Boaz Weinstein - Net Worth and Insider Trading

Boaz Weinstein Net Worth

The estimated net worth of Boaz Weinstein is at least $27 Million dollars as of 2023-09-30. Boaz Weinstein is the 10% Owner of EV Floating-Rate Income Plus Fund and owns about 1,677,189 shares of EV Floating-Rate Income Plus Fund (EFF) stock worth over $27 Million. Details can be seen in Boaz Weinstein's Latest Holdings Summary section.

Transaction Summary of Boaz Weinstein


Boaz Weinstein Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Boaz Weinstein owns 73 companies in total, including Miller/Howard High Income Equity Fund (HIE) , Eaton Vance Floating-rate Income Trust (EFT) , and Invesco Dynamic Credit Opportunities Fund (VTA) among others .

Click here to see the complete history of Boaz Weinstein’s form 4 insider trades.

Insider Ownership Summary of Boaz Weinstein

Ticker Comapny Transaction Date Type of Owner
HIE Miller/Howard High Income Equity Fund 2023-08-16 10 percent owner
EFT Eaton Vance Floating-rate Income Trust 2020-10-08 10 percent owner
VTA Invesco Dynamic Credit Opportunities Fund 2020-03-17 10 percent owner
JFR Nuveen Floating Rate Income Fund 2020-09-08 10 percent owner
JRO Nuveen Floating Rate Income Opp Fd 2020-09-03 10 percent owner
JSD Nuveen Short Duration Credit Opps 2020-09-04 10 percent owner
DEX Delaware Enhanced Global Dividend & Income Fund 2017-11-21 10 percent owner
EVF Eaton Vance Senior Income Trust 2020-05-06 10 percent owner
PHD Pioneer Floating Rate Trust 2019-10-21 10 percent owner
NHS Neuberger Berman High Yield Strategies Fund 2019-01-18 10 percent owner
RGT Royce Global Value Trust Inc 2020-04-23 10 percent owner
BQH Blackrock New York Municipal Bond Trust 2020-05-11 10 percent owner
EHI Western Asset Global High Inc Fd Inc 2018-12-28 10 percent owner
BRW Saba Capital Income & Opportunities Fund 2019-09-25 10 percent owner
EFF EV Floating-Rate Income Plus Fund 2020-03-31 10 percent owner
HIO Western Asset High Income Oppor Fd Inc 2019-01-07 10 percent owner
HIX Western Asset High Income Fund II Inc 2018-12-24 10 percent owner
VVR Invesco Senior Income Trust 2019-03-28 10 percent owner
VLT Invesco High Income Trust II 2018-12-13 10 percent owner
CCA MFS California Municipal Fund 2019-01-16 10 percent owner
JQC Nuveen Credit Strategies Income Fund 2019-01-03 10 percent owner
TEI Templeton Emerging Markets Income Fund 2018-01-03 10 percent owner
PKDSQ Parker Drilling Co 2018-06-26 10 percent owner
DSU Blackrock Debt Strategies Fund Inc 2016-01-15 10 percent owner
AGC Advent Claymore Convertible Securities & Income Fu 2017-09-26 10 percent owner
DHG Deutsche High Income Opportunities Fund Inc 2015-08-03 10 percent owner
AVK Advent Convertible & Income Fund 2016-08-01 10 percent owner
CIK Credit Suisse Asset Mgmt Income Fund Inc 2016-03-11 10 percent owner
FSD First Trust High Income Long/Short Fund 2016-10-24 10 percent owner
ERC Allspring Multi-Sector Income Fund 2016-02-12 10 percent owner
GLO Clough Global Opportunities Fund 2017-03-10 10 percent owner
GLQ Clough Global Equity Fund 2016-12-22 10 percent owner
GLV Clough Global Dividend and Income Fund 2016-12-14 10 percent owner
KST Deutsche Strategic Income Trust 2016-01-20 10 percent owner
FTF Franklin Limited Duration Income Trust 2016-01-12 10 percent owner
SOGCQ Sabine Oil & Gas Corp 2014-05-29 10 percent owner
GIM Templeton Global Income Fund 2023-08-16 10 percent owner
VFL Delaware Investments Natl Muni Income 2022-02-25 10 percent owner
SRV The Cushing MLP & Infrastructure Total Return Fund 2021-09-13 10 percent owner
AFT Apollo Senior Floating Rate Fund Inc. 2020-12-10 10 percent owner
AIF Apollo Tactical Income Fund Inc. 2020-12-04 10 percent owner
SMM Salient Midstream & MLP Fund 2021-11-01 10 percent owner
CEN Center Coast Brookfield MLP & Energy Infrastructure Fund 2021-10-28 10 percent owner
IQMD Intelligent Medicine Acquisition Corp 2022-05-05 10 percent owner
LFAC LF Capital Acquisition Corp II 2022-05-24 10 percent owner
USCT Roth CH Acquisition Co 2022-05-24 10 percent owner
BCSA Blockchain Coinvestors Acquisition Corp I 2022-05-20 10 percent owner
RACB Research Alliance Corp II 2022-06-10 10 percent owner
CTR ClearBridge Energy MLP Total Return Fund 2022-07-28 10 percent owner
VMM Delaware Investments MN Muni Inc Fund II, Inc 2021-08-04 10 percent owner
FEO First Trust/aberdeen Emerging Opp Fund 2022-08-10 10 percent owner
IRL The New Ireland Fund Inc 2022-10-05 10 percent owner
EMO ClearBridge Energy Midstream Opportunity Fund Inc 2022-09-23 10 percent owner
NTG Tortoise Midstream Energy Fund, Inc. 2022-11-28 10 percent owner
ENX Eaton Vance New York Municipal Bond Fund 2022-12-09 10 percent owner
GER Goldman Sachs MLP and Energy Renaissance Fund 2023-02-08 10 percent owner
BFZ Blackrock CA Muni Income Tr 2023-03-02 10 percent owner
IRAAU Iris Acquisition Corp 2022-12-23 10 percent owner
IRRX Integrated Rail and Resources Acquisition Corp 2023-02-10 10 percent owner
IQMDU Intelligent Medicine Acquisition Corp 2022-05-05 10 percent owner
CMU Mfs High Yield Municipal Trust 2023-04-05 10 percent owner
FRLA Fortune Rise Acquisition Corp 2023-04-13 10 percent owner
ECAT BlackRock ESG Capital Allocation Trust 2023-04-21 10 percent owner
MPA Blackrock Muniyield Pennsylvania Quality Fund 2023-06-06 10 percent owner
NRGX PIMCO Energy & Tactical Credit Opportunities 2023-05-11 10 percent owner
CEM ClearBridge MLP & Midstream Fund Inc. 2023-06-13 10 percent owner
KSM DWS Strategic Municipal Income Trust 2023-08-02 10 percent owner
CXH Mfs Investment Grade Municipal Trust 2023-07-21 10 percent owner
EVM Eaton Vance California Municipal Bond Fund 2023-08-01 10 percent owner
NPCT Nuveen Core Plus Impact Fund 2023-07-24 10 percent owner
DMA Destra Multi-Alternative Fund 2023-08-21 10 percent owner
NMAI Nuveen Multi-Asset Income Fund 2023-08-16 10 percent owner

