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
- -$13K
- SPY would hold $23K
- 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% | -161% |
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
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
-135.9% vs SPY
GDVThe Gabelli Dividend & Income Trust
Roger F Wicker
Senate · R · MS
Sell·p$1K-15K
-149.0% vs SPY
GDVThe Gabelli Dividend & Income Trust
Roger F Wicker
Senate · R · MS
Buy$1K-15K
-161.0% 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 | -135.9% | ||
Roger F Wicker Senate · R · MS | The Gabelli Dividend & Income Trust | Sell·p | $1K-15K | 2018-08-24 | 2019-05-14 | 263d | -149.0% | ||
Roger F Wicker Senate · R · MS | The Gabelli Dividend & Income Trust | Buy | $1K-15K | 2018-04-23 | 2018-05-09 | 16d | -161.0% | ||
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 | — |