| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Portfolio Manager
1 company
Palma Jeffrey serves as a Portfolio Manager at FOF. Across recent SEC filings that breaks down to 3 buys and 0 sells. Those positions are worth an estimated $100K at current prices.
Historically, Palma Jeffrey's trades have earned a middling insider score of 52/100 across 3 rated trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +2.7%.
The biggest single holding is FOF (~$100K) as Portfolio Manager. Net of sales, the recent Form 4 record there shows accumulation of 8,500 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 27, 2024 | FOF Cohen & Steers Closed-End Opportunity Fund, Inc. | Portfolio Manager | Buy | 4,500 | $11.11 | $49,986.00 | +99.0% | +5.6% | +11.6% | |
| Oct 7, 2022 | FOF Cohen & Steers Closed-End Opportunity Fund, Inc. | Portfolio Manager | Buy | 2,000 | $10.02 | $20,040.00 | +100.0% | +14.8% | +3.2% | |
| Aug 10, 2022 | FOF Cohen & Steers Closed-End Opportunity Fund, Inc. | Portfolio Manager | Buy | 2,000 | $12.08 | $24,160.00 | New | -11.8% | -6.6% |