Everett Morris

Track

Insider profile

Performance

Overall performance
2.1
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -3% 8.2% 15.1%
Success rate 46% 68% 82%
Transactions
6 50% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return -1%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Trustee Reaves Utility Income Fund Jan. 1, 2004 - April 30, 2012
Everett Morris's trades of DTF Tax-Free Income Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Purchase
Price
220.34
Quantity 82,398 +12.9%
Value US$4,546,850
Transaction date
Sale
Price
15.90
Quantity 2,300 -73.9%
Value US$36,570
Transaction date
Purchase
Price
16.36
Quantity 4 +0.5%
Value US$64
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2006-04-27 2006-04-26
B Purchase
72,907 +48.8%
333.09
US$246,341 		72,907 +48.8% 333.09 US$246,341
2006-04-25 2006-04-21
B Purchase
82,398 +12.9%
220.34
US$4,546,850 		82,398 +12.9% 220.34 US$4,546,850
2005-12-15 2005-06-29
S Sale
28,214 +30.4%
81.62
US$3,087,333 		28,214 +30.4% 81.62 US$3,087,333
2005-12-15 2005-06-28
S Sale
600 -2.6%
15.90
US$9,540 		600 -2.6% 15.90 US$9,540
2005-06-27 2005-06-23
S Sale
2,300 -73.9%
15.90
US$36,570 		2,300 -73.9% 15.90 US$36,570
2005-03-17 2005-03-04
B Purchase
4 +0.5%
16.36
US$64 		4 +0.5% 16.36 US$64