Robert D Agdern - Net Worth and Insider Trading
Robert D Agdern Net Worth
The estimated net worth of Robert D Agdern is at least $75,461 dollars as of 2024-11-07. Robert D Agdern is the Director of ClearBridge Energy MLP Total Return Fund and owns about 1,147 shares of ClearBridge Energy MLP Total Return Fund (CTR) stock worth over $46,167. Robert D Agdern is the Director of Western Asset Mortgage Defined Opportunity Fund Inc and owns about 2,413 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) stock worth over $29,294. Robert D Agdern is also the Director of Western Asset Intermediate Muni Fd Inc and owns about 0 shares of Western Asset Intermediate Muni Fd Inc (SBI) stock worth over $0. Besides these, Robert D Agdern also holds ClearBridge MLP & Midstream Fund Inc. (CEM) , Western Asset Managed Municipals Fd Inc (MMU) , Western Asset Municipal Partners Fd Inc (MNP) . Details can be seen in Robert D Agdern'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 Robert D Agdern has not made any transactions after 2019-12-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Robert D Agdern
Robert D Agdern Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Robert D Agdern owns 22 companies in total, including Western Asset Intermediate Muni Fd Inc (SBI) , Western Asset Managed Municipals Fd Inc (MMU) , and Western Asset Municipal Partners Fd Inc (MNP) among others .
Click here to see the complete history of Robert D Agdern’s form 4 insider trades.
Insider Ownership Summary of Robert D Agdern
Ticker | Comapny | Transaction Date | Type of Owner |
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SBI | Western Asset Intermediate Muni Fd Inc | 2019-12-19 | director |
MMU | Western Asset Managed Municipals Fd Inc | 2019-12-19 | director |
MNP | Western Asset Municipal Partners Fd Inc | 2019-12-19 | director |
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2019-12-19 | director |
Robert D Agdern Latest Holdings Summary
Robert D Agdern currently owns a total of 6 stocks. Among these stocks, Robert D Agdern owns 1,147 shares of ClearBridge Energy MLP Total Return Fund (CTR) as of December 19, 2019, with a value of $46,167 and a weighting of 61.18%. Robert D Agdern owns 2,413 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) as of December 19, 2019, with a value of $29,294 and a weighting of 38.82%. Robert D Agdern also owns 0 shares of Western Asset Intermediate Muni Fd Inc (SBI) as of December 19, 2019, with a value of $0 and a weighting of 0%. The other 3 stocks ClearBridge MLP & Midstream Fund Inc. (CEM) , Western Asset Managed Municipals Fd Inc (MMU) , Western Asset Municipal Partners Fd Inc (MNP) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Robert D Agdern
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
CTR | ClearBridge Energy MLP Total Return Fund | 2019-12-19 | 1,147 | 40.25 | 46,167 |
DMO | Western Asset Mortgage Defined Opportunity Fund Inc | 2019-12-19 | 2,413 | 12.14 | 29,294 |
SBI | Western Asset Intermediate Muni Fd Inc | 2019-12-19 | 0 | 8.09 | 0 |
CEM | ClearBridge MLP & Midstream Fund Inc. | 2019-12-19 | 0 | 51.95 | 0 |
MMU | Western Asset Managed Municipals Fd Inc | 2019-12-19 | 0 | 10.45 | 0 |
MNP | Western Asset Municipal Partners Fd Inc | 2019-12-19 | 0 | 10.58 | 0 |
Holding Weightings of Robert D Agdern
Robert D Agdern Form 4 Trading Tracker
According to the SEC Form 4 filings, Robert D Agdern has made a total of 1 transactions in ClearBridge Energy MLP Total Return Fund (CTR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in ClearBridge Energy MLP Total Return Fund is the acquisition of 1,147 shares on December 19, 2019, which cost Robert D Agdern around $49,599.
According to the SEC Form 4 filings, Robert D Agdern has made a total of 1 transactions in Western Asset Mortgage Defined Opportunity Fund Inc (DMO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Western Asset Mortgage Defined Opportunity Fund Inc is the acquisition of 2,413 shares on December 19, 2019, which cost Robert D Agdern around $49,853.
According to the SEC Form 4 filings, Robert D Agdern has made a total of 1 transactions in Western Asset Intermediate Muni Fd Inc (SBI) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Western Asset Intermediate Muni Fd Inc is the sale of 1,900 shares on December 19, 2019, which brought Robert D Agdern around $17,404.
More details on Robert D Agdern's insider transactions can be found in the Insider Trading History of Robert D Agdern table.Insider Trading History of Robert D Agdern
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Robert D Agdern Trading Performance
GuruFocus tracks the stock performance after each of Robert D Agdern's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Robert D Agdern is -29.55%. GuruFocus also compares Robert D Agdern's trading performance to market benchmark return within the same time period. The performance of stocks bought by Robert D Agdern within 3 months outperforms 1 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Robert D Agdern's insider trading performs compared to the benchmark.
Performance of Robert D Agdern
Robert D Agdern Ownership Network
Ownership Network List of Robert D Agdern
Ownership Network Relation of Robert D Agdern
Robert D Agdern Owned Company Details
What does Western Asset Intermediate Muni Fd Inc do?
Who are the key executives at Western Asset Intermediate Muni Fd Inc?
Robert D Agdern is the director of Western Asset Intermediate Muni Fd Inc. Other key executives at Western Asset Intermediate Muni Fd Inc include Secretary/Chief Legal Officer Oliveira Marc De , 10 percent owner & other: Former 10% Owner Bank Of America Na , and other: Secretary/GC Subadviser Hoffmann Courtney A. .
Western Asset Intermediate Muni Fd Inc (SBI) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Western Asset Intermediate Muni Fd Inc (SBI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Western Asset Intermediate Muni Fd Inc (SBI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Western Asset Intermediate Muni Fd Inc (SBI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Western Asset Intermediate Muni Fd Inc Insider Transactions
Robert D Agdern Mailing Address
Above is the net worth, insider trading, and ownership report for Robert D Agdern. You might contact Robert D Agdern via mailing address: C/o Legg Mason, 620 Eighth Avenue, 49th Floor, New York Ny 10018.