Suzanne P. Welsh - Net Worth and Insider Trading
Suzanne P. Welsh Net Worth
The estimated net worth of Suzanne P. Welsh is at least $18,271 dollars as of 2024-11-08. Suzanne P. Welsh is the Director of Managed Duration Investment Grade Municipal Fund and owns about 1,275 shares of Managed Duration Investment Grade Municipal Fund (MZF) stock worth over $18,271. Details can be seen in Suzanne P. Welsh'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 Suzanne P. Welsh has not made any transactions after 2016-12-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Suzanne P. Welsh
Suzanne P. Welsh Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Suzanne P. Welsh owns 2 companies in total, including Managed Duration Investment Grade Municipal Fund (MZF) , and Insight Select Income Fund (INSI) .
Click here to see the complete history of Suzanne P. Welsh’s form 4 insider trades.
Insider Ownership Summary of Suzanne P. Welsh
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MZF | Managed Duration Investment Grade Municipal Fund | 2016-12-12 | director |
| INSI | Insight Select Income Fund | 2008-03-31 | director |
Suzanne P. Welsh Latest Holdings Summary
Suzanne P. Welsh currently owns a total of 1 stock. Suzanne P. Welsh owns 1,275 shares of Managed Duration Investment Grade Municipal Fund (MZF) as of December 12, 2016, with a value of $18,271.
Latest Holdings of Suzanne P. Welsh
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MZF | Managed Duration Investment Grade Municipal Fund | 2016-12-12 | 1,275 | 14.33 | 18,271 |
Holding Weightings of Suzanne P. Welsh
Suzanne P. Welsh Form 4 Trading Tracker
According to the SEC Form 4 filings, Suzanne P. Welsh has made a total of 0 transactions in Managed Duration Investment Grade Municipal Fund (MZF) over the past 5 years. The most-recent trade in Managed Duration Investment Grade Municipal Fund is the acquisition of 1,275 shares on December 12, 2016, which cost Suzanne P. Welsh around $16,639.
Insider Trading History of Suzanne P. Welsh
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Suzanne P. Welsh Trading Performance
GuruFocus tracks the stock performance after each of Suzanne P. Welsh's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Suzanne P. Welsh is 0.31%. GuruFocus also compares Suzanne P. Welsh's trading performance to market benchmark return within the same time period. The performance of stocks bought by Suzanne P. Welsh 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 Suzanne P. Welsh's insider trading performs compared to the benchmark.
Performance of Suzanne P. Welsh
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.69 | | | | | |
| Relative Return to S&P 500(%) | 3.09 | | | | | |
Suzanne P. Welsh Ownership Network
Ownership Network List of Suzanne P. Welsh
Ownership Network Relation of Suzanne P. Welsh
Suzanne P. Welsh Owned Company Details
What does Managed Duration Investment Grade Municipal Fund do?
Who are the key executives at Managed Duration Investment Grade Municipal Fund?
Suzanne P. Welsh is the director of Managed Duration Investment Grade Municipal Fund. Other key executives at Managed Duration Investment Grade Municipal Fund include 10 percent owner Karpus Management, Inc. , 10 percent owner George W Karpus , and Chief Compliance Officer David Lebisky .
Managed Duration Investment Grade Municipal Fund (MZF) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Managed Duration Investment Grade Municipal Fund (MZF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Managed Duration Investment Grade Municipal Fund (MZF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Managed Duration Investment Grade Municipal Fund (MZF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Managed Duration Investment Grade Municipal Fund Insider Transactions
Suzanne P. Welsh Mailing Address
Above is the net worth, insider trading, and ownership report for Suzanne P. Welsh. You might contact Suzanne P. Welsh via mailing address: C/o Mbia Inc., 113 King Street, Armonk Ny 10504.
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