Phillip Soccio - Net Worth and Insider Trading
Phillip Soccio Net Worth
The estimated net worth of Phillip Soccio is at least $82,857 dollars as of 2024-09-07. Phillip Soccio is the Portfolio Manager of Blackrock Munivest Fund Inc and owns about 4,701 shares of Blackrock Munivest Fund Inc (MVF) stock worth over $35,022. Phillip Soccio is the Portfolio Manager of Blackrock Municipal 2030 Target Term Trust and owns about 1,338 shares of Blackrock Municipal 2030 Target Term Trust (BTT) stock worth over $28,713. Phillip Soccio is also the Portfolio Manager of Blackrock Muniyield Pennsylvania Quality Fund and owns about 1,547 shares of Blackrock Muniyield Pennsylvania Quality Fund (MPA) stock worth over $19,121. Besides these, Phillip Soccio also holds BlackRock MuniHoldings Quality Fund II Inc (MUE) . Details can be seen in Phillip Soccio'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 Phillip Soccio has not made any transactions after 2020-05-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Phillip Soccio
Phillip Soccio Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Phillip Soccio owns 39 companies in total, including Blackrock Munivest Fund Inc (MVF) , BlackRock MuniHoldings Quality Fund II Inc (MUE) , and Blackrock Muniyield Investment Quality Fund (MFT) among others .
Click here to see the complete history of Phillip Soccio’s form 4 insider trades.
Insider Ownership Summary of Phillip Soccio
Ticker | Comapny | Transaction Date | Type of Owner |
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MVF | Blackrock Munivest Fund Inc | 2020-05-28 | other: Portfolio Manager |
MUE | BlackRock MuniHoldings Quality Fund II Inc | 2020-04-27 | other: Portfolio Manager |
MFT | Blackrock Muniyield Investment Quality Fund | 2020-01-31 | other: Portfolio Manager |
![]() | ![]() | 2020-01-31 | other: Portfolio Manager |
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Phillip Soccio Latest Holdings Summary
Phillip Soccio currently owns a total of 4 stocks. Among these stocks, Phillip Soccio owns 4,701 shares of Blackrock Munivest Fund Inc (MVF) as of May 28, 2020, with a value of $35,022 and a weighting of 42.27%. Phillip Soccio owns 1,338 shares of Blackrock Municipal 2030 Target Term Trust (BTT) as of January 25, 2017, with a value of $28,713 and a weighting of 34.65%. Phillip Soccio also owns 1,547 shares of Blackrock Muniyield Pennsylvania Quality Fund (MPA) as of October 13, 2017, with a value of $19,121 and a weighting of 23.08%. The other 1 stocks BlackRock MuniHoldings Quality Fund II Inc (MUE) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Phillip Soccio
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
MVF | Blackrock Munivest Fund Inc | 2020-05-28 | 4,701 | 7.45 | 35,022 |
BTT | Blackrock Municipal 2030 Target Term Trust | 2017-01-25 | 1,338 | 21.46 | 28,713 |
MPA | Blackrock Muniyield Pennsylvania Quality Fund | 2017-10-13 | 1,547 | 12.36 | 19,121 |
MUE | BlackRock MuniHoldings Quality Fund II Inc | 2020-04-27 | 0 | 10.53 | 0 |
Holding Weightings of Phillip Soccio
Phillip Soccio Form 4 Trading Tracker
According to the SEC Form 4 filings, Phillip Soccio has made a total of 2 transactions in Blackrock Munivest Fund Inc (MVF) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Blackrock Munivest Fund Inc is the acquisition of 1,200 shares on May 28, 2020, which cost Phillip Soccio around $9,960.
According to the SEC Form 4 filings, Phillip Soccio has made a total of 0 transactions in Blackrock Municipal 2030 Target Term Trust (BTT) over the past 5 years. The most-recent trade in Blackrock Municipal 2030 Target Term Trust is the acquisition of 310 shares on January 25, 2017, which cost Phillip Soccio around $6,991.
According to the SEC Form 4 filings, Phillip Soccio has made a total of 0 transactions in Blackrock Muniyield Pennsylvania Quality Fund (MPA) over the past 5 years. The most-recent trade in Blackrock Muniyield Pennsylvania Quality Fund is the acquisition of 350 shares on October 13, 2017, which cost Phillip Soccio around $5,054.
More details on Phillip Soccio's insider transactions can be found in the Insider Trading History of Phillip Soccio table.Insider Trading History of Phillip Soccio
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Phillip Soccio Trading Performance
GuruFocus tracks the stock performance after each of Phillip Soccio's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Phillip Soccio is 2.67%. GuruFocus also compares Phillip Soccio's trading performance to market benchmark return within the same time period. The performance of stocks bought by Phillip Soccio within 3 months outperforms 0 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Phillip Soccio's insider trading performs compared to the benchmark.
Performance of Phillip Soccio
Phillip Soccio Ownership Network
Phillip Soccio Owned Company Details
What does Blackrock Munivest Fund Inc do?
Who are the key executives at Blackrock Munivest Fund Inc?
Phillip Soccio is the other: Portfolio Manager of Blackrock Munivest Fund Inc. Other key executives at Blackrock Munivest Fund Inc include Chief Compliance Officer Aaron David Wasserman , other: Portfolio Manager Kristi Manidis Santiago , and other: Portfolio Manager Walter Oconnor .
Blackrock Munivest Fund Inc (MVF) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Blackrock Munivest Fund Inc (MVF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Blackrock Munivest Fund Inc (MVF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Blackrock Munivest Fund Inc (MVF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Blackrock Munivest Fund Inc Insider Transactions
Phillip Soccio Mailing Address
Above is the net worth, insider trading, and ownership report for Phillip Soccio. You might contact Phillip Soccio via mailing address: 100 Bellevue Parkway, Wilmington De 19809.