Jeremy O. May files SEC Form 4 disclosures for REAVES UTILITY INCOME FUND. They have made 6 open-market trades across 2 companies since 2011, most recently 2020-09-30.
CIK 0001281237
6 open-market purchases totalling $193K since 2011, never a sale. Across 5 scored buys the stock is up 1.5% at ninety days, and 2.5 points behind the S&P over the same stretch.
5 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| UTG | 1,632 | $57K |
| PrivateUnlisted | 5,127 | — |
| Total | $57K |
Shares reported on the most recent Form 4, priced at the 2021-07-19 close. 1 holding could not be priced and is excluded from the total.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 0% | 40% | 60% |
| Avg Move | -2.3% | -1.5% | +1.5% |
| Alpha | +0.9% | -1.0% | -2.5% |
| Scored | 5 | 5 | 5 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| PrivateBow River Capital Evergreen Fund | BUY | 2020-09-30 | 2021-07-19 | $29.58 | $152K | N/A | N/A | N/A |
| UTG | BUY | 2017-10-16 | 2017-10-18 | $29.93 | $6K | -1.8% | -2.8% | -3.2% |
| UTG | BUY | 2017-10-11 | 2017-10-18 | $29.93 | $12K | -1.8% | -2.8% | -3.2% |
| UTG | BUY | 2015-12-21 | 2015-12-23 | $23.99 | $6K | -2.6% | -1.9% | +13.8% |
| UTG | BUY | 2012-08-20 | 2012-08-20 | $24.41 | $4K | -2.6% | +0.1% | +0.1% |
| UTG | BUY | 2011-10-05 | 2011-10-06 | $23.31 | $13K | -2.6% | +0.1% | +0.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.