Philip R McLoughlin's Net Worth

$108 Thousand

Estimate Recalculated Sep 8, 2024 07:35PM EST

Who is Philip R McLoughlin?

Philip R McLoughlin does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include DCA Total Return Fund, Virtus AllianzGI Equity & Convertible Income Fund, Virtus Diversified Income & Convertible Fund, Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund, DNP SELECT INCOME FUND INC, VIRTUS GLOBAL DIVIDEND & INCOME FUND INC., Virtus AllianzGI Convertible & Income Fund, Duff & Phelps Global Utility Income Fund Inc., , Virtus Dividend, Interest & Premium Strategy Fund, Virtus AllianzGI Convertible & Income 2024 Target Term Fund, Virtus Global Multi-Sector Income Fund, Stone Harbor Emerging Markets Income Fund, Stone Harbor Emerging Markets Total Income Fund, ZWEIG FUND INC /MD/, DTF TAX-FREE INCOME INC, and DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC.

SEC CIK

Philip R McLoughlin's CIK is 0001141990

Past Insider Trading and Trends

2012 was Philip R McLoughlin's most active year for acquiring shares with 13 total transactions. Philip R McLoughlin's most active month to acquire stocks was the month of May. 2012 was Philip R McLoughlin's most active year for disposing of shares, totalling 1 transactions. Philip R McLoughlin's most active month to dispose stocks was the month of February. 2012 saw Philip R McLoughlin paying a total of $128,855.12 for 14,217 shares, this is the most they've acquired in one year. In 2017 Philip R McLoughlin cashed out on 7,500 shares for a total of $84,975.00, their largest year based on trade value.

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DCA Total Return Fund No price found

Investor

Philip R McLoughlin owns 6,000 units of Common Stock.acquired a total of 6,000 shares in DCA Total Return Fund at a cost of $21,468.08.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
∞
6K
$3.58
$21,468.08
6K
Jun 1
Form 3
—
0
—
—
0
No matching records found

Virtus AllianzGI Equity & Convertible Income Fund (NIE) Snapshot price: $22.3

Investor

Philip R McLoughlin owns 400 units of Common Stock which is worth $8,920.00. In the year 2021 Philip R McLoughlin acquired a total of 400 shares in Virtus AllianzGI Equity & Convertible Income Fund at a cost of $10,444.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
∞
400
$26.11
$10,444.00
400
Feb 25
Form 3
—
0
—
—
0
No matching records found

Virtus Diversified Income & Convertible Fund (ACV) Snapshot price: $21.43

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund (AIO) Snapshot price: $21.43

Investor

Philip R McLoughlin owns 500 units of Common Stock which is worth $10,715.00. In the year 2021 Philip R McLoughlin acquired a total of 500 shares in Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund at a cost of $10,800.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
∞
500
$21.60
$10,800.00
500
Feb 25
Form 3
—
0
—
—
0
No matching records found

DNP SELECT INCOME FUND INC (DNP) Snapshot price: $9.59

Investor

Philip R McLoughlin owns 18,317.722 units of Common stock which is worth $175,666.95. From 2009 to 2024 Philip R McLoughlin acquired a total of 13,270 shares in DNP SELECT INCOME FUND INC at a cost of $123,609.99, Philip also disposed a total of 7,500 shares of DNP SELECT INCOME FUND INC equalling to $84,975.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+15.81%
2.5K
$8.33
$20,816.50
18.32K
Jul 8
Form 4
+4.78%
553
—
—
12.13K
Mar 8
Form 4
-45.53%
-7.50K
$11.33
-$84,975.00
8.97K
Oct 2
Form 4
+12.50%
1.22K
$9.57
$11,646.69
10.95K
Sep 21
Form 4
+11.60%
1K
$11.15
$11,149.00
9.62K
Jun 21
Form 4
+53.74%
3K
$10.80
$32,402.00
8.58K
Jun 1
Form 4
+23.19%
1K
$9.98
$9,980.00
5.31K
Oct 5
Form 4
+89.35%
2K
$10.04
$20,080.00
4.24K
Jul 8
Form 4
+87.87%
1K
$9.97
$9,965.80
2.14K
Dec 2
Form 4
∞
1K
$7.57
$7,570.00
1K
May 13
Form 3
—
0
—
—
0
No matching records found