Jeffrey T Schmitz - Net Worth and Insider Trading
Jeffrey T Schmitz Net Worth
The estimated net worth of Jeffrey T Schmitz is at least $299,383 dollars as of 2024-09-20. Jeffrey T Schmitz is the Portfolio Manager of Nuveen Real Asset Income and Growth Fund and owns about 7,975 shares of Nuveen Real Asset Income and Growth Fund (JRI) stock worth over $106,147. Jeffrey T Schmitz is the Portfolio Manager of Nuveen Global High Income Fund and owns about 7,962 shares of Nuveen Global High Income Fund (JGH) stock worth over $103,801. Jeffrey T Schmitz is also the Portfolio Manager of Nuveen High Income Nov 2021 Target Term Fund and owns about 6,250 shares of Nuveen High Income Nov 2021 Target Term Fund (JHB) stock worth over $58,746. Besides these, Jeffrey T Schmitz also holds Nuveen High Income Dec 2019 Target Term Fund (JHD) . Details can be seen in Jeffrey T Schmitz'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 Jeffrey T Schmitz has not made any transactions after 2018-07-25 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jeffrey T Schmitz
Jeffrey T Schmitz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey T Schmitz owns 6 companies in total, including Nuveen Real Asset Income and Growth Fund (JRI) , Nuveen High Income Nov 2021 Target Term Fund (JHB) , and Nuveen High Income Dec 2019 Target Term Fund (JHD) among others .
Click here to see the complete history of Jeffrey T Schmitz’s form 4 insider trades.
Insider Ownership Summary of Jeffrey T Schmitz
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| JRI | Nuveen Real Asset Income and Growth Fund | 2018-07-25 | other: Portfolio Manager |
| JHB | Nuveen High Income Nov 2021 Target Term Fund | 2017-11-08 | other: Portfolio Manager |
| JHD | Nuveen High Income Dec 2019 Target Term Fund | 2016-07-14 | other: Portfolio Manager |
 | | 2015-11-12 | other: Portfolio Manager |
| | 2015-08-24 | other: Portfolio Manager |
| | 2015-07-31 | other: Portfolio Manager |
Jeffrey T Schmitz Latest Holdings Summary
Jeffrey T Schmitz currently owns a total of 4 stocks. Among these stocks, Jeffrey T Schmitz owns 7,975 shares of Nuveen Real Asset Income and Growth Fund (JRI) as of July 25, 2018, with a value of $106,147 and a weighting of 35.46%. Jeffrey T Schmitz owns 7,962 shares of Nuveen Global High Income Fund (JGH) as of August 24, 2015, with a value of $103,801 and a weighting of 34.67%. Jeffrey T Schmitz also owns 6,250 shares of Nuveen High Income Nov 2021 Target Term Fund (JHB) as of November 8, 2017, with a value of $58,746 and a weighting of 19.62%. The other 1 stocks Nuveen High Income Dec 2019 Target Term Fund (JHD) have a combined weighting of 10.25% among all his current holdings.
Latest Holdings of Jeffrey T Schmitz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| JRI | Nuveen Real Asset Income and Growth Fund | 2018-07-25 | 7,975 | 13.31 | 106,147 |
| JGH | Nuveen Global High Income Fund | 2015-08-24 | 7,962 | 13.04 | 103,801 |
| JHB | Nuveen High Income Nov 2021 Target Term Fund | 2017-11-08 | 6,250 | 9.40 | 58,746 |
| JHD | Nuveen High Income Dec 2019 Target Term Fund | 2016-07-14 | 3,100 | 9.90 | 30,690 |
Holding Weightings of Jeffrey T Schmitz
Jeffrey T Schmitz Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey T Schmitz has made a total of 0 transactions in Nuveen Real Asset Income and Growth Fund (JRI) over the past 5 years. The most-recent trade in Nuveen Real Asset Income and Growth Fund is the acquisition of 2,575 shares on July 25, 2018, which cost Jeffrey T Schmitz around $42,050.
According to the SEC Form 4 filings, Jeffrey T Schmitz has made a total of 0 transactions in Nuveen Global High Income Fund (JGH) over the past 5 years. The most-recent trade in Nuveen Global High Income Fund is the acquisition of 3,962 shares on August 24, 2015, which cost Jeffrey T Schmitz around $57,211.
According to the SEC Form 4 filings, Jeffrey T Schmitz has made a total of 0 transactions in Nuveen High Income Nov 2021 Target Term Fund (JHB) over the past 5 years. The most-recent trade in Nuveen High Income Nov 2021 Target Term Fund is the acquisition of 6,250 shares on November 8, 2017, which cost Jeffrey T Schmitz around $62,938.
More details on Jeffrey T Schmitz's insider transactions can be found in the Insider Trading History of Jeffrey T Schmitz table.Insider Trading History of Jeffrey T Schmitz
- 1
Jeffrey T Schmitz Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey T Schmitz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey T Schmitz is -3.39%. GuruFocus also compares Jeffrey T Schmitz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey T Schmitz within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jeffrey T Schmitz's insider trading performs compared to the benchmark.
Performance of Jeffrey T Schmitz
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(%) | -1.4 | | | | | |
Jeffrey T Schmitz Ownership Network
Jeffrey T Schmitz Owned Company Details
What does Nuveen Real Asset Income and Growth Fund do?
Who are the key executives at Nuveen Real Asset Income and Growth Fund?
Jeffrey T Schmitz is the other: Portfolio Manager of Nuveen Real Asset Income and Growth Fund. Other key executives at Nuveen Real Asset Income and Growth Fund include Vice President and Treasurer Nathaniel T. Jones , Vice President Trey Iii Stenersen , and Chief Compliance Officer Brett Black .
Nuveen Real Asset Income and Growth Fund (JRI) Insider Trades Summary
Over the past 18 months, Jeffrey T Schmitz made no insider transaction in Nuveen Real Asset Income and Growth Fund (JRI). Other recent insider transactions involving Nuveen Real Asset Income and Growth Fund (JRI) include a net purchase of 1,000 shares made by Nathaniel T. Jones ,
In summary, during the past 3 months, insiders sold 0 shares of Nuveen Real Asset Income and Growth Fund (JRI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Nuveen Real Asset Income and Growth Fund (JRI) were sold and 1,000 shares were bought by its insiders, resulting in a net purchase of 1,000 shares.
Nuveen Real Asset Income and Growth Fund (JRI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Nuveen Real Asset Income and Growth Fund Insider Transactions
Jeffrey T Schmitz Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey T Schmitz. Currently GuruFocus does not have mailing address information for Jeffrey T Schmitz.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
