David J Lamb - Net Worth and Insider Trading
David J Lamb Net Worth
The estimated net worth of David J Lamb is at least $308,644 dollars as of 2024-04-26. David J Lamb is the Vice President of Nuveen Municipal Credit Income Fund and owns about 11,000 shares of Nuveen Municipal Credit Income Fund (NZF) stock worth over $128,657. David J Lamb is the Vice President of Nuveen AMT-Free Municipal Income Fund and owns about 6,000 shares of Nuveen AMT-Free Municipal Income Fund (NEA) stock worth over $63,912. David J Lamb is also the Vice President of Nuveen Floating Rate Income Fund and owns about 4,000 shares of Nuveen Floating Rate Income Fund (JFR) stock worth over $34,340. Besides these, David J Lamb also holds Nuveen Emerging Markets Debt 2022 Target Term Fund (JEMD) , Nuveen High Income Dec 2018 Target Term (JHA) , Nuveen Enhanced Municipal Value Fund (NEV) , Nuveen Municipal Advantage Fund Inc. (NMA) . Details can be seen in David J Lamb's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David J Lamb has not made any transactions after 2024-03-27 and currently still holds the listed stock(s).
Transaction Summary of David J Lamb
David J Lamb Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David J Lamb owns 83 companies in total, including Nuveen Municipal Credit Opps Fund (NMCO) , Nuveen High Income 2023 Target Term Fund (JHAA) , and Nuveen Emerging Markets Debt 2022 Target Term Fund (JEMD) among others .
Click here to see the complete history of David J Lamb’s form 4 insider trades.
Insider Ownership Summary of David J Lamb
David J Lamb Latest Holdings Summary
David J Lamb currently owns a total of 7 stocks. Among these stocks, David J Lamb owns 11,000 shares of Nuveen Municipal Credit Income Fund (NZF) as of July 6, 2023, with a value of $128,657 and a weighting of 41.68%. David J Lamb owns 6,000 shares of Nuveen AMT-Free Municipal Income Fund (NEA) as of March 27, 2024, with a value of $63,912 and a weighting of 20.71%. David J Lamb also owns 4,000 shares of Nuveen Floating Rate Income Fund (JFR) as of March 21, 2017, with a value of $34,340 and a weighting of 11.13%. The other 4 stocks Nuveen Emerging Markets Debt 2022 Target Term Fund (JEMD) , Nuveen High Income Dec 2018 Target Term (JHA) , Nuveen Enhanced Municipal Value Fund (NEV) , Nuveen Municipal Advantage Fund Inc. (NMA) have a combined weighting of 26.48% among all his current holdings.
Latest Holdings of David J Lamb
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
NZF | Nuveen Municipal Credit Income Fund | 2023-07-06 | 11,000 | 11.70 | 128,657 |
NEA | Nuveen AMT-Free Municipal Income Fund | 2024-03-27 | 6,000 | 10.65 | 63,912 |
JFR | Nuveen Floating Rate Income Fund | 2017-03-21 | 4,000 | 8.59 | 34,340 |
JEMD | Nuveen Emerging Markets Debt 2022 Target Term Fund | 2018-11-20 | 5,000 | 6.63 | 33,150 |
JHA | Nuveen High Income Dec 2018 Target Term | 2018-06-06 | 3,000 | 9.94 | 29,820 |
NEV | Nuveen Enhanced Municipal Value Fund | 2010-05-07 | 1,500 | 12.51 | 18,765 |
NMA | Nuveen Municipal Advantage Fund Inc. | 2010-09-27 | 0 | 14.54 | 0 |
Holding Weightings of David J Lamb
David J Lamb Form 4 Trading Tracker
According to the SEC Form 4 filings, David J Lamb has made a total of 1 transactions in Nuveen Municipal Credit Income Fund (NZF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Municipal Credit Income Fund is the acquisition of 5,000 shares on July 6, 2023, which cost David J Lamb around $57,400.
According to the SEC Form 4 filings, David J Lamb has made a total of 1 transactions in Nuveen AMT-Free Municipal Income Fund (NEA) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen AMT-Free Municipal Income Fund is the acquisition of 6,000 shares on March 27, 2024, which cost David J Lamb around $66,240.
According to the SEC Form 4 filings, David J Lamb has made a total of 0 transactions in Nuveen Floating Rate Income Fund (JFR) over the past 5 years. The most-recent trade in Nuveen Floating Rate Income Fund is the acquisition of 4,000 shares on March 21, 2017, which cost David J Lamb around $45,200.
More details on David J Lamb's insider transactions can be found in the Insider Trading History of David J Lamb table.Insider Trading History of David J Lamb
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David J Lamb Trading Performance
GuruFocus tracks the stock performance after each of David J Lamb's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David J Lamb is 2.1%. GuruFocus also compares David J Lamb's trading performance to market benchmark return within the same time period. The performance of stocks bought by David J Lamb within 3 months outperforms 2 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how David J Lamb's insider trading performs compared to the benchmark.
Performance of David J Lamb
Average Return
4.7%
Outperforming Transactions
50%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 0.65 | 2.1 | 5.37 | 4.7 | -4.39 | -9.17 |
Relative Return to S&P 500(%) | 1.98 | -0.6 | 0.89 | -11.98 | -17.58 | -19.46 |
David J Lamb Ownership Network
Ownership Network List of David J Lamb
Ownership Network Relation of David J Lamb
David J Lamb Owned Company Details
What does Nuveen Municipal Credit Opps Fund do?
Who are the key executives at Nuveen Municipal Credit Opps Fund?
David J Lamb is the Vice President of Nuveen Municipal Credit Opps Fund. Other key executives at Nuveen Municipal Credit Opps Fund include other: Chairman of the Board Terence J Toth , 10 percent owner Bank Of America Corp /de/ , and 10 percent owner Banc Of America Preferred Funding Corp .
Nuveen Municipal Credit Opps Fund (NMCO) Insider Trades Summary
Over the past 18 months, David J Lamb made no insider transaction in Nuveen Municipal Credit Opps Fund (NMCO). Other recent insider transactions involving Nuveen Municipal Credit Opps Fund (NMCO) include a net purchase of 7,925 shares made by Terence J Toth ,
In summary, during the past 3 months, insiders sold 0 shares of Nuveen Municipal Credit Opps Fund (NMCO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Nuveen Municipal Credit Opps Fund (NMCO) were sold and 7,925 shares were bought by its insiders, resulting in a net purchase of 7,925 shares.
Nuveen Municipal Credit Opps Fund (NMCO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Nuveen Municipal Credit Opps Fund Insider Transactions
David J Lamb Mailing Address
Above is the net worth, insider trading, and ownership report for David J Lamb. You might contact David J Lamb via mailing address: 333 W Wacker Drive, C/o Nuveen Investments, Chicago Il 60606.