Rappaport Alan

The estimated Net Worth of Rappaport Alan is at least $560,070.00 dollars as of 05/27/2022. Rappaport Alan is the Director of PIMCO Dynamic Credit & Mortgage Income Fund. Rappaport Alan owns over 3,500 shares of PIMCO Dynamic Credit & Mortgage Income Fund stock worth over $71,645.00. Rappaport Alan is the Director of Pcm Fund Inc. Rappaport Alan owns over 1,000 shares of Pcm Fund Inc stock worth over $10,095.00. Rappaport Alan is the Director of PIMCO Corporate & Income Strategy Fund. Rappaport Alan owns over 1,000 shares of PIMCO Corporate & Income Strategy Fund stock worth over $14,430.00. Rappaport Alan is the Director of PIMCO Income Strategy Fund. Rappaport Alan owns over 1,500 shares of PIMCO Income Strategy Fund stock worth over $14,175.00. Rappaport Alan is the Director of PIMCO Income Opportunity Fund. Rappaport Alan owns over 1,000 shares of PIMCO Income Opportunity Fund stock worth over $23,770.00. Rappaport Alan is the Director of PIMCO Municipal Income Fund II. Rappaport Alan owns over 1,500 shares of PIMCO Municipal Income Fund II stock worth over $17,325.00. Rappaport Alan is the Director of Virtus AllianzGI Equity & Convertible Income Fund. Rappaport Alan owns over 1,000 shares of Virtus AllianzGI Equity & Convertible Income Fund stock worth over $23,350.00. Rappaport Alan is the Director of Virtus Dividend, Interest & Premium Strategy Fund. Rappaport Alan owns over 1,000 shares of Virtus Dividend, Interest & Premium Strategy Fund stock worth over $12,920.00. Rappaport Alan is the Director of Virtus AllianzGI Convertible & Income Fund. Rappaport Alan owns over 1,000 shares of Virtus AllianzGI Convertible & Income Fund stock worth over $4,070.00. Rappaport Alan is the Director of Virtus AllianzGI Convertible & Income Fund II. Rappaport Alan owns over 1,000 shares of Virtus AllianzGI Convertible & Income Fund II stock worth over $3,470.00. Rappaport Alan is the Director of Virtus AllianzGI Diversified Income & Convertible Fund. Rappaport Alan owns over 1,000 shares of Virtus AllianzGI Diversified Income & Convertible Fund stock worth over $21,630.00. Rappaport Alan is the Director of AllianzGI Convertible & Income 2024 Target Term Fund. Rappaport Alan owns over 2,000 shares of AllianzGI Convertible & Income 2024 Target Term Fund stock worth over $17,760.00. Rappaport Alan is the Director of Victory Capital Holdings Inc. Rappaport Alan owns over 10,000 shares of Victory Capital Holdings Inc stock worth over $282,500.00. Rappaport Alan is the Director of PIMCO Energy & Tactical Credit Opportunities. Rappaport Alan owns over 1,000 shares of PIMCO Energy & Tactical Credit Opportunities stock worth over $15,510.00. Rappaport Alan is the Director of AllianzGI Artificial Intelligence & Technology Opportunities Fund. Rappaport Alan owns over 1,500 shares of AllianzGI Artificial Intelligence & Technology Opportunities Fund stock worth over $27,420.00.

Rappaport Alan mailing address: C/O PIMCO 650 NEWPORT CENTER DRIVE NEWPORT BEACH CA 92660

Insider Roles

Name Transaction Date Position
Victory Capital Holdings Inc 2018-02-07 director
AllianzGI Artificial Intelligence & Technology Opportunities Fund 2021-04-27 director
PIMCO Energy & Tactical Credit Opportunities 2019-01-29 director
Pcm Fund Inc 2010-06-22 director
PIMCO Income Opportunity Fund 2010-06-22 director
AllianzGI Convertible & Income 2024 Target Term Fund 2021-04-27 director
Virtus AllianzGI Convertible & Income Fund II 2021-04-27 director
Virtus Dividend, Interest & Premium Strategy Fund 2010-06-22 director
Virtus AllianzGI Equity & Convertible Income Fund 2010-06-22 director
Virtus AllianzGI Diversified Income & Convertible Fund 2015-05-21 director
PIMCO Dynamic Credit & Mortgage Income Fund 2015-05-11 director
PIMCO Income Strategy Fund II 2010-06-22 director
PIMCO Dynamic Income Fund 2012-05-24 director
PIMCO Corporate & Income Strategy Fund 2010-06-22 director
PIMCO Municipal Income Fund II 2010-06-22 director
Virtus AllianzGI Convertible & Income Fund 2010-09-07 director
PIMCO Income Strategy Fund 2010-06-22 director
PIMCO Strategic Income Fund, Inc. 2010-06-22 director
PIMCO Municipal Income Fund 2010-06-22 director
PIMCO New York Municipal Income Fund 2010-06-22 director
PIMCO California Municipal Income Fund 2010-06-22 director
PIMCO CA Muni Income Fund II 2010-06-22 director
PIMCO New York Municipal Income Fund II 2010-06-22 director
PIMCO CA Muni Income Fund III 2010-06-22 director
PIMCO New York Municipal Income Fund III 2010-06-22 director
PIMCO Municipal Income Fund III 2010-06-22 director
PIMCO Corporate & Income Opportunity Fds 2010-06-22 director
PIMCO High Income Fund 2010-06-22 director
PIMCO Global Stocksplus & Income Fund 2010-06-22 director
Virtus AllianzGI Convertible & Income Fund 2021-04-27 director
PIMCO Access Income Fund 2022-01-26 director
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Rappaport Alan trading performance

Average Relative Return

4.97%

Average relative return per transaction

Outperforming Transactions

67%

6 out of 9 outperforming transactions.
Each transaction is measured over a period and compared to .

