Lloyd Wennlund - Net Worth and Insider Trading

Lloyd Wennlund Net Worth

The estimated net worth of Lloyd Wennlund is at least $97,131 dollars as of 2024-05-04. Lloyd Wennlund is the Director of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND and owns about 4,500 shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) stock worth over $50,175. Lloyd Wennlund is also the Director of Calamos Convertible & High Income Fund and owns about 4,200 shares of Calamos Convertible & High Income Fund (CHY) stock worth over $46,956. Details can be seen in Lloyd Wennlund's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lloyd Wennlund has not made any transactions after 2020-02-07 and currently still holds the listed stock(s).

Transaction Summary of Lloyd Wennlund

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Lloyd Wennlund Insider Ownership Reports

Insider Ownership Summary of Lloyd Wennlund

Ticker Comapny Transaction Date Type of Owner
CHI CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND 2020-02-07 director
CHY Calamos Convertible & High Income Fund 2020-02-07 director
CSQ Calamos Strategic Total Return Fund 2018-07-19 director
2018-07-19 director
2018-07-19 director
2018-07-19 director
2019-11-25 director

Lloyd Wennlund Latest Holdings Summary

Lloyd Wennlund currently owns a total of 2 stocks. Among these stocks, Lloyd Wennlund owns 4,500 shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) as of February 7, 2020, with a value of $50,175 and a weighting of 51.66%. Lloyd Wennlund also owns 4,200 shares of Calamos Convertible & High Income Fund (CHY) as of February 7, 2020, with a value of $46,956 and a weighting of 48.34%.

Latest Holdings of Lloyd Wennlund

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CHI CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND 2020-02-07 4,500 11.15 50,175
CHY Calamos Convertible & High Income Fund 2020-02-07 4,200 11.18 46,956

Holding Weightings of Lloyd Wennlund


Lloyd Wennlund Form 4 Trading Tracker

According to the SEC Form 4 filings, Lloyd Wennlund has made a total of 1 transactions in CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND is the acquisition of 4,500 shares on February 7, 2020, which cost Lloyd Wennlund around $51,390.

According to the SEC Form 4 filings, Lloyd Wennlund has made a total of 1 transactions in Calamos Convertible & High Income Fund (CHY) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Calamos Convertible & High Income Fund is the acquisition of 4,200 shares on February 7, 2020, which cost Lloyd Wennlund around $50,106.

Insider Trading History of Lloyd Wennlund

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.

Lloyd Wennlund Trading Performance

GuruFocus tracks the stock performance after each of Lloyd Wennlund's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lloyd Wennlund is -18.2%. GuruFocus also compares Lloyd Wennlund's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lloyd Wennlund within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Lloyd Wennlund'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 Lloyd Wennlund

Average Return

Average return per transaction

Outperforming Transactions

2 out of 2 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(%) -8.63
Relative Return to S&P 500(%) 2.06

Lloyd Wennlund Ownership Network

Ownership Network List of Lloyd Wennlund

No Data

Ownership Network Relation of Lloyd Wennlund


Lloyd Wennlund Owned Company Details

What does CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND do?

Who are the key executives at CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND?

Lloyd Wennlund is the director of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND. Other key executives at CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND include chief compliance officer Mark Mickey , VP & Sec'y & Chief Legal Off. Erik D. Ojala , and VP and Assistant Secretary Susan L Schoenberger .

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) Insider Trades Summary

Over the past 18 months, Lloyd Wennlund made no insider transaction in CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI). Other recent insider transactions involving CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) include a net sale of 0 shares made by Mark Mickey ,

In summary, during the past 3 months, insiders sold 500 shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) in total and bought 0 shares, with a net sale of 500 shares. During the past 18 months, 500 shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) were sold and 500 shares were bought by its insiders, resulting in a net sale of 0 shares.

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND Insider Transactions

No Available Data

Lloyd Wennlund Mailing Address

Above is the net worth, insider trading, and ownership report for Lloyd Wennlund. You might contact Lloyd Wennlund via mailing address: 2020 Calamos Court, Naperville Il 60563.

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