W. Carl Kester is Director at MASSACHUSETTS HEALTH & EDUCATION TAX EXEMPT TRUST (MHE). They have made 38 open-market trades across 35 companies since 2008, most recently 2026-08-07.
36 open-market purchases totalling $115K since 2008, against 2 sales. Across 11 scored buys the stock is up 1.0% at ninety days, and 0.1 points ahead of the S&P over the same stretch.
11 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 64% | 55% | 55% |
| Avg Move | -0.1% | +0.6% | +1.0% |
| Alpha | +5.0% | +0.0% | +0.1% |
| Scored | 11 | 11 | 11 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| PrivateBlackRock Credit Strategies Fund | BUY | 2021-12-17 | 2021-12-20 | $10.04 | $10K | N/A | N/A | N/A |
| MSO | BUY | 2019-04-16 | 2019-04-18 | $100.00 | $10K | N/A | N/A | N/A |
| DSU | BUY | 2016-11-14 | 2016-11-14 | $3.46 | $4K | +5.2% | +7.1% | +11.5% |
| BAF | BUY | 2015-01-08 | 2015-01-09 | $14.78 | $1K | +1.2% | +0.1% | +0.1% |
| BPK | BUY | 2015-01-08 | 2015-01-09 | $16.18 | $2K | N/A | N/A | N/A |
| MUA | BUY | 2015-01-08 | 2015-01-09 | $13.93 | $1K | +0.9% | -0.6% | -0.6% |
| MUE | BUY | 2015-01-08 | 2015-01-09 | $13.66 | $1K | -0.4% | +0.1% | +0.1% |
| MUS | BUY | 2015-01-08 | 2015-01-09 | $13.43 | $1K | N/A | N/A | N/A |
| BST | BUY | 2015-01-08 | 2015-01-09 | $18.10 | $2K | -6.8% | -0.7% | -0.7% |
| BTT | BUY | 2015-01-08 | 2015-01-09 | $20.55 | $2K | +1.5% | +1.2% | +1.2% |
| BTA | BUY | 2015-01-08 | 2015-01-09 | $11.45 | $1K | +0.6% | +0.8% | +0.8% |
| MHE | BUY | 2012-06-20 | 2012-06-21 | $15.45 | $8K | +0.3% | -1.2% | -1.2% |
| BBN | BUY | 2011-10-05 | 2011-10-05 | $20.00 | $2K | N/A | N/A | N/A |
| BCX | BUY | 2011-03-31 | 2011-05-31 | $19.06 | $10K | N/A | N/A | N/A |
| MHE | BUY | 2010-07-12 | 2010-07-12 | $14.13 | $7K | +0.3% | -1.2% | -1.2% |
| PrivateBlackRock Fixed Income Value Opportunities | BUY | 2009-02-27 | 2009-03-03 | $1000.00 | $25K | N/A | N/A | N/A |
| DVF | BUY | 2008-02-05 | 2008-02-06 | $14.85 | $1K | N/A | N/A | N/A |
| FRA | BUY | 2008-02-05 | 2008-02-06 | $15.37 | $2K | N/A | N/A | N/A |
| FRB | BUY | 2008-02-05 | 2008-02-06 | $15.13 | $2K | N/A | N/A | N/A |
| HIS | BUY | 2008-02-05 | 2008-02-06 | $2.12 | $1K | N/A | N/A | N/A |
| HYV | BUY | 2008-02-05 | 2008-02-06 | $11.67 | $1K | N/A | N/A | N/A |
| PSW | SELL | 2008-02-05 | 2008-02-06 | $17.00 | $15K | N/A | N/A | N/A |
| PSY | SELL | 2008-02-05 | 2008-02-06 | $17.24 | $16K | N/A | N/A | N/A |
| BCF | BUY | 2008-02-05 | 2008-02-06 | $16.02 | $2K | N/A | N/A | N/A |
| BCT | BUY | 2008-02-05 | 2008-02-06 | $14.00 | $1K | 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.
| 440 |
| $4K |
| MHD | 255 | $3K |
| BTA | 100 | $3K |
| BTT | 100 | $2K |
| MUA | 188 | $2K |
| BAF | 100 | $1K |
| MUE | 100 | $1K |
| BQY | 100 | — |
| BTZ | 74 | — |
| COY | 100 | — |
| CYE | 100 | — |
| DVF | 100 | — |
| FRA | 263 | — |
| FRB | 100 | — |
| HIS | 500 | — |
| HYV | 100 | — |
| MSO | 100 | — |
| MUS | 100 | — |
| PrivateUnlisted | 996 | — |
| PSW | 100 | — |
| PSY | 100 | — |
| BBN | 100 | — |
| BCF | 100 | — |
| BCT | 100 | — |
| BCX | 648 | — |
| BDT | 100 | — |
| BDV | 100 | — |
| BFD | 100 | — |
| BHD | 100 | — |
| BHY | 100 | — |
| BNA | 100 | — |
| BOE | 100 | — |
| BPK | 100 | — |
| BPP | 100 | — |
| Total | $84K |
Shares reported on the most recent Form 4, priced at the 2026-02-25 close. 27 holdings could not be priced and are excluded from the total.