Roger F WickerSenate
U.S. Senator · MS · R · 2014-01 → 2020-05
- Chamber
- Senate
- Party
- R
- State
- MS
- Trades
- 10 (3 buys · 7 sells)
- Estimated volume
- $154K
- Late filings
- 60% (6 of 10)
- Median filing lag
- 177 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $10K
- from $8K cost
- Estimated gain
- +$2K
- Up 28%
- Versus the S&P 500
- -$12K
- SPY would hold $22K
- Positions
- 1
- from 1 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | GDVThe Gabelli Dividend & Income Trust | 2018-04-23 | $8K | $10K | +28% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 1 GDV buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | GDV | The Gabelli Dividend & Income Trust | 2018-04-23 | 8.5y | $1K-15K | +28% | -148% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| May 2020 | 1 | 1 |
| May 2019 | 1 | 1 |
| Aug 2018 | 0 | 1 |
| Apr 2018 | 1 | 1 |
| Nov 2014 | 0 | 1 |
| Apr 2014 | 0 | 1 |
| Jan 2014 | 0 | 1 |
Buys and sells per month as a CSV, by the month they were made.
All trades
10 of 10
Roger F Wicker
Senate · R · MS
Buy$1K-15K
CTECBXCTECBX
Company: Guggenheim Investments
(Chicago, IL)
Description: Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners
Purchase of Equity - Unit Investment Trust.
Roger F Wicker
Senate · R · MS
Sell$1K-15K
BIFBoulder Growth & Income Fund, Inc.
Company: Boulder Funds
(Denver, CO)
Description: mutual fund
Roger F Wicker
Senate · R · MS
Buy$1K-15K
BIFBoulder Growth & Income Fund, Inc.
Roger F Wicker
Senate · R · MS
Sell$1K-15K
-123.7% vs SPY
GDVThe Gabelli Dividend & Income Trust
Roger F Wicker
Senate · R · MS
Sell·p$1K-15K
-136.9% vs SPY
GDVThe Gabelli Dividend & Income Trust
Roger F Wicker
Senate · R · MS
Buy$1K-15K
-147.9% vs SPY
GDVThe Gabelli Dividend & Income Trust
Roger F Wicker
Senate · R · MS
Sell$15K-50K
—BDTorchmark Corporation NTS ISIN US891027AP93
Rate/Coupon: 9.25 Matures: 06/15/2019
Roger F Wicker
Senate · R · MS
Sell$1K-15K
—BDPetrobras International Finance Company NTS ISIN US71645WAN11
Rate/Coupon: 7.875 Matures: 03/15/2019
Roger F Wicker
Senate · R · MS
Sell$15K-50K
—BDCSX Corp NTS ISIN US126408GQ05
Rate/Coupon: 7.375 Matures: 02/01/2019
Roger F Wicker
Senate · R · MS
Sell$15K-50K
—BDBunge Limited Finance Corp NTS ISIN US120568AT72
Rate/Coupon: 8.5 Matures: 06/15/2019
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
Roger F Wicker Senate · R · MS | CTECBX
Company: Guggenheim Investments
(Chicago, IL)
Description: Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners Purchase of Equity - Unit Investment Trust. | Buy | $1K-15K | 2020-05-04 | 2020-05-18 14d | — | ||
Roger F Wicker Senate · R · MS | Boulder Growth & Income Fund, Inc.
Company: Boulder Funds
(Denver, CO)
Description: mutual fund | Sell | $1K-15K | 2020-05-04 | 2020-05-18 14d | — | ||
Roger F Wicker Senate · R · MS | Boulder Growth & Income Fund, Inc. | Buy | $1K-15K | 2019-05-17 | 2020-05-05 354d | — | ||
Roger F Wicker Senate · R · MS | The Gabelli Dividend & Income Trust | Sell | $1K-15K | 2019-05-17 | 2020-05-05 354d | -123.7% | ||
Roger F Wicker Senate · R · MS | The Gabelli Dividend & Income Trust | Sell·p | $1K-15K | 2018-08-24 | 2019-05-14 263d | -136.9% | ||
Roger F Wicker Senate · R · MS | The Gabelli Dividend & Income Trust | Buy | $1K-15K | 2018-04-23 | 2018-05-09 16d | -147.9% | ||
Roger F Wicker Senate · R · MS | —BD | Torchmark Corporation NTS ISIN US891027AP93
Rate/Coupon: 9.25 Matures: 06/15/2019 | Sell | $15K-50K | 2018-04-23 | 2018-05-09 16d | — | |
Roger F Wicker Senate · R · MS | —BD | Petrobras International Finance Company NTS ISIN US71645WAN11
Rate/Coupon: 7.875 Matures: 03/15/2019 | Sell | $1K-15K | 2014-11-17 | 2015-05-13 177d | — | |
Roger F Wicker Senate · R · MS | —BD | CSX Corp NTS ISIN US126408GQ05
Rate/Coupon: 7.375 Matures: 02/01/2019 | Sell | $15K-50K | 2014-04-29 | 2015-05-13 379d | — | |
Roger F Wicker Senate · R · MS | —BD | Bunge Limited Finance Corp NTS ISIN US120568AT72
Rate/Coupon: 8.5 Matures: 06/15/2019 | Sell | $15K-50K | 2014-01-02 | 2015-05-13 496d | — |