Virtus Stone Harbour 新興市場收益基金
US ˙ NYSE ˙ US86164T1079

簡介

本頁面提供了有關 James E Craige 已知的內部交易歷史的全面分析。內部人士包括公司的高管、董事或重要投資者。一般而言,基於內幕、非公開信息進行交易是非法的。這並不意味著他們在自己的公司進行任何交易都是非法的。但是,他們必須透過Form 4向美國證券交易委員會(SEC)報告所有交易。盡管存在這些限制,學術研究表明,內部人士 - 整體而言 - 在自己公司中的投資表現往往優於市場。

平均交易盈利能力

「平均交易盈利能力」衡量了內部人士在過去三年中所有非計劃性的公開市場購買交易的平均回報率。計算過程包括檢查每筆交易,排除了作為10b5-1交易計劃的一部分的交易。然後,對每筆交易在3、6和12個月的表現進行平均,以生成該筆交易最終的表現指標。最終,將所有交易的表現指標進行平均,計算出內部人士的總體平均表現指標。列表僅包含在過去兩年中進行過至少三筆交易的內部人士。

如果內部人士的交易盈利能力顯示為"N/A",則可能是因為該內部人士在過去三年內沒有進行任何公開市場購買交易,或者他們進行的交易距離現在太近,無法計算出可靠的表現指標。

更新頻率:每日

查看收益最高的的內幕交易者列表。

報告內部持倉的公司

SEC文件顯示James E Craige已報告在以下公司擁有持倉或進行了交易:

證券 職位 最新報告的持倉
US:EDF / Virtus Stone Harbor Emerging Markets Income Fund Executive Vice President 58,522
US:EDI / Virtus Stone Harbor Emerging Markets Total Income Fund Executive Vice President 74,871
Executive Vice President 55,455
如何解讀這些圖表

以下圖表顯示了在James E Craige進行的每筆公開市場非計劃交易後證券的股價表現。非計劃交易是指沒有作為10b5-1交易計劃的一部分而進行的交易。股價表現以累積百分比變化的方式繪製。例如,如果一筆內部人士交易是在2019年1月1日進行的,該圖表將顯示該證券的每日百分比變化直至當前日期。如果在此期間股價從10美元漲至15美元,則股價的累積百分比變化將為50%。從10美元漲至20美元的價格變化將為100%,而從10美元跌至5美元的價格變化將為-50%。

最終,我們將評估內部人士的交易與股價的超額回報(正向或負向)之間的相關性,以判斷內部人士是否在交易中利用內部信息獲利。如果內部人士有這樣的行為,我們預期看到(a)購買後的正回報,或者(b)賣出後的負回報。對於情況(a),購買圖表將顯示一系列向上傾斜的曲線,表示每次購買後都有正回報。對於情況(b),賣出圖表將顯示一系列向下傾斜的曲線,表示每次賣出後都有負回報。

然而,僅憑這一點還不足以得出結論。例如,如果公司的股價在多年內呈現非周期性上升,我們會預期所有購買後的圖表都呈現向上傾斜。同樣地,多年來呈現非周期性下降的股價會導致賣出後的圖表也呈現向下傾斜。這兩種情況的圖表都不能表示內部人士在進行內幕交易。

最有力的指標是在公司股價呈極度循環波動的情況下,「購買」圖表顯示正向信號,而「賣出」圖表顯示負向趨勢。這種情況強烈暗示內部人士可能根據內幕信息精確地計時進行交易,以獲得財務優勢。

EDF / Virtus Stone Harbor Emerging Markets Income Fund內部人士買入 - 短期收益分析

在這一部分,我們分析了在 EDF / Virtus Stone Harbor Emerging Markets Income Fund 中進行的每筆非計劃的公開市場內部人士購買的盈利情況。這種分析有助於了解內部人士是否持續產生異常的回報,以及是否值得跟踪。該分析基於每筆交易後一年的情況,結果僅為理論值

