Derek Medina - Net Worth and Insider Trading
Derek Medina Net Worth
The estimated net worth of Derek Medina is at least $128,801 dollars as of 2024-05-06. Derek Medina is the Trustee of Advent Convertible & Income Fund and owns about 7,000 shares of Advent Convertible & Income Fund (AVK) stock worth over $84,000. Derek Medina is the Trustee of Advent Claymore Convertible Securities & Income Fu and owns about 2,370 shares of Advent Claymore Convertible Securities & Income Fu (AGC) stock worth over $30,869. Derek Medina is also the Trustee of Advent/claymore Enhanced Growth & Income and owns about 1,800 shares of Advent/claymore Enhanced Growth & Income (LCM) stock worth over $13,932. Details can be seen in Derek Medina's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Derek Medina has not made any transactions after 2018-12-28 and currently still holds the listed stock(s).
Transaction Summary of Derek Medina
Derek Medina Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Derek Medina owns 3 companies in total, including Advent Convertible & Income Fund (AVK) , Advent/claymore Enhanced Growth & Income (LCM) , and Advent Claymore Convertible Securities & Income Fu (AGC) .
Click here to see the complete history of Derek Medina’s form 4 insider trades.
Insider Ownership Summary of Derek Medina
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2018-12-28 | director |
| LCM | Advent/claymore Enhanced Growth & Income | 2011-06-13 | director & other: Trustee |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2011-06-13 | director & other: Trustee |
Derek Medina Latest Holdings Summary
Derek Medina currently owns a total of 3 stocks. Among these stocks, Derek Medina owns 7,000 shares of Advent Convertible & Income Fund (AVK) as of December 28, 2018, with a value of $84,000 and a weighting of 65.22%. Derek Medina owns 2,370 shares of Advent Claymore Convertible Securities & Income Fu (AGC) as of June 13, 2011, with a value of $30,869 and a weighting of 23.97%. Derek Medina also owns 1,800 shares of Advent/claymore Enhanced Growth & Income (LCM) as of June 13, 2011, with a value of $13,932 and a weighting of 10.82%.
Latest Holdings of Derek Medina
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2018-12-28 | 7,000 | 12.00 | 84,000 |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2011-06-13 | 2,370 | 13.03 | 30,869 |
| LCM | Advent/claymore Enhanced Growth & Income | 2011-06-13 | 1,800 | 7.74 | 13,932 |
Holding Weightings of Derek Medina
Derek Medina Form 4 Trading Tracker
According to the SEC Form 4 filings, Derek Medina has made a total of 0 transactions in Advent Convertible & Income Fund (AVK) over the past 5 years. The most-recent trade in Advent Convertible & Income Fund is the acquisition of 4,099 shares on December 28, 2018, which cost Derek Medina around $51,483.
According to the SEC Form 4 filings, Derek Medina 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 acquisition of 1,370 shares on June 13, 2011, which cost Derek Medina around $12,166.
According to the SEC Form 4 filings, Derek Medina 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 1,000 shares on June 13, 2011, which cost Derek Medina around $11,600.
Insider Trading History of Derek Medina
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Derek Medina Trading Performance
GuruFocus tracks the stock performance after each of Derek Medina's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Derek Medina is 16.19%. GuruFocus also compares Derek Medina's trading performance to market benchmark return within the same time period. The performance of stocks bought by Derek Medina within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Derek Medina's insider trading performs compared to the benchmark.
Performance of Derek Medina
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 9.81 | | | | | |
| Relative Return to S&P 500(%) | 3.45 | | | | | |
Derek Medina Ownership Network
Derek Medina Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
Derek Medina is the director of Advent Convertible & Income Fund. Other key executives at Advent Convertible & Income Fund include director & other: Trustee Nancy E. Stuebe , President & other: Trustee Tracy V Maitland , and other: Investment Manager Advent Capital Management /de/ .
Advent Convertible & Income Fund (AVK) Insider Trades Summary
Over the past 18 months, Derek Medina made no insider transaction in Advent Convertible & Income Fund (AVK). Other recent insider transactions involving Advent Convertible & Income Fund (AVK) include a net purchase of 2,420 shares made by Nancy E. Stuebe , a net sale of 66,211 shares made by Tracy V Maitland , and 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 (AVK) in total and bought 500 shares, with a net purchase of 500 shares. During the past 18 months, 125,259 shares of Advent Convertible & Income Fund (AVK) were sold and 2,420 shares were bought by its insiders, resulting in a net sale of 122,839 shares.
Advent Convertible & Income Fund (AVK)'s detailed insider trading history can be found in Insider Trading Tracker table.
Advent Convertible & Income Fund Insider Transactions
Derek Medina Mailing Address
Above is the net worth, insider trading, and ownership report for Derek Medina. You might contact Derek Medina via mailing address: Abc News, 47 West 66th Street, New York Ny 100123.
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