Rappaport Alan trading performance analysis

1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 0.91 -1.88 1.18 4.97 30.55 23.66
Relative Return to S&P 500(%) -1.23 -6.76 -6.78 -3.03 8.24 -20.67

Rappaport Alan trading transactions

Ticker Company Current Price Insider Name Insider Position Date Buy/Sell Insider Trading Shares Shares Change Price Cost Final Share Price Change Since Insider Trade (%) Filing Date Dividend Yield % PE Ratio Market Cap ($M)
N/A
N/A
N/A20
Rappaport Alan
Director
2022-01-31 Buy
2,500
100%
N/A20
N/A50,000
2,500
0%
2022-02-01
N/A
N/A
N/A
PDO
PIMCO Dynamic Income Fund
$15.63
Rappaport Alan
Director
2022-01-18 Buy
2,500
100%
$19.20
$48,000
2,500
-18.59%
2022-01-19
9.09
10.48
4,955.73
CBH
AllianzGI Convertible & Income 2024 Target Term Fund
$8.88
Rappaport Alan
Director
2021-04-27 Buy
1,000
100%
$10.37
$10,370
2,000
-14.37%
-
10.01
6.46
162.18
AIO
AllianzGI Artificial Intelligence & Technology Opportunities Fund
$18.28
Rappaport Alan
Director
2021-04-27 Buy
1,500
100%
$27.76
$41,640
1,500
-34.15%
-
27.08
2.35
627.75
NRGX
PIMCO Energy & Tactical Credit Opportunities
$15.51
Rappaport Alan
Director
2019-04-24 Buy
1,000
100%
$21.03
$21,030
1,000
-26.25%
-
4.69
2.62
693.40
PCM
Pcm Fund Inc
$10.10
Rappaport Alan
Director
2019-02-21 Buy
1,000
100%
$10.69
$10,690
1,000
-5.57%
-
9.49
11.13
117.61
PKO
PIMCO Income Opportunity Fund
$23.77
Rappaport Alan
Director
2019-02-21 Buy
1,000
100%
$26.19
$26,190
1,000
-9.24%
-
9.59
4.88
499.45
VCTR
Victory Capital Holdings Inc
$28.25
Rappaport Alan
Director
2018-05-16 Buy
10,000
100%
$10.18
$101,800
10,000
177.50%
-
2.44
7.29
1,937.79
CBH
AllianzGI Convertible & Income 2024 Target Term Fund
$8.88
Rappaport Alan
Director
2017-08-15 Buy
1,000
100%
$10.01
$10,010
1,000
-11.29%
-
10.01
6.46
162.18
NFJ
Virtus Dividend, Interest & Premium Strategy Fund
$12.92
Rappaport Alan
Director
2017-07-07 Buy
1,000
100%
$13.10
$13,100
1,000
-1.37%
-
7.11
6.38
1,224.84
NCZ
Virtus AllianzGI Convertible & Income Fund II
$3.47
Rappaport Alan
Director
2017-07-07 Buy
1,000
100%
$6.26
$6,260
1,000
-44.57%
-
12.96
2.53
264.12
ACV
Virtus AllianzGI Diversified Income & Convertible Fund
$21.63
Rappaport Alan
Director
2017-07-07 Buy
1,000
100%
$21.29
$21,290
1,000
1.60%
-
35.60
At Loss
224.14
NIE
Virtus AllianzGI Equity & Convertible Income Fund
$23.35
Rappaport Alan
Director
2017-07-07 Buy
1,000
100%
$19.75
$19,750
1,000
18.23%
-
12.92
8.71
647
PCI
PIMCO Dynamic Credit & Mortgage Income Fund
$20.47
Rappaport Alan
Director
2015-06-08 Buy
1,000
40%
$20.54
$20,540
3,500
-0.34%
-
10.20
4.65
3,114.20
PCI
PIMCO Dynamic Credit & Mortgage Income Fund
$20.47
Rappaport Alan
Director
2015-05-11 Buy
2,500
100%
$20.89
$52,225
2,500
-2.01%
-
10.20
4.65
3,114.20
PFL
PIMCO Income Strategy Fund
$9.45
Rappaport Alan
Director
2010-09-07 Buy
1,500
100%
$11.58
$17,370
1,500
-18.39%
-
10.61
20.11
334.38
PML
PIMCO Municipal Income Fund II
$11.55
Rappaport Alan
Director
2010-09-07 Buy
1,500
100%
$11.80
$17,700
1,500
-2.12%
-
6.14
17.65
731.32
PCN
PIMCO Corporate & Income Strategy Fund
$14.43
Rappaport Alan
Director
2010-09-07 Buy
1,000
100%
$15.82
$15,820
1,000
-8.79%
-
9.37
17.64
586.97
NCV
Virtus AllianzGI Convertible & Income Fund
$4.07
Rappaport Alan
Director
2010-09-07 Buy
1,000
100%
$9.69
$9,690
1,000
-58%
-
12.52
2.69
367.82
Total 19
  • 1

Rappaport Alan personal network

Name Position Linked company