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最高利潤的
天數
達到最高利潤時的
價格
最高
淨利 ($)
最高回報率(%)
2022-01-24 EDF CRAIGE JAMES E 20,100 6.0000 20,100 6.0000 120,600 24 6.8400 16,884 14.00
2022-01-24 EDF CRAIGE JAMES E 20,000 6.0300 20,000 6.0300 120,600
2021-12-21 EDF CRAIGE JAMES E 1,379 6.5498 1,379 6.5498 9,032
2021-12-21 EDF CRAIGE JAMES E 621 6.5300 621 6.5300 4,055
2021-12-21 EDF CRAIGE JAMES E 2,000 6.5300 2,000 6.5300 13,060
2021-12-21 EDF CRAIGE JAMES E 4,000 6.5200 4,000 6.5200 26,080
2020-11-10 EDF CRAIGE JAMES E 10,242 6.7700 10,242 6.7700 69,338
2020-11-09 EDF CRAIGE JAMES E 1,052 6.7900 1,052 6.7900 7,143
2020-09-25 EDF CRAIGE JAMES E 40,000 6.3100 40,000 6.3100 252,400
2020-07-29 edf CRAIGE JAMES E 5,753 6.9300 5,753 6.9300 39,868
2020-07-29 EDF CRAIGE JAMES E 5,753 6.9300 5,753 6.9300 39,868
2020-07-29 EDF CRAIGE JAMES E 5,753 6.9300 5,753 6.9300 39,868
2016-11-04 EDF CRAIGE JAMES E 4,699 14.1000 4,699 14.1000 66,256
2014-10-29 EDF CRAIGE JAMES E 5,000 18.2553 5,000 18.2553 91,276

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

EDF / Virtus Stone Harbor Emerging Markets Income Fund Insider Trades
EDF / Virtus Stone Harbor Emerging Markets Income Fund內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 EDF / Virtus Stone Harbor Emerging Markets Income Fund 中進行的每筆非計劃的公開市場內部人士賣出所達成的短期虧損規避。如果存在持續的虧損規避模式,可能表明未來的內部人士賣出交易預示著價格的下跌。該分析基於每筆交易後一年的情況,

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最低利潤的
天數
達到最低利潤時的
價格
避免的
最高損失金額($)
避免的
最高損失率($)
2019-02-21 EDF CRAIGE JAMES E 12,718 13.3300 12,718 13.3300 169,531 60 12.5800 -9,538 -5.63
2019-02-20 EDF CRAIGE JAMES E 12,116 13.3500 12,116 13.3500 161,749
2019-02-20 EDF CRAIGE JAMES E 9,643 13.3600 9,643 13.3600 128,830
2019-02-20 EDF CRAIGE JAMES E 4,253 13.4000 4,253 13.4000 56,990
2019-02-15 EDF CRAIGE JAMES E 11,731 13.3600 11,731 13.3600 156,726
2019-02-14 EDF CRAIGE JAMES E 20,000 13.4100 20,000 13.4100 268,200
2019-02-14 EDF CRAIGE JAMES E 3,384 13.4200 3,384 13.4200 45,413
2019-02-14 EDF CRAIGE JAMES E 13,930 13.4300 13,930 13.4300 187,080

