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 $720,615 dollars as of 2024-04-25. 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 the TRUSTEE of Guggenheim Active Allocation Fund and owns about 11,046 shares of Guggenheim Active Allocation Fund (GUG) stock worth over $160,167. 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 $111,655. 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 assumption that Toupin Ronald E Jr has not made any transactions after 2024-04-01 and currently still holds the listed stock(s).

Transaction Summary of Toupin Ronald E Jr

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Toupin Ronald E Jr Insider Ownership Reports

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
GBAB Guggenheim Taxable Municipal Managed Duration Trust 2022-10-12 director & other: Trustee
GGM Guggenheim Credit Allocation Fund 2020-12-04 director & other: Trustee
WIA Western Asset Inflation Linked Income Fund 2019-04-01 director & other: Trustee
WIW Western Asset Inflation-Linked Opportunities and Income Fund 2019-04-01 director & other: Trustee
LCM Advent/claymore Enhanced Growth & Income 2005-01-26 director & other: Trustee
MCN Madison Covrd Call & Eqt Strtg Fd 2004-07-29 director & other: Trustee
MZF Managed Duration Investment Grade Municipal Fund 2003-08-26 other: Trustee
GUG Guggenheim Active Allocation Fund 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 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 23.43%. Toupin Ronald E Jr owns 11,046 shares of Guggenheim Active Allocation Fund (GUG) as of April 1, 2024, with a value of $160,167 and a weighting of 22.23%. Toupin Ronald E Jr also owns 7,711 shares of Guggenheim Strategic Opportunities Fund (GOF) as of March 13, 2023, with a value of $111,655 and a weighting of 15.49%. 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 38.84% among all his current holdings.

Latest Holdings of Toupin Ronald E Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
GPM Guggenheim Enhanced Equity Income Fund 2020-12-04 17,075 9.89 168,872
GUG Guggenheim Active Allocation Fund 2024-04-01 11,046 14.50 160,167
GOF Guggenheim Strategic Opportunities Fund 2023-03-13 7,711 14.48 111,655
GBAB Guggenheim Taxable Municipal Managed Duration Trust 2022-10-12 6,442 15.65 100,817
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 8.44 20,366
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 7.92 18,949
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 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 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 7 transactions in Guggenheim Strategic Opportunities Fund (GOF) over the past 5 years, including 4 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

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.

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 12.76%. 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 96 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.

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

Performance of Toupin Ronald E Jr

Average Return

26.97%

Average return per transaction

Outperforming Transactions

53%

46 out of 87 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(%) 2.68 12.76 15.01 26.97 0.63 -6.6
Relative Return to S&P 500(%) 0.77 9.16 8.16 13.16 -12.82 -17.98

Toupin Ronald E Jr Ownership Network

Ownership Network List of Toupin Ronald E Jr

No Data

Ownership Network Relation of Toupin Ronald E Jr


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.

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Fiduciary/Claymore Energy Infrastructure Fund Insider Transactions

No Available Data

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.

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