Boaz Weinstein Latest Holdings Summary

Boaz Weinstein currently owns a total of 1 stock. Boaz Weinstein owns 1,677,189 shares of EV Floating-Rate Income Plus Fund (EFF) as of October 23, 2019, with a value of $27 Million.

Latest Holdings of Boaz Weinstein

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EFF EV Floating-Rate Income Plus Fund 2019-10-23 1,677,189 16.33 27,388,496

Holding Weightings of Boaz Weinstein

Boaz Weinstein Form 4 Trading Tracker

According to the SEC Form 4 filings, Boaz Weinstein has made a total of 1 transactions in EV Floating-Rate Income Plus Fund (EFF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in EV Floating-Rate Income Plus Fund is the acquisition of 114,614 shares on October 23, 2019, which cost Boaz Weinstein around $2 Million.

Insider Trading History of Boaz Weinstein

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.

Boaz Weinstein Trading Performance

GuruFocus tracks the stock performance after each of Boaz Weinstein's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Boaz Weinstein is 2.24%. GuruFocus also compares Boaz Weinstein's trading performance to market benchmark return within the same time period. The performance of stocks bought by Boaz Weinstein within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Boaz Weinstein'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 Boaz Weinstein

Average Relative Return

Outperforming Transactions

Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) -0.32 2.24 -17.3 -6.45
Relative Return to S&P 500(%) -3.84 -8.44 -10.42 -21.74

Boaz Weinstein Ownership Network

Ownership Network List of Boaz Weinstein

No Data

Ownership Network Relation of Boaz Weinstein

Boaz Weinstein Owned Company Details

What does Miller/Howard High Income Equity Fund do?

Miller/Howard High Income Equity Fund is a closed-end, diversified management investment company. The fund's primary investment objective is to seek a high level of current income with a secondary objective of capital appreciation. Some of its products are Mutual funds, Indexes, Closed-End Funds, indexes, and others.

Who are the key executives at Miller/Howard High Income Equity Fund?

Boaz Weinstein is the 10 percent owner of Miller/Howard High Income Equity Fund. Other key executives at Miller/Howard High Income Equity Fund include 10 percent owner Saba Capital Management, L.p. , Secretary Eva M Horowitz , and director & President Catherine Mari Johnston .

Miller/Howard High Income Equity Fund (HIE) Insider Trades Summary

Over the past 18 months, Boaz Weinstein made no insider transaction in Miller/Howard High Income Equity Fund (HIE). Other recent insider transactions involving Miller/Howard High Income Equity Fund (HIE) include a net purchase of 3,000 shares made by James E Hillman , a net purchase of 175 shares made by Eva M Horowitz , and a net sale of 543,257 shares made by Saba Capital Management, L.p. .

In summary, during the past 3 months, insiders sold 543,257 shares of Miller/Howard High Income Equity Fund (HIE) in total and bought 0 shares, with a net sale of 543,257 shares. During the past 18 months, 543,257 shares of Miller/Howard High Income Equity Fund (HIE) were sold and 3,175 shares were bought by its insiders, resulting in a net sale of 540,082 shares.

Miller/Howard High Income Equity Fund (HIE)'s detailed insider trading history can be found in Insider Trading Tracker table.


Miller/Howard High Income Equity Fund Insider Transactions

No Available Data

Boaz Weinstein Mailing Address

Above is the net worth, insider trading, and ownership report for Boaz Weinstein. You might contact Boaz Weinstein via mailing address: 405 Lexington Avenue, 58th Floor, New York Ny 10174.

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