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

EDF / Virtus Stone Harbor Emerging Markets Income Fund Insider Trades
歷史內部人交易

該表格顯示了由 James E Craige 進行的所有內幕交易的完整列表,這些交易已向美國證券交易委員會(SEC)披露。

呈報日期 交易日期 表格 證券代碼 證券 代碼 10b5-1 股份 剩餘股份 %
變化
每股
股價
交易
金額
剩餘
金額
2022-01-26 2022-01-24 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 20,000 58,522 51.92 6.03 120,600 352,888
2022-01-26 2022-01-24 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 20,100 38,522 109.11 6.00 120,600 231,132
2021-12-22 2021-12-21 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 4,000 6,187 182.90 6.52 26,080 40,339
2021-12-22 2021-12-21 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 2,000 2,187 1,069.52 6.53 13,060 14,281
2021-12-22 2021-12-21 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 621 64,675 0.97 6.53 4,055 422,328
2021-12-22 2021-12-21 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 1,379 64,054 2.20 6.55 9,032 419,541
2020-11-16 2020-11-10 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 10,242 11,613 747.05 6.77 69,338 78,620
2020-11-10 2020-11-09 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 7,500 74,871 11.13 7.69 57,675 575,758
2020-11-10 2020-11-09 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 50,000 192,461 35.10 7.71 385,500 1,483,874
2020-11-10 2020-11-09 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 1,052 1,369 331.86 6.79 7,143 9,296
2020-11-09 2020-11-05 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 182 207,847 0.09 7.31 1,330 1,519,362
2020-11-09 2020-11-06 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 9,500 67,371 16.42 7.40 70,300 498,545
2020-09-29 2020-09-25 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 40,000 43,550 1,126.76 6.31 252,400 274,800
2020-09-21 2020-09-18 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 5,479 203,120 2.77 7.82 42,846 1,588,398
2020-09-01 2020-08-31 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 10,000 195,772 5.38 7.89 78,900 1,544,641
2020-07-30 2020-07-29 4 edf Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 5,753 15,753 57.53 6.93 39,868 109,168
2020-07-30 2020-07-29 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 5,753 15,753 57.53 6.93 39,868 109,168
2020-07-30 2020-07-29 4/A EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 5,753 15,753 57.53 6.93 39,868 109,168
2020-07-27 2020-07-24 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 15,448 184,046 9.16 7.64 118,023 1,406,111
2020-07-24 2020-07-23 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 3,000 3,505 594.06 6.96 20,880 24,395
2020-07-24 2020-07-23 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 10,000 10,000 6.89 68,900 68,900
2020-07-02 2020-06-30 4/A EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 8,044 55,455 16.97 7.57 60,893 419,794
2020-07-02 2020-06-29 4/A EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 6,956 47,411 17.19 7.53 52,379 357,005
2020-07-02 2020-06-29 4/A EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 11,800 168,598 7.53 7.53 88,854 1,269,543
2020-07-01 2020-06-30 4 EDI Stone Harbor Investment Partners LP
Common Shares of Beneficial Interest
P - Purchase 8,044 55,455 16.97 7.57 60,893 419,794
2020-07-01 2020-06-29 4 EDI Stone Harbor Investment Partners LP
Common Shares of Beneficial Interest
P - Purchase 6,956 47,411 17.19 7.53 52,379 357,005
2020-07-01 2020-06-29 4 EDI Stone Harbor Investment Partners LP
Common Shares of Beneficial Interest
P - Purchase 11,800 168,598 7.53 7.53 88,854 1,269,543
2020-06-22 2020-06-18 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 5,555 330,431 1.71 7.53 41,829 2,488,145
2020-06-19 2020-06-16 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 1,619 324,876 0.50 7.60 12,304 2,469,058
2020-06-16 2020-06-12 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 3,600 321,368 1.13 7.44 26,784 2,390,978
2020-06-16 2020-06-15 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 1,889 148,125 1.29 7.50 14,168 1,110,938
2020-04-29 2020-04-27 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 61,818 137,595 81.58 5.87 362,872 807,683
2020-04-29 2020-04-24 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 39,019 137,595 39.58 5.89 229,822 810,435
2020-03-19 2020-03-18 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 75,000 136,733 121.49 4.46 334,500 609,829
2020-03-16 2020-03-13 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 25,000 61,733 68.06 7.19 179,750 443,860
