Thomas W. JR Oliver

NFJ

INSIDER · VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND · CIK 0001334316

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$18.3K

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

6,202

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Thomas W. JR Oliver, 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.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+0.00%	-12.96%	-14.55%	+1.59%	+1.59%	—
14d	2	+100.00%	+2.32%	-5.35%	+7.67%	+7.67%	—
30d	2	+100.00%	+9.17%	+2.96%	+6.21%	+6.21%	—
60d	2	+100.00%	+11.29%	+7.06%	+4.22%	+4.22%	—
90d	2	+100.00%	+16.86%	+12.28%	+4.58%	+4.58%	—
180d	2	+100.00%	+29.72%	+27.47%	+2.25%	+2.25%	—
1y	2	+100.00%	+53.85%	+49.05%	+4.80%	+4.80%	—
2y	2	+100.00%	+54.25%	+59.84%	-5.58%	-5.58%	—

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

NFJ · 6,202 shares · as of Mar 13, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 0 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
NFJ VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND	PURCHASE	798	$9.13	$7.3K	7,000	Mar 13, 2020	Mar 17, 2020 ↗
NFJ VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND	PURCHASE	1,202	$9.15	$11.0K	6,202	Mar 13, 2020	Mar 17, 2020 ↗

Other insiders · NFJ

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About this filer

CIK 0001334316

ROLE

Insider

PRIMARY

NFJ

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001334316DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Thomas W. JR Oliver

The morning brief, before the bell.