Carlton Neel - Net Worth and Insider Trading
Carlton Neel Net Worth
The estimated net worth of Carlton Neel is at least $1 Million dollars as of 2024-06-08. Carlton Neel is the SVP & Portfolio Manager of Virtus Global Dividend & Income Fund Inc and owns about 76,578 shares of Virtus Global Dividend & Income Fund Inc (ZTR) stock worth over $733,617. Carlton Neel is also the SVP & Portfolio Manager of Virtus Total Return Fund Inc and owns about 67,460 shares of Virtus Total Return Fund Inc (ZTR) stock worth over $372,379. Details can be seen in Carlton Neel's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Carlton Neel has not made any transactions after 2015-04-15 and currently still holds the listed stock(s).
Transaction Summary of Carlton Neel
Carlton Neel Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Carlton Neel owns 2 companies in total, including Virtus Total Return Fund Inc (ZTR) , and Virtus Global Dividend & Income Fund Inc (ZTR) .
Click here to see the complete history of Carlton Neel’s form 4 insider trades.
Insider Ownership Summary of Carlton Neel
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ZTR | Virtus Total Return Fund Inc | 2015-04-15 | SVP & Portfolio Manager |
| ZTR | Virtus Global Dividend & Income Fund Inc | 2015-04-14 | SVP & Portfolio Manager |
Carlton Neel Latest Holdings Summary
Carlton Neel currently owns a total of 2 stocks. Among these stocks, Carlton Neel owns 76,578 shares of Virtus Global Dividend & Income Fund Inc (ZTR) as of April 14, 2015, with a value of $733,617 and a weighting of 66.33%. Carlton Neel also owns 67,460 shares of Virtus Total Return Fund Inc (ZTR) as of April 15, 2015, with a value of $372,379 and a weighting of 33.67%.
Latest Holdings of Carlton Neel
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ZTR | Virtus Global Dividend & Income Fund Inc | 2015-04-14 | 76,578 | 9.58 | 733,617 |
| ZTR | Virtus Total Return Fund Inc | 2015-04-15 | 67,460 | 5.52 | 372,379 |
Holding Weightings of Carlton Neel
Carlton Neel Form 4 Trading Tracker
According to the SEC Form 4 filings, Carlton Neel has made a total of 0 transactions in Virtus Global Dividend & Income Fund Inc (ZTR) over the past 5 years. The most-recent trade in Virtus Global Dividend & Income Fund Inc is the acquisition of 7,000 shares on April 14, 2015, which cost Carlton Neel around $95,830.
According to the SEC Form 4 filings, Carlton Neel has made a total of 0 transactions in Virtus Total Return Fund Inc (ZTR) over the past 5 years. The most-recent trade in Virtus Total Return Fund Inc is the acquisition of 775 shares on April 15, 2015, which cost Carlton Neel around $11,889.
Insider Trading History of Carlton Neel
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Carlton Neel Trading Performance
GuruFocus tracks the stock performance after each of Carlton Neel's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Carlton Neel is 4.66%. GuruFocus also compares Carlton Neel's trading performance to market benchmark return within the same time period. The performance of stocks bought by Carlton Neel within 3 months outperforms 3 times out of 21 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Carlton Neel's insider trading performs compared to the benchmark.
Performance of Carlton Neel
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.3 | | | | | |
| Relative Return to S&P 500(%) | -0.73 | | | | | |
Carlton Neel Ownership Network
Carlton Neel Owned Company Details
What does Virtus Total Return Fund Inc do?
Who are the key executives at Virtus Total Return Fund Inc?
Carlton Neel is the SVP & Portfolio Manager of Virtus Total Return Fund Inc. Other key executives at Virtus Total Return Fund Inc include VP & CFO & Treasurer Bradley William Patrick Iii , other: Affiliate of the Adviser Virtus Partners Inc , and 10 percent owner George W Karpus .
Virtus Total Return Fund Inc (ZTR) Insider Trades Summary
Over the past 18 months, Carlton Neel made no insider transaction in Virtus Total Return Fund Inc (ZTR). Other recent insider transactions involving Virtus Total Return Fund Inc (ZTR) include a net purchase of 7,250 shares made by Bradley William Patrick Iii , and a net purchase of 6,000 shares made by .
In summary, during the past 3 months, insiders sold 0 shares of Virtus Total Return Fund Inc (ZTR) in total and bought 5,000 shares, with a net purchase of 5,000 shares. During the past 18 months, 0 shares of Virtus Total Return Fund Inc (ZTR) were sold and 13,250 shares were bought by its insiders, resulting in a net purchase of 13,250 shares.
Virtus Total Return Fund Inc (ZTR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Total Return Fund Inc Insider Transactions
Carlton Neel Mailing Address
Above is the net worth, insider trading, and ownership report for Carlton Neel. You might contact Carlton Neel via mailing address: Zweig Funds 900 Third Ave New York Ny 10022.
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