Charles E. Heath files SEC Form 4 disclosures for TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC. They have made 26 open-market trades across 8 companies since 2006, most recently 2018-07-19.
CIK 0001280970
24 open-market purchases totalling $361K since 2006, against 2 sales. Across 19 scored buys the stock is up 2.5% at ninety days, and 1.9 points ahead of the S&P over the same stretch.
19 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 26% | 89% | 79% |
| Avg Move | -9.8% | +2.2% | +2.5% |
| Alpha | -5.3% | +2.3% | +1.9% |
| Scored | 19 | 19 | 19 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| TPZ | BUY | 2018-07-19 | 2018-07-19 | $19.08 | $10K | +1.3% | +4.5% | -3.5% |
| NTG | BUY | 2016-10-07 | 2016-10-07 | $19.41 | $10K | -0.4% | -7.5% | -0.6% |
| NTG | BUY | 2016-07-19 | 2016-07-19 | $18.70 | $9K | -0.2% | +7.4% | -0.6% |
| NTG | BUY | 2016-04-14 | 2016-04-14 | $16.23 | $8K | +12.7% | +16.3% | +14.4% |
| TYG | BUY | 2015-12-17 | 2015-12-17 | $23.33 | $5K | -20.7% | -22.8% | -6.6% |
| TYG | BUY | 2015-06-10 | 2015-06-10 | $40.76 | $8K | -20.7% | +2.6% | +2.6% |
| TYG | BUY | 2015-03-10 | 2015-03-10 | $43.54 | $4K | -20.7% | +2.6% | +2.6% |
| TYG | BUY | 2014-10-30 | 2014-10-30 | $46.36 | $15K | -20.7% | +2.6% | +2.6% |
| CORR | BUY | 2014-03-20 | 2014-03-24 | $6.46 | $6K | +0.4% | +9.1% | +9.1% |
| CORR | BUY | 2014-01-24 | 2014-01-28 | $6.68 | $3K | +0.4% | +9.1% | +9.1% |
| TYN | BUY | 2013-09-17 | 2013-09-17 | $26.54 | $5K | N/A | N/A | N/A |
| CORR | BUY | 2012-12-19 | 2012-12-21 | $6.00 | $4K | +0.4% | +9.1% | +9.1% |
| NDP | BUY | 2012-09-07 | 2012-09-07 | $25.09 | $25K | -19.9% | +2.1% | +2.1% |
| TYN | BUY | 2012-04-26 | 2012-04-26 | $27.06 | $1K | N/A | N/A | N/A |
| CORR | SELL | 2012-04-17 | 2012-12-21 | $— | $5 | +0.4% | +9.1% | +9.1% |
| TYN | SELL | 2012-04-12 | 2012-04-16 | $— | $24 | N/A | N/A | N/A |
| TTP | BUY | 2011-11-08 | 2011-11-09 | $25.02 | $25K | -24.0% | +2.0% | +2.0% |
| TPZ | BUY | 2011-05-03 | 2011-05-03 | $25.51 | $8K | -10.9% | +0.8% | +0.8% |
| TPZ | BUY | 2011-04-05 | 2011-04-05 | $25.06 | $5K | -10.9% | +0.8% | +0.8% |
| NTG | BUY | 2010-11-18 | 2010-11-18 | $24.24 | $48K | -20.4% | +1.2% | +1.2% |
| TPZ | BUY | 2010-09-22 | 2010-09-22 | $22.29 | $11K | -10.9% | +0.8% | +0.8% |
| TYY | BUY | 2010-09-22 | 2010-09-22 | $25.25 | $5K | N/A | N/A | N/A |
| TPZ | BUY | 2009-12-02 | 2009-12-02 | $19.42 | $10K | -10.9% | +0.8% | +0.8% |
| TPZ | BUY | 2009-09-18 | 2009-09-21 | $19.34 | $39K | -10.9% | +0.8% | +0.8% |
| TYY | BUY | 2006-06-19 | 2006-06-20 | $22.06 | $18K | N/A | N/A | N/A |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| TYY |
| 2,200 |
| — |
| Total | $969K |
Shares reported on the most recent Form 4, priced at the 2018-07-19 close. 2 holdings could not be priced and are excluded from the total.