James D Phillips - Net Worth and Insider Trading
James D Phillips Net Worth
The estimated net worth of James D Phillips is at least $53,561 dollars as of 2024-11-09. James D Phillips is the Portfolio Manager of Invesco California Value Municipal Income Trust and owns about 5,185 shares of Invesco California Value Municipal Income Trust (VCV) stock worth over $53,561. Details can be seen in James D Phillips'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 James D Phillips has not made any transactions after 2019-01-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James D Phillips
James D Phillips Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James D Phillips owns 10 companies in total, including Invesco California Value Municipal Income Trust (VCV) , Invesco Municipal Trust (VKQ) , and Invesco Trust for Investment Grade Municipals (VGM) among others .
Click here to see the complete history of James D Phillips’s form 4 insider trades.
Insider Ownership Summary of James D Phillips
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
VCV | Invesco California Value Municipal Income Trust | 2019-01-02 | other: Portfolio Manager |
VKQ | Invesco Municipal Trust | 2016-05-02 | other: Portfolio Manager |
VGM | Invesco Trust for Investment Grade Municipals | 2016-05-02 | other: Portfolio Manager |
2016-05-02 | other: Portfolio Manager | ||
2016-05-02 | other: Portfolio Manager | ||
2016-05-02 | other: Portfolio Manager | ||
2016-05-02 | other: Portfolio Manager | ||
2016-05-02 | other: Portfolio Manager | ||
2016-05-02 | other: Portfolio Manager | ||
2009-12-07 | other: Portfolio Manager |
James D Phillips Latest Holdings Summary
James D Phillips currently owns a total of 1 stock. James D Phillips owns 5,185 shares of Invesco California Value Municipal Income Trust (VCV) as of January 2, 2019, with a value of $53,561.
Latest Holdings of James D Phillips
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
VCV | Invesco California Value Municipal Income Trust | 2019-01-02 | 5,185 | 10.33 | 53,561 |
Holding Weightings of James D Phillips
James D Phillips Form 4 Trading Tracker
According to the SEC Form 4 filings, James D Phillips has made a total of 0 transactions in Invesco California Value Municipal Income Trust (VCV) over the past 5 years. The most-recent trade in Invesco California Value Municipal Income Trust is the sale of 1,115 shares on January 2, 2019, which brought James D Phillips around $12,722.
Insider Trading History of James D Phillips
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James D Phillips Trading Performance
James D Phillips Ownership Network
Ownership Network List of James D Phillips
Ownership Network Relation of James D Phillips
James D Phillips Owned Company Details
What does Invesco California Value Municipal Income Trust do?
Who are the key executives at Invesco California Value Municipal Income Trust?
James D Phillips is the other: Portfolio Manager of Invesco California Value Municipal Income Trust. Other key executives at Invesco California Value Municipal Income Trust include 10 percent owner Bank Of America Corp /de/ , President & PEO Glenn Eugene Brightman , and Senior Vice President Stephanie Butcher .
Invesco California Value Municipal Income Trust (VCV) Insider Trades Summary
Over the past 18 months, James D Phillips made no insider transaction in Invesco California Value Municipal Income Trust (VCV). Other recent insider transactions involving Invesco California Value Municipal Income Trust (VCV) include a net sale of 0 shares made by Bank Of America Corp /de/ ,
In summary, during the past 3 months, insiders sold 0 shares of Invesco California Value Municipal Income Trust (VCV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 900 shares of Invesco California Value Municipal Income Trust (VCV) were sold and 900 shares were bought by its insiders, resulting in a net sale of 0 shares.
Invesco California Value Municipal Income Trust (VCV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Invesco California Value Municipal Income Trust Insider Transactions
James D Phillips Mailing Address
Above is the net worth, insider trading, and ownership report for James D Phillips. You might contact James D Phillips via mailing address: 1555 Peachtree Street, Suite 100, Atlanta 2q 30309.