2019-10-16 2019-10-16 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
D - Sale to Issuer -28,081 29,871 -48.46 12.18 -342,027 363,829
2019-10-16 2019-10-16 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
D - Sale to Issuer -32,761 36,091 -47.58 12.18 -399,029 439,588
2019-10-16 2019-10-15 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
D - Sale to Issuer -1,919 57,952 -3.21 12.26 -23,527 710,492
2019-10-16 2019-10-15 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
D - Sale to Issuer -2,239 68,852 -3.15 12.26 -27,450 844,126
2019-08-14 2019-08-12 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
D - Sale to Issuer -10,623 69,174 -13.31 12.66 -134,487 875,743
2019-02-21 2019-02-21 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
S - Sale -12,718 0 -100.00 13.33 -169,531
2019-02-21 2019-02-20 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
S - Sale -4,253 0 -100.00 13.40 -56,990
2019-02-21 2019-02-20 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
S - Sale -9,643 0 -100.00 13.36 -128,830
2019-02-21 2019-02-20 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
S - Sale -12,116 12,718 -48.79 13.35 -161,749 169,785
2019-02-19 2019-02-15 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
S - Sale -11,731 4,253 -73.39 13.36 -156,726 56,820
2019-02-15 2019-02-14 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
S - Sale -13,930 15,984 -46.57 13.43 -187,080 214,665
2019-02-15 2019-02-14 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
S - Sale -3,384 9,643 -25.98 13.42 -45,413 129,409
2019-02-15 2019-02-14 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
S - Sale -20,000 24,834 -44.61 13.41 -268,200 333,024
2018-06-21 2018-06-20 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 16,812 66,316 33.96 12.77 214,689 846,855
2018-06-21 2018-06-19 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 943 49,504 1.94 12.77 12,042 632,166
2018-05-07 2018-05-04 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 19,425 48,062 67.83 13.95 270,940 670,369
2017-12-14 2017-12-13 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 10,000 30,829 48.01 14.91 149,100 459,660
2017-12-07 2017-12-06 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 12,000 20,741 137.28 14.65 175,800 303,856
2016-11-08 2016-11-04 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 13,753 19,356 245.46 13.94 191,717 269,823
2016-11-08 2016-11-04 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 750 41,951 1.82 13.94 10,455 584,797
2016-11-08 2016-11-04 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 750 41,951 1.82 13.94 10,455 584,797
2016-11-08 2016-11-04 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 4,699 4,699 14.10 66,256 66,256
2016-01-26 2016-01-25 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 3,526 6,347 124.99 9.95 35,084 63,153
2015-09-22 2015-09-18 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 10,000 39,824 33.53 12.19 121,900 485,455
2015-09-01 2015-08-31 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 4,571 29,517 18.32 12.17 55,640 359,293
2015-05-01 2015-04-29 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 6,000 6,000 15.15 90,911 90,911
2014-10-31 2014-10-29 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 4,172 20,388 25.73 18.11 75,538 369,145
2014-10-31 2014-10-29 4 EDF Stone Harbor Emerging Markets Income Fund
Common Shares of Beneficial Interest
P - Purchase 5,000 38,486 14.93 18.26 91,276 702,573
2014-10-31 2014-10-28 4/A EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 8,565 16,216 111.95 18.08 154,883 293,239
2014-10-29 2014-10-29 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 8,565 16,216 111.95 18.08 154,883 293,239
2014-02-03 2014-01-31 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 5,000 7,550 196.08 15.34 76,717 115,843
2014-02-03 2014-01-31 4/A EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 5,000 7,550 196.08 17.34 86,717 130,943
2013-08-29 2013-08-29 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 1,750 2,550 218.75 19.70 34,475 50,235
2013-08-16 2013-08-12 4 EDI Stone Harbor Emerging Markets Total Income Fund
Common Shares of Beneficial Interest
P - Purchase 800 800 20.10 16,080 16,080
P
非衍生或衍生證券的公開市場或私下買入
S
非衍生或衍生證券的公開市場或私下賣出
A
公司向內部人員授予、獎勵或以其他方式獲取證券(例如股票期權)
C
衍生工具轉換
D
將證券賣出或轉讓回公司
F
使用從公司收到的證券的一部分來支付行使價或稅務負擔。
G
內部人士贈送或接收他人贈送公司股票
K
股權掉期和類似的避險交易
M
行使或轉換從公司獲得的衍生證券(例如期權)
V
內部人士透過Form 4自願報告的一筆交易
J
其他(附有交易描述的腳註)