent Convertible & Income Fund and owns about 4,808 shares of Advent Convertible & Income Fund (AVK) stock worth over $57,215. Michael A Smart is the Trustee of Advent Claymore Convertible Securities & Income Fu and owns about 3,200 shares of Advent Claymore Convertible Securities & Income Fu (AGC) stock worth over $41,680. Michael A Smart is also the Trustee of Advent/claymore Enhanced Growth & Income and owns about 2,500 shares of Advent/claymore Enhanced Growth & Income (LCM) stock worth over $19,350. Details can be seen in Michael A Smart'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 Michael A Smart has not made any transactions after 2019-09-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Michael A Smart
Michael A Smart Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Michael A Smart 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 Michael A Smart’s form 4 insider trades.
Insider Ownership Summary of Michael A Smart
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2019-09-10 | other: Trustee |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2013-02-18 | director & other: Trustee |
| LCM | Advent/claymore Enhanced Growth & Income | 2012-03-06 | director & other: Trustee |
Michael A Smart Latest Holdings Summary
Michael A Smart currently owns a total of 3 stocks. Among these stocks, Michael A Smart owns 4,808 shares of Advent Convertible & Income Fund (AVK) as of September 10, 2019, with a value of $57,215 and a weighting of 48.39%. Michael A Smart owns 3,200 shares of Advent Claymore Convertible Securities & Income Fu (AGC) as of February 18, 2013, with a value of $41,680 and a weighting of 35.25%. Michael A Smart also owns 2,500 shares of Advent/claymore Enhanced Growth & Income (LCM) as of March 6, 2012, with a value of $19,350 and a weighting of 16.36%.
Latest Holdings of Michael A Smart
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2019-09-10 | 4,808 | 11.90 | 57,215 |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2013-02-18 | 3,200 | 13.03 | 41,680 |
| LCM | Advent/claymore Enhanced Growth & Income | 2012-03-06 | 2,500 | 7.74 | 19,350 |
Holding Weightings of Michael A Smart
Michael A Smart Form 4 Trading Tracker
According to the SEC Form 4 filings, Michael A Smart has made a total of 0 transactions in Advent Convertible & Income Fund (AVK) over the past 5 years. The most-recent trade in Advent Convertible & Income Fund is the acquisition of 3 shares on September 10, 2019, which cost Michael A Smart around $43.
According to the SEC Form 4 filings, Michael A Smart 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 acquisition of 500 shares on February 18, 2013, which cost Michael A Smart around $3,485.
According to the SEC Form 4 filings, Michael A Smart 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 2,200 shares on March 6, 2012, which cost Michael A Smart around $21,758.
Insider Trading History of Michael A Smart
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Michael A Smart Trading Performance
GuruFocus tracks the stock performance after each of Michael A Smart's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Michael A Smart is 5.29%. GuruFocus also compares Michael A Smart's trading performance to market benchmark return within the same time period. The performance of stocks bought by Michael A Smart within 3 months outperforms 2 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Michael A Smart's insider trading performs compared to the benchmark.
Performance of Michael A Smart
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.83 | | | | | |
| Relative Return to S&P 500(%) | 1.15 | | | | | |
Michael A Smart Ownership Network
Ownership Network List of Michael A Smart
Ownership Network Relation of Michael A Smart
Michael A Smart Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
Michael A Smart is the 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 Daniel Black , and director & other: Trustee Gerald L Seizert .
Advent Convertible & Income Fund (AVK) Insider Trades Summary
Over the past 18 months, Michael A Smart made no insider transaction in Advent Convertible & Income Fund (AVK). Other recent insider transactions involving Advent Convertible & Income Fund (AVK) include a net purchase of 3,596 shares made by Nancy E. Stuebe , a net sale of 53,032 shares made by Tracy V Maitland , and a net sale of 59,048 shares made by Advent Capital Management /de/ .
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 28,758 shares were bought by its insiders, resulting in a net sale of 96,501 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
Michael A Smart Mailing Address
Above is the net worth, insider trading, and ownership report for Michael A Smart. You might contact Michael A Smart via mailing address: 10865 Avenue Of The Americas,, 31st Floor, New York Ny 10018.
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