Bill Flores: stock trades

Representative for TX (at large). Value ranges as filed, never exact figures.

Activity

Top sectors

Trades in companies we cover, by the company’s sector. Green is purchases, red is sales.

Energy28% of trades 163 trades: 86 purchases, 77 sales
Industrials15% of trades 90 trades: 18 purchases, 72 sales
Technology15% of trades 88 trades: 21 purchases, 67 sales
Consumer Staples14% of trades 84 trades: 11 purchases, 73 sales
Health Care9% of trades 50 trades: 19 purchases, 31 sales
Consumer Discretionary7% of trades 38 trades: 6 purchases, 32 sales

Would copying Bill Flores’s trades have beaten the S&P 500?

Copying Bill Flores’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on January 13, 2015 into $30,033 by November 2, 2026, against $45,433 in the S&P 500: +9.8% a year against +13.7%, with a beta of 0.95. Selling each purchase after 6 months instead would have made +2.9% a year. Six months after each report, the average share purchase was −2.1% against the S&P 500 (median −0.4%), and 48% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −1.8%. Reports arrived a median of 25 days after the trade. 27 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Copying Bill FloresS&P 500, buy and hold $10,000 copying Bill Flores’s disclosed holdings from January 13, 2015, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.

Bill Flores: trades against the S&P 500 afterwards
Measured	Trades counted	Average vs S&P 500	Median	Went the right way	t-statistic	Evidence
Purchases, 3 months after the report	192	−1.3%	−0.5%	48%	-1.52	Some evidence: behind
Purchases, 6 months after the report	192	−2.1%	−0.4%	48%	-2.07	No reliable evidence
Purchases, 3 months after the trade	192	−2.1%	−0.9%	46%	-2.56	Some evidence: behind
Purchases, 6 months after the trade	192	−1.8%	−0.3%	49%	-1.71	No reliable evidence
Sales, 6 months after the report	396	−3.9%	−3.2%	60%	-5.12	Strong evidence: seller right

Return a year, copying: +9.8%
S&P 500, same dates: +13.7%
Yearly swing (S&P 500): 22% (17%)
Sharpe ratio (S&P 500): 0.43 (0.70)
Biggest drop (S&P 500): −51% (−34%)
Market sensitivity (beta): 0.95

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why Bill Flores traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.

Bill Flores: companies traded

LMTLockheed Martin	3$3,003–$45,000	17$31,017–$290,000	Dec 29, 2015	Mar 22, 2019	▲ 287.1%−45.2 pts vs S&P
PEPPepsiCo	2$2,002–$30,000	18$32,018–$305,000	Dec 29, 2015	Mar 22, 2019	▲ 88.2%−250.7 pts vs S&P
TAT&T	5$5,005–$75,000	15$29,015–$260,000	Oct 21, 2015	Aug 20, 2019	—
GISGeneral Mills	3$17,003–$80,000	16$30,016–$275,000	Dec 16, 2014	Mar 22, 2019	—
IBMIBM	5$33,005–$145,000	14$28,014–$245,000	Dec 16, 2014	Oct 2, 2019	—
