Parmentier William R Jr - Net Worth and Insider Trading
Parmentier William R Jr Net Worth
The estimated net worth of Parmentier William R Jr is at least $427,347 dollars as of 2024-11-05. Parmentier William R Jr is the Access Person of the Fund of Liberty All Star Equity Fund and owns about 30,625 shares of Liberty All Star Equity Fund (USA) stock worth over $220,194. Parmentier William R Jr is also the President of Liberty All Star Growth Fund Inc and owns about 36,535 shares of Liberty All Star Growth Fund Inc (ASG) stock worth over $207,153. Details can be seen in Parmentier William R Jr'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 Parmentier William R Jr has not made any transactions after 2023-05-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Parmentier William R Jr
Parmentier William R Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Parmentier William R Jr owns 5 companies in total, including SRH Total Return Fund, Inc. (STEW) , Liberty All Star Growth Fund Inc (ASG) , and Liberty All Star Equity Fund (USA) among others .
Click here to see the complete history of Parmentier William R Jr’s form 4 insider trades.
Insider Ownership Summary of Parmentier William R Jr
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
STEW | SRH Total Return Fund, Inc. | 2018-06-01 | other: Officer of Investment Adviser |
ASG | Liberty All Star Growth Fund Inc | 2020-11-12 | President & CEO |
USA | Liberty All Star Equity Fund | 2023-05-26 | President and Chief Exec. Off. |
2015-12-23 | other: Officer of Investment Adviser | ||
2013-06-25 | other: Senior VP & Chief Inv. Officer |
Parmentier William R Jr Latest Holdings Summary
Parmentier William R Jr currently owns a total of 2 stocks. Among these stocks, Parmentier William R Jr owns 30,625 shares of Liberty All Star Equity Fund (USA) as of May 26, 2023, with a value of $220,194 and a weighting of 51.53%. Parmentier William R Jr also owns 36,535 shares of Liberty All Star Growth Fund Inc (ASG) as of November 12, 2020, with a value of $207,153 and a weighting of 48.47%.
Latest Holdings of Parmentier William R Jr
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
USA | Liberty All Star Equity Fund | 2023-05-26 | 30,625 | 7.19 | 220,194 |
ASG | Liberty All Star Growth Fund Inc | 2020-11-12 | 36,535 | 5.67 | 207,153 |
Holding Weightings of Parmentier William R Jr
Parmentier William R Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Parmentier William R Jr has made a total of 1 transactions in Liberty All Star Equity Fund (USA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Liberty All Star Equity Fund is the sale of 34,931 shares on May 26, 2023, which brought Parmentier William R Jr around $208,887.
According to the SEC Form 4 filings, Parmentier William R Jr has made a total of 2 transactions in Liberty All Star Growth Fund Inc (ASG) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Liberty All Star Growth Fund Inc is the sale of 26,682 shares on November 12, 2020, which brought Parmentier William R Jr around $215,857.
Insider Trading History of Parmentier William R Jr
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Parmentier William R Jr Trading Performance
GuruFocus tracks the stock performance after each of Parmentier William R Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Parmentier William R Jr is 4.92%. GuruFocus also compares Parmentier William R Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Parmentier William R Jr within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Parmentier William R Jr's insider trading performs compared to the benchmark.
Performance of Parmentier William R Jr
Parmentier William R Jr Ownership Network
Ownership Network List of Parmentier William R Jr
Ownership Network Relation of Parmentier William R Jr
Parmentier William R Jr Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
Parmentier William R Jr is the other: Officer of Investment Adviser of SRH Total Return Fund, Inc.. Other key executives at SRH Total Return Fund, Inc. include other: Officer of Advisor Jonathan Albro Vickery , other: Investment Adviser Advisors Paralel , and Treasurer Jill Kerschen .
SRH Total Return Fund, Inc. (STEW) Insider Trades Summary
Over the past 18 months, Parmentier William R Jr made no insider transaction in SRH Total Return Fund, Inc. (STEW). Other recent insider transactions involving SRH Total Return Fund, Inc. (STEW) include a net purchase of 4,386 shares made by Thomas Jack Moore ,
In summary, during the past 3 months, insiders sold 0 shares of SRH Total Return Fund, Inc. (STEW) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of SRH Total Return Fund, Inc. (STEW) were sold and 4,386 shares were bought by its insiders, resulting in a net purchase of 4,386 shares.
SRH Total Return Fund, Inc. (STEW)'s detailed insider trading history can be found in Insider Trading Tracker table.
SRH Total Return Fund, Inc. Insider Transactions
Parmentier William R Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Parmentier William R Jr. You might contact Parmentier William R Jr via mailing address: C/o Liberty All-star Funds, 1290 Broadway, Suite 1100, Denver Co 80203.