Jack Connelly - Net Worth and Insider Trading

Jack Connelly Net Worth

The estimated net worth of Jack Connelly is at least $288,580 dollars as of 2024-04-16. Jack Connelly is the Portfolio Manager of Invesco Quality Municipal Income Trust and owns about 20,000 shares of Invesco Quality Municipal Income Trust (IQI) stock worth over $185,800. Jack Connelly is the Portfolio Manager of Invesco Value Municipal Income Trust and owns about 9,000 shares of Invesco Value Municipal Income Trust (IIM) stock worth over $102,780. Jack Connelly is also the Portfolio Manager of Invesco Municipal Opportunity Trust and owns about 0 shares of Invesco Municipal Opportunity Trust (VMO) stock worth over $0. Details can be seen in Jack Connelly's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jack Connelly has not made any transactions after 2019-09-04 and currently still holds the listed stock(s).

Transaction Summary of Jack Connelly

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Jack Connelly Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Jack Connelly owns 10 companies in total, including Invesco Quality Municipal Income Trust () , Invesco Value Municipal Income Trust () , and Invesco Municipal Opportunity Trust () among others .

Click here to see the complete history of Jack Connelly’s form 4 insider trades.

Insider Ownership Summary of Jack Connelly

Ticker Comapny Transaction Date Type of Owner
Invesco Quality Municipal Income Trust 2019-09-04 other: Portfolio Manager
Invesco Value Municipal Income Trust 2019-09-04 other: Portfolio Manager
Invesco Municipal Opportunity Trust 2017-03-17 other: Portfolio Manager
Invesco Muni Income Opps Trust 2016-05-02 other: Portfolio Manager
Invesco Municipal Trust 2016-05-02 other: Portfolio Manager
Invesco Trust for Investment Grade Municipals 2016-05-02 other: Portfolio Manager
Invesco Trust For Investment Grade New York Municipals 2016-05-02 other: Portfolio Manager
Invesco Pennsylvania Value Municipal Income Trust 2016-05-02 other: Portfolio Manager
Invesco California Value Municipal Income Trust 2016-05-02 other: Portfolio Manager
Invesco Advantage Municipal Income Trust II 2016-05-02 other: Portfolio Manager

Jack Connelly Latest Holdings Summary

Jack Connelly currently owns a total of 3 stocks. Among these stocks, Jack Connelly owns 20,000 shares of Invesco Quality Municipal Income Trust (IQI) as of September 4, 2019, with a value of $185,800 and a weighting of 64.38%. Jack Connelly owns 9,000 shares of Invesco Value Municipal Income Trust (IIM) as of September 4, 2019, with a value of $102,780 and a weighting of 35.62%. Jack Connelly also owns 0 shares of Invesco Municipal Opportunity Trust (VMO) as of March 17, 2017, with a value of $0 and a weighting of 0%.

Latest Holdings of Jack Connelly

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
IQI Invesco Quality Municipal Income Trust 2019-09-04 20,000 9.29 185,800
IIM Invesco Value Municipal Income Trust 2019-09-04 9,000 11.42 102,780
VMO Invesco Municipal Opportunity Trust 2017-03-17 0 9.29 0

Holding Weightings of Jack Connelly


Jack Connelly Form 4 Trading Tracker

According to the SEC Form 4 filings, Jack Connelly has made a total of 3 transactions in Invesco Quality Municipal Income Trust (IQI) over the past 5 years, including 1 buys and 2 sells. The most-recent trade in Invesco Quality Municipal Income Trust is the acquisition of 11,500 shares on September 4, 2019, which cost Jack Connelly around $148,925.

According to the SEC Form 4 filings, Jack Connelly has made a total of 1 transactions in Invesco Value Municipal Income Trust (IIM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Invesco Value Municipal Income Trust is the acquisition of 11,230 shares on September 4, 2019, which cost Jack Connelly around $175,862.

According to the SEC Form 4 filings, Jack Connelly has made a total of 0 transactions in Invesco Municipal Opportunity Trust (VMO) over the past 5 years. The most-recent trade in Invesco Municipal Opportunity Trust is the sale of 22,000 shares on March 17, 2017, which brought Jack Connelly around $282,920.

Insider Trading History of Jack Connelly

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.

Jack Connelly Trading Performance

GuruFocus tracks the stock performance after each of Jack Connelly's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jack Connelly is -4.76%. GuruFocus also compares Jack Connelly's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jack Connelly within 3 months outperforms 1 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Jack Connelly'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 Jack Connelly

Average Relative Return

0.39%

Average relative return per transaction

Outperforming Transactions

40%

2 out of 5 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) -2.07 -4.76 -0.93 0.39 1 -1.28
Relative Return to S&P 500(%) -0.86 -4.77 -4.01 -11.53 -14.79 -14.04

Jack Connelly Ownership Network

Ownership Network List of Jack Connelly

No Data

Ownership Network Relation of Jack Connelly


Jack Connelly Owned Company Details

What does Invesco Quality Municipal Income Trust do?

Who are the key executives at Invesco Quality Municipal Income Trust?

Jack Connelly is the other: Portfolio Manager of Invesco Quality Municipal Income Trust. Other key executives at Invesco Quality Municipal Income Trust include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Quality Municipal Income Trust () Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Quality Municipal Income Trust () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Quality Municipal Income Trust () were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Quality Municipal Income Trust ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Invesco Quality Municipal Income Trust Insider Transactions

No Available Data

Jack Connelly Mailing Address

Above is the net worth, insider trading, and ownership report for Jack Connelly. You might contact Jack Connelly via mailing address: 1555 Peachtree Street Ne, Suite 1800, Atlanta Ga 30309.

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