Phillip Goldstein - Net Worth and Insider Trading
Phillip Goldstein Net Worth
The estimated net worth of Phillip Goldstein is at least $5 Million dollars as of 2024-04-25. Phillip Goldstein is the Director, 10% Owner of Crossroads Capital Inc and owns about 826,327 shares of Crossroads Capital Inc (XRDC) stock worth over $2 Million. Phillip Goldstein is the Director of High Income Securities Fund and owns about 244,373 shares of High Income Securities Fund (PCF) stock worth over $2 Million. Phillip Goldstein is also the Director, 10% Owner of Emergent Capital Inc and owns about 2,479,193 shares of Emergent Capital Inc (EMGCQ) stock worth over $545,546. Besides these, Phillip Goldstein also holds Herzfeld Caribbean Basin Fund Inc (CUBA) , Special Opportunities Fund Inc (SPE) , MVC Capital Inc (MVC) , Swiss Helvetia Fund Inc (SWZ) , Mexico Equity and Income Fund Inc (MXE) , ASA Gold And Precious Metals Ltd (ASA) . Details can be seen in Phillip Goldstein's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Phillip Goldstein has not made any transactions after 2023-12-28 and currently still holds the listed stock(s).
Transaction Summary of Phillip Goldstein
Phillip Goldstein Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Phillip Goldstein owns 27 companies in total, including High Income Securities Fund (PCF) , Special Opportunities Fund Inc (SPE) , and Adams Natural Resources Fund Inc (PEO) among others .
Click here to see the complete history of Phillip Goldstein’s form 4 insider trades.
Insider Ownership Summary of Phillip Goldstein
Phillip Goldstein Latest Holdings Summary
Phillip Goldstein currently owns a total of 9 stocks. Among these stocks, Phillip Goldstein owns 826,327 shares of Crossroads Capital Inc (XRDC) as of June 7, 2017, with a value of $2 Million and a weighting of 34.67%. Phillip Goldstein owns 244,373 shares of High Income Securities Fund (PCF) as of April 21, 2023, with a value of $2 Million and a weighting of 29.07%. Phillip Goldstein also owns 2,479,193 shares of Emergent Capital Inc (EMGCQ) as of December 7, 2015, with a value of $545,546 and a weighting of 10.22%. The other 6 stocks Herzfeld Caribbean Basin Fund Inc (CUBA) , Special Opportunities Fund Inc (SPE) , MVC Capital Inc (MVC) , Swiss Helvetia Fund Inc (SWZ) , Mexico Equity and Income Fund Inc (MXE) , ASA Gold And Precious Metals Ltd (ASA) have a combined weighting of 26.04% among all his current holdings.
Latest Holdings of Phillip Goldstein
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
XRDC | Crossroads Capital Inc | 2017-06-07 | 826,327 | 2.24 | 1,850,972 |
PCF | High Income Securities Fund | 2023-04-21 | 244,373 | 6.35 | 1,551,769 |
EMGCQ | Emergent Capital Inc | 2015-12-07 | 2,479,193 | 0.22 | 545,546 |
CUBA | Herzfeld Caribbean Basin Fund Inc | 2020-04-17 | 203,931 | 2.41 | 491,474 |
SPE | Special Opportunities Fund Inc | 2023-12-28 | 31,822 | 12.35 | 393,002 |
MVC | MVC Capital Inc | 2019-03-26 | 22,666 | 9.12 | 206,714 |
SWZ | Swiss Helvetia Fund Inc | 2021-06-04 | 17,995 | 7.57 | 136,222 |
MXE | Mexico Equity and Income Fund Inc | 2017-06-02 | 11,100 | 10.90 | 120,999 |
ASA | ASA Gold And Precious Metals Ltd | 2013-06-20 | 2,400 | 17.34 | 41,616 |
Holding Weightings of Phillip Goldstein
Phillip Goldstein Form 4 Trading Tracker
According to the SEC Form 4 filings, Phillip Goldstein has made a total of 0 transactions in Crossroads Capital Inc (XRDC) over the past 5 years. The most-recent trade in Crossroads Capital Inc is the sale of 28,479 shares on June 7, 2017, which brought Phillip Goldstein around $61,799.
According to the SEC Form 4 filings, Phillip Goldstein has made a total of 26 transactions in High Income Securities Fund (PCF) over the past 5 years, including 5 buys and 21 sells. The most-recent trade in High Income Securities Fund is the acquisition of 10,000 shares on April 21, 2023, which cost Phillip Goldstein around $63,700.
According to the SEC Form 4 filings, Phillip Goldstein has made a total of 0 transactions in Emergent Capital Inc (EMGCQ) over the past 5 years. The most-recent trade in Emergent Capital Inc is the acquisition of 50,726 shares on December 7, 2015, which cost Phillip Goldstein around $195,295.
More details on Phillip Goldstein's insider transactions can be found in the Insider Trading History of Phillip Goldstein table.Insider Trading History of Phillip Goldstein
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Phillip Goldstein Trading Performance
GuruFocus tracks the stock performance after each of Phillip Goldstein's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Phillip Goldstein is 1.4%. GuruFocus also compares Phillip Goldstein's trading performance to market benchmark return within the same time period. The performance of stocks bought by Phillip Goldstein within 3 months outperforms 24 times out of 79 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Phillip Goldstein's insider trading performs compared to the benchmark.
Performance of Phillip Goldstein
Average Return
0.93%
Outperforming Transactions
61%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 1.38 | 1.4 | 2.61 | 0.93 | -3.85 | -4.09 |
Relative Return to S&P 500(%) | -0.04 | -2.42 | -5.25 | -15.68 | -16.45 | -15.91 |
Phillip Goldstein Ownership Network
Ownership Network List of Phillip Goldstein
Ownership Network Relation of Phillip Goldstein
Phillip Goldstein Owned Company Details
What does High Income Securities Fund do?
Who are the key executives at High Income Securities Fund?
Phillip Goldstein is the director of High Income Securities Fund. Other key executives at High Income Securities Fund include director & President Andrew Dakos , Chief Compliance Officer Stephanie Darling , and Treasurer Thomas Antonucci .
High Income Securities Fund (PCF) Insider Trades Summary
Over the past 18 months, Phillip Goldstein made 5 insider transaction in High Income Securities Fund (PCF) with a net purchase of 34,300. Other recent insider transactions involving High Income Securities Fund (PCF) include a net purchase of 6,564 shares made by Moritz A Sell ,
In summary, during the past 3 months, insiders sold 0 shares of High Income Securities Fund (PCF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of High Income Securities Fund (PCF) were sold and 40,864 shares were bought by its insiders, resulting in a net purchase of 40,864 shares.
High Income Securities Fund (PCF)'s detailed insider trading history can be found in Insider Trading Tracker table.
High Income Securities Fund Insider Transactions
Phillip Goldstein Mailing Address
Above is the net worth, insider trading, and ownership report for Phillip Goldstein. You might contact Phillip Goldstein via mailing address: 60 Heritage Drive, Pleasantville Ny 10570.