Angela Brock-kyle - Net Worth and Insider Trading

Angela Brock-kyle Net Worth

The estimated net worth of Angela Brock-kyle is at least $250,793 dollars as of 2024-11-29. Angela Brock-kyle is the Trustee of Guggenheim Taxable Municipal Managed Duration Trust and owns about 9,830 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) stock worth over $155,412. Angela Brock-kyle is the Director of Guggenheim Active Allocation Fund and owns about 3,356 shares of Guggenheim Active Allocation Fund (GUG) stock worth over $52,253. Angela Brock-kyle is also the Director of Guggenheim Strategic Opportunities Fund and owns about 2,432 shares of Guggenheim Strategic Opportunities Fund (GOF) stock worth over $38,280. Besides these, Angela Brock-kyle also holds Fiduciary/Claymore Energy Infrastructure Fund (FMO) . Details can be seen in Angela Brock-kyle'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 Angela Brock-kyle has not made any transactions after 2024-09-03 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 Angela Brock-kyle

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Angela Brock-kyle Insider Ownership Reports

Insider Ownership Summary of Angela Brock-kyle

Ticker Comapny Transaction Date Type of Owner
FMO Fiduciary/Claymore Energy Infrastructure Fund 2019-11-29 director & other: Trustee
GPM Guggenheim Enhanced Equity Income Fund 2019-11-13 director & other: Trustee
GOF Guggenheim Strategic Opportunities Fund 2024-09-03 director & other: Trustee
LIMIT LIMIT 2020-11-30 director & other: Trustee
LIMIT LIMIT 2019-11-13 director & other: Trustee
LIMIT LIMIT 2018-07-02 director
LIMIT LIMIT 2024-09-03 director & other: Trustee

Angela Brock-kyle Latest Holdings Summary

Angela Brock-kyle currently owns a total of 4 stocks. Among these stocks, Angela Brock-kyle owns 9,830 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) as of November 30, 2020, with a value of $155,412 and a weighting of 61.97%. Angela Brock-kyle owns 3,356 shares of Guggenheim Active Allocation Fund (GUG) as of September 3, 2024, with a value of $52,253 and a weighting of 20.84%. Angela Brock-kyle also owns 2,432 shares of Guggenheim Strategic Opportunities Fund (GOF) as of September 3, 2024, with a value of $38,280 and a weighting of 15.26%. The other 1 stocks Fiduciary/Claymore Energy Infrastructure Fund (FMO) have a combined weighting of 1.93% among all his current holdings.

Latest Holdings of Angela Brock-kyle

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
GBAB Guggenheim Taxable Municipal Managed Duration Trust 2020-11-30 9,830 15.81 155,412
GUG Guggenheim Active Allocation Fund 2024-09-03 3,356 15.57 52,253
GOF Guggenheim Strategic Opportunities Fund 2024-09-03 2,432 15.74 38,280
FMO Fiduciary/Claymore Energy Infrastructure Fund 2019-11-29 400 12.12 4,848

Holding Weightings of Angela Brock-kyle


Angela Brock-kyle Form 4 Trading Tracker

According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 1 transactions in Guggenheim Taxable Municipal Managed Duration Trust (GBAB) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Guggenheim Taxable Municipal Managed Duration Trust is the acquisition of 400 shares on November 30, 2020, which cost Angela Brock-kyle around $9,832.

According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 4 transactions in Guggenheim Active Allocation Fund (GUG) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Guggenheim Active Allocation Fund is the acquisition of 909 shares on September 3, 2024, which cost Angela Brock-kyle around $14,496.

According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 4 transactions in Guggenheim Strategic Opportunities Fund (GOF) over the past 5 years, including 3 buys and 1 sells. The most-recent trade in Guggenheim Strategic Opportunities Fund is the acquisition of 944 shares on September 3, 2024, which cost Angela Brock-kyle around $14,498.

More details on Angela Brock-kyle's insider transactions can be found in the Insider Trading History of Angela Brock-kyle table.

Insider Trading History of Angela Brock-kyle

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.

Angela Brock-kyle Trading Performance

GuruFocus tracks the stock performance after each of Angela Brock-kyle's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Angela Brock-kyle is -2.09%. GuruFocus also compares Angela Brock-kyle's trading performance to market benchmark return within the same time period. The performance of stocks bought by Angela Brock-kyle within 3 months outperforms 2 times out of 9 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Angela Brock-kyle's insider trading performs compared to the benchmark.

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

Performance of Angela Brock-kyle

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 7 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 0.33 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.53 LIMIT LIMIT LIMIT LIMIT LIMIT

Angela Brock-kyle Ownership Network

Ownership Network List of Angela Brock-kyle

No Data

Ownership Network Relation of Angela Brock-kyle

Insider Network Chart

Angela Brock-kyle Owned Company Details

What does Fiduciary/Claymore Energy Infrastructure Fund do?

Who are the key executives at Fiduciary/Claymore Energy Infrastructure Fund?

Angela Brock-kyle is the director & other: Trustee of Fiduciary/Claymore Energy Infrastructure Fund. Other key executives at Fiduciary/Claymore Energy Infrastructure Fund include other: Portfolio Manager Matthew Sallee , director & other: Trustee Toupin Ronald E Jr , and director & other: Trustee Sandra G Sponem .

Fiduciary/Claymore Energy Infrastructure Fund (FMO) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Fiduciary/Claymore Energy Infrastructure Fund (FMO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Fiduciary/Claymore Energy Infrastructure Fund (FMO)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Fiduciary/Claymore Energy Infrastructure Fund Insider Transactions

No Available Data

Angela Brock-kyle Mailing Address

Above is the net worth, insider trading, and ownership report for Angela Brock-kyle. You might contact Angela Brock-kyle via mailing address: 3700 Colonnade Parkway, Birmingham Al 35243.

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