UPSUnited Parcel Service	4$4,004–$60,000	15$15,015–$225,000	Dec 29, 2015	Mar 22, 2019	▲ 68.4%−264.0 pts vs S&P
WMBWilliams Companies	9$51,009–$240,000	10$228,010–$645,000	May 6, 2015	Apr 1, 2019	▲ 299.8%−12.3 pts vs S&P
INTCIntel	3$3,003–$45,000	14$14,014–$210,000	Dec 29, 2015	Mar 22, 2019	▲ 115.9%−216.4 pts vs S&P
MCDMcDonald's	1$1,001–$15,000	16$44,016–$310,000	Dec 29, 2015	Mar 22, 2019	▲ 187.7%−177.2 pts vs S&P
AAPLApple Inc.	2$2,002–$30,000	14$14,014–$210,000	Dec 29, 2015	Mar 22, 2019	▲ 1253.8%+921.4 pts vs S&P
GELGenesis Energy LP	11$25,011–$200,000	5$19,005–$110,000	Feb 3, 2017	Apr 1, 2019	▼ 19.0%−301.8 pts vs S&P
LLYLilly (Eli)	6$6,006–$90,000	10$38,010–$220,000	May 29, 2015	Nov 29, 2016	—
MOAltria	1$1,001–$15,000	15$29,015–$260,000	Dec 29, 2015	Dec 27, 2017	▲ 151.8%−187.1 pts vs S&P
TJXTJX Companies	2$2,002–$30,000	14$28,014–$245,000	Dec 29, 2015	Mar 22, 2019	▲ 343.9%+11.5 pts vs S&P
ADPAutomatic Data Processing	2$2,002–$30,000	13$27,013–$230,000	Dec 29, 2015	Mar 22, 2019	▲ 333.3%+1.0 pts vs S&P
CLColgate-Palmolive	1$1,001–$15,000	14$14,014–$210,000	Dec 29, 2015	Mar 22, 2019	▲ 81.8%−281.0 pts vs S&P
MAMastercard	2$2,002–$30,000	13$27,013–$230,000	Dec 29, 2015	Mar 22, 2019	▲ 593.6%+261.3 pts vs S&P
XOMExxonMobil	4$18,004–$95,000	11$11,011–$165,000	Jan 29, 2016	Mar 22, 2019	▲ 260.7%−102.2 pts vs S&P
ACNAccenture	1$1,001–$15,000	13$13,013–$195,000	Dec 29, 2015	Mar 22, 2019	▲ 209.4%−155.5 pts vs S&P
JNJJohnson & Johnson	2$2,002–$30,000	12$12,012–$180,000	May 29, 2015	Mar 22, 2019	—
MPLXMplx LP	5$19,005–$110,000	9$23,009–$170,000	May 24, 2017	Apr 1, 2019	▲ 282.8%+19.5 pts vs S&P
OKEOneok	4$32,004–$130,000	10$73,010–$270,000	May 8, 2015	Oct 31, 2018	—
PAAPlains ALL American Pipeline LP	11$39,011–$235,000	3$66,003–$165,000	Feb 3, 2017	Apr 1, 2019	▲ 66.1%−216.6 pts vs S&P
EMREmerson Electric	3$17,003–$80,000	10$10,010–$150,000	Oct 21, 2015	Mar 22, 2019	—
EPDEnterprise Products Partners L.p.	7$56,007–$190,000	5$54,005–$160,000	Feb 3, 2017	Apr 1, 2019	▲ 163.0%−119.7 pts vs S&P
MMM3M	2$2,002–$30,000	10$10,010–$150,000	Dec 29, 2015	Mar 22, 2019	▲ 94.9%−237.4 pts vs S&P
STXSeagate Technology	5$5,005–$75,000	7$21,007–$140,000	Dec 29, 2015	Dec 27, 2017	▲ 2504.7%+2172.3 pts vs S&P
TRGPTarga Resources	8$57,008–$205,000	4$131,004–$365,000	May 11, 2015	Apr 1, 2019	▲ 872.7%+560.5 pts vs S&P
PMPhilip Morris International	1$1,001–$15,000	10$10,010–$150,000	Dec 29, 2015	Mar 22, 2019	▲ 292.5%−39.8 pts vs S&P
AMAntero Midstream Corp	5$19,005–$110,000	5$19,005–$110,000	Feb 3, 2017	Apr 1, 2019	—
COFCapital One	1$15,001–$50,000	8$8,008–$120,000	Mar 28, 2016	Mar 22, 2019	▲ 262.2%−76.8 pts vs S&P
LYBLyondellBasell	4$4,004–$60,000	5$5,005–$75,000	Nov 8, 2016	May 8, 2019	▲ 47.7%−264.7 pts vs S&P
GILDGilead Sciences	3$17,003–$80,000	5$5,005–$75,000	Feb 17, 2016	Sep 19, 2019	▲ 172.9%−192.0 pts vs S&P
