George R. Nelson - Net Worth and Insider Trading
George R. Nelson Net Worth
The estimated net worth of George R. Nelson is at least $203,051 dollars as of 2024-05-15. George R. Nelson is the Portfolio Manager of Eaton Vance Enhanced Equity Income Fund and owns about 5,000 shares of Eaton Vance Enhanced Equity Income Fund (EOI) stock worth over $92,751. George R. Nelson is the Portfolio Manager of Eaton Vance Tax-mgd Dvsf Eq Inc Fd and owns about 5,000 shares of Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY) stock worth over $67,825. George R. Nelson is also the Portfolio Manager of Eaton Vance Risk-Managed Diversified Equity Income Fund and owns about 5,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stock worth over $42,475. Details can be seen in George R. Nelson's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that George R. Nelson has not made any transactions after 2021-11-24 and currently still holds the listed stock(s).
Transaction Summary of George R. Nelson
George R. Nelson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, George R. Nelson owns 7 companies in total, including Eaton Vance Enhanced Equity Income Fund (EOI) , Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY) , and Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) among others .
Click here to see the complete history of George R. Nelson’s form 4 insider trades.
Insider Ownership Summary of George R. Nelson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EOI | Eaton Vance Enhanced Equity Income Fund | 2021-11-24 | Portfolio Manager |
| ETY | Eaton Vance Tax-mgd Dvsf Eq Inc Fd | 2021-11-24 | Portfolio Manager |
| ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | 2021-11-24 | Portfolio Manager |
 | | 2021-07-01 | other: Portfolio Manager |
| | 2021-07-01 | other: Portfolio Manager |
| | 2021-07-01 | other: Portfolio Manager |
| | 2021-07-01 | other: Portfolio Manager |
George R. Nelson Latest Holdings Summary
George R. Nelson currently owns a total of 3 stocks. Among these stocks, George R. Nelson owns 5,000 shares of Eaton Vance Enhanced Equity Income Fund (EOI) as of November 24, 2021, with a value of $92,751 and a weighting of 45.68%. George R. Nelson owns 5,000 shares of Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY) as of November 24, 2021, with a value of $67,825 and a weighting of 33.4%. George R. Nelson also owns 5,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of November 24, 2021, with a value of $42,475 and a weighting of 20.92%.
Latest Holdings of George R. Nelson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| EOI | Eaton Vance Enhanced Equity Income Fund | 2021-11-24 | 5,000 | 18.55 | 92,751 |
| ETY | Eaton Vance Tax-mgd Dvsf Eq Inc Fd | 2021-11-24 | 5,000 | 13.57 | 67,825 |
| ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | 2021-11-24 | 5,000 | 8.50 | 42,475 |
Holding Weightings of George R. Nelson
George R. Nelson Form 4 Trading Tracker
According to the SEC Form 4 filings, George R. Nelson has made a total of 1 transactions in Eaton Vance Enhanced Equity Income Fund (EOI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Eaton Vance Enhanced Equity Income Fund is the acquisition of 5,000 shares on November 24, 2021, which cost George R. Nelson around $100,000.
According to the SEC Form 4 filings, George R. Nelson has made a total of 1 transactions in Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Eaton Vance Tax-mgd Dvsf Eq Inc Fd is the acquisition of 5,000 shares on November 24, 2021, which cost George R. Nelson around $73,650.
According to the SEC Form 4 filings, George R. Nelson has made a total of 1 transactions in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Eaton Vance Risk-Managed Diversified Equity Income Fund is the acquisition of 5,000 shares on November 24, 2021, which cost George R. Nelson around $54,700.
Insider Trading History of George R. Nelson
- 1
George R. Nelson Trading Performance
GuruFocus tracks the stock performance after each of George R. Nelson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by George R. Nelson is -9.72%. GuruFocus also compares George R. Nelson's trading performance to market benchmark return within the same time period. The performance of stocks bought by George R. Nelson within 3 months outperforms 0 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 George R. Nelson's insider trading performs compared to the benchmark.
Performance of George R. Nelson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.81 | | | | | |
| Relative Return to S&P 500(%) | -1.33 | | | | | |
George R. Nelson Ownership Network
George R. Nelson Owned Company Details
What does Eaton Vance Enhanced Equity Income Fund do?
Who are the key executives at Eaton Vance Enhanced Equity Income Fund?
George R. Nelson is the Portfolio Manager of Eaton Vance Enhanced Equity Income Fund. Other key executives at Eaton Vance Enhanced Equity Income Fund include other: Portfolio Manager Charles Gaffney , other: Portfolio Manager Douglas R Rogers , and Officer Anchal Pachnanda .
Eaton Vance Enhanced Equity Income Fund (EOI) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Enhanced Equity Income Fund (EOI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Enhanced Equity Income Fund (EOI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Eaton Vance Enhanced Equity Income Fund (EOI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Eaton Vance Enhanced Equity Income Fund Insider Transactions
George R. Nelson Mailing Address
Above is the net worth, insider trading, and ownership report for George R. Nelson. You might contact George R. Nelson via mailing address: Two International Place, Boston Ma 02110.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
