Wilhelm Rowland Otto Jr - Net Worth and Insider Trading
Wilhelm Rowland Otto Jr Net Worth
The estimated net worth of Wilhelm Rowland Otto Jr is at least $10,050 dollars as of 2024-11-13. Wilhelm Rowland Otto Jr is the Officer of Investment Advisor of Reaves Utility Income Fund and owns about 300 shares of Reaves Utility Income Fund (UTG) stock worth over $10,050. Details can be seen in Wilhelm Rowland Otto Jr'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 Wilhelm Rowland Otto Jr has not made any transactions after 2019-07-05 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Wilhelm Rowland Otto Jr
Wilhelm Rowland Otto Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Wilhelm Rowland Otto Jr owns 1 companies in total, including Reaves Utility Income Fund (UTG) .
Click here to see the complete history of Wilhelm Rowland Otto Jr’s form 4 insider trades.
Insider Ownership Summary of Wilhelm Rowland Otto Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UTG | Reaves Utility Income Fund | 2019-07-05 | other: Officer of Investment Advisor |
Wilhelm Rowland Otto Jr Latest Holdings Summary
Wilhelm Rowland Otto Jr currently owns a total of 1 stock. Wilhelm Rowland Otto Jr owns 300 shares of Reaves Utility Income Fund (UTG) as of July 5, 2019, with a value of $10,050.
Latest Holdings of Wilhelm Rowland Otto Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UTG | Reaves Utility Income Fund | 2019-07-05 | 300 | 33.50 | 10,050 |
Holding Weightings of Wilhelm Rowland Otto Jr
Wilhelm Rowland Otto Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Wilhelm Rowland Otto Jr has made a total of 0 transactions in Reaves Utility Income Fund (UTG) over the past 5 years. The most-recent trade in Reaves Utility Income Fund is the sale of 273 shares on July 5, 2019, which brought Wilhelm Rowland Otto Jr around $9,812.
Insider Trading History of Wilhelm Rowland Otto Jr
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Wilhelm Rowland Otto Jr Trading Performance
GuruFocus tracks the stock performance after each of Wilhelm Rowland Otto Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Wilhelm Rowland Otto Jr is -1.42%. GuruFocus also compares Wilhelm Rowland Otto Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Wilhelm Rowland Otto Jr within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Wilhelm Rowland Otto Jr's insider trading performs compared to the benchmark.
Performance of Wilhelm Rowland Otto Jr
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.26 | | | | | |
| Relative Return to S&P 500(%) | -0.8 | | | | | |
Wilhelm Rowland Otto Jr Ownership Network
Ownership Network List of Wilhelm Rowland Otto Jr
Ownership Network Relation of Wilhelm Rowland Otto Jr
Wilhelm Rowland Otto Jr Owned Company Details
What does Reaves Utility Income Fund do?
Who are the key executives at Reaves Utility Income Fund?
Wilhelm Rowland Otto Jr is the other: Officer of Investment Advisor of Reaves Utility Income Fund. Other key executives at Reaves Utility Income Fund include Secretary Joellen Legg , other: Officer of Investment Advisor Thomas Michael Grimes , and other: Officer of Investment Advisor Reaves W H & Co Inc .
Reaves Utility Income Fund (UTG) Insider Trades Summary
Over the past 18 months, Wilhelm Rowland Otto Jr made no insider transaction in Reaves Utility Income Fund (UTG). Other recent insider transactions involving Reaves Utility Income Fund (UTG) include a net purchase of 2,500 shares made by Joellen Legg , and a net sale of 15,223 shares made by Thomas Michael Grimes .
In summary, during the past 3 months, insiders sold 0 shares of Reaves Utility Income Fund (UTG) in total and bought 610 shares, with a net purchase of 610 shares. During the past 18 months, 15,223 shares of Reaves Utility Income Fund (UTG) were sold and 2,500 shares were bought by its insiders, resulting in a net sale of 12,723 shares.
Reaves Utility Income Fund (UTG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Reaves Utility Income Fund Insider Transactions
Wilhelm Rowland Otto Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Wilhelm Rowland Otto Jr. You might contact Wilhelm Rowland Otto Jr via mailing address: C/o W. H. Reaves & Co., Inc., 10 Exchange Place, 18th Fl., Jersey City Nj 07302.
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