Chubb Donald A. Jr. - Net Worth and Insider Trading
Chubb Donald A. Jr. Net Worth
The estimated net worth of Chubb Donald A. Jr. is at least $211,062 dollars as of 2024-05-26. Chubb Donald A. Jr. is the Trustee of Guggenheim Taxable Municipal Managed Duration Trust and owns about 10,000 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) stock worth over $160,200. Chubb Donald A. Jr. is the Trustee of Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest and owns about 1,000 shares of Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest (GEQ) stock worth over $16,890. Chubb Donald A. Jr. is also the Trustee of Guggenheim Strategic Opportunities Fund and owns about 1,000 shares of Guggenheim Strategic Opportunities Fund (GOF) stock worth over $14,660. Besides these, Chubb Donald A. Jr. also holds Guggenheim Credit Allocation Fund (GGM) , Guggenheim Enhanced Equity Income Fund (GPM) , Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Green Giant Inc. (GGE) . Details can be seen in Chubb Donald A. Jr.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Chubb Donald A. Jr. has not made any transactions after 2020-05-27 and currently still holds the listed stock(s).
Transaction Summary of Chubb Donald A. Jr.
Chubb Donald A. Jr. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Chubb Donald A. Jr. owns 5 companies in total, including Guggenheim Taxable Municipal Managed Duration Trust (GBAB) , Guggenheim Enhanced Equity Income Fund (GPM) , and Fiduciary/Claymore Energy Infrastructure Fund (FMO) among others .
Click here to see the complete history of Chubb Donald A. Jr.’s form 4 insider trades.
Insider Ownership Summary of Chubb Donald A. Jr.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| GBAB | Guggenheim Taxable Municipal Managed Duration Trust | 2020-05-27 | director & other: Trustee |
| GPM | Guggenheim Enhanced Equity Income Fund | 2015-06-26 | director & other: Trustee |
| FMO | Fiduciary/Claymore Energy Infrastructure Fund | 2015-06-26 | director & other: Trustee |
 | | 2015-06-26 | director & other: Trustee |
| | 2015-06-26 | director & other: Trustee |
Chubb Donald A. Jr. Latest Holdings Summary
Chubb Donald A. Jr. currently owns a total of 7 stocks. Among these stocks, Chubb Donald A. Jr. owns 10,000 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) as of May 27, 2020, with a value of $160,200 and a weighting of 75.9%. Chubb Donald A. Jr. owns 1,000 shares of Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest (GEQ) as of June 26, 2015, with a value of $16,890 and a weighting of 8%. Chubb Donald A. Jr. also owns 1,000 shares of Guggenheim Strategic Opportunities Fund (GOF) as of June 26, 2015, with a value of $14,660 and a weighting of 6.95%. The other 4 stocks Guggenheim Credit Allocation Fund (GGM) , Guggenheim Enhanced Equity Income Fund (GPM) , Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Green Giant Inc. (GGE) have a combined weighting of 9.15% among all his current holdings.
Latest Holdings of Chubb Donald A. Jr.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| GBAB | Guggenheim Taxable Municipal Managed Duration Trust | 2020-05-27 | 10,000 | 16.02 | 160,200 |
| GEQ | Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest | 2015-06-26 | 1,000 | 16.89 | 16,890 |
| GOF | Guggenheim Strategic Opportunities Fund | 2015-06-26 | 1,000 | 14.66 | 14,660 |
| GGM | Guggenheim Credit Allocation Fund | 2015-06-26 | 500 | 25.86 | 12,928 |
| GPM | Guggenheim Enhanced Equity Income Fund | 2015-06-26 | 500 | 9.89 | 4,945 |
| FMO | Fiduciary/Claymore Energy Infrastructure Fund | 2015-06-26 | 100 | 12.12 | 1,212 |
| GGE | Green Giant Inc. | 2015-06-26 | 100 | 2.27 | 227 |
Holding Weightings of Chubb Donald A. Jr.
Chubb Donald A. Jr. Form 4 Trading Tracker
According to the SEC Form 4 filings, Chubb Donald A. Jr. has made a total of 1 transactions in Guggenheim Taxable Municipal Managed Duration Trust (GBAB) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Guggenheim Taxable Municipal Managed Duration Trust is the acquisition of 9,000 shares on May 27, 2020, which cost Chubb Donald A. Jr. around $204,660.
According to the SEC Form 4 filings, Chubb Donald A. Jr. has made a total of 0 transactions in Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest (GEQ) over the past 5 years. The most-recent trade in Guggenheim Equal Weight Enhanced Equity Income Fund of Beneficial Interest is the acquisition of 1,000 shares on June 26, 2015, which cost Chubb Donald A. Jr. around $18,780.
According to the SEC Form 4 filings, Chubb Donald A. Jr. has made a total of 0 transactions in Guggenheim Strategic Opportunities Fund (GOF) over the past 5 years. The most-recent trade in Guggenheim Strategic Opportunities Fund is the acquisition of 1,000 shares on June 26, 2015, which cost Chubb Donald A. Jr. around $19,690.
More details on Chubb Donald A. Jr.'s insider transactions can be found in the Insider Trading History of Chubb Donald A. Jr. table.Insider Trading History of Chubb Donald A. Jr.
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Chubb Donald A. Jr. Trading Performance
GuruFocus tracks the stock performance after each of Chubb Donald A. Jr.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Chubb Donald A. Jr. is -19.98%. GuruFocus also compares Chubb Donald A. Jr.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Chubb Donald A. Jr. 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 Chubb Donald A. Jr.'s insider trading performs compared to the benchmark.
Performance of Chubb Donald A. Jr.
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -5.21 | | | | | |
| Relative Return to S&P 500(%) | -4.22 | | | | | |
Chubb Donald A. Jr. Ownership Network
Chubb Donald A. Jr. Owned Company Details
What does Guggenheim Taxable Municipal Managed Duration Trust do?
Who are the key executives at Guggenheim Taxable Municipal Managed Duration Trust?
Chubb Donald A. Jr. is the director & other: Trustee of Guggenheim Taxable Municipal Managed Duration Trust. Other key executives at Guggenheim Taxable Municipal Managed Duration Trust include director & other: Trustee Toupin Ronald E Jr , director & other: Trustee Angela Brock-kyle , and director & other: Trustee Lydon Thomas F Jr .
Guggenheim Taxable Municipal Managed Duration Trust (GBAB) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Guggenheim Taxable Municipal Managed Duration Trust (GBAB)'s detailed insider trading history can be found in Insider Trading Tracker table.
Guggenheim Taxable Municipal Managed Duration Trust Insider Transactions
Chubb Donald A. Jr. Mailing Address
Above is the net worth, insider trading, and ownership report for Chubb Donald A. Jr.. You might contact Chubb Donald A. Jr. via mailing address: 2455 Corporate West Drive, Lisle Il 60532.
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