Tracy V Maitland - Net Worth and Insider Trading
Tracy V Maitland Net Worth
The estimated net worth of Tracy V Maitland is at least $990,468 dollars as of 2024-04-23. Tracy V Maitland is the TRUSTEE of Advent Convertible & Income Fund and owns about 34,087 shares of Advent Convertible & Income Fund (AVK) stock worth over $395,068. Tracy V Maitland is the Trustee of Advent/claymore Enhanced Growth & Income and owns about 50,000 shares of Advent/claymore Enhanced Growth & Income (LCM) stock worth over $387,000. Tracy V Maitland is also the Trustee of Advent Claymore Convertible Securities & Income Fu and owns about 16,000 shares of Advent Claymore Convertible Securities & Income Fu (AGC) stock worth over $208,400. Details can be seen in Tracy V Maitland's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Tracy V Maitland has not made any transactions after 2023-12-20 and currently still holds the listed stock(s).
Transaction Summary of Tracy V Maitland
Tracy V Maitland Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Tracy V Maitland owns 3 companies in total, including Advent Convertible & Income Fund () , Advent Claymore Convertible Securities & Income Fu () , and Advent/claymore Enhanced Growth & Income () .
Click here to see the complete history of Tracy V Maitland’s form 4 insider trades.
Insider Ownership Summary of Tracy V Maitland
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| Advent Convertible & Income Fund | 2023-12-20 | President & other: Trustee | |
| Advent Claymore Convertible Securities & Income Fu | 2017-11-13 | director & Chairman & President & CEO & other: Trustee | |
| Advent/claymore Enhanced Growth & Income | 2015-07-16 | director & Chairman & CEO & President & other: Trustee |
Tracy V Maitland Latest Holdings Summary
Tracy V Maitland currently owns a total of 3 stocks. Among these stocks, Tracy V Maitland owns 34,087 shares of Advent Convertible & Income Fund (AVK) as of December 20, 2023, with a value of $395,068 and a weighting of 39.89%. Tracy V Maitland owns 50,000 shares of Advent/claymore Enhanced Growth & Income (LCM) as of July 16, 2015, with a value of $387,000 and a weighting of 39.07%. Tracy V Maitland also owns 16,000 shares of Advent Claymore Convertible Securities & Income Fu (AGC) as of November 13, 2017, with a value of $208,400 and a weighting of 21.04%.
Latest Holdings of Tracy V Maitland
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2023-12-20 | 34,087 | 11.59 | 395,068 |
| LCM | Advent/claymore Enhanced Growth & Income | 2015-07-16 | 50,000 | 7.74 | 387,000 |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2017-11-13 | 16,000 | 13.03 | 208,400 |
Holding Weightings of Tracy V Maitland
Tracy V Maitland Form 4 Trading Tracker
According to the SEC Form 4 filings, Tracy V Maitland has made a total of 3 transactions in Advent Convertible & Income Fund (AVK) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Advent Convertible & Income Fund is the sale of 7,163 shares on December 20, 2023, which brought Tracy V Maitland around $80,011.
According to the SEC Form 4 filings, Tracy V Maitland has made a total of 0 transactions in Advent/claymore Enhanced Growth & Income (LCM) over the past 5 years. The most-recent trade in Advent/claymore Enhanced Growth & Income is the acquisition of 15,000 shares on July 16, 2015, which cost Tracy V Maitland around $138,600.
According to the SEC Form 4 filings, Tracy V Maitland has made a total of 0 transactions in Advent Claymore Convertible Securities & Income Fu (AGC) over the past 5 years. The most-recent trade in Advent Claymore Convertible Securities & Income Fu is the sale of 10,000 shares on November 13, 2017, which brought Tracy V Maitland around $60,200.
Insider Trading History of Tracy V Maitland
- 1
Tracy V Maitland Trading Performance
GuruFocus tracks the stock performance after each of Tracy V Maitland's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Tracy V Maitland is -3.79%. GuruFocus also compares Tracy V Maitland's trading performance to market benchmark return within the same time period. The performance of stocks bought by Tracy V Maitland within 3 months outperforms 0 times out of 7 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Tracy V Maitland's insider trading performs compared to the benchmark.
Performance of Tracy V Maitland
Average Return
3.52%
Outperforming Transactions
43%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.91 | -3.79 | 0.89 | 3.52 | 1.91 | 8.12 |
| Relative Return to S&P 500(%) | -1.64 | -3.44 | -4.33 | -9.96 | -11.89 | -10.17 |
Tracy V Maitland Ownership Network
Ownership Network List of Tracy V Maitland
Ownership Network Relation of Tracy V Maitland
Tracy V Maitland Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
Tracy V Maitland is the President & other: Trustee of Advent Convertible & Income Fund. Other key executives at Advent Convertible & Income Fund include director & other: Trustee Nancy E. Stuebe , other: Investment Manager Advent Capital Management /de/ , and CCO & Secretary Stephen Ellwood .
Advent Convertible & Income Fund () Insider Trades Summary
Over the past 18 months, Tracy V Maitland made 2 insider transaction in Advent Convertible & Income Fund () with a net sale of 66,211. Other recent insider transactions involving Advent Convertible & Income Fund () include a net purchase of 2,370 shares made by Nancy E. Stuebe , a net sale of 59,048 shares made by Advent Capital Management /de/ ,
In summary, during the past 3 months, insiders sold 0 shares of Advent Convertible & Income Fund () in total and bought 400 shares, with a net purchase of 400 shares. During the past 18 months, 125,259 shares of Advent Convertible & Income Fund () were sold and 2,370 shares were bought by its insiders, resulting in a net sale of 122,889 shares.
Advent Convertible & Income Fund ()'s detailed insider trading history can be found in Insider Trading Tracker table.
Advent Convertible & Income Fund Insider Transactions
Tracy V Maitland Mailing Address
Above is the net worth, insider trading, and ownership report for Tracy V Maitland. You might contact Tracy V Maitland via mailing address: 10865 Avenue Of The Americas,, 31st Floor, New York Ny 10018.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
