Ronald James Sorenson - Net Worth and Insider Trading
Ronald James Sorenson Net Worth
The estimated net worth of Ronald James Sorenson is at least $768,348 dollars as of 2024-06-08. Ronald James Sorenson is the Officer of Investment Advisor of Reaves Utility Income Fund and owns about 27,569 shares of Reaves Utility Income Fund (UTG) stock worth over $768,348. Details can be seen in Ronald James Sorenson's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Ronald James Sorenson has not made any transactions after 2018-12-31 and currently still holds the listed stock(s).
Transaction Summary of Ronald James Sorenson
Ronald James Sorenson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Ronald James Sorenson owns 1 companies in total, including Reaves Utility Income Fund (UTG) .
Click here to see the complete history of Ronald James Sorenson’s form 4 insider trades.
Insider Ownership Summary of Ronald James Sorenson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UTG | Reaves Utility Income Fund | 2018-12-31 | other: Officer of Investment Adviser |
Ronald James Sorenson Latest Holdings Summary
Ronald James Sorenson currently owns a total of 1 stock. Ronald James Sorenson owns 27,569 shares of Reaves Utility Income Fund (UTG) as of December 31, 2018, with a value of $768,348.
Latest Holdings of Ronald James Sorenson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UTG | Reaves Utility Income Fund | 2018-12-31 | 27,569 | 27.87 | 768,348 |
Holding Weightings of Ronald James Sorenson
Ronald James Sorenson Form 4 Trading Tracker
According to the SEC Form 4 filings, Ronald James Sorenson has made a total of 0 transactions in Reaves Utility Income Fund (UTG) over the past 5 years. The most-recent trade in Reaves Utility Income Fund is the acquisition of 1,000 shares on December 31, 2018, which cost Ronald James Sorenson around $29,460.
Insider Trading History of Ronald James Sorenson
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Ronald James Sorenson Trading Performance
GuruFocus tracks the stock performance after each of Ronald James Sorenson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ronald James Sorenson is 5.95%. GuruFocus also compares Ronald James Sorenson's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ronald James Sorenson within 3 months outperforms 2 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Ronald James Sorenson's insider trading performs compared to the benchmark.
Performance of Ronald James Sorenson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.41 | | | | | |
| Relative Return to S&P 500(%) | 1.84 | | | | | |
Ronald James Sorenson Ownership Network
Ronald James Sorenson Owned Company Details
What does Reaves Utility Income Fund do?
Who are the key executives at Reaves Utility Income Fund?
Ronald James Sorenson is the other: Officer of Investment Adviser of Reaves Utility Income Fund. Other key executives at Reaves Utility Income Fund include Secretary Joellen Legg , other: Officer of Investment Advisor Thomas Michael Grimes , and other: Officer of Investment Advisor Reaves W H & Co Inc .
Reaves Utility Income Fund (UTG) Insider Trades Summary
Over the past 18 months, Ronald James Sorenson made no insider transaction in Reaves Utility Income Fund (UTG). Other recent insider transactions involving Reaves Utility Income Fund (UTG) include a net sale of 15,223 shares made by Thomas Michael Grimes , a net purchase of 1,890 shares made by Joellen Legg , and a net purchase of 1,628 shares made by Rhame Joseph Burns Iii .
In summary, during the past 3 months, insiders sold 0 shares of Reaves Utility Income Fund (UTG) in total and bought 1,890 shares, with a net purchase of 1,890 shares. During the past 18 months, 15,223 shares of Reaves Utility Income Fund (UTG) were sold and 3,518 shares were bought by its insiders, resulting in a net sale of 11,705 shares.
Reaves Utility Income Fund (UTG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Reaves Utility Income Fund Insider Transactions
Ronald James Sorenson Mailing Address
Above is the net worth, insider trading, and ownership report for Ronald James Sorenson. You might contact Ronald James Sorenson via mailing address: C/o W. H. Reaves & Co., Inc., 10 Exchange Place, 18th Floor, Jersey City Nj 07302.
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