James R Fellows - Net Worth and Insider Trading
James R Fellows Net Worth
The estimated net worth of James R Fellows is at least $938,510 dollars as of 2024-04-23. James R Fellows is the Portfolio Manager of THL Credit Senior Loan Fund and owns about 42,500 shares of THL Credit Senior Loan Fund (FSLF) stock worth over $670,650. James R Fellows is also the CIO of Advisor of First Eagle Alternative Capital BDC Inc and owns about 59,000 shares of First Eagle Alternative Capital BDC Inc (FCRD) stock worth over $267,860. Details can be seen in James R Fellows's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James R Fellows has not made any transactions after 2020-03-12 and currently still holds the listed stock(s).
Transaction Summary of James R Fellows
James R Fellows Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James R Fellows owns 2 companies in total, including First Eagle Alternative Capital BDC Inc (FCRD) , and THL Credit Senior Loan Fund (FSLF) .
Click here to see the complete history of James R Fellows’s form 4 insider trades.
Insider Ownership Summary of James R Fellows
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FCRD | First Eagle Alternative Capital BDC Inc | 2020-04-17 | 10 percent owner & See Remarks |
| FSLF | THL Credit Senior Loan Fund | 2015-12-16 | other: Portfolio Manager |
James R Fellows Latest Holdings Summary
James R Fellows currently owns a total of 2 stocks. Among these stocks, James R Fellows owns 42,500 shares of THL Credit Senior Loan Fund (FSLF) as of December 16, 2015, with a value of $670,650 and a weighting of 71.46%. James R Fellows also owns 59,000 shares of First Eagle Alternative Capital BDC Inc (FCRD) as of March 12, 2020, with a value of $267,860 and a weighting of 28.54%.
Latest Holdings of James R Fellows
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FSLF | THL Credit Senior Loan Fund | 2015-12-16 | 42,500 | 15.78 | 670,650 |
| FCRD | First Eagle Alternative Capital BDC Inc | 2020-03-12 | 59,000 | 4.54 | 267,860 |
Holding Weightings of James R Fellows
James R Fellows Form 4 Trading Tracker
According to the SEC Form 4 filings, James R Fellows has made a total of 0 transactions in THL Credit Senior Loan Fund (FSLF) over the past 5 years. The most-recent trade in THL Credit Senior Loan Fund is the acquisition of 7,500 shares on December 16, 2015, which cost James R Fellows around $111,150.
According to the SEC Form 4 filings, James R Fellows has made a total of 1 transactions in First Eagle Alternative Capital BDC Inc (FCRD) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in First Eagle Alternative Capital BDC Inc is the acquisition of 32,000 shares on March 12, 2020, which cost James R Fellows around $99,200.
Insider Trading History of James R Fellows
- 1
James R Fellows Trading Performance
GuruFocus tracks the stock performance after each of James R Fellows's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James R Fellows is 0.94%. GuruFocus also compares James R Fellows's trading performance to market benchmark return within the same time period. The performance of stocks bought by James R Fellows within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James R Fellows's insider trading performs compared to the benchmark.
Performance of James R Fellows
Average Return
-1.59%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -4.4 | 0.94 | -0.75 | -1.59 | -11.85 | -11.4 |
| Relative Return to S&P 500(%) | -6.61 | -7.66 | -15.42 | -26.71 | -23.06 | -22.35 |
James R Fellows Ownership Network
Ownership Network List of James R Fellows
Ownership Network Relation of James R Fellows
James R Fellows Owned Company Details
What does First Eagle Alternative Capital BDC Inc do?
Who are the key executives at First Eagle Alternative Capital BDC Inc?
James R Fellows is the 10 percent owner & See Remarks of First Eagle Alternative Capital BDC Inc. Other key executives at First Eagle Alternative Capital BDC Inc include 10 percent owner Robert J. Hickey , director & 10 percent owner & See Remarks Christopher J. Flynn , and other: CFO of the Adviser Edward J. Giordano .
First Eagle Alternative Capital BDC Inc (FCRD) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of First Eagle Alternative Capital BDC Inc (FCRD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of First Eagle Alternative Capital BDC Inc (FCRD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
First Eagle Alternative Capital BDC Inc (FCRD)'s detailed insider trading history can be found in Insider Trading Tracker table.
First Eagle Alternative Capital BDC Inc Insider Transactions
James R Fellows Mailing Address
Above is the net worth, insider trading, and ownership report for James R Fellows. You might contact James R Fellows via mailing address: 100 Federal Street, 31st Floor, Boston Ma 02110.
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