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Phillip Goldstein net worth and biography

Phillip Goldstein Biography and Net Worth

Director of The Swiss Helvetia Fund

Mr. Goldstein, who co-founded Bulldog Investors in 1993, is a Principal of the firm and its lead investment strategist. Widely acclaimed as one of the foremost experts in closed-end fund investing and in using activist techniques to enhance investment returns, he has appeared on and been interviewed by numerous business shows and publications, including CNBC, Forbes and Fortune Magazine. Mr. Goldstein plays a key role in implementing the firm’s activist strategies and, in this capacity, has served as a director of a number of closed-end funds in which a Bulldog-managed fund maintains a strategic position. He is currently a director of the Mexico Equity and Income Fund Inc., MVC Capital, Inc., Special Opportunities Fund, Inc., Crossroads Liquidating Trust, and Brookfield DTLA Fund Office Trust Investor Inc. Mr. Goldstein graduated from the University of Southern California in 1966 with a Bachelor of Engineering degree and from City College, New York in 1968 with a Master of Engineering degree.

What is Phillip Goldstein's net worth?: The estimated net worth of Phillip Goldstein is at least $1.86 million as of April 21st, 2023. Mr. Goldstein owns 244,373 shares of The Swiss Helvetia Fund stock worth more than $1,856,013 as of April 22nd. This net worth evaluation does not reflect any other assets that Mr. Goldstein may own. Learn More about Phillip Goldstein's net worth.
How do I contact Phillip Goldstein?: The corporate mailing address for Mr. Goldstein and other The Swiss Helvetia Fund executives is , , . The Swiss Helvetia Fund can also be reached via phone at 800-730-2932 and via email at [email protected]. Learn More on Phillip Goldstein's contact information.
Has Phillip Goldstein been buying or selling shares of The Swiss Helvetia Fund?: Phillip Goldstein has not been actively trading shares of The Swiss Helvetia Fund during the past quarter. Most recently, Phillip Goldstein sold 1,212 shares of the business's stock in a transaction on Friday, July 2nd. The shares were sold at an average price of $9.79, for a transaction totalling $11,865.48. Learn More on Phillip Goldstein's trading history.
Who are The Swiss Helvetia Fund's active insiders?: The Swiss Helvetia Fund's insider roster includes Andrew Dakos (CEO), and Phillip Goldstein (Director). Learn More on The Swiss Helvetia Fund's active insiders.

Phillip Goldstein Insider Trading History at The Swiss Helvetia Fund

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
7/2/2021	Sell	1,212	$9.79	$11,865.48
6/3/2021	Sell	1,994	$9.67	$19,281.98	96,753
6/1/2021	Sell	10,089	$9.71	$97,964.19	110,900
4/30/2020	Buy	500	$7.37	$3,685.00	115,747
4/23/2020	Buy	5,000	$7.35	$36,750.00	115,247
2/28/2020	Buy	9,899	$7.96	$78,796.04
2/24/2020	Buy	10,013	$8.43	$84,409.59	80,361
1/6/2020	Buy	1,086	$8.33	$9,046.38	75,348
12/19/2019	Buy	2,611	$8.20	$21,410.20	74,262
12/17/2019	Buy	40,000	$8.15	$326,000.00	71,037
12/2/2019	Buy	28,209	$8.10	$228,492.90
11/29/2019	Buy	1,791	$8.12	$14,542.92

Phillip Goldstein Buying and Selling Activity at The Swiss Helvetia Fund

The Swiss Helvetia Fund Company Overview

The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.

Today's Range

Now: $7.60

$7.57

$7.60

50 Day Range

MA: $7.84

$7.50

$8.08

2 Week Range

Now: $7.60

$7.12

$8.57

Volume

19,442 shs

Average Volume

17,691 shs

Market Capitalization

$98.66 million

P/E Ratio

N/A

Dividend Yield

6.68%

Beta

0.77