Opportunity Income Plus LP
CIK 1581172 · last filed 2017-09-19
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
KEF price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
250 PEHLE AVE., STE 708
SADDLE BROOK, NJ 07663
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHINA REGION FUND, INC. (JFC) Delisted | 10%+ Owner | 61,349 | — | — | $1.92M | 2 | 2017-06-13 |
| KOREA EQUITY FUND INC (KEF) Delisted | 10%+ Owner | 263,667 | — | — | $23.82M | 1 | 2017-06-09 |
| FIRST TRUST DIVIDEND & INCOME FUND (FAV) Delisted | 10%+ Owner | 1,656,926 | — | — | $14.46M | 19 | 2016-10-21 |
| Nuveen Global Equity Income Fund (JGV) Delisted | 10%+ Owner | 82,892 | — | — | $3.36M | 3 | 2016-09-30 |
| Virtus Total Return Fund (DCA) Delisted | 10%+ Owner | 288,662 | — | — | $81.0K | 6 | 2016-08-08 |
| LMP REAL ESTATE INCOME FUND INC. (RIT) Delisted | 10%+ Owner | 84,435 | — | — | $20.97M | 19 | 2016-06-03 |
| Firsthand Technology Value Fund, Inc. (SVVC) Delisted | 10%+ Owner | 992,388 | $0.23 | $233.2K | -$14.14M | 2 | 2014-12-02 |
Recent Filings · Page 4 of 6
53 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2016-04-21 | LMP REAL ESTATE INCOME FUND INC. (RIT) Delisted | Buy (P) | +57,405 | $786.4K | EDGAR |
| 2016-04-18 | FIRST TRUST DIVIDEND & INCOME FUND (FAV) Delisted | Buy (P) | +144,174 | $1.26M | EDGAR |
| 2016-03-30 | FIRST TRUST DIVIDEND & INCOME FUND (FAV) Delisted | Buy (P) | +23,076 | $196.6K | EDGAR |
| 2016-03-07 | FIRST TRUST DIVIDEND & INCOME FUND (FAV) Delisted | Buy (P) | +40,485 | $331.0K | EDGAR |
| 2016-02-25 | FIRST TRUST DIVIDEND & INCOME FUND (FAV) Delisted | Buy (P) | +99,525 | $769.3K | EDGAR |
| 2016-02-23 | FIRST TRUST DIVIDEND & INCOME FUND (FAV) Delisted | Buy (P) | +111,297 | $871.6K | EDGAR |
| 2016-02-17 | FIRST TRUST DIVIDEND & INCOME FUND (FAV) Delisted | Buy (P) | +106,380 | $779.6K | EDGAR |
| 2016-02-10 | LMP REAL ESTATE INCOME FUND INC. (RIT) Delisted | Buy (P) | +82,560 | $995.4K | EDGAR |
| 2016-02-08 | LMP REAL ESTATE INCOME FUND INC. (RIT) Delisted | Buy (P) | +106,884 | $1.34M | EDGAR |
| 2016-01-15 | LMP REAL ESTATE INCOME FUND INC. (RIT) Delisted | Buy (P) | +5,700 | $71.5K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.