House
Ted S. Yoho
—
Transactions
64
Total transactions associated with this filer
Disclosed purchases
29
$33.4K – $236.4K
Average modeled return
+132.8%
1 of 29 purchases modeled
Average vs. S&P 500
+2.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
1 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
1 of 29 disclosed purchases have modeled returns for this period. 28 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 64 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | COLUMBIA DIVIDEND INCOME INST CONFIRM NBR | Aug 27, 2020 | purchase | $848.73 – $848.73 | Filing ↗ |
| — | NEUBERGER BERMAN GENESIS INST CONFIRM NBR | Aug 27, 2020 | purchase | $109.94 – $109.94 | Filing ↗ |
| — | LORD ABBETT SHT DURATION INC F CONFIRM NBR | Aug 27, 2020 | purchase | $541.35 – $541.35 | Filing ↗ |
| — | MSIF INTERNATIONAL EQUITY INST CONFIRM NBR | Aug 27, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | HARTFORD MIDCAP I CONFIRM NBR | Aug 27, 2020 | purchase | $222.96 – $222.96 | Filing ↗ |
| — | LORD ABBETT INCOME F CONFIRM NBR | Aug 27, 2020 | purchase | $595.49 – $595.49 | Filing ↗ |
| — | AMERICAN NEW WORLD F2 CONFIRM NBR | Aug 27, 2020 | purchase | $470.81 – $470.81 | Filing ↗ |
| — | BLACKROCK HI YIELD BD PTF INST CONFIRM NBR | Aug 27, 2020 | purchase | $371.18 – $371.18 | Filing ↗ |
| — | T ROWE PRICE QM US SM CP GR EQ CONFIRM NBR | Aug 27, 2020 | purchase | $57.12 – $57.12 | Filing ↗ |
| — | JOHN HANCOCK US GLB LDRS GW I CONFIRM NBR | Aug 27, 2020 | purchase | $358.78 – $358.78 | Filing ↗ |
| — | PUTNAM ULTRA SHT DUR INC Y CONFIRM NBR | Aug 27, 2020 | purchase | $162.41 – $162.41 | Filing ↗ |
| — | PGIM QMA MID-CAP VALUE Z CONFIRM NBR | Aug 27, 2020 | purchase | $255.2 – $255.2 | Filing ↗ |
| — | AMERICAN NEW WORLD F2 CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | NEUBERGER BERMAN GENESIS INST CONFIRM NBR | Aug 26, 2020 | purchase | $534.15 – $534.15 | Filing ↗ |
| — | HARTFORD MIDCAP I CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | LORD ABBETT SHT DURATION INC F CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | PGIM QMA MID-CAP VALUE Z CONFIRM NBR | Aug 26, 2020 | purchase | $833.6 – $833.6 | Filing ↗ |
| QQQ | Invesco QQQ | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | T ROWE PRICE QM US SM CP GR EQ CONFIRM NBR | Aug 26, 2020 | purchase | $266.38 – $266.38 | Filing ↗ |
| — | BLACKROCK HI YIELD BD PTF INST CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | JOHN HANCOCK US GLB LDRS GW I CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | MSIF INTERNATIONAL EQUITY INST CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | COLUMBIA DIVIDEND INCOME INST CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | LORD ABBETT INCOME F CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | PUTNAM ULTRA SHT DUR INC Y CONFIRM NBR | Aug 26, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians