Young L Robert - Net Worth and Insider Trading

Young L Robert Net Worth

The estimated net worth of Young L Robert is at least $727,986 dollars as of 2024-04-27. Young L Robert is the Trustee of Nuveen Global High Income Fund and owns about 16,475 shares of Nuveen Global High Income Fund (JGH) stock worth over $203,466. Young L Robert is the Trustee of Nuveen Ohio Quality Municipal Income Fund and owns about 14,060 shares of Nuveen Ohio Quality Municipal Income Fund (NUO) stock worth over $178,000. Young L Robert is also the Trustee of Nuveen Quality Municipal Income Fund and owns about 15,750 shares of Nuveen Quality Municipal Income Fund (NAD) stock worth over $171,518. Besides these, Young L Robert also holds Nuveen AMT-Free Municipal Value Fund (NUW) , Nuveen Municipal Income Fund Inc (NMI) , Nuveen Municipal Credit Income Fund (NZF) . Details can be seen in Young L Robert's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Young L Robert has not made any transactions after 2024-01-22 and currently still holds the listed stock(s).

Transaction Summary of Young L Robert

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Young L Robert Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Young L Robert owns 82 companies in total, including Nuveen Municipal Credit Opps Fund (NMCO) , Nuveen Municipal Income Fund Inc (NMI) , and Nuveen AMT-Free Municipal Value Fund (NUW) among others .

Click here to see the complete history of Young L Robert’s form 4 insider trades.

Insider Ownership Summary of Young L Robert

Ticker Comapny Transaction Date Type of Owner
NMCO Nuveen Municipal Credit Opps Fund 2019-09-16 other: Trustee
NMI Nuveen Municipal Income Fund Inc 2019-01-14 other: Trustee
NUW Nuveen AMT-Free Municipal Value Fund 2019-01-14 other: Trustee
JHAA Nuveen High Income 2023 Target Term Fund 2018-12-19 Trustee
JEMD Nuveen Emerging Markets Debt 2022 Target Term Fund 2017-09-26 other: Trustee
NXQ Nuveen Select Tax Free Income Port 2 2017-07-03 other: Trustee
JSD Nuveen Short Duration Credit Opps 2017-07-03 other: Trustee
NUV Nuveen Municipal Value Fund Inc 2017-07-01 other: Trustee
NNY Nuveen New York Municipal Value Fund Inc 2017-07-01 other: Trustee
NCA Nuveen California Municipal Value Fund Inc 2017-07-01 other: Trustee
JMM Nuveen Multi-Market Income Fund 2017-07-01 other: Trustee
NQP Nuveen Pennsylvania Quality Municipal Income Fund 2017-07-01 other: Trustee
NUM Nuveen MI Quality Income Muni Fund Inc 2017-07-01 other: Trustee
NUO Nuveen Ohio Quality Municipal Income Fund 2022-06-06 other: Trustee
NTX Nuveen Texas Quality Income Muni Fund 2017-07-01 other: Trustee
NXP Nuveen Select Tax Free Income Portfolio 2017-07-01 other: Trustee
NXN Nuveen NY Select Tax-Free Income Port 2017-07-01 other: Trustee
NXC Nuveen CA Select Tax Free Income Port 2017-07-01 other: Trustee
NXR Nuveen Select Tax Free Income Port 3 2017-07-01 other: Trustee
NIM Nuveen Select Maturities Municipal Fund 2017-07-01 other: Trustee
NAZ Nuveen Arizona Quality Municipal Income Fund 2017-07-01 other: Trustee
NMT Nuveen Massachusetts Quality Municipal Income Fund 2017-07-01 other: Trustee
NPV Nuveen Virginia Quality Municipal Income Fund 2017-07-01 other: Trustee
NMY Nuveen Maryland Quality Municipal Income Fund 2017-07-01 other: Trustee
NTC NUVEEN CONNECTICUT QUALITY MUNICIPAL INCOME FUND 2017-07-01 other: Trustee
NNC Nuveen North Carolina Quality Municipal Income Fun 2017-07-01 other: Trustee
NOM Nuveen Missouri Quality Municipal Income Fund 2017-07-01 other: Trustee
NAN Nuveen New York Quality Municipal Income Fund 2017-07-01 other: Trustee
NAC Nuveen California Quality Municipal Income Fund 2017-07-01 other: Trustee
NAD Nuveen Quality Municipal Income Fund 2023-11-17 other: Trustee
NXJ Nuveen New Jersey Quality Municipal Income Fund 2017-07-01 other: Trustee
NVG Nuveen AMT-Free Municipal Credit Income Fund 2017-07-01 other: Trustee
NSL Nuveen Senior Income Fund 2017-07-01 other: Trustee
NZF Nuveen Municipal Credit Income Fund 2023-11-17 other: Trustee
JRS Nuveen Real Estate Income Fund 2017-07-01 other: Trustee
JPS Nuveen Preferred & Income Securities Fund 2017-07-01 other: Trustee
NKG Nuveen Georgia Quality Municipal Income Fund 2017-07-01 other: Trustee
NEA Nuveen AMT-Free Municipal Income Fund 2017-07-01 other: Trustee
NKX Nuveen California AMT-Free Quality Municipal Income Fund 2017-07-01 other: Trustee
NRK Nuveen New York AMT-Free Quality Municipal Income Fund 2017-07-01 other: Trustee
JPC Nuveen Preferred & Income Opportunities Fund 2017-07-01 other: Trustee
JQC Nuveen Credit Strategies Income Fund 2017-07-01 other: Trustee
JDD Nuveen Diversified Dividend & Income Fund 2017-07-01 other: Trustee
JTA Nuveen Tax Advantaged Total Ret Strat Fd 2017-07-01 other: Trustee
NMZ Nuveen Municipal High Income Opp Fund 2017-07-01 other: Trustee
JFR Nuveen Floating Rate Income Fund 2017-07-01 other: Trustee
JRO Nuveen Floating Rate Income Opp Fd 2017-07-01 other: Trustee
BXMX Nuveen S&P 500 Buy-Write Income Fund 2017-07-01 other: Trustee
SPXX Nuveen S&P 500 Dynamic Overwrite Fund 2017-07-01 other: Trustee
JCE Nuveen Core Equity Alpha Fund 2017-07-01 other: Trustee
JTD Nuveen Tax-advantaged Dividend Gr Fund 2017-07-01 other: Trustee
NPN Nuveen Pennsylvania Municipal Value Fund 2017-07-01 other: Trustee
NCB Nuveen CA Municipal Value Fund 2 2017-07-01 other: Trustee
NJV Nuveen NJ Municipal Value Fund 2017-07-01 other: Trustee
NYV Nuveen NY Municipal Value Fund 2 2017-07-01 other: Trustee
NEV Nuveen Enhanced Municipal Value Fund 2017-07-01 other: Trustee
JLS Nuveen Mortgage And Income Fund 2017-07-01 other: Trustee
NBB Nuveen Taxable Municipal Income Fund 2017-07-01 other: Trustee
JMT Nuveen Mortgage Opportunity Term Fund 2 2017-07-01 other: Trustee
NBD Nuveen Build America Oppurtunity Fund 2017-07-01 other: Trustee
JMF Nuveen Energy MLP Total Return Fund 2017-07-01 other: Trustee
JRI Nuveen Real Asset Income and Growth Fund 2017-07-01 other: Trustee
JPI Nuveen Preferred and Income Term Fund 2017-07-01 other: Trustee
NID Nuveen Intermediate Dur Muni Term Fund 2017-07-01 other: Trustee
NIQ Nuveen Inter Dur Quality Muni Term Fund 2017-07-01 other: Trustee
JMLP Nuveen All Cap Energy MLP Opportunities Fund 2017-07-01 other: Trustee
NMS Nuveen Minnesota Quality Municipal Income Fund 2017-07-01 other: Trustee
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund 2017-07-01 other: Trustee
DIAX Nuveen Dow 30sm Dynamic Overwrite Fund 2017-07-01 other: Trustee
JGH Nuveen Global High Income Fund 2024-01-22 other: Trustee
JHY Nuveen High Income 2020 Target Term Fund 2017-07-01 other: Trustee
JHA Nuveen High Income Dec 2018 Target Term 2017-07-01 other: Trustee
JHB Nuveen High Income Nov 2021 Target Term Fund 2017-07-01 other: Trustee
NHA Nuveen Municipal 2021 Target Term Fund 2017-07-01 other: Trustee
JHD Nuveen High Income Dec 2019 Target Term Fund 2017-07-01 other: Trustee
JPT Nuveen Preferred and Income Fund 2017-07-01 other: Trustee
JCO Nuveen Credit Opportunities 2022 Target Term Fund 2017-07-01 other: Trustee
PHF Pacholder High Yield Fund Inc 2013-09-03 President
NDMO Nuveen Dynamic Municipal Opportunities 2020-08-27 other: Trustee
NMAI Nuveen Multi-Asset Income Fund 2021-07-01 other: Trustee
NPFD Nuveen Variable Rate Preferred&Income 2021-12-14 other: Trustee
NPCT Nuveen Core Plus Impact Fund 2021-04-01 other: Trustee

