Ogden William B Iv - Net Worth and Insider Trading
Ogden William B Iv Net Worth
The estimated net worth of Ogden William B Iv is at least $70,727 dollars as of 2024-04-26. Ogden William B Iv is the Director of PIMCO Municipal Income Fund II and owns about 4,600 shares of PIMCO Municipal Income Fund II (PML) stock worth over $37,352. Ogden William B Iv is also the Director of PIMCO Municipal Income Fund and owns about 3,750 shares of PIMCO Municipal Income Fund (PMF) stock worth over $33,375. Details can be seen in Ogden William B Iv's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Ogden William B Iv has not made any transactions after 2015-11-10 and currently still holds the listed stock(s).
Transaction Summary of Ogden William B Iv
Ogden William B Iv Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Ogden William B Iv owns 31 companies in total, including Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , PIMCO Dynamic Income Strategy Fund (PDX) , and Virtus Convertible & Income 2024 Target Term Fund (CBH) among others .
Click here to see the complete history of Ogden William B Iv’s form 4 insider trades.
Insider Ownership Summary of Ogden William B Iv
Ogden William B Iv Latest Holdings Summary
Ogden William B Iv currently owns a total of 2 stocks. Among these stocks, Ogden William B Iv owns 4,600 shares of PIMCO Municipal Income Fund II (PML) as of November 10, 2015, with a value of $37,352 and a weighting of 52.81%. Ogden William B Iv also owns 3,750 shares of PIMCO Municipal Income Fund (PMF) as of November 10, 2015, with a value of $33,375 and a weighting of 47.19%.
Latest Holdings of Ogden William B Iv
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
PML | PIMCO Municipal Income Fund II | 2015-11-10 | 4,600 | 8.12 | 37,352 |
PMF | PIMCO Municipal Income Fund | 2015-11-10 | 3,750 | 8.90 | 33,375 |
Holding Weightings of Ogden William B Iv
Ogden William B Iv Form 4 Trading Tracker
According to the SEC Form 4 filings, Ogden William B Iv has made a total of 0 transactions in PIMCO Municipal Income Fund II (PML) over the past 5 years. The most-recent trade in PIMCO Municipal Income Fund II is the acquisition of 4,600 shares on November 10, 2015, which cost Ogden William B Iv around $55,292.
According to the SEC Form 4 filings, Ogden William B Iv has made a total of 0 transactions in PIMCO Municipal Income Fund (PMF) over the past 5 years. The most-recent trade in PIMCO Municipal Income Fund is the acquisition of 3,750 shares on November 10, 2015, which cost Ogden William B Iv around $55,200.
Insider Trading History of Ogden William B Iv
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Ogden William B Iv Trading Performance
GuruFocus tracks the stock performance after each of Ogden William B Iv's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ogden William B Iv is 9.5%. GuruFocus also compares Ogden William B Iv's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ogden William B Iv within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Ogden William B Iv's insider trading performs compared to the benchmark.
Performance of Ogden William B Iv
Average Return
3.19%
Outperforming Transactions
100%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 2.86 | 9.5 | 14.89 | 3.19 | 5.44 | 2.25 |
Relative Return to S&P 500(%) | 4.28 | 20.54 | 14.76 | -0.92 | -5.92 | -7.89 |
Ogden William B Iv Ownership Network
Ownership Network List of Ogden William B Iv
Ownership Network Relation of Ogden William B Iv
Ogden William B Iv Owned Company Details
What does Virtus Artificial Intelligence & Technology Opportunities Fund do?
Who are the key executives at Virtus Artificial Intelligence & Technology Opportunities Fund?
Ogden William B Iv is the director of Virtus Artificial Intelligence & Technology Opportunities Fund. Other key executives at Virtus Artificial Intelligence & Technology Opportunities Fund include other: Subadviser to the issuer Voya Investment Management Co , other: CIO-Subadviser to the issuer Paul Zemsky , and other: CIO-Subadviser to the issuer Vincent J Costa .
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Insider Trades Summary
Over the past 18 months, Ogden William B Iv made no insider transaction in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). Other recent insider transactions involving Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) include a net purchase of 2,925 shares made by Mcdaniel Connie D , and a net purchase of 832 shares made by Donald C Burke .
In summary, during the past 3 months, insiders sold 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) were sold and 3,757 shares were bought by its insiders, resulting in a net purchase of 3,757 shares.
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Artificial Intelligence & Technology Opportunities Fund Insider Transactions
Ogden William B Iv Mailing Address
Above is the net worth, insider trading, and ownership report for Ogden William B Iv. You might contact Ogden William B Iv via mailing address: 1633 Broadway, New York Ny 10019.