William T. Meyers is President & VP at Nuveen Preferred & Income Term Fund (JPI). They have made 6 open-market trades across 6 companies since 2018, most recently 2025-01-06.
6 open-market purchases totalling $79K since 2018, never a sale. Across 5 scored buys the stock is down 4.8% at ninety days, and 10.1 points behind the S&P over the same stretch.
5 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 20% | 20% | 0% |
| Avg Move | -8.2% | -8.3% | -4.8% |
| Alpha | -2.6% | -6.8% | -10.1% |
| Scored | 5 | 5 | 5 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| PrivateOctagon XAI CLO Income Fund | BUY | 2025-01-06 | 2025-01-08 | $25.42 | $11K | N/A | N/A | N/A |
| NID | BUY | 2020-03-06 | 2020-03-06 | $14.10 | $18K | -16.3% | -13.7% | -7.1% |
| JPI | BUY | 2020-03-03 | 2020-03-05 | $23.78 | $24K | -23.5% | -27.9% | -11.2% |
| JHD | BUY | 2019-03-26 | 2019-03-28 | $9.89 | $17K | +0.1% | +0.0% | -0.8% |
| JHAA | BUY | 2018-12-21 | 2019-01-08 | $10.00 | $5K | -1.1% | -0.1% | -1.0% |
| JCO | BUY | 2018-10-15 | 2018-10-16 | $9.34 | $5K | -0.3% | +0.3% | -3.9% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.