LNGCheniere Energy, Inc.	7$21,007–$140,000	1$15,001–$50,000	Jun 28, 2018	Apr 1, 2019	▲ 406.5%+191.3 pts vs S&P
BLDPBallard Power Systems Inc.	0	5$5,005–$75,000	Dec 4, 2015	Dec 10, 2015	—
AFLAflac	2$2,002–$30,000	2$16,002–$65,000	Dec 29, 2015	Mar 28, 2016	▲ 421.8%+89.4 pts vs S&P
NGLNGL Energy Partners LP	2$16,002–$65,000	2$2,002–$30,000	Feb 3, 2017	Aug 23, 2017	▲ 9.7%−273.1 pts vs S&P
AMGNAmgen	2$2,002–$30,000	1$1,001–$15,000	Mar 25, 2019	Sep 19, 2019	▲ 210.4%+8.9 pts vs S&P
COPConocoPhillips	1$15,001–$50,000	2$51,002–$115,000	Oct 21, 2015	Sep 19, 2019	▲ 207.2%+28.8 pts vs S&P
CVSCVS Health	2$2,002–$30,000	1$15,001–$50,000	Mar 25, 2019	Jun 14, 2019	▲ 113.8%−87.7 pts vs S&P
MPCMarathon Petroleum	2$2,002–$30,000	1$1,001–$15,000	Mar 25, 2019	Jun 14, 2019	▲ 780.1%+578.6 pts vs S&P
PAGPPlains GP Holdings LP	0	3$80,003–$200,000	May 8, 2015	Sep 26, 2016	—
PBAPembina Pipeline Corp	1$15,001–$50,000	2$16,002–$65,000	Oct 2, 2018	Apr 1, 2019	—
PBFPBF Energy Inc.	2$2,002–$30,000	1$1,001–$15,000	Mar 25, 2019	Jun 14, 2019	▲ 187.1%−14.4 pts vs S&P
PSXPhillips 66	2$2,002–$30,000	1$1,001–$15,000	Mar 25, 2019	Sep 19, 2019	▲ 283.5%+82.0 pts vs S&P
TRPTC Energy Corp	2$2,002–$30,000	1$1,001–$15,000	Oct 9, 2018	Oct 31, 2018	—
WDCWestern Digital	2$2,002–$30,000	1$15,001–$50,000	Mar 25, 2019	Aug 7, 2019	▲ 916.8%+715.3 pts vs S&P
ABBVAbbVie	0	2$65,002–$150,000	Dec 16, 2014	Dec 29, 2015	—
AESAES Corporation	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▲ 9.1%−192.4 pts vs S&P
AVGOBroadcom	1$1,001–$15,000	1$1,001–$15,000	Mar 25, 2019	Oct 2, 2019	▲ 1267.9%+1066.4 pts vs S&P
EXCExelon	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▲ 65.5%−136.0 pts vs S&P
HCAHCA Healthcare	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▲ 273.5%+72.0 pts vs S&P
HPEHewlett Packard Enterprise	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▲ 339.7%+138.2 pts vs S&P
HUNHuntsman Corp	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▼ 39.7%−241.2 pts vs S&P
JLLJones Lang Lasalle Inc	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▲ 153.8%−47.7 pts vs S&P
KSSKohls Corp	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▼ 48.6%−250.2 pts vs S&P
LUVSouthwest Airlines	1$15,001–$50,000	1$1,001–$15,000	Apr 10, 2019	Sep 19, 2019	▼ 8.5%−200.3 pts vs S&P
MSFTMicrosoft Corporation	0	2$16,002–$65,000	Dec 29, 2015	Feb 17, 2016	—
TAPMolson Coors Beverage Co	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▼ 11.3%−212.8 pts vs S&P
TDSTelephone & Data Systems Inc	2$2,002–$30,000	0	Mar 25, 2019	May 8, 2019	▲ 42.3%−159.3 pts vs S&P

The 60 most traded of 81 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Showing the latest 300 of 590 trades; every trade is in the reports below. Click a column heading to sort.

