| |
| |
|
| Insider
Information: |
Lee Christopher M |
| Relationship: |
Portfolio Manager |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
72,244 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$473,602 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
72,244 |
|
|
| Total
Value |
$473,602 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Wells Fargo Adv Multisector |
ERC |
Portfolio Manager |
2021-02-04 |
15,500 |
2020-12-21 |
0 |
Premium* |
|
|
Evergreen Income Advantage Fund |
EAD |
Portfolio Manager |
2021-05-07 |
33,913 |
2020-12-21 |
0 |
Premium* |
|
|
Wells Fargo Adv Util High |
ERH |
Portfolio Manager |
2021-02-05 |
2,831 |
2021-02-04 |
0 |
Premium* |
|
|
Wells Fargo Adv Global Div |
EOD |
Portfolio Manager |
2021-05-06 |
20,000 |
2021-03-02 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
15 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| EAD |
Evergreen Income Advantag... |
Portfolio Manager |
– – – |
2021-05-07 |
4 |
B |
$8.73 |
$18,374 |
D/D |
2,105 |
33,913 |
2.44 |
% |
|
| EOD |
Wells Fargo Adv Global Di... |
Portfolio Manager |
– – – |
2021-05-06 |
4 |
B |
$5.55 |
$27,750 |
D/D |
5,000 |
20,000 |
2.44 |
% |
|
| EAD |
Evergreen Income Advantag... |
Portfolio Manager |
– – – |
2021-05-06 |
4 |
B |
$8.70 |
$505 |
D/D |
58 |
31,808 |
2.36 |
% |
|
| EAD |
Evergreen Income Advantag... |
Portfolio Manager |
– – – |
2021-03-29 |
4 |
B |
$8.37 |
$41,850 |
D/D |
5,000 |
31,750 |
2.44 |
% |
|
| EOD |
Wells Fargo Adv Global Di... |
Portfolio Manager |
– – – |
2021-03-29 |
4 |
B |
$5.19 |
$25,927 |
D/D |
5,000 |
15,000 |
2.44 |
% |
|
| EOD |
Wells Fargo Adv Global Di... |
Portfolio Manager |
– – – |
2021-03-02 |
4 |
B |
$5.33 |
$53,300 |
D/D |
10,000 |
10,000 |
2.44 |
% |
|
| EAD |
Evergreen Income Advantag... |
Portfolio Manager |
– – – |
2021-03-02 |
4 |
B |
$8.40 |
$25,198 |
D/D |
3,000 |
26,750 |
2.44 |
% |
|
| ERH |
Wells Fargo Adv Util High |
Portfolio Manager |
– – – |
2021-02-05 |
4 |
B |
$12.92 |
$32,300 |
D/D |
2,500 |
2,831 |
2.44 |
% |
|
| ERC |
Wells Fargo Adv Multisect... |
Portfolio Manager |
– – – |
2021-02-04 |
4 |
B |
$12.44 |
$37,320 |
D/D |
3,000 |
15,500 |
2.44 |
% |
|
| ERH |
Wells Fargo Adv Util High |
Portfolio Manager |
– – – |
2021-02-04 |
4 |
B |
$12.90 |
$4,270 |
D/D |
331 |
331 |
2.36 |
% |
|
| EAD |
Evergreen Income Advantag... |
Portfolio Manager |
– – – |
2021-02-04 |
4 |
B |
$8.25 |
$41,250 |
D/D |
5,000 |
23,750 |
2.44 |
% |
|
| ERC |
Wells Fargo Adv Multisect... |
Portfolio Manager |
– – – |
2020-12-22 |
4 |
B |
$12.05 |
$78,325 |
D/D |
6,500 |
12,500 |
2.44 |
% |
|
| EAD |
Evergreen Income Advantag... |
Portfolio Manager |
– – – |
2020-12-22 |
4 |
B |
$8.04 |
$70,350 |
D/D |
8,750 |
18,750 |
2.44 |
% |
|
| EAD |
Evergreen Income Advantag... |
Portfolio Manager |
– – – |
2020-12-21 |
4 |
B |
$8.07 |
$80,700 |
D/D |
10,000 |
10,000 |
2.44 |
% |
|
| ERC |
Wells Fargo Adv Multisect... |
Portfolio Manager |
– – – |
2020-12-21 |
4 |
B |
$12.07 |
$72,420 |
D/D |
6,000 |
6,000 |
2.44 |
% |
|
15 Records found
|
1
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Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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