F Barry Nelson - Net Worth and Insider Trading
F Barry Nelson Net Worth
The estimated net worth of F Barry Nelson is at least $140,656 dollars as of 2024-11-13. F Barry Nelson is the Vice President of Advent Convertible & Income Fund and owns about 11,812 shares of Advent Convertible & Income Fund (AVK) stock worth over $140,656. Details can be seen in F Barry Nelson'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 F Barry Nelson has not made any transactions after 2010-05-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of F Barry Nelson
F Barry Nelson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, F Barry Nelson owns 3 companies in total, including Advent Convertible & Income Fund (AVK) , Advent/claymore Enhanced Growth & Income (LCM) , and Advent Claymore Convertible Securities & Income Fu (AGC) .
Click here to see the complete history of F Barry Nelson’s form 4 insider trades.
Insider Ownership Summary of F Barry Nelson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2010-05-21 | Vice President/Assistant Sec. |
| LCM | Advent/claymore Enhanced Growth & Income | 2005-01-26 | Vice President |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2008-10-10 | Vice President |
F Barry Nelson Latest Holdings Summary
F Barry Nelson currently owns a total of 1 stock. F Barry Nelson owns 11,812 shares of Advent Convertible & Income Fund (AVK) as of May 21, 2010, with a value of $140,656.
Latest Holdings of F Barry Nelson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2010-05-21 | 11,812 | 11.91 | 140,656 |
Holding Weightings of F Barry Nelson
F Barry Nelson Form 4 Trading Tracker
According to the SEC Form 4 filings, F Barry Nelson 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 300 shares on May 21, 2010, which cost F Barry Nelson around $4,641.
Insider Trading History of F Barry Nelson
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F Barry Nelson Trading Performance
GuruFocus tracks the stock performance after each of F Barry Nelson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by F Barry Nelson is 7.32%. GuruFocus also compares F Barry Nelson's trading performance to market benchmark return within the same time period. The performance of stocks bought by F Barry Nelson within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how F Barry Nelson's insider trading performs compared to the benchmark.
Performance of F Barry Nelson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.02 | | | | | |
| Relative Return to S&P 500(%) | 1.52 | | | | | |
F Barry Nelson Ownership Network
Ownership Network List of F Barry Nelson
Ownership Network Relation of F Barry Nelson
F Barry Nelson Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
F Barry Nelson is the Vice President/Assistant Sec. 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, F Barry Nelson 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
F Barry Nelson Mailing Address
Above is the net worth, insider trading, and ownership report for F Barry Nelson. You might contact F Barry Nelson via mailing address: 10865 Avenue Of The Americas,, 31st Floor, New York Ny 10018.
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