Bill Flores: trades in companies we cover
					Report
AVGOBroadcom	Sale (partial)$1,001 - $15,000	Nov 10, 2019	Oct 2, 2019	▲ 1352.4%+1163.1 pts vs S&P	Filing for AVGO on Oct 2, 2019
IBMIBM	Purchase$1,001 - $15,000	Nov 10, 2019	Oct 2, 2019	▲ 145.6%−43.8 pts vs S&P	Filing for IBM on Oct 2, 2019
AMGNAmgen	Purchase$1,001 - $15,000	Oct 7, 2019	Sep 19, 2019	▲ 191.4%+13.3 pts vs S&P	Filing for AMGN on Sep 19, 2019
COPConocoPhillips	Sale (partial)$1,001 - $15,000	Oct 7, 2019	Sep 19, 2019	▲ 209.1%+31.0 pts vs S&P	Filing for COP on Sep 19, 2019
GILDGilead Sciences	Purchase$1,001 - $15,000	Oct 7, 2019	Sep 19, 2019	▲ 230.8%+52.7 pts vs S&P	Filing for GILD on Sep 19, 2019
PSXPhillips 66	Sale (partial)$1,001 - $15,000	Oct 7, 2019	Sep 19, 2019	▲ 249.8%+71.7 pts vs S&P	Filing for PSX on Sep 19, 2019
LUVSouthwest Airlines	Sale (partial)$1,001 - $15,000	Oct 7, 2019	Sep 19, 2019	▼ 13.2%−191.3 pts vs S&P	Filing for LUV on Sep 19, 2019
TAT&T	Purchase$1,001 - $15,000	Sep 13, 2019	Aug 20, 2019	▲ 31.1%−157.5 pts vs S&P	Filing for T on Aug 20, 2019
WDCWestern Digital	Sale (partial)$15,001 - $50,000	Sep 13, 2019	Aug 7, 2019	▲ 801.2%+610.5 pts vs S&P	Filing for WDC on Aug 7, 2019
COPConocoPhillips	Purchase$15,001 - $50,000	Aug 12, 2019	Jul 15, 2019	▲ 207.2%+28.8 pts vs S&P	Filing for COP on Jul 15, 2019
JAZZJazz Pharmaceuticals plc	Purchase$15,001 - $50,000	Aug 12, 2019	Jul 15, 2019	▲ 72.8%−105.5 pts vs S&P	Filing for JAZZ on Jul 15, 2019
METMetLife	Purchase$15,001 - $50,000	Aug 12, 2019	Jul 15, 2019	▲ 152.3%−26.1 pts vs S&P	Filing for MET on Jul 15, 2019
CVSCVS Health	Sale (partial)$15,001 - $50,000	Jul 12, 2019	Jun 14, 2019	▲ 114.8%−76.0 pts vs S&P	Filing for CVS on Jun 14, 2019
MPCMarathon Petroleum	Sale (partial)$1,001 - $15,000	Jul 12, 2019	Jun 14, 2019	▲ 1011.0%+820.1 pts vs S&P	Filing for MPC on Jun 14, 2019
PBFPBF Energy Inc.	Sale (partial)$1,001 - $15,000	Jul 12, 2019	Jun 14, 2019	▲ 279.2%+88.3 pts vs S&P	Filing for PBF on Jun 14, 2019
AMGNAmgen	Sale (full)$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 236.4%+43.8 pts vs S&P	Filing for AMGN on May 8, 2019
CVSCVS Health	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 108.8%−83.8 pts vs S&P	Filing for CVS on May 8, 2019
EXCExelon	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 71.7%−120.9 pts vs S&P	Filing for EXC on May 8, 2019
GILDGilead Sciences	Sale (full)$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 236.5%+43.9 pts vs S&P	Filing for GILD on May 8, 2019
HCAHCA Healthcare	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 296.1%+103.5 pts vs S&P	Filing for HCA on May 8, 2019
HPEHewlett Packard Enterprise	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 334.0%+141.4 pts vs S&P	Filing for HPE on May 8, 2019
HUNHuntsman Corp	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▼ 36.2%−228.8 pts vs S&P	Filing for HUN on May 8, 2019
JLLJones Lang Lasalle Inc	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 169.2%−23.4 pts vs S&P	Filing for JLL on May 8, 2019
KSSKohls Corp	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▼ 48.5%−241.1 pts vs S&P	Filing for KSS on May 8, 2019
LYBLyondellBasell	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 27.3%−165.3 pts vs S&P	Filing for LYB on May 8, 2019
MPCMarathon Petroleum	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 874.8%+682.2 pts vs S&P	Filing for MPC on May 8, 2019
TAPMolson Coors Beverage Co	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▼ 11.9%−204.5 pts vs S&P	Filing for TAP on May 8, 2019
PBFPBF Energy Inc.	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 198.1%+5.5 pts vs S&P	Filing for PBF on May 8, 2019
