Michael A Smart - Net Worth and Insider Trading
Michael A Smart Net Worth
The estimated net worth of Michael A Smart is at least $118,966 dollars as of 2024-05-07. Michael A Smart is the Trustee of Advent Convertible & Income Fund and owns about 4,808 shares of Advent Convertible & Income Fund (AVK) stock worth over $57,936. Michael A Smart is the Trustee of Advent Claymore Convertible Securities & Income Fu and owns about 3,200 shares of Advent Claymore Convertible Securities & Income Fu (AGC) stock worth over $41,680. Michael A Smart is also the Trustee of Advent/claymore Enhanced Growth & Income and owns about 2,500 shares of Advent/claymore Enhanced Growth & Income (LCM) stock worth over $19,350. Details can be seen in Michael A Smart's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Michael A Smart has not made any transactions after 2019-09-10 and currently still holds the listed stock(s).
Transaction Summary of Michael A Smart
Michael A Smart Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Michael A Smart owns 3 companies in total, including Advent Convertible & Income Fund (AVK) , Advent Claymore Convertible Securities & Income Fu (AGC) , and Advent/claymore Enhanced Growth & Income (LCM) .
Click here to see the complete history of Michael A Smart’s form 4 insider trades.
Insider Ownership Summary of Michael A Smart
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2019-09-10 | other: Trustee |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2013-02-18 | director & other: Trustee |
| LCM | Advent/claymore Enhanced Growth & Income | 2012-03-06 | director & other: Trustee |
Michael A Smart Latest Holdings Summary
Michael A Smart currently owns a total of 3 stocks. Among these stocks, Michael A Smart owns 4,808 shares of Advent Convertible & Income Fund (AVK) as of September 10, 2019, with a value of $57,936 and a weighting of 48.7%. Michael A Smart owns 3,200 shares of Advent Claymore Convertible Securities & Income Fu (AGC) as of February 18, 2013, with a value of $41,680 and a weighting of 35.04%. Michael A Smart also owns 2,500 shares of Advent/claymore Enhanced Growth & Income (LCM) as of March 6, 2012, with a value of $19,350 and a weighting of 16.27%.
Latest Holdings of Michael A Smart
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2019-09-10 | 4,808 | 12.05 | 57,936 |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2013-02-18 | 3,200 | 13.03 | 41,680 |
| LCM | Advent/claymore Enhanced Growth & Income | 2012-03-06 | 2,500 | 7.74 | 19,350 |
Holding Weightings of Michael A Smart
Michael A Smart Form 4 Trading Tracker
According to the SEC Form 4 filings, Michael A Smart has made a total of 2 transactions in Advent Convertible & Income Fund (AVK) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Advent Convertible & Income Fund is the acquisition of 3 shares on September 10, 2019, which cost Michael A Smart around $43.
According to the SEC Form 4 filings, Michael A Smart 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 500 shares on February 18, 2013, which cost Michael A Smart around $3,485.
According to the SEC Form 4 filings, Michael A Smart 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 2,200 shares on March 6, 2012, which cost Michael A Smart around $21,758.
Insider Trading History of Michael A Smart
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Michael A Smart Trading Performance
GuruFocus tracks the stock performance after each of Michael A Smart's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Michael A Smart is 6.29%. GuruFocus also compares Michael A Smart's trading performance to market benchmark return within the same time period. The performance of stocks bought by Michael A Smart within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Michael A Smart's insider trading performs compared to the benchmark.
Performance of Michael A Smart
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.18 | | | | | |
| Relative Return to S&P 500(%) | 0.8 | | | | | |
Michael A Smart Ownership Network
Michael A Smart Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
Michael A Smart is the other: Trustee 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, Michael A Smart 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
Michael A Smart Mailing Address
Above is the net worth, insider trading, and ownership report for Michael A Smart. You might contact Michael A Smart via mailing address: 10865 Avenue Of The Americas,, 31st Floor, New York Ny 10018.
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