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
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 |
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
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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 12.76%. 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.
Performance of Toupin Ronald E Jr
Average Return
26.97%
Outperforming Transactions
53%
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
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.
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.