Dana Erikson - Net Worth and Insider Trading
Dana Erikson Net Worth
The estimated net worth of Dana Erikson is at least $327,039 dollars as of 2024-11-11. Dana Erikson is the Vice President of Helios High Income Common and owns about 14,400 shares of Helios High Income Common (HIH) stock worth over $120,960. Dana Erikson is the Vice President of Helios Multi-Sector High Incom and owns about 14,150 shares of Helios Multi-Sector High Incom (HMH) stock worth over $85,466. Dana Erikson is also the Vice President of Helios Strategic Income Fund I and owns about 12,950 shares of Helios Strategic Income Fund I (HSA) stock worth over $85,341. Besides these, Dana Erikson also holds Helios Advantage Income Common (HAV) , Brookfield High Income Fund Inc. (HHY) . Details can be seen in Dana Erikson'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 Dana Erikson has not made any transactions after 2010-12-06 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Dana Erikson
Dana Erikson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Dana Erikson owns 4 companies in total, including First Trust Strategic High Inc Fund II (FHY) , Allspring Income Opportunities Fund (EAD) , and Allspring Multi-Sector Income Fund (ERC) among others .
Click here to see the complete history of Dana Erikson’s form 4 insider trades.
Insider Ownership Summary of Dana Erikson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FHY | First Trust Strategic High Inc Fund II | 2009-06-29 | other: Portfolio Manager-Sub-Advisor |
| EAD | Allspring Income Opportunities Fund | 2004-03-01 | other: Portfolio Manager |
| ERC | Allspring Multi-Sector Income Fund | 2004-03-01 | other: Portfolio Manager |
 | | 2016-11-23 | other: Adviser's Portfolio Manager |
Dana Erikson Latest Holdings Summary
Dana Erikson currently owns a total of 5 stocks. Among these stocks, Dana Erikson owns 14,400 shares of Helios High Income Common (HIH) as of September 18, 2009, with a value of $120,960 and a weighting of 36.99%. Dana Erikson owns 14,150 shares of Helios Multi-Sector High Incom (HMH) as of September 18, 2009, with a value of $85,466 and a weighting of 26.13%. Dana Erikson also owns 12,950 shares of Helios Strategic Income Fund I (HSA) as of September 18, 2009, with a value of $85,341 and a weighting of 26.09%. The other 2 stocks Helios Advantage Income Common (HAV) , Brookfield High Income Fund Inc. (HHY) have a combined weighting of 10.79% among all his current holdings.
Latest Holdings of Dana Erikson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HIH | Helios High Income Common | 2009-09-18 | 14,400 | 8.40 | 120,960 |
| HMH | Helios Multi-Sector High Incom | 2009-09-18 | 14,150 | 6.04 | 85,466 |
| HSA | Helios Strategic Income Fund I | 2009-09-18 | 12,950 | 6.59 | 85,341 |
| HAV | Helios Advantage Income Common | 2009-09-21 | 3,100 | 8.88 | 27,528 |
| HHY | Brookfield High Income Fund Inc. | 2010-12-06 | 1,100 | 7.04 | 7,744 |
Holding Weightings of Dana Erikson
Dana Erikson Form 4 Trading Tracker
According to the SEC Form 4 filings, Dana Erikson has made a total of 0 transactions in Helios High Income Common (HIH) over the past 5 years. The most-recent trade in Helios High Income Common is the acquisition of 1,000 shares on September 18, 2009, which cost Dana Erikson around $6,370.
According to the SEC Form 4 filings, Dana Erikson has made a total of 0 transactions in Helios Multi-Sector High Incom (HMH) over the past 5 years. The most-recent trade in Helios Multi-Sector High Incom is the acquisition of 1,250 shares on September 18, 2009, which cost Dana Erikson around $5,500.
According to the SEC Form 4 filings, Dana Erikson has made a total of 0 transactions in Helios Strategic Income Fund I (HSA) over the past 5 years. The most-recent trade in Helios Strategic Income Fund I is the acquisition of 1,000 shares on September 18, 2009, which cost Dana Erikson around $4,960.
More details on Dana Erikson's insider transactions can be found in the Insider Trading History of Dana Erikson table.Insider Trading History of Dana Erikson
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Dana Erikson Trading Performance
GuruFocus tracks the stock performance after each of Dana Erikson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Dana Erikson is 10.41%. GuruFocus also compares Dana Erikson's trading performance to market benchmark return within the same time period. The performance of stocks bought by Dana Erikson within 3 months outperforms 5 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 Dana Erikson's insider trading performs compared to the benchmark.
Performance of Dana Erikson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 17.5 | | | | | |
| Relative Return to S&P 500(%) | 13.95 | | | | | |
Dana Erikson Ownership Network
Ownership Network List of Dana Erikson
Ownership Network Relation of Dana Erikson
Dana Erikson Owned Company Details
What does First Trust Strategic High Inc Fund II do?
Who are the key executives at First Trust Strategic High Inc Fund II?
Dana Erikson is the other: Portfolio Manager-Sub-Advisor of First Trust Strategic High Inc Fund II. Other key executives at First Trust Strategic High Inc Fund II include Assistant Secretary Shane Shannon , Assistant Treasurer Donald Swade , and Assistant Treasurer Katherine L Urevig .
First Trust Strategic High Inc Fund II (FHY) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of First Trust Strategic High Inc Fund II (FHY) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of First Trust Strategic High Inc Fund II (FHY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
First Trust Strategic High Inc Fund II (FHY)'s detailed insider trading history can be found in Insider Trading Tracker table.
First Trust Strategic High Inc Fund II Insider Transactions
Dana Erikson Mailing Address
Above is the net worth, insider trading, and ownership report for Dana Erikson. You might contact Dana Erikson via mailing address: Hyperion Brookfield Asset Mgmt., Inc., 3 Wfc, 200 Vesey Street, 10th Floor, New York Ny 10281-1010.
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