PSXPhillips 66	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 328.0%+135.4 pts vs S&P	Filing for PSX on May 8, 2019
TDSTelephone & Data Systems Inc	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 41.1%−151.5 pts vs S&P	Filing for TDS on May 8, 2019
AESAES Corporation	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 23.5%−169.1 pts vs S&P	Filing for AES on May 8, 2019
VLOValero Energy	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 531.3%+338.7 pts vs S&P	Filing for VLO on May 8, 2019
WDCWestern Digital	Purchase$1,001 - $15,000	Jun 13, 2019	May 8, 2019	▲ 931.2%+738.6 pts vs S&P	Filing for WDC on May 8, 2019
LUVSouthwest Airlines	Purchase$15,001 - $50,000	May 14, 2019	Apr 10, 2019	▼ 8.5%−200.3 pts vs S&P	Filing for LUV on Apr 10, 2019
TEXTerex Corp	Sale (full)$1,001 - $15,000	May 14, 2019	Apr 10, 2019	▲ 92.1%−99.8 pts vs S&P	Filing for TEX on Apr 10, 2019
AMAntero Midstream Corp	Sale (full)$15,001 - $50,000	May 14, 2019	Apr 1, 2019	▲ 214.3%+20.0 pts vs S&P	Filing for AM on Apr 1, 2019
LNGCheniere Energy, Inc.	Sale (full)$15,001 - $50,000	May 14, 2019	Apr 1, 2019	▲ 383.4%+189.0 pts vs S&P	Filing for LNG on Apr 1, 2019
EPDEnterprise Products Partners L.p.	Sale (full)$50,001 - $100,000	May 14, 2019	Apr 1, 2019	▲ 126.8%−67.5 pts vs S&P	Filing for EPD on Apr 1, 2019
GELGenesis Energy LP	Sale (full)$15,001 - $50,000	May 14, 2019	Apr 1, 2019	▲ 2.1%−192.2 pts vs S&P	Filing for GEL on Apr 1, 2019
MPLXMplx LP	Sale (full)$15,001 - $50,000	May 14, 2019	Apr 1, 2019	▲ 258.7%+64.4 pts vs S&P	Filing for MPLX on Apr 1, 2019
PBAPembina Pipeline Corp	Sale (full)$15,001 - $50,000	May 14, 2019	Apr 1, 2019	—	Filing for PBA on Apr 1, 2019
PAAPlains ALL American Pipeline LP	Sale (full)$50,001 - $100,000	May 14, 2019	Apr 1, 2019	▲ 91.4%−103.0 pts vs S&P	Filing for PAA on Apr 1, 2019
TRGPTarga Resources	Sale (full)$15,001 - $50,000	May 14, 2019	Apr 1, 2019	▲ 789.2%+594.8 pts vs S&P	Filing for TRGP on Apr 1, 2019
WMBWilliams Companies	Sale (full)$50,001 - $100,000	May 14, 2019	Apr 1, 2019	▲ 270.5%+76.2 pts vs S&P	Filing for WMB on Apr 1, 2019
ALLYAlly Financial Inc.	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	—	Filing for ALLY on Mar 25, 2019
AMGNAmgen	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 210.4%+8.9 pts vs S&P	Filing for AMGN on Mar 25, 2019
AVGOBroadcom	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 1267.9%+1066.4 pts vs S&P	Filing for AVGO on Mar 25, 2019
CCitigroup	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	—	Filing for C on Mar 25, 2019
CFGCitizens Financial Group	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 182.5%−19.0 pts vs S&P	Filing for CFG on Mar 25, 2019
CVSCVS Health	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 113.8%−87.7 pts vs S&P	Filing for CVS on Mar 25, 2019
DKSDick's Sporting Goods, Inc.	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 393.6%+192.1 pts vs S&P	Filing for DKS on Mar 25, 2019
EXCExelon	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 65.5%−136.0 pts vs S&P	Filing for EXC on Mar 25, 2019
FITBFifth Third Bancorp	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 197.9%−3.6 pts vs S&P	Filing for FITB on Mar 25, 2019
GILDGilead Sciences	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 248.5%+47.0 pts vs S&P	Filing for GILD on Mar 25, 2019
HCAHCA Healthcare	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 273.5%+72.0 pts vs S&P	Filing for HCA on Mar 25, 2019
HPEHewlett Packard Enterprise	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 339.7%+138.2 pts vs S&P	Filing for HPE on Mar 25, 2019
