Toupin Ronald E Jr - Net Worth and Insider Trading
Toupin Ronald E Jr Net Worth
The estimated net worth of Toupin Ronald E Jr is at least $744,585 dollars as of 2024-11-29. Toupin Ronald E Jr is the TRUSTEE of Guggenheim Active Allocation Fund and owns about 11,046 shares of Guggenheim Active Allocation Fund (GUG) stock worth over $171,986. Toupin Ronald E Jr is the Trustee of Guggenheim Enhanced Equity Income Fund and owns about 17,075 shares of Guggenheim Enhanced Equity Income Fund (GPM) stock worth over $168,872. Toupin Ronald E Jr is also the TRUSTEE of Guggenheim Strategic Opportunities Fund and owns about 7,711 shares of Guggenheim Strategic Opportunities Fund (GOF) stock worth over $121,371. Besides these, Toupin Ronald E Jr also holds Guggenheim Taxable Municipal Managed Duration Trust (GBAB) , Guggenheim Credit Allocation Fund (GGM) , Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Western Asset Inflation-Linked Opportunities and Income Fund (WIW) , Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest (GEQ) , Western Asset Inflation Linked Income Fund (WIA) , Green Giant Inc. (GGE) . Details can be seen in Toupin Ronald E 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 Toupin Ronald E Jr has not made any transactions after 2024-04-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Toupin Ronald E Jr
Toupin Ronald E Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Toupin Ronald E Jr owns 11 companies in total, including Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Guggenheim Enhanced Equity Income Fund (GPM) , and Guggenheim Strategic Opportunities Fund (GOF) among others .
Click here to see the complete history of Toupin Ronald E Jr’s form 4 insider trades.
Insider Ownership Summary of Toupin Ronald E Jr
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
FMO | Fiduciary/Claymore Energy Infrastructure Fund | 2020-05-08 | director & other: Trustee |
GPM | Guggenheim Enhanced Equity Income Fund | 2020-12-04 | director & other: Trustee |
GOF | Guggenheim Strategic Opportunities Fund | 2023-03-13 | director & other: Trustee |
2022-10-12 | director & other: Trustee | ||
2020-12-04 | director & other: Trustee | ||
2019-04-01 | director & other: Trustee | ||
2019-04-01 | director & other: Trustee | ||
2005-01-26 | director & other: Trustee | ||
2004-07-29 | director & other: Trustee | ||
2003-08-26 | other: Trustee | ||
2024-04-01 | director & other: Trustee |
Toupin Ronald E Jr Latest Holdings Summary
Toupin Ronald E Jr currently owns a total of 10 stocks. Among these stocks, Toupin Ronald E Jr owns 11,046 shares of Guggenheim Active Allocation Fund (GUG) as of April 1, 2024, with a value of $171,986 and a weighting of 23.1%. Toupin Ronald E Jr owns 17,075 shares of Guggenheim Enhanced Equity Income Fund (GPM) as of December 4, 2020, with a value of $168,872 and a weighting of 22.68%. Toupin Ronald E Jr also owns 7,711 shares of Guggenheim Strategic Opportunities Fund (GOF) as of March 13, 2023, with a value of $121,371 and a weighting of 16.3%. The other 7 stocks Guggenheim Taxable Municipal Managed Duration Trust (GBAB) , Guggenheim Credit Allocation Fund (GGM) , Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Western Asset Inflation-Linked Opportunities and Income Fund (WIW) , Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest (GEQ) , Western Asset Inflation Linked Income Fund (WIA) , Green Giant Inc. (GGE) have a combined weighting of 37.92% among all his current holdings.
Latest Holdings of Toupin Ronald E Jr
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
GUG | Guggenheim Active Allocation Fund | 2024-04-01 | 11,046 | 15.57 | 171,986 |
GPM | Guggenheim Enhanced Equity Income Fund | 2020-12-04 | 17,075 | 9.89 | 168,872 |
GOF | Guggenheim Strategic Opportunities Fund | 2023-03-13 | 7,711 | 15.74 | 121,371 |
GBAB | Guggenheim Taxable Municipal Managed Duration Trust | 2022-10-12 | 6,442 | 15.81 | 101,848 |
GGM | Guggenheim Credit Allocation Fund | 2020-12-04 | 3,731 | 25.86 | 96,465 |
FMO | Fiduciary/Claymore Energy Infrastructure Fund | 2020-05-08 | 1,782 | 12.12 | 21,598 |
WIW | Western Asset Inflation-Linked Opportunities and Income Fund | 2019-04-01 | 2,413 | 8.66 | 20,897 |
GEQ | Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest | 2016-07-05 | 1,194 | 16.89 | 20,167 |
WIA | Western Asset Inflation Linked Income Fund | 2019-04-01 | 2,394 | 8.28 | 19,822 |
GGE | Green Giant Inc. | 2016-07-05 | 687 | 2.27 | 1,559 |
Holding Weightings of Toupin Ronald E Jr
Toupin Ronald E Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Toupin Ronald E Jr has made a total of 16 transactions in Guggenheim Active Allocation Fund (GUG) over the past 5 years, including 16 buys and 0 sells. The most-recent trade in Guggenheim Active Allocation Fund is the acquisition of 194 shares on April 1, 2024, which cost Toupin Ronald E Jr around $2,842.
According to the SEC Form 4 filings, Toupin Ronald E Jr has made a total of 2 transactions in Guggenheim Enhanced Equity Income Fund (GPM) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Guggenheim Enhanced Equity Income Fund is the acquisition of 1,500 shares on December 4, 2020, which cost Toupin Ronald E Jr around $9,765.
According to the SEC Form 4 filings, Toupin Ronald E Jr has made a total of 6 transactions in Guggenheim Strategic Opportunities Fund (GOF) over the past 5 years, including 3 buys and 3 sells. The most-recent trade in Guggenheim Strategic Opportunities Fund is the acquisition of 245 shares on March 13, 2023, which cost Toupin Ronald E Jr around $3,425.
More details on Toupin Ronald E Jr's insider transactions can be found in the Insider Trading History of Toupin Ronald E Jr table.Insider Trading History of Toupin Ronald E Jr
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Toupin Ronald E Jr Trading Performance
GuruFocus tracks the stock performance after each of Toupin Ronald E Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Toupin Ronald E Jr is 12.67%. GuruFocus also compares Toupin Ronald E Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Toupin Ronald E Jr within 3 months outperforms 34 times out of 97 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Toupin Ronald E Jr's insider trading performs compared to the benchmark.
Performance of Toupin Ronald E Jr
Toupin Ronald E Jr Ownership Network
Toupin Ronald E Jr Owned Company Details
What does Fiduciary/Claymore Energy Infrastructure Fund do?
Who are the key executives at Fiduciary/Claymore Energy Infrastructure Fund?
Toupin Ronald E Jr 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 Sandra G Sponem , and director & other: Trustee Lydon Thomas F Jr .
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.
Fiduciary/Claymore Energy Infrastructure Fund Insider Transactions
Toupin Ronald E Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Toupin Ronald E Jr. You might contact Toupin Ronald E Jr via mailing address: 117 Ashland Avenue, River Forest Il 60305.