Ronald James Sorenson files SEC Form 4 disclosures for REAVES UTILITY INCOME FUND. They have made 10 open-market trades across 1 company since 2011, most recently 2018-12-31.
CIK 0001377877
10 open-market purchases totalling $613K since 2011, never a sale. Across 10 scored buys the stock is up 3.2% at ninety days, and 0.1 points ahead of the S&P over the same stretch.
10 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| UTG | 27,569 | $968K |
Shares reported on the most recent Form 4, priced at the 2019-01-02 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 30% | 90% | 90% |
| Avg Move | -1.2% | +1.0% | +3.2% |
| Alpha | +2.4% | +0.8% | +0.1% |
| Scored | 10 | 10 | 10 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| UTG | BUY | 2018-12-31 | 2019-01-02 | $29.46 | $29K | +3.2% | +7.3% | +16.0% |
| UTG | BUY | 2017-10-11 | 2017-10-13 | $29.93 | $183K | +0.5% | +1.0% | -0.7% |
| UTG | BUY | 2016-05-25 | 2016-05-26 | $29.95 | $3K | +3.0% | +3.3% | +2.1% |
| UTG | BUY | 2015-12-21 | 2015-12-23 | $23.99 | $103K | -2.6% | -1.9% | +13.8% |
| UTG | BUY | 2015-08-12 | 2015-08-13 | $29.49 | $29K | -2.6% | +0.1% | +0.1% |
| UTG | BUY | 2014-03-25 | 2014-03-27 | $27.50 | $53K | -2.6% | +0.1% | +0.1% |
| UTG | BUY | 2013-12-18 | 2013-12-20 | $24.37 | $122K | -2.6% | +0.1% | +0.1% |
| UTG | BUY | 2012-08-16 | 2012-08-20 | $24.41 | $16K | -2.6% | +0.1% | +0.1% |
| UTG | BUY | 2011-12-21 | 2011-12-23 | $25.99 | $52K | -2.6% | +0.1% | +0.1% |
| UTG | BUY | 2011-01-06 | 2011-01-07 | $22.30 | $22K | -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.