HUNHuntsman Corp	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▼ 39.7%−241.2 pts vs S&P	Filing for HUN on Mar 25, 2019
JLLJones Lang Lasalle Inc	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 153.8%−47.7 pts vs S&P	Filing for JLL on Mar 25, 2019
KSSKohls Corp	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▼ 48.6%−250.2 pts vs S&P	Filing for KSS on Mar 25, 2019
KRKroger	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 227.5%+26.0 pts vs S&P	Filing for KR on Mar 25, 2019
LYBLyondellBasell	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 26.6%−174.9 pts vs S&P	Filing for LYB on Mar 25, 2019
MANManpowergroup Inc.	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▼ 26.3%−227.8 pts vs S&P	Filing for MAN on Mar 25, 2019
MPCMarathon Petroleum	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 780.1%+578.6 pts vs S&P	Filing for MPC on Mar 25, 2019
MCKMcKesson	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 814.6%+613.1 pts vs S&P	Filing for MCK on Mar 25, 2019
TAPMolson Coors Beverage Co	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▼ 11.3%−212.8 pts vs S&P	Filing for TAP on Mar 25, 2019
MSMorgan Stanley	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 469.4%+267.9 pts vs S&P	Filing for MS on Mar 25, 2019
OMCOmnicom Group	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 50.5%−151.0 pts vs S&P	Filing for OMC on Mar 25, 2019
PCARPaccar	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 193.8%−7.7 pts vs S&P	Filing for PCAR on Mar 25, 2019
PBFPBF Energy Inc.	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 187.1%−14.4 pts vs S&P	Filing for PBF on Mar 25, 2019
PSXPhillips 66	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 283.5%+82.0 pts vs S&P	Filing for PSX on Mar 25, 2019
SYFSynchrony Financial	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 187.6%−13.9 pts vs S&P	Filing for SYF on Mar 25, 2019
TDSTelephone & Data Systems Inc	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 42.3%−159.3 pts vs S&P	Filing for TDS on Mar 25, 2019
TEXTerex Corp	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 97.9%−103.6 pts vs S&P	Filing for TEX on Mar 25, 2019
AESAES Corporation	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 9.1%−192.4 pts vs S&P	Filing for AES on Mar 25, 2019
VLOValero Energy	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 508.5%+307.0 pts vs S&P	Filing for VLO on Mar 25, 2019
WDCWestern Digital	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 25, 2019	▲ 916.8%+715.3 pts vs S&P	Filing for WDC on Mar 25, 2019
MMM3M	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 34.0%−167.2 pts vs S&P	Filing for MMM on Mar 22, 2019
ACNAccenture	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 75.0%−126.3 pts vs S&P	Filing for ACN on Mar 22, 2019
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 627.7%+426.5 pts vs S&P	Filing for AAPL on Mar 22, 2019
TAT&T	Sale (partial)$15,001 - $50,000	Apr 4, 2019	Mar 22, 2019	▲ 53.8%−147.5 pts vs S&P	Filing for T on Mar 22, 2019
ADPAutomatic Data Processing	Sale (partial)$15,001 - $50,000	Apr 4, 2019	Mar 22, 2019	▲ 127.6%−73.7 pts vs S&P	Filing for ADP on Mar 22, 2019
COFCapital One	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 195.5%−5.7 pts vs S&P	Filing for COF on Mar 22, 2019
CLColgate-Palmolive	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 73.6%−127.7 pts vs S&P	Filing for CL on Mar 22, 2019
EMREmerson Electric	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 194.7%−6.6 pts vs S&P	Filing for EMR on Mar 22, 2019
XOMExxonMobil	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 208.3%+7.0 pts vs S&P	Filing for XOM on Mar 22, 2019
