Roman Iii Friedrich - Net Worth and Insider Trading
Roman Iii Friedrich Net Worth
The estimated net worth of Roman Iii Friedrich is at least $152,880 dollars as of 2024-04-27. Roman Iii Friedrich is the Trustee of Guggenheim Credit Allocation Fund and owns about 3,057 shares of Guggenheim Credit Allocation Fund (GGM) stock worth over $79,039. Roman Iii Friedrich is the Trustee of Guggenheim Strategic Opportunities Fund and owns about 5,075 shares of Guggenheim Strategic Opportunities Fund (GOF) stock worth over $73,841. Roman Iii Friedrich is also the Trustee of Green Giant Inc. and owns about 0 shares of Green Giant Inc. (GGE) stock worth over $0. Besides these, Roman Iii Friedrich also holds Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Guggenheim Taxable Municipal Managed Duration Trust (GBAB) . Details can be seen in Roman Iii Friedrich's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Roman Iii Friedrich has not made any transactions after 2019-05-07 and currently still holds the listed stock(s).
Transaction Summary of Roman Iii Friedrich
Roman Iii Friedrich Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Roman Iii Friedrich owns 5 companies in total, including Guggenheim Strategic Opportunities Fund (GOF) , Guggenheim Credit Allocation Fund (GGM) , and Fiduciary/Claymore Energy Infrastructure Fund (FMO) among others .
Click here to see the complete history of Roman Iii Friedrich’s form 4 insider trades.
Insider Ownership Summary of Roman Iii Friedrich
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| GOF | Guggenheim Strategic Opportunities Fund | 2019-05-07 | director & other: Trustee and Chairman |
| GGM | Guggenheim Credit Allocation Fund | 2019-05-07 | director & other: Trustee |
| FMO | Fiduciary/Claymore Energy Infrastructure Fund | 2013-12-26 | director & other: Trustee |
| GBAB | Guggenheim Taxable Municipal Managed Duration Trust | 2013-12-26 | director & other: Trustee and Chairman |
| GPM | Guggenheim Enhanced Equity Income Fund | 2011-03-09 | director & other: Trustee |
Roman Iii Friedrich Latest Holdings Summary
Roman Iii Friedrich currently owns a total of 5 stocks. Among these stocks, Roman Iii Friedrich owns 3,057 shares of Guggenheim Credit Allocation Fund (GGM) as of May 7, 2019, with a value of $79,039 and a weighting of 51.7%. Roman Iii Friedrich owns 5,075 shares of Guggenheim Strategic Opportunities Fund (GOF) as of May 7, 2019, with a value of $73,841 and a weighting of 48.3%. Roman Iii Friedrich also owns 0 shares of Green Giant Inc. (GGE) as of December 26, 2013, with a value of $0 and a weighting of 0%. The other 2 stocks Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Guggenheim Taxable Municipal Managed Duration Trust (GBAB) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Roman Iii Friedrich
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| GGM | Guggenheim Credit Allocation Fund | 2019-05-07 | 3,057 | 25.86 | 79,039 |
| GOF | Guggenheim Strategic Opportunities Fund | 2019-05-07 | 5,075 | 14.55 | 73,841 |
| GGE | Green Giant Inc. | 2013-12-26 | 0 | 2.27 | 0 |
| FMO | Fiduciary/Claymore Energy Infrastructure Fund | 2013-12-26 | 0 | 12.12 | 0 |
| GBAB | Guggenheim Taxable Municipal Managed Duration Trust | 2013-12-26 | 0 | 15.58 | 0 |
Holding Weightings of Roman Iii Friedrich
Roman Iii Friedrich Form 4 Trading Tracker
According to the SEC Form 4 filings, Roman Iii Friedrich has made a total of 1 transactions in Guggenheim Credit Allocation Fund (GGM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Guggenheim Credit Allocation Fund is the acquisition of 1,060 shares on May 7, 2019, which cost Roman Iii Friedrich around $21,836.
According to the SEC Form 4 filings, Roman Iii Friedrich has made a total of 1 transactions in Guggenheim Strategic Opportunities Fund (GOF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Guggenheim Strategic Opportunities Fund is the acquisition of 1,090 shares on May 7, 2019, which cost Roman Iii Friedrich around $21,985.
According to the SEC Form 4 filings, Roman Iii Friedrich has made a total of 0 transactions in Green Giant Inc. (GGE) over the past 5 years. The most-recent trade in Green Giant Inc. is the sale of 74 shares on December 26, 2013, which brought Roman Iii Friedrich around $2,715.
More details on Roman Iii Friedrich's insider transactions can be found in the Insider Trading History of Roman Iii Friedrich table.Insider Trading History of Roman Iii Friedrich
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Roman Iii Friedrich Trading Performance
GuruFocus tracks the stock performance after each of Roman Iii Friedrich's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Roman Iii Friedrich is 12.61%. GuruFocus also compares Roman Iii Friedrich's trading performance to market benchmark return within the same time period. The performance of stocks bought by Roman Iii Friedrich within 3 months outperforms 4 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Roman Iii Friedrich's insider trading performs compared to the benchmark.
Performance of Roman Iii Friedrich
Average Return
-6.95%
Outperforming Transactions
27%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.39 | 12.61 | 12.5 | -6.95 | -0.19 | -8.06 |
| Relative Return to S&P 500(%) | -0.77 | 10.06 | 7.01 | -13.7 | -14.09 | -21.16 |
Roman Iii Friedrich Ownership Network
Ownership Network List of Roman Iii Friedrich
Ownership Network Relation of Roman Iii Friedrich
Roman Iii Friedrich Owned Company Details
What does Guggenheim Strategic Opportunities Fund do?
Who are the key executives at Guggenheim Strategic Opportunities Fund?
Roman Iii Friedrich is the director & other: Trustee and Chairman of Guggenheim Strategic Opportunities Fund. Other key executives at Guggenheim Strategic Opportunities Fund include director & other: Trustee Randall C Barnes , director & other: Trustee Angela Brock-kyle , and director & other: Trustee Toupin Ronald E Jr .
Guggenheim Strategic Opportunities Fund (GOF) Insider Trades Summary
Over the past 18 months, Roman Iii Friedrich made no insider transaction in Guggenheim Strategic Opportunities Fund (GOF). Other recent insider transactions involving Guggenheim Strategic Opportunities Fund (GOF) include a net sale of 113,137 shares made by Randall C Barnes , a net sale of 0 shares made by Angela Brock-kyle , and a net purchase of 245 shares made by Toupin Ronald E Jr .
In summary, during the past 3 months, insiders sold 10,000 shares of Guggenheim Strategic Opportunities Fund (GOF) in total and bought 0 shares, with a net sale of 10,000 shares. During the past 18 months, 113,237 shares of Guggenheim Strategic Opportunities Fund (GOF) were sold and 345 shares were bought by its insiders, resulting in a net sale of 112,892 shares.
Guggenheim Strategic Opportunities Fund (GOF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Guggenheim Strategic Opportunities Fund Insider Transactions
Roman Iii Friedrich Mailing Address
Above is the net worth, insider trading, and ownership report for Roman Iii Friedrich. You might contact Roman Iii Friedrich via mailing address: 920-800 West Pender Street, Vancouver A1 V6c 2v6.
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