William R. Ebsworth is Director at WELLS FARGO MULTI-SECTOR INCOME FUND (ERC). They have made 11 open-market trades across 4 companies since 2015, most recently 2024-01-09.
CIK 0001627649
11 open-market purchases totalling $190K since 2015, never a sale. Across 8 scored buys the stock is up 1.1% at ninety days, and 1.1 points ahead of the S&P over the same stretch.
8 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 25% | 63% | 75% |
| Avg Move | -1.6% | +0.6% | +1.1% |
| Alpha | +0.2% | +0.7% | +1.1% |
| Scored | 8 | 8 | 8 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| EAD | BUY | 2024-01-09 | 2024-01-09 | $6.60 | $13K | -1.1% | +1.5% | -1.2% |
| ERC | BUY | 2024-01-09 | 2024-01-09 | $9.49 | $14K | -1.9% | +0.3% | -2.8% |
| EOD | BUY | 2024-01-09 | 2024-01-09 | $4.33 | $13K | +0.0% | +2.7% | +8.2% |
| ERH | BUY | 2024-01-09 | 2024-01-09 | $9.43 | $13K | N/A | N/A | N/A |
| EOD | BUY | 2023-06-01 | 2023-06-02 | $4.12 | $15K | -0.5% | +3.8% | +5.9% |
| ERH | BUY | 2023-06-01 | 2023-06-02 | $9.94 | $15K | N/A | N/A | N/A |
| EAD | BUY | 2023-06-01 | 2023-06-02 | $6.20 | $16K | +0.5% | +3.0% | +1.3% |
| ERC | BUY | 2023-06-01 | 2023-06-02 | $8.84 | $15K | +2.3% | +3.8% | +7.3% |
| ERC | BUY | 2018-11-12 | 2018-11-13 | $11.79 | $6K | -1.1% | -1.2% | +4.8% |
| ERH | BUY | 2018-11-12 | 2018-11-13 | $12.58 | $5K | N/A | N/A | N/A |
| EOD | BUY | 2018-09-27 | 2018-09-27 | $5.34 | $5K | -1.7% | -6.4% | -12.5% |
| ERC | BUY | 2015-01-05 | 2015-01-05 | $13.54 | $14K | -1.6% | +1.5% | +1.5% |
| EOD | BUY | 2015-01-05 | 2015-01-05 | $7.33 | $15K | -7.5% | -0.7% | -0.7% |
| EAD | BUY | 2015-01-05 | 2015-01-05 | $8.72 | $17K | -3.5% | +1.2% | +1.2% |
| ERH | BUY | 2015-01-05 | 2015-01-05 | $13.00 | $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.