Robert C Troccoli - Net Worth and Insider Trading

Robert C Troccoli Net Worth

The estimated net worth of Robert C Troccoli is at least $829,344 dollars as of 2024-04-28. Robert C Troccoli is the Trustee of Invesco High Income 2024 Target Term and owns about 58,529 shares of Invesco High Income 2024 Target Term (IHTA) stock worth over $440,723. Robert C Troccoli is also the Trustee of Invesco High Income 2023 Target Term Fund and owns about 56,159 shares of Invesco High Income 2023 Target Term Fund (IHIT) stock worth over $388,620. Details can be seen in Robert C Troccoli's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Robert C Troccoli has not made any transactions after 2020-05-21 and currently still holds the listed stock(s).

Transaction Summary of Robert C Troccoli

To

Robert C Troccoli Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Robert C Troccoli owns 16 companies in total, including Invesco High Income 2023 Target Term Fund (IHIT) , Invesco High Income 2024 Target Term (IHTA) , and Invesco Bond Fund (VBF) among others .

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

Insider Ownership Summary of Robert C Troccoli

Ticker Comapny Transaction Date Type of Owner
IHIT Invesco High Income 2023 Target Term Fund 2020-05-21 other: Trustee
IHTA Invesco High Income 2024 Target Term 2020-05-20 other: Trustee
VBF Invesco Bond Fund 2016-01-29 other: Trustee
OIA Invesco Muni Income Opps Trust 2016-01-29 other: Trustee
VLT Invesco High Income Trust II 2016-01-29 other: Trustee
VKQ Invesco Municipal Trust 2016-01-29 other: Trustee
VGM Invesco Trust for Investment Grade Municipals 2016-01-29 other: Trustee
VTN Invesco Trust For Investment Grade New York Municipals 2016-01-29 other: Trustee
VMO Invesco Municipal Opportunity Trust 2016-01-29 other: Trustee
IQI Invesco Quality Municipal Income Trust 2016-01-29 other: Trustee
IIM Invesco Value Municipal Income Trust 2016-01-29 other: Trustee
VPV Invesco Pennsylvania Value Municipal Income Trust 2016-01-29 other: Trustee
VCV Invesco California Value Municipal Income Trust 2016-01-29 other: Trustee
VKI Invesco Advantage Municipal Income Trust II 2016-01-29 other: Trustee
VVR Invesco Senior Income Trust 2016-01-29 other: Trustee
VTA Invesco Dynamic Credit Opportunities Fund 2016-01-29 other: Trustee

Robert C Troccoli Latest Holdings Summary

Robert C Troccoli currently owns a total of 2 stocks. Among these stocks, Robert C Troccoli owns 58,529 shares of Invesco High Income 2024 Target Term (IHTA) as of May 20, 2020, with a value of $440,723 and a weighting of 53.14%. Robert C Troccoli also owns 56,159 shares of Invesco High Income 2023 Target Term Fund (IHIT) as of May 21, 2020, with a value of $388,620 and a weighting of 46.86%.

Latest Holdings of Robert C Troccoli

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
IHTA Invesco High Income 2024 Target Term 2020-05-20 58,529 7.53 440,723
IHIT Invesco High Income 2023 Target Term Fund 2020-05-21 56,159 6.92 388,620

Holding Weightings of Robert C Troccoli


Robert C Troccoli Form 4 Trading Tracker

According to the SEC Form 4 filings, Robert C Troccoli has made a total of 5 transactions in Invesco High Income 2024 Target Term (IHTA) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in Invesco High Income 2024 Target Term is the acquisition of 5,824 shares on May 20, 2020, which cost Robert C Troccoli around $36,749.

According to the SEC Form 4 filings, Robert C Troccoli has made a total of 4 transactions in Invesco High Income 2023 Target Term Fund (IHIT) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Invesco High Income 2023 Target Term Fund is the acquisition of 3,824 shares on May 21, 2020, which cost Robert C Troccoli around $27,839.

Insider Trading History of Robert C Troccoli

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.

Robert C Troccoli Trading Performance

GuruFocus tracks the stock performance after each of Robert C Troccoli's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Robert C Troccoli is 8.61%. GuruFocus also compares Robert C Troccoli's trading performance to market benchmark return within the same time period. The performance of stocks bought by Robert C Troccoli within 3 months outperforms 2 times out of 9 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Robert C Troccoli'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 Robert C Troccoli

Average Return

5.65%

Average return per transaction

Outperforming Transactions

44%

4 out of 9 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(%) 6.59 8.61 -10.84 5.65 4.27 -3.13
Relative Return to S&P 500(%) 3.17 -2.73 -16.54 -20.21 -15.55 -12.64

Robert C Troccoli Ownership Network

Ownership Network List of Robert C Troccoli

No Data

Ownership Network Relation of Robert C Troccoli


Robert C Troccoli Owned Company Details

What does Invesco High Income 2023 Target Term Fund do?

Who are the key executives at Invesco High Income 2023 Target Term Fund?

Robert C Troccoli is the other: Trustee of Invesco High Income 2023 Target Term Fund. Other key executives at Invesco High Income 2023 Target Term Fund include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco High Income 2023 Target Term Fund (IHIT) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco High Income 2023 Target Term Fund (IHIT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco High Income 2023 Target Term Fund (IHIT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco High Income 2023 Target Term Fund (IHIT)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Invesco High Income 2023 Target Term Fund Insider Transactions

No Available Data

Robert C Troccoli Mailing Address

Above is the net worth, insider trading, and ownership report for Robert C Troccoli. You might contact Robert C Troccoli via mailing address: 22 Forest Street, Scarborough Me 04074.

Discussions on Robert C Troccoli

No discussions yet.