Angela Brock-kyle - Net Worth and Insider Trading

Angela Brock-kyle Net Worth

The estimated net worth of Angela Brock-kyle is at least $212,958 dollars as of 2024-05-19. Angela Brock-kyle is the Trustee of Guggenheim Taxable Municipal Managed Duration Trust and owns about 9,830 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) stock worth over $158,263. Angela Brock-kyle is the TRUSTEE of Guggenheim Active Allocation Fund and owns about 2,244 shares of Guggenheim Active Allocation Fund (GUG) stock worth over $33,593. Angela Brock-kyle is also the TRUSTEE of Guggenheim Strategic Opportunities Fund and owns about 1,128 shares of Guggenheim Strategic Opportunities Fund (GOF) stock worth over $16,254. Besides these, Angela Brock-kyle also holds Fiduciary/Claymore Energy Infrastructure Fund (FMO) . Details can be seen in Angela Brock-kyle's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Angela Brock-kyle has not made any transactions after 2023-10-23 and currently still holds the listed stock(s).

Transaction Summary of Angela Brock-kyle

Angela Brock-kyle Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Angela Brock-kyle owns 7 companies in total, including Fiduciary/Claymore Energy Infrastructure Fund (FMO) , Guggenheim Enhanced Equity Income Fund (GPM) , and Guggenheim Strategic Opportunities Fund (GOF) among others .

Click here to see the complete history of Angela Brock-kyle’s form 4 insider trades.

Insider Ownership Summary of Angela Brock-kyle

Ticker	Comapny	Transaction Date	Type of Owner
FMO	Fiduciary/Claymore Energy Infrastructure Fund	2019-11-29	director & other: Trustee
GPM	Guggenheim Enhanced Equity Income Fund	2019-11-13	director & other: Trustee
GOF	Guggenheim Strategic Opportunities Fund	2023-10-12	director & other: Trustee
		2020-11-30	director & other: Trustee
		2019-11-13	director & other: Trustee
		2018-07-02	director
		2023-10-23	director & other: Trustee

Angela Brock-kyle Latest Holdings Summary

Angela Brock-kyle currently owns a total of 4 stocks. Among these stocks, Angela Brock-kyle owns 9,830 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) as of November 30, 2020, with a value of $158,263 and a weighting of 74.32%. Angela Brock-kyle owns 2,244 shares of Guggenheim Active Allocation Fund (GUG) as of October 23, 2023, with a value of $33,593 and a weighting of 15.77%. Angela Brock-kyle also owns 1,128 shares of Guggenheim Strategic Opportunities Fund (GOF) as of October 12, 2023, with a value of $16,254 and a weighting of 7.63%. The other 1 stocks Fiduciary/Claymore Energy Infrastructure Fund (FMO) have a combined weighting of 2.28% among all his current holdings.

Latest Holdings of Angela Brock-kyle

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
GBAB	Guggenheim Taxable Municipal Managed Duration Trust	2020-11-30	9,830	16.10	158,263
GUG	Guggenheim Active Allocation Fund	2023-10-23	2,244	14.97	33,593
GOF	Guggenheim Strategic Opportunities Fund	2023-10-12	1,128	14.41	16,254
FMO	Fiduciary/Claymore Energy Infrastructure Fund	2019-11-29	400	12.12	4,848

Holding Weightings of Angela Brock-kyle

Angela Brock-kyle Form 4 Trading Tracker

According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 1 transactions in Guggenheim Taxable Municipal Managed Duration Trust (GBAB) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Guggenheim Taxable Municipal Managed Duration Trust is the acquisition of 400 shares on November 30, 2020, which cost Angela Brock-kyle around $9,832.

According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 3 transactions in Guggenheim Active Allocation Fund (GUG) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Guggenheim Active Allocation Fund is the acquisition of 775 shares on October 23, 2023, which cost Angela Brock-kyle around $9,998.

According to the SEC Form 4 filings, Angela Brock-kyle has made a total of 3 transactions in Guggenheim Strategic Opportunities Fund (GOF) over the past 5 years, including 2 buys and 1 sells. The most-recent trade in Guggenheim Strategic Opportunities Fund is the sale of 100 shares on October 12, 2023, which brought Angela Brock-kyle around $1,370.

