Transactions
10
Total transactions associated with this filer
Disclosed purchases
3
$3.0K – $45.0K
Average modeled return
+117.2%
1 of 3 purchases modeled
Average vs. S&P 500
-96.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
1 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
1 of 3 disclosed purchases have modeled returns for this period. 2 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 10 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CTECBX | CTECBX Company: Guggenheim Investments (Chicago, IL) Description: Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners | May 4, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| BIF | Boulder Growth & Income Fund, Inc. | May 4, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| BIF | Boulder Growth & Income Fund, Inc. | May 17, 2019 | purchase | $1.0K – $15.0K | Filing ↗ |
| GDV | GABELLI DIVIDEND & INCOME TRUST | May 17, 2019 | sale | $1.0K – $15.0K | Filing ↗ |
| GDV | GABELLI DIVIDEND & INCOME TRUST | Aug 24, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Torchmark Corporation NTS ISIN US891027AP93 Rate/Coupon: 9.25 Matures: 06/15/2019 | Apr 23, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| GDV | GABELLI DIVIDEND & INCOME TRUST | Apr 23, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Petrobras International Finance Company NTS ISIN US71645WAN11 Rate/Coupon: 7.875 Matures: 03/15/2019 | Nov 17, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CSX Corp NTS ISIN US126408GQ05 Rate/Coupon: 7.375 Matures: 02/01/2019 | Apr 29, 2014 | sale | $15.0K – $50.0K | Filing ↗ |
| — | Bunge Limited Finance Corp NTS ISIN US120568AT72 Rate/Coupon: 8.5 Matures: 06/15/2019 | Jan 2, 2014 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians