Angela Brock-kyle - Net Worth and Insider Trading
Angela Brock-kyle Net Worth
The estimated net worth of Angela Brock-kyle is at least $255,408 dollars as of 2024-11-06. Angela Brock-kyle is the Trustee of Guggenheim Taxable Municipal Managed Duration Trust and owns about 9,830 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) stock worth over $159,738. Angela Brock-kyle is the Director of Guggenheim Active Allocation Fund and owns about 3,356 shares of Guggenheim Active Allocation Fund (GUG) stock worth over $52,421. Angela Brock-kyle is also the Director of Guggenheim Strategic Opportunities Fund and owns about 2,432 shares of Guggenheim Strategic Opportunities Fund (GOF) stock worth over $38,401. Besides these, Angela Brock-kyle also holds Fiduciary/Claymore Energy Infrastructure Fund (FMO) . Details can be seen in Angela Brock-kyle'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 Angela Brock-kyle has not made any transactions after 2024-09-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Angela Brock-kyle
Angela Brock-kyle Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Angela Brock-kyle owns 7 companies in total, including Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Guggenheim Enhanced Equity Income Fund (GPM) , and Guggenheim Strategic Opportunities Fund (GOF) among others .
Click here to see the complete history of Angela Brock-kyle’s form 4 insider trades.
Insider Ownership Summary of Angela Brock-kyle
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
FMO | Fiduciary/Claymore Energy Infrastructure Fund | 2019-11-29 | director & other: Trustee |
GPM | Guggenheim Enhanced Equity Income Fund | 2019-11-13 | director & other: Trustee |
GOF | Guggenheim Strategic Opportunities Fund | 2024-09-03 | director & other: Trustee |
2020-11-30 | director & other: Trustee | ||
2019-11-13 | director & other: Trustee | ||
2018-07-02 | director | ||
2024-09-03 | director & other: Trustee |
Angela Brock-kyle Latest Holdings Summary
Angela Brock-kyle currently owns a total of 4 stocks. Among these stocks, Angela Brock-kyle owns 9,830 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) as of November 30, 2020, with a value of $159,738 and a weighting of 62.54%. Angela Brock-kyle owns 3,356 shares of Guggenheim Active Allocation Fund (GUG) as of September 3, 2024, with a value of $52,421 and a weighting of 20.52%. Angela Brock-kyle also owns 2,432 shares of Guggenheim Strategic Opportunities Fund (GOF) as of September 3, 2024, with a value of $38,401 and a weighting of 15.04%. The other 1 stocks Fiduciary/Claymore Energy Infrastructure Fund (FMO) have a combined weighting of 1.9% among all his current holdings.
Latest Holdings of Angela Brock-kyle
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
GBAB | Guggenheim Taxable Municipal Managed Duration Trust | 2020-11-30 | 9,830 | 16.25 | 159,738 |
GUG | Guggenheim Active Allocation Fund | 2024-09-03 | 3,356 | 15.62 | 52,421 |
GOF | Guggenheim Strategic Opportunities Fund | 2024-09-03 | 2,432 | 15.79 | 38,401 |
FMO | Fiduciary/Claymore Energy Infrastructure Fund | 2019-11-29 | 400 | 12.12 | 4,848 |
Holding Weightings of Angela Brock-kyle
Angela Brock-kyle Form 4 Trading Tracker
According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 1 transactions in Guggenheim Taxable Municipal Managed Duration Trust (GBAB) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Guggenheim Taxable Municipal Managed Duration Trust is the acquisition of 400 shares on November 30, 2020, which cost Angela Brock-kyle around $9,832.
According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 4 transactions in Guggenheim Active Allocation Fund (GUG) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Guggenheim Active Allocation Fund is the acquisition of 909 shares on September 3, 2024, which cost Angela Brock-kyle around $14,496.
According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 4 transactions in Guggenheim Strategic Opportunities Fund (GOF) over the past 5 years, including 3 buys and 1 sells. The most-recent trade in Guggenheim Strategic Opportunities Fund is the acquisition of 944 shares on September 3, 2024, which cost Angela Brock-kyle around $14,498.
More details on Angela Brock-kyle's insider transactions can be found in the Insider Trading History of Angela Brock-kyle table.Insider Trading History of Angela Brock-kyle
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Angela Brock-kyle Trading Performance
GuruFocus tracks the stock performance after each of Angela Brock-kyle's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Angela Brock-kyle is -2.87%. GuruFocus also compares Angela Brock-kyle's trading performance to market benchmark return within the same time period. The performance of stocks bought by Angela Brock-kyle within 3 months outperforms 2 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 Angela Brock-kyle's insider trading performs compared to the benchmark.
Performance of Angela Brock-kyle
Angela Brock-kyle Ownership Network
Ownership Network List of Angela Brock-kyle
Ownership Network Relation of Angela Brock-kyle
Angela Brock-kyle Owned Company Details
What does Fiduciary/Claymore Energy Infrastructure Fund do?
Who are the key executives at Fiduciary/Claymore Energy Infrastructure Fund?
Angela Brock-kyle is the director & other: Trustee of Fiduciary/Claymore Energy Infrastructure Fund. Other key executives at Fiduciary/Claymore Energy Infrastructure Fund include other: Portfolio Manager Matthew Sallee , director & other: Trustee Toupin Ronald E Jr , and director & other: Trustee Sandra G Sponem .
Fiduciary/Claymore Energy Infrastructure Fund (FMO) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Fiduciary/Claymore Energy Infrastructure Fund (FMO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Fiduciary/Claymore Energy Infrastructure Fund (FMO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Fiduciary/Claymore Energy Infrastructure Fund Insider Transactions
Angela Brock-kyle Mailing Address
Above is the net worth, insider trading, and ownership report for Angela Brock-kyle. You might contact Angela Brock-kyle via mailing address: 3700 Colonnade Parkway, Birmingham Al 35243.