James D Phillips - Net Worth and Insider Trading

James D Phillips Net Worth

The estimated net worth of James D Phillips is at least $56,724 dollars as of 2024-09-21. 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 $56,724. 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.

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Transaction Summary of James D Phillips

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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
LIMIT LIMIT 2016-05-02 other: Portfolio Manager
LIMIT LIMIT 2016-05-02 other: Portfolio Manager
LIMIT LIMIT 2016-05-02 other: Portfolio Manager
LIMIT LIMIT 2016-05-02 other: Portfolio Manager
LIMIT LIMIT 2016-05-02 other: Portfolio Manager
LIMIT LIMIT 2016-05-02 other: Portfolio Manager
LIMIT LIMIT 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 $56,724.

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 10.94 56,724

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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

James D Phillips Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

James D Phillips Ownership Network

Ownership Network List of James D Phillips

No Data

Ownership Network Relation of James D Phillips

Insider Network Chart

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.

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Invesco California Value Municipal Income Trust Insider Transactions

No Available Data

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.

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