Young L Robert Latest Holdings Summary

Young L Robert currently owns a total of 6 stocks. Among these stocks, Young L Robert owns 16,475 shares of Nuveen Global High Income Fund (JGH) as of January 22, 2024, with a value of $203,466 and a weighting of 27.95%. Young L Robert owns 14,060 shares of Nuveen Ohio Quality Municipal Income Fund (NUO) as of June 6, 2022, with a value of $178,000 and a weighting of 24.45%. Young L Robert also owns 15,750 shares of Nuveen Quality Municipal Income Fund (NAD) as of November 17, 2023, with a value of $171,518 and a weighting of 23.56%. The other 3 stocks Nuveen AMT-Free Municipal Value Fund (NUW) , Nuveen Municipal Income Fund Inc (NMI) , Nuveen Municipal Credit Income Fund (NZF) have a combined weighting of 24.04% among all his current holdings.

Latest Holdings of Young L Robert

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
JGH Nuveen Global High Income Fund 2024-01-22 16,475 12.35 203,466
NUO Nuveen Ohio Quality Municipal Income Fund 2022-06-06 14,060 12.66 178,000
NAD Nuveen Quality Municipal Income Fund 2023-11-17 15,750 10.89 171,518
NUW Nuveen AMT-Free Municipal Value Fund 2019-01-14 6,490 13.50 87,615
NMI Nuveen Municipal Income Fund Inc 2019-01-14 9,582 9.12 87,388
NZF Nuveen Municipal Credit Income Fund 2023-11-17 0 11.70 0

Holding Weightings of Young L Robert


Young L Robert Form 4 Trading Tracker

According to the SEC Form 4 filings, Young L Robert has made a total of 1 transactions in Nuveen Global High Income Fund (JGH) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Global High Income Fund is the acquisition of 16,475 shares on January 22, 2024, which cost Young L Robert around $199,842.

According to the SEC Form 4 filings, Young L Robert has made a total of 1 transactions in Nuveen Ohio Quality Municipal Income Fund (NUO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Ohio Quality Municipal Income Fund is the acquisition of 14,060 shares on June 6, 2022, which cost Young L Robert around $184,748.

According to the SEC Form 4 filings, Young L Robert has made a total of 1 transactions in Nuveen Quality Municipal Income Fund (NAD) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Quality Municipal Income Fund is the acquisition of 15,750 shares on November 17, 2023, which cost Young L Robert around $168,998.

More details on Young L Robert's insider transactions can be found in the Insider Trading History of Young L Robert table.

Insider Trading History of Young L Robert

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.

Young L Robert Trading Performance

GuruFocus tracks the stock performance after each of Young L Robert's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Young L Robert is 2.34%. GuruFocus also compares Young L Robert's trading performance to market benchmark return within the same time period. The performance of stocks bought by Young L Robert within 3 months outperforms 0 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Young L Robert'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 Young L Robert

Average Return

7.89%

Average return per transaction

Outperforming Transactions

100%

2 out of 2 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(%) 2.68 2.34 7.91 7.89 3.43 2.21
Relative Return to S&P 500(%) -0.39 -4.5 -1.76 -19.24 -17.77 -19.55

Young L Robert Ownership Network

Ownership Network List of Young L Robert

No Data

Ownership Network Relation of Young L Robert


Young L Robert Owned Company Details

What does Nuveen Municipal Credit Opps Fund do?

Who are the key executives at Nuveen Municipal Credit Opps Fund?

Young L Robert is the other: Trustee of Nuveen Municipal Credit Opps Fund. Other key executives at Nuveen Municipal Credit Opps Fund include other: Chairman of the Board Terence J Toth , 10 percent owner Bank Of America Corp /de/ , and 10 percent owner Banc Of America Preferred Funding Corp .

Nuveen Municipal Credit Opps Fund (NMCO) Insider Trades Summary

Over the past 18 months, Young L Robert made no insider transaction in Nuveen Municipal Credit Opps Fund (NMCO). Other recent insider transactions involving Nuveen Municipal Credit Opps Fund (NMCO) include a net purchase of 7,925 shares made by Terence J Toth ,

In summary, during the past 3 months, insiders sold 0 shares of Nuveen Municipal Credit Opps Fund (NMCO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Nuveen Municipal Credit Opps Fund (NMCO) were sold and 7,925 shares were bought by its insiders, resulting in a net purchase of 7,925 shares.

Nuveen Municipal Credit Opps Fund (NMCO)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Nuveen Municipal Credit Opps Fund Insider Transactions

No Available Data

Young L Robert Mailing Address

Above is the net worth, insider trading, and ownership report for Young L Robert. You might contact Young L Robert via mailing address: 1111 Polaris Parkway, Columbus Oh 43240.

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