Robert A Wolf - Net Worth and Insider Trading

Robert A Wolf Net Worth

The estimated net worth of Robert A Wolf is at least $41,258 dollars as of 2024-05-26. Robert A Wolf is the Officer-Investment Sub-Advisor of First Trust Inter Dur Pref& Income Fund and owns about 2,363 shares of First Trust Inter Dur Pref& Income Fund (FPF) stock worth over $41,258. Details can be seen in Robert A Wolf's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Robert A Wolf has not made any transactions after 2022-09-16 and currently still holds the listed stock(s).

Transaction Summary of Robert A Wolf

To

Robert A Wolf Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Robert A Wolf owns 1 companies in total, including First Trust Inter Dur Pref& Income Fund (FPF) .

Click here to see the complete history of Robert A Wolf’s form 4 insider trades.

Insider Ownership Summary of Robert A Wolf

Ticker Comapny Transaction Date Type of Owner
FPF First Trust Inter Dur Pref& Income Fund 2022-09-16 other: Officer-Investment Sub-Adviser

Robert A Wolf Latest Holdings Summary

Robert A Wolf currently owns a total of 1 stock. Robert A Wolf owns 2,363 shares of First Trust Inter Dur Pref& Income Fund (FPF) as of September 16, 2022, with a value of $41,258.

Latest Holdings of Robert A Wolf

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FPF First Trust Inter Dur Pref& Income Fund 2022-09-16 2,363 17.46 41,258

Holding Weightings of Robert A Wolf


Robert A Wolf Form 4 Trading Tracker

According to the SEC Form 4 filings, Robert A Wolf has made a total of 1 transactions in First Trust Inter Dur Pref& Income Fund (FPF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in First Trust Inter Dur Pref& Income Fund is the acquisition of 1,400 shares on September 16, 2022, which cost Robert A Wolf around $25,102.

Insider Trading History of Robert A Wolf

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
  • 1
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.

Robert A Wolf Trading Performance

GuruFocus tracks the stock performance after each of Robert A Wolf's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Robert A Wolf is 5.47%. GuruFocus also compares Robert A Wolf's trading performance to market benchmark return within the same time period. The performance of stocks bought by Robert A Wolf 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 Robert A Wolf'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 Robert A Wolf

Average Return

Average return per transaction

Outperforming Transactions

1 out of 2 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(%) -3.23
Relative Return to S&P 500(%) 1.55

Robert A Wolf Ownership Network

Ownership Network List of Robert A Wolf

No Data

Ownership Network Relation of Robert A Wolf


Robert A Wolf Owned Company Details

What does First Trust Inter Dur Pref& Income Fund do?

Who are the key executives at First Trust Inter Dur Pref& Income Fund?

Robert A Wolf is the other: Officer-Investment Sub-Adviser of First Trust Inter Dur Pref& Income Fund. Other key executives at First Trust Inter Dur Pref& Income Fund include other: Officer-Investment Sub-Advisor Angelo D Graci , other: Officer-Investment Sub-Adviser Scott T Fleming , and other: Portfolio Mgr. Sub-Advisor Eric David Weaver .

First Trust Inter Dur Pref& Income Fund (FPF) Insider Trades Summary

Over the past 18 months, Robert A Wolf made no insider transaction in First Trust Inter Dur Pref& Income Fund (FPF). Other recent insider transactions involving First Trust Inter Dur Pref& Income Fund (FPF) include a net purchase of 32,500 shares made by Scott T Fleming , a net sale of 2,000 shares made by Angelo D Graci , and a net purchase of 1,300 shares made by Eric David Weaver .

In summary, during the past 3 months, insiders sold 3,500 shares of First Trust Inter Dur Pref& Income Fund (FPF) in total and bought 0 shares, with a net sale of 3,500 shares. During the past 18 months, 3,500 shares of First Trust Inter Dur Pref& Income Fund (FPF) were sold and 35,300 shares were bought by its insiders, resulting in a net purchase of 31,800 shares.

First Trust Inter Dur Pref& Income Fund (FPF)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

First Trust Inter Dur Pref& Income Fund Insider Transactions

No Available Data

Robert A Wolf Mailing Address

Above is the net worth, insider trading, and ownership report for Robert A Wolf. You might contact Robert A Wolf via mailing address: Stonebridge Advisors Llc, 10 Westport Road, Suite C101, Wilton Ct 06897.

Discussions on Robert A Wolf

No discussions yet.