Robert D Agdern - Net Worth and Insider Trading
Robert D Agdern Net Worth
The estimated net worth of Robert D Agdern is at least $74,929 dollars as of 2024-04-27. Robert D Agdern is the Director of ClearBridge Energy MLP Total Return Fund and owns about 1,147 shares of ClearBridge Energy MLP Total Return Fund (CTR) stock worth over $47,807. Robert D Agdern is the Director of Western Asset Mortgage Defined Opportunity Fund Inc and owns about 2,413 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) stock worth over $27,122. Robert D Agdern is also the Director of Western Asset Intermediate Muni Fd Inc and owns about 0 shares of Western Asset Intermediate Muni Fd Inc (SBI) stock worth over $0. Besides these, Robert D Agdern also holds ClearBridge MLP & Midstream Fund Inc. (CEM) , Western Asset Managed Municipals Fd Inc (MMU) , Western Asset Municipal Partners Fd Inc (MNP) . Details can be seen in Robert D Agdern's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Robert D Agdern has not made any transactions after 2019-12-19 and currently still holds the listed stock(s).
Transaction Summary of Robert D Agdern
Robert D Agdern Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Robert D Agdern owns 22 companies in total, including Western Asset Intermediate Muni Fd Inc (SBI) , Western Asset Managed Municipals Fd Inc (MMU) , and Western Asset Municipal Partners Fd Inc (MNP) among others .
Click here to see the complete history of Robert D Agdern’s form 4 insider trades.
Insider Ownership Summary of Robert D Agdern
Robert D Agdern Latest Holdings Summary
Robert D Agdern currently owns a total of 6 stocks. Among these stocks, Robert D Agdern owns 1,147 shares of ClearBridge Energy MLP Total Return Fund (CTR) as of December 19, 2019, with a value of $47,807 and a weighting of 63.8%. Robert D Agdern owns 2,413 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) as of December 19, 2019, with a value of $27,122 and a weighting of 36.2%. Robert D Agdern also owns 0 shares of Western Asset Intermediate Muni Fd Inc (SBI) as of December 19, 2019, with a value of $0 and a weighting of 0%. The other 3 stocks ClearBridge MLP & Midstream Fund Inc. (CEM) , Western Asset Managed Municipals Fd Inc (MMU) , Western Asset Municipal Partners Fd Inc (MNP) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Robert D Agdern
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
CTR | ClearBridge Energy MLP Total Return Fund | 2019-12-19 | 1,147 | 41.68 | 47,807 |
DMO | Western Asset Mortgage Defined Opportunity Fund Inc | 2019-12-19 | 2,413 | 11.24 | 27,122 |
SBI | Western Asset Intermediate Muni Fd Inc | 2019-12-19 | 0 | 7.66 | 0 |
CEM | ClearBridge MLP & Midstream Fund Inc. | 2019-12-19 | 0 | 45.83 | 0 |
MMU | Western Asset Managed Municipals Fd Inc | 2019-12-19 | 0 | 9.91 | 0 |
MNP | Western Asset Municipal Partners Fd Inc | 2019-12-19 | 0 | 10.58 | 0 |
Holding Weightings of Robert D Agdern
Robert D Agdern Form 4 Trading Tracker
According to the SEC Form 4 filings, Robert D Agdern has made a total of 1 transactions in ClearBridge Energy MLP Total Return Fund (CTR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in ClearBridge Energy MLP Total Return Fund is the acquisition of 1,147 shares on December 19, 2019, which cost Robert D Agdern around $49,599.
According to the SEC Form 4 filings, Robert D Agdern has made a total of 1 transactions in Western Asset Mortgage Defined Opportunity Fund Inc (DMO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Western Asset Mortgage Defined Opportunity Fund Inc is the acquisition of 2,413 shares on December 19, 2019, which cost Robert D Agdern around $49,853.
According to the SEC Form 4 filings, Robert D Agdern has made a total of 1 transactions in Western Asset Intermediate Muni Fd Inc (SBI) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Western Asset Intermediate Muni Fd Inc is the sale of 1,900 shares on December 19, 2019, which brought Robert D Agdern around $17,404.
More details on Robert D Agdern's insider transactions can be found in the Insider Trading History of Robert D Agdern table.Insider Trading History of Robert D Agdern
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Robert D Agdern Trading Performance
GuruFocus tracks the stock performance after each of Robert D Agdern's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Robert D Agdern is -29.55%. GuruFocus also compares Robert D Agdern's trading performance to market benchmark return within the same time period. The performance of stocks bought by Robert D Agdern within 3 months outperforms 1 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Robert D Agdern's insider trading performs compared to the benchmark.
Performance of Robert D Agdern
Average Return
-25.97%
Outperforming Transactions
0%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 1.99 | -29.55 | -23.51 | -25.97 | -14.03 | -11.92 |
Relative Return to S&P 500(%) | -0.29 | -17.87 | -24.35 | -41.14 | -30.73 | -20.78 |
Robert D Agdern Ownership Network
Ownership Network List of Robert D Agdern
Ownership Network Relation of Robert D Agdern
Robert D Agdern Owned Company Details
What does Western Asset Intermediate Muni Fd Inc do?
Who are the key executives at Western Asset Intermediate Muni Fd Inc?
Robert D Agdern is the director of Western Asset Intermediate Muni Fd Inc. Other key executives at Western Asset Intermediate Muni Fd Inc include Secretary/Chief Legal Officer Oliveira Marc De , 10 percent owner & other: Former 10% Owner Bank Of America Na , and other: Secretary/GC Subadviser Hoffmann Courtney A. .
Western Asset Intermediate Muni Fd Inc (SBI) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Western Asset Intermediate Muni Fd Inc (SBI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Western Asset Intermediate Muni Fd Inc (SBI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Western Asset Intermediate Muni Fd Inc (SBI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Western Asset Intermediate Muni Fd Inc Insider Transactions
Robert D Agdern Mailing Address
Above is the net worth, insider trading, and ownership report for Robert D Agdern. You might contact Robert D Agdern via mailing address: C/o Legg Mason, 620 Eighth Avenue, 49th Floor, New York Ny 10018.