James Polisson is Director at WELLS FARGO UTILITIES & HIGH INCOME FUND (ERH). They have made 8 open-market trades across 4 companies since 2017, most recently 2024-01-04.
CIK 0001713641
8 open-market purchases totalling $100K since 2017, never a sale. Across 6 scored buys the stock is up 0.9% at ninety days, and 5.0 points behind the S&P over the same stretch.
6 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 67% | 67% | 50% |
| Avg Move | +0.4% | +1.1% | +0.9% |
| Alpha | -1.3% | -2.0% | -5.0% |
| Scored | 6 | 6 | 6 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| ERH | BUY | 2024-01-04 | 2024-01-04 | $9.29 | $9K | N/A | N/A | N/A |
| EOD | BUY | 2024-01-04 | 2024-01-04 | $4.30 | $4K | -0.2% | +2.3% | +8.8% |
| EAD | BUY | 2024-01-04 | 2024-01-04 | $6.57 | $7K | -0.9% | +0.8% | -0.8% |
| ERC | BUY | 2024-01-04 | 2024-01-04 | $9.41 | $9K | -1.0% | -0.2% | -2.0% |
| ERC | BUY | 2023-06-01 | 2023-06-02 | $8.82 | $9K | +2.3% | +3.8% | +7.3% |
| EAD | BUY | 2023-06-01 | 2023-06-02 | $6.18 | $6K | +0.5% | +3.0% | +1.3% |
| ERH | BUY | 2023-06-01 | 2023-06-02 | $10.00 | $10K | N/A | N/A | N/A |
| EOD | BUY | 2023-06-01 | 2023-06-02 | $4.12 | $4K | -0.5% | +3.8% | +5.9% |
| ERC | BUY | 2017-11-27 | 2017-11-27 | $13.02 | $13K | +0.5% | +0.0% | +0.0% |
| EOD | BUY | 2017-11-27 | 2017-11-27 | $6.24 | $6K | -1.0% | -5.3% | -6.9% |
| EAD | BUY | 2017-11-27 | 2017-11-27 | $8.43 | $8K | +0.6% | +1.0% | -2.3% |
| ERH | BUY | 2017-11-27 | 2017-11-27 | $13.31 | $13K | 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.