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William F. Scapell

PTA
VICE PRESIDENT · COHEN & STEERS TAX-ADVANTAGED PREFERRED SECURITIES & INCOME FUND · CIK 0001238399
FILING MIX · LIFETIME100%/0%
BUYS
5
SELLS
0
TOTAL VALUE
$71.5K
COMPANIES
3
ACTIVE SINCE
Feb 2022
HOLDINGS NOW
3,000
AVG SELL PX
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
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Performance · forward returns vs SPY
5 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by William F. Scapell, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d5+20.00%-0.71%-0.34%-0.37%-0.10%
14d5+40.00%-1.50%+0.23%-1.73%-2.02%
30d5+0.00%-2.48%+0.24%-2.73%-3.28%
60d5+0.00%-9.48%-1.64%-7.84%-9.27%
90d5+0.00%-6.48%-1.51%-4.97%-4.14%
180d5+80.00%+3.64%+9.84%-6.20%-7.51%
1y5+80.00%+8.74%+17.60%-8.86%-10.54%
2y5+80.00%+6.31%+41.26%-34.95%-33.33%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
Not enough transaction history to chart holdings.
Trading cadence · quarterly flow
BUY SELL
2022
2022
2022
2022
2023
2023
2023
FLOW · 5 buys / 0 sellsCOVERAGE · 7 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
PURCHASE
Vice President
0.611$11.16$70Aug 18, 2023Sep 6, 2023View →
RNP
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
PURCHASE
Vice President
0.759$18.67$140Aug 18, 2023Sep 6, 2023View →
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
PURCHASE
Vice President
270$11.66$3.1K0.611Aug 7, 2023Sep 6, 2023View →
RNP
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
PURCHASE
Vice President
143$19.41$2.8K0.759Aug 7, 2023Sep 6, 2023View →
PTA
COHEN & STEERS TAX-ADVANTAGED PREFERRED SECURITIES & INCOME FUND
PURCHASE
Vice President
3,000$21.86$65.6K3,000Feb 14, 2022Feb 16, 2022View →
Other insiders · PTA
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About this filer
CIK 0001238399
ROLE
Vice President
PRIMARY
PTA
COMPANIES
3
ACTIVE SINCE
Feb 2022
MARKETPEEL · /INSIDER/0001238399DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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