More details on Angela Brock-kyle's insider transactions can be found in the Insider Trading History of Angela Brock-kyle table.

Insider Trading History of Angela Brock-kyle

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

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.

Angela Brock-kyle Trading Performance

GuruFocus tracks the stock performance after each of Angela Brock-kyle's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Angela Brock-kyle is -2.87%. GuruFocus also compares Angela Brock-kyle's trading performance to market benchmark return within the same time period. The performance of stocks bought by Angela Brock-kyle within 3 months outperforms 2 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 Angela Brock-kyle'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 Angela Brock-kyle

Average Return

Average return per transaction

Outperforming Transactions

0 out of 5 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(%)	-0.64
Relative Return to S&P 500(%)	-0.85

Angela Brock-kyle Ownership Network

Ownership Network List of Angela Brock-kyle

No Data

Ownership Network Relation of Angela Brock-kyle

Angela Brock-kyle Owned Company Details

What does Fiduciary/Claymore Energy Infrastructure Fund do?

Who are the key executives at Fiduciary/Claymore Energy Infrastructure Fund?

Angela Brock-kyle is the director & other: Trustee of Fiduciary/Claymore Energy Infrastructure Fund. Other key executives at Fiduciary/Claymore Energy Infrastructure Fund include other: Portfolio Manager Matthew Sallee , director & other: Trustee Toupin Ronald E Jr , and director & other: Trustee Sandra G Sponem .

Fiduciary/Claymore Energy Infrastructure Fund (FMO) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Fiduciary/Claymore Energy Infrastructure Fund (FMO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Fiduciary/Claymore Energy Infrastructure Fund (FMO)'s detailed insider trading history can be found in Insider Trading Tracker table.

Fiduciary/Claymore Energy Infrastructure Fund Insider Transactions

No Available Data

What does Guggenheim Enhanced Equity Income Fund do?

Who are the key executives at Guggenheim Enhanced Equity Income Fund?

Angela Brock-kyle is the director & other: Trustee of Guggenheim Enhanced Equity Income Fund. Other key executives at Guggenheim Enhanced Equity Income Fund include other: Portfolio Manager Hollowell Iii Orenzo Perry , director & other: Trustee Toupin Ronald E Jr , and director & other: Trustee Lydon Thomas F Jr .

Guggenheim Enhanced Equity Income Fund (GPM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Guggenheim Enhanced Equity Income Fund (GPM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Guggenheim Enhanced Equity Income Fund (GPM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Guggenheim Enhanced Equity Income Fund (GPM)'s detailed insider trading history can be found in Insider Trading Tracker table.

Guggenheim Enhanced Equity Income Fund Insider Transactions

No Available Data

What does Guggenheim Strategic Opportunities Fund do?

Who are the key executives at Guggenheim Strategic Opportunities Fund?

Angela Brock-kyle is the director & other: Trustee of Guggenheim Strategic Opportunities Fund. Other key executives at Guggenheim Strategic Opportunities Fund include director & other: Trustee Randall C Barnes , director & other: Trustee Toupin Ronald E Jr , and other: Portfolio Manager Hollowell Iii Orenzo Perry .

Guggenheim Strategic Opportunities Fund (GOF) Insider Trades Summary

Over the past 18 months, Angela Brock-kyle made 2 insider transaction in Guggenheim Strategic Opportunities Fund (GOF) with a net sale of 0. Other recent insider transactions involving Guggenheim Strategic Opportunities Fund (GOF) include a net sale of 113,137 shares made by Randall C Barnes , a net purchase of 245 shares made by Toupin Ronald E Jr ,

In summary, during the past 3 months, insiders sold 0 shares of Guggenheim Strategic Opportunities Fund (GOF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 113,237 shares of Guggenheim Strategic Opportunities Fund (GOF) were sold and 345 shares were bought by its insiders, resulting in a net sale of 112,892 shares.

Guggenheim Strategic Opportunities Fund (GOF)'s detailed insider trading history can be found in Insider Trading Tracker table.