GISGeneral Mills	Sale (partial)$15,001 - $50,000	Apr 4, 2019	Mar 22, 2019	▼ 9.7%−210.9 pts vs S&P	Filing for GIS on Mar 22, 2019
HDThe Home Depot	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 111.7%−89.5 pts vs S&P	Filing for HD on Mar 22, 2019
INTCIntel	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 31.1%−170.2 pts vs S&P	Filing for INTC on Mar 22, 2019
IBMIBM	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 155.4%−45.8 pts vs S&P	Filing for IBM on Mar 22, 2019
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 138.7%−62.6 pts vs S&P	Filing for JNJ on Mar 22, 2019
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 315.4%+114.1 pts vs S&P	Filing for JPM on Mar 22, 2019
LMTLockheed Martin	Sale (partial)$15,001 - $50,000	Apr 4, 2019	Mar 22, 2019	▲ 166.3%−34.9 pts vs S&P	Filing for LMT on Mar 22, 2019
MAMastercard	Sale (partial)$15,001 - $50,000	Apr 4, 2019	Mar 22, 2019	▲ 193.0%−8.2 pts vs S&P	Filing for MA on Mar 22, 2019
MCDMcDonald's	Sale (partial)$15,001 - $50,000	Apr 4, 2019	Mar 22, 2019	▲ 67.4%−133.8 pts vs S&P	Filing for MCD on Mar 22, 2019
PEPPepsiCo	Sale (partial)$15,001 - $50,000	Apr 4, 2019	Mar 22, 2019	▲ 43.9%−157.4 pts vs S&P	Filing for PEP on Mar 22, 2019
PMPhilip Morris International	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 236.7%+35.4 pts vs S&P	Filing for PM on Mar 22, 2019
TXNTexas Instruments	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	—	Filing for TXN on Mar 22, 2019
TJXTJX Companies	Sale (partial)$15,001 - $50,000	Apr 4, 2019	Mar 22, 2019	▲ 189.5%−11.8 pts vs S&P	Filing for TJX on Mar 22, 2019
UPSUnited Parcel Service	Sale (partial)$1,001 - $15,000	Apr 4, 2019	Mar 22, 2019	▲ 38.6%−162.7 pts vs S&P	Filing for UPS on Mar 22, 2019
EPDEnterprise Products Partners L.p.	Sale (partial)$1,001 - $15,000	Jan 10, 2019	Dec 12, 2018	▲ 157.9%−62.2 pts vs S&P	Filing for EPD on Dec 12, 2018
PBAPembina Pipeline Corp	Sale (partial)$1,001 - $15,000	Jan 10, 2019	Dec 12, 2018	—	Filing for PBA on Dec 12, 2018
MPLXMplx LP	Sale (partial)$1,001 - $15,000	Jan 10, 2019	Dec 7, 2018	▲ 256.1%+33.6 pts vs S&P	Filing for MPLX on Dec 7, 2018
TRGPTarga Resources	Purchase$1,001 - $15,000	Jan 10, 2019	Dec 7, 2018	▲ 763.9%+541.4 pts vs S&P	Filing for TRGP on Dec 7, 2018
MPLXMplx LP	Sale (partial)$1,001 - $15,000	Jan 10, 2019	Dec 4, 2018	▲ 254.6%+40.1 pts vs S&P	Filing for MPLX on Dec 4, 2018
AMAntero Midstream Corp	Purchase$1,001 - $15,000	Dec 14, 2018	Nov 13, 2018	▲ 205.1%−7.3 pts vs S&P	Filing for AM on Nov 13, 2018
EPDEnterprise Products Partners L.p.	Purchase$1,001 - $15,000	Dec 14, 2018	Nov 13, 2018	▲ 158.8%−53.6 pts vs S&P	Filing for EPD on Nov 13, 2018
PAAPlains ALL American Pipeline LP	Sale (partial)$1,001 - $15,000	Dec 14, 2018	Nov 13, 2018	▲ 116.1%−96.3 pts vs S&P	Filing for PAA on Nov 13, 2018
TRGPTarga Resources	Purchase$1,001 - $15,000	Dec 14, 2018	Nov 13, 2018	▲ 704.8%+492.4 pts vs S&P	Filing for TRGP on Nov 13, 2018
TRGPTarga Resources	Purchase$1,001 - $15,000	Dec 14, 2018	Nov 13, 2018	▲ 704.8%+492.4 pts vs S&P	Filing for TRGP on Nov 13, 2018
WMBWilliams Companies	Sale (partial)$1,001 - $15,000	Dec 14, 2018	Nov 13, 2018	▲ 358.6%+146.2 pts vs S&P	Filing for WMB on Nov 13, 2018
LNGCheniere Energy, Inc.	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 31, 2018	▲ 443.8%+229.7 pts vs S&P	Filing for LNG on Oct 31, 2018
EPDEnterprise Products Partners L.p.	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 31, 2018	▲ 152.2%−61.9 pts vs S&P	Filing for EPD on Oct 31, 2018
OKEOneok	Sale (partial)$1,001 - $15,000	Nov 14, 2018	Oct 31, 2018	—	Filing for OKE on Oct 31, 2018
