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

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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

Ticker Comapny Transaction Date Type of Owner
SBI Western Asset Intermediate Muni Fd Inc 2019-12-19 director
MMU Western Asset Managed Municipals Fd Inc 2019-12-19 director
MNP Western Asset Municipal Partners Fd Inc 2019-12-19 director
DMO Western Asset Mortgage Defined Opportunity Fund Inc 2019-12-19 director
CTR ClearBridge Energy MLP Total Return Fund 2019-12-19 director
MHF Western Asset Municipal High Income Fund Inc 2015-01-01 director
HIO Western Asset High Income Oppor Fd Inc 2015-01-01 director
HIX Western Asset High Income Fund II Inc 2015-01-01 director
TLI Western Asset Corporate Loan Fund Inc 2015-01-01 director
EMD Western Asset Emg Markets Debt Fund Inc 2015-01-01 director
EHI Western Asset Global High Inc Fd Inc 2015-01-01 director
SCD Lmp Capital & Income Fund Inc 2015-01-01 director
GFY Western Asset Variable Rate Strategic Fd Inc. 2015-01-01 director
MTT Western Asset Mu Defined Opp Tr Inc 2015-01-01 director
IGI Western Asset Invstm Grd Dfnd Opp Tr Inc 2015-01-01 director
GDO Western Asset Global Corp Defined Opp 2015-01-01 director
HYI Western Asset High Yield Defined Opps. 2015-01-01 director
BWG BrandywineGLOBAL - Global Income Opportunities Fund Inc 2015-01-01 director
EMO ClearBridge Energy Midstream Opportunity Fund Inc 2015-01-01 director
CBA ClearBridge American Energy MLP Fund Inc 2015-01-01 director
WDI Western Asset Diversified Income Fund 2021-08-16 director
CEM ClearBridge MLP & Midstream Fund Inc. 2019-12-19 director

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

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.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Robert D Agdern

Average Return

-25.97%

Average return per transaction

Outperforming Transactions

0%

0 out of 4 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(%) 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

No Data

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.

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Western Asset Intermediate Muni Fd Inc Insider Transactions

No Available Data

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.

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