James Murchie - Net Worth and Insider Trading
James Murchie Net Worth
The estimated net worth of James Murchie is at least $987,830 dollars as of 2024-04-19. James Murchie is the Officer-Investment Sub-Advisor of First Trust Energy Infrastructure Fund and owns about 44,000 shares of First Trust Energy Infrastructure Fund (FIF) stock worth over $784,520. James Murchie is also the Officer-Investment Sub-Advisor of First Trust New Opportunities MLP & Energy Fund and owns about 27,000 shares of First Trust New Opportunities MLP & Energy Fund (FPL) stock worth over $203,310. Details can be seen in James Murchie'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 Murchie has not made any transactions after 2020-05-27 and currently still holds the listed stock(s).
Transaction Summary of James Murchie
James Murchie Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James Murchie owns 4 companies in total, including First Trust Energy Infrastructure Fund (FIF) , First Trust New Opportunities MLP & Energy Fund (FPL) , and First Trust Energy Income & Growth Fund (FEN) among others .
Click here to see the complete history of James Murchie’s form 4 insider trades.
Insider Ownership Summary of James Murchie
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FIF | First Trust Energy Infrastructure Fund | 2020-05-27 | other: Officer-Investment Sub-Advisor |
| FPL | First Trust New Opportunities MLP & Energy Fund | 2018-09-26 | other: Officer-Investment Sub-Advisor |
| FEN | First Trust Energy Income & Growth Fund | 2007-09-14 | other: Officer-Investment Sub-Advisor |
| FEI | First Trust MLP and Energy Income Fund | 2012-11-27 | other: Officer-Investment Sub-Advisor |
James Murchie Latest Holdings Summary
James Murchie currently owns a total of 2 stocks. Among these stocks, James Murchie owns 44,000 shares of First Trust Energy Infrastructure Fund (FIF) as of May 27, 2020, with a value of $784,520 and a weighting of 79.42%. James Murchie also owns 27,000 shares of First Trust New Opportunities MLP & Energy Fund (FPL) as of September 26, 2018, with a value of $203,310 and a weighting of 20.58%.
Latest Holdings of James Murchie
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FIF | First Trust Energy Infrastructure Fund | 2020-05-27 | 44,000 | 17.83 | 784,520 |
| FPL | First Trust New Opportunities MLP & Energy Fund | 2018-09-26 | 27,000 | 7.53 | 203,310 |
Holding Weightings of James Murchie
James Murchie Form 4 Trading Tracker
According to the SEC Form 4 filings, James Murchie has made a total of 1 transactions in First Trust Energy Infrastructure Fund (FIF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in First Trust Energy Infrastructure Fund is the acquisition of 6,500 shares on May 27, 2020, which cost James Murchie around $71,500.
According to the SEC Form 4 filings, James Murchie has made a total of 0 transactions in First Trust New Opportunities MLP & Energy Fund (FPL) over the past 5 years. The most-recent trade in First Trust New Opportunities MLP & Energy Fund is the acquisition of 10,000 shares on September 26, 2018, which cost James Murchie around $94,000.
Insider Trading History of James Murchie
- 1
James Murchie Trading Performance
GuruFocus tracks the stock performance after each of James Murchie's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James Murchie is -5.85%. GuruFocus also compares James Murchie's trading performance to market benchmark return within the same time period. The performance of stocks bought by James Murchie within 3 months outperforms 3 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James Murchie's insider trading performs compared to the benchmark.
Performance of James Murchie
Average Return
-4.57%
Outperforming Transactions
38%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.51 | -5.85 | -10.26 | -4.57 | -7.22 | -8.9 |
| Relative Return to S&P 500(%) | -2.03 | -6.04 | -14.21 | -15.04 | -17.44 | -20.5 |
James Murchie Ownership Network
Ownership Network List of James Murchie
Ownership Network Relation of James Murchie
James Murchie Owned Company Details
What does First Trust Energy Infrastructure Fund do?
Who are the key executives at First Trust Energy Infrastructure Fund?
James Murchie is the other: Officer-Investment Sub-Advisor of First Trust Energy Infrastructure Fund. Other key executives at First Trust Energy Infrastructure Fund include other: Officer - Investment Advisor Kelly Catherine Dehler , other: Officer-Investment Advisor Scott Michael Friske , and other: Officer-Investment Sub-Advisor John K Tysseland .
First Trust Energy Infrastructure Fund (FIF) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of First Trust Energy Infrastructure Fund (FIF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of First Trust Energy Infrastructure Fund (FIF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
First Trust Energy Infrastructure Fund (FIF)'s detailed insider trading history can be found in Insider Trading Tracker table.
First Trust Energy Infrastructure Fund Insider Transactions
James Murchie Mailing Address
Above is the net worth, insider trading, and ownership report for James Murchie. You might contact James Murchie via mailing address: Energy Income Partners, Llc, 49 Riverside Avenue, Westport Ct 06880.
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