Guggenheim Strategic Opportunities Fund Insider Transactions

No Available Data

What does Guggenheim Taxable Municipal Managed Duration Trust do?

Who are the key executives at Guggenheim Taxable Municipal Managed Duration Trust?

Angela Brock-kyle is the director & other: Trustee of Guggenheim Taxable Municipal Managed Duration Trust. Other key executives at Guggenheim Taxable Municipal Managed Duration Trust include director & other: Trustee Toupin Ronald E Jr , director & other: Trustee Chubb Donald A. Jr. , and director & other: Trustee Lydon Thomas F Jr .

Guggenheim Taxable Municipal Managed Duration Trust (GBAB) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Guggenheim Taxable Municipal Managed Duration Trust (GBAB) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Guggenheim Taxable Municipal Managed Duration Trust (GBAB)'s detailed insider trading history can be found in Insider Trading Tracker table.

Guggenheim Taxable Municipal Managed Duration Trust Insider Transactions

No Available Data

What does Guggenheim Credit Allocation Fund do?

Who are the key executives at Guggenheim Credit Allocation Fund?

Angela Brock-kyle is the director & other: Trustee of Guggenheim Credit Allocation Fund. Other key executives at Guggenheim Credit Allocation Fund include director & other: Trustee Toupin Ronald E Jr , director & other: Trustee Lydon Thomas F Jr , and director & other: Trustee Sandra G Sponem .

Guggenheim Credit Allocation Fund (GGM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Guggenheim Credit Allocation Fund (GGM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Guggenheim Credit Allocation Fund (GGM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Guggenheim Credit Allocation Fund (GGM)'s detailed insider trading history can be found in Insider Trading Tracker table.

Guggenheim Credit Allocation Fund Insider Transactions

No Available Data

What does Infinity Property and Casualty Corp do?

Who are the key executives at Infinity Property and Casualty Corp?

Angela Brock-kyle is the director of Infinity Property and Casualty Corp. Other key executives at Infinity Property and Casualty Corp include Executive VP & CFO & Treasurer Robert H. Bateman , 10 percent owner American Financial Group Inc , and 10 percent owner Carl H Lindner .

Infinity Property and Casualty Corp (IPCC) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Infinity Property and Casualty Corp (IPCC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Infinity Property and Casualty Corp (IPCC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Infinity Property and Casualty Corp (IPCC)'s detailed insider trading history can be found in Insider Trading Tracker table.

Infinity Property and Casualty Corp Insider Transactions

No Available Data

What does Guggenheim Active Allocation Fund do?

Who are the key executives at Guggenheim Active Allocation Fund?

Angela Brock-kyle is the director & other: Trustee of Guggenheim Active Allocation Fund. Other key executives at Guggenheim Active Allocation Fund include director & other: Trustee Toupin Ronald E Jr , director & other: Trustee Randall C Barnes , and director & other: Trustee Ronald Nyberg .

Guggenheim Active Allocation Fund (GUG) Insider Trades Summary

Over the past 18 months, Angela Brock-kyle made 3 insider transaction in Guggenheim Active Allocation Fund (GUG) with a net purchase of 1,481. Other recent insider transactions involving Guggenheim Active Allocation Fund (GUG) include a net purchase of 62,577 shares made by Randall C Barnes , a net purchase of 2,592 shares made by Toupin Ronald E Jr ,

In summary, during the past 3 months, insiders sold 0 shares of Guggenheim Active Allocation Fund (GUG) in total and bought 194 shares, with a net purchase of 194 shares. During the past 18 months, 0 shares of Guggenheim Active Allocation Fund (GUG) were sold and 66,650 shares were bought by its insiders, resulting in a net purchase of 66,650 shares.

Guggenheim Active Allocation Fund (GUG)'s detailed insider trading history can be found in Insider Trading Tracker table.

Guggenheim Active Allocation Fund Insider Transactions

No Available Data

Angela Brock-kyle Mailing Address

Above is the net worth, insider trading, and ownership report for Angela Brock-kyle. You might contact Angela Brock-kyle via mailing address: 3700 Colonnade Parkway, Birmingham Al 35243.

Discussions on Angela Brock-kyle

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