Peter Vanderlee - Net Worth and Insider Trading

Peter Vanderlee Net Worth

The estimated net worth of Peter Vanderlee is at least $516,867 dollars as of 2024-05-14. Peter Vanderlee is the Portfolio Manager of Lmp Capital & Income Fund Inc and owns about 28,441 shares of Lmp Capital & Income Fund Inc (SCD) stock worth over $436,569. Peter Vanderlee is the Portfolio Manager of the Fund of ClearBridge MLP & Midstream Fund Inc. and owns about 560 shares of ClearBridge MLP & Midstream Fund Inc. (CEM) stock worth over $26,477. Peter Vanderlee is also the Portfolio Manager of the Fund of ClearBridge American Energy MLP Fund Inc and owns about 3,200 shares of ClearBridge American Energy MLP Fund Inc (CBA) stock worth over $21,600. Besides these, Peter Vanderlee also holds ClearBridge Energy Midstream Opportunity Fund Inc (EMO) , ClearBridge Energy MLP Total Return Fund (CTR) . Details can be seen in Peter Vanderlee's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Peter Vanderlee has not made any transactions after 2020-03-13 and currently still holds the listed stock(s).

Transaction Summary of Peter Vanderlee

To

Peter Vanderlee Insider Ownership Reports

Insider Ownership Summary of Peter Vanderlee

Ticker Comapny Transaction Date Type of Owner
SCD Lmp Capital & Income Fund Inc 2020-03-13 other: Portfolio Manager
EMO ClearBridge Energy Midstream Opportunity Fund Inc 2017-12-07 other: Portfolio Manager of the Fund
CTR ClearBridge Energy MLP Total Return Fund 2017-12-07 other: Portfolio Manager of the Fund
2017-12-07 other: Portfolio Manager of the Fund
2017-12-07 other: Portfolio Manager of the Fund

Peter Vanderlee Latest Holdings Summary

Peter Vanderlee currently owns a total of 5 stocks. Among these stocks, Peter Vanderlee owns 28,441 shares of Lmp Capital & Income Fund Inc (SCD) as of March 13, 2020, with a value of $436,569 and a weighting of 84.46%. Peter Vanderlee owns 560 shares of ClearBridge MLP & Midstream Fund Inc. (CEM) as of December 7, 2017, with a value of $26,477 and a weighting of 5.12%. Peter Vanderlee also owns 3,200 shares of ClearBridge American Energy MLP Fund Inc (CBA) as of December 7, 2017, with a value of $21,600 and a weighting of 4.18%. The other 2 stocks ClearBridge Energy Midstream Opportunity Fund Inc (EMO) , ClearBridge Energy MLP Total Return Fund (CTR) have a combined weighting of 6.23% among all his current holdings.

Latest Holdings of Peter Vanderlee

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SCD Lmp Capital & Income Fund Inc 2020-03-13 28,441 15.35 436,569
CEM ClearBridge MLP & Midstream Fund Inc. 2017-12-07 560 47.28 26,477
CBA ClearBridge American Energy MLP Fund Inc 2017-12-07 3,200 6.75 21,600
EMO ClearBridge Energy Midstream Opportunity Fund Inc 2017-12-07 480 42.23 20,270
CTR ClearBridge Energy MLP Total Return Fund 2017-12-07 280 42.68 11,950

Holding Weightings of Peter Vanderlee


Peter Vanderlee Form 4 Trading Tracker

According to the SEC Form 4 filings, Peter Vanderlee has made a total of 1 transactions in Lmp Capital & Income Fund Inc (SCD) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Lmp Capital & Income Fund Inc is the acquisition of 5,000 shares on March 13, 2020, which cost Peter Vanderlee around $44,000.

According to the SEC Form 4 filings, Peter Vanderlee has made a total of 0 transactions in ClearBridge MLP & Midstream Fund Inc. (CEM) over the past 5 years. The most-recent trade in ClearBridge MLP & Midstream Fund Inc. is the sale of 100 shares on December 7, 2017, which brought Peter Vanderlee around $6,440.

According to the SEC Form 4 filings, Peter Vanderlee has made a total of 0 transactions in ClearBridge American Energy MLP Fund Inc (CBA) over the past 5 years. The most-recent trade in ClearBridge American Energy MLP Fund Inc is the acquisition of 3,200 shares on December 7, 2017, which cost Peter Vanderlee around $23,680.

More details on Peter Vanderlee's insider transactions can be found in the Insider Trading History of Peter Vanderlee table.

Insider Trading History of Peter Vanderlee

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.

Peter Vanderlee Trading Performance

GuruFocus tracks the stock performance after each of Peter Vanderlee's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Peter Vanderlee is 2.2%. GuruFocus also compares Peter Vanderlee's trading performance to market benchmark return within the same time period. The performance of stocks bought by Peter Vanderlee within 3 months outperforms 3 times out of 10 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Peter Vanderlee'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 Peter Vanderlee

Average Return

Average return per transaction

Outperforming Transactions

4 out of 9 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 2.9
Relative Return to S&P 500(%) 2.34

Peter Vanderlee Ownership Network

Ownership Network List of Peter Vanderlee

No Data

Ownership Network Relation of Peter Vanderlee


Peter Vanderlee Owned Company Details

What does Lmp Capital & Income Fund Inc do?

Who are the key executives at Lmp Capital & Income Fund Inc?

Peter Vanderlee is the other: Portfolio Manager of Lmp Capital & Income Fund Inc. Other key executives at Lmp Capital & Income Fund Inc include Secretary/Chief Legal Officer Oliveira Marc De , other: General Counsel/Subadviser Jasna Dolgov , and other: Portfolio Manager Patrick Mcelroy .

Lmp Capital & Income Fund Inc (SCD) Insider Trades Summary

Over the past 18 months, Peter Vanderlee made no insider transaction in Lmp Capital & Income Fund Inc (SCD). Other recent insider transactions involving Lmp Capital & Income Fund Inc (SCD) include a net purchase of 1,670 shares made by Eileen A Kamerick ,

In summary, during the past 3 months, insiders sold 0 shares of Lmp Capital & Income Fund Inc (SCD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Lmp Capital & Income Fund Inc (SCD) were sold and 1,670 shares were bought by its insiders, resulting in a net purchase of 1,670 shares.

Lmp Capital & Income Fund Inc (SCD)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Lmp Capital & Income Fund Inc Insider Transactions

No Available Data

Peter Vanderlee Mailing Address

Above is the net worth, insider trading, and ownership report for Peter Vanderlee. You might contact Peter Vanderlee via mailing address: Attn: Clearbridge Advisors, Llc, 620 Eighth Avenue, 48th Floor, New York Ny 10018.

Discussions on Peter Vanderlee

No discussions yet.