TRGPTarga Resources	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 31, 2018	▲ 644.8%+430.8 pts vs S&P	Filing for TRGP on Oct 31, 2018
TRPTC Energy Corp	Sale (full)$1,001 - $15,000	Nov 14, 2018	Oct 31, 2018	—	Filing for TRP on Oct 31, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 30, 2018	▲ 121.7%−95.7 pts vs S&P	Filing for PAA on Oct 30, 2018
WMBWilliams Companies	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 30, 2018	▲ 360.9%+143.5 pts vs S&P	Filing for WMB on Oct 30, 2018
LNGCheniere Energy, Inc.	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 18, 2018	▲ 411.1%+203.6 pts vs S&P	Filing for LNG on Oct 18, 2018
EPDEnterprise Products Partners L.p.	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 18, 2018	▲ 141.1%−66.4 pts vs S&P	Filing for EPD on Oct 18, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 18, 2018	▲ 99.8%−107.7 pts vs S&P	Filing for PAA on Oct 18, 2018
WMBWilliams Companies	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 18, 2018	▲ 318.5%+111.0 pts vs S&P	Filing for WMB on Oct 18, 2018
LNGCheniere Energy, Inc.	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 16, 2018	▲ 405.3%+202.2 pts vs S&P	Filing for LNG on Oct 16, 2018
AMAntero Midstream Corp	Sale (partial)$1,001 - $15,000	Nov 14, 2018	Oct 15, 2018	▲ 156.2%−53.6 pts vs S&P	Filing for AM on Oct 15, 2018
OKEOneok	Sale (partial)$1,001 - $15,000	Nov 14, 2018	Oct 10, 2018	—	Filing for OKE on Oct 10, 2018
TRPTC Energy Corp	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 10, 2018	—	Filing for TRP on Oct 10, 2018
AMAntero Midstream Corp	Sale (partial)$1,001 - $15,000	Nov 14, 2018	Oct 9, 2018	▲ 145.7%−50.0 pts vs S&P	Filing for AM on Oct 9, 2018
TRPTC Energy Corp	Purchase$1,001 - $15,000	Nov 14, 2018	Oct 9, 2018	—	Filing for TRP on Oct 9, 2018
GELGenesis Energy LP	Sale (partial)$1,001 - $15,000	Nov 14, 2018	Oct 2, 2018	▲ 3.9%−187.6 pts vs S&P	Filing for GEL on Oct 2, 2018
PBAPembina Pipeline Corp	Purchase$15,001 - $50,000	Nov 14, 2018	Oct 2, 2018	—	Filing for PBA on Oct 2, 2018
TRGPTarga Resources	Purchase$1,001 - $15,000	Oct 9, 2018	Sep 27, 2018	▲ 594.9%+402.5 pts vs S&P	Filing for TRGP on Sep 27, 2018
WMBWilliams Companies	Purchase$1,001 - $15,000	Oct 9, 2018	Sep 27, 2018	▲ 309.2%+116.8 pts vs S&P	Filing for WMB on Sep 27, 2018
AMAntero Midstream Corp	Purchase$1,001 - $15,000	Oct 9, 2018	Sep 26, 2018	▲ 172.2%−21.0 pts vs S&P	Filing for AM on Sep 26, 2018
EPDEnterprise Products Partners L.p.	Purchase$1,001 - $15,000	Oct 9, 2018	Sep 26, 2018	▲ 139.4%−53.8 pts vs S&P	Filing for EPD on Sep 26, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Oct 9, 2018	Sep 26, 2018	▲ 102.8%−90.4 pts vs S&P	Filing for PAA on Sep 26, 2018
AMAntero Midstream Corp	Purchase$1,001 - $15,000	Oct 9, 2018	Sep 18, 2018	▲ 168.9%−24.6 pts vs S&P	Filing for AM on Sep 18, 2018
GELGenesis Energy LP	Sale (partial)$1,001 - $15,000	Oct 9, 2018	Sep 17, 2018	▲ 2.7%−192.3 pts vs S&P	Filing for GEL on Sep 17, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Oct 9, 2018	Sep 10, 2018	▲ 94.0%−102.4 pts vs S&P	Filing for PAA on Sep 10, 2018
EPDEnterprise Products Partners L.p.	Purchase$1,001 - $15,000	Sep 7, 2018	Aug 20, 2018	▲ 134.2%−64.7 pts vs S&P	Filing for EPD on Aug 20, 2018
LNGCheniere Energy, Inc.	Purchase$1,001 - $15,000	Sep 7, 2018	Aug 16, 2018	▲ 436.5%+235.9 pts vs S&P	Filing for LNG on Aug 16, 2018
WMBWilliams Companies	Sale (partial)$1,001 - $15,000	Sep 7, 2018	Aug 13, 2018	▲ 267.7%+65.0 pts vs S&P	Filing for WMB on Aug 13, 2018
LNGCheniere Energy, Inc.	Purchase$1,001 - $15,000	Sep 7, 2018	Aug 2, 2018	▲ 418.8%+216.5 pts vs S&P	Filing for LNG on Aug 2, 2018
GELGenesis Energy LP	Purchase$1,001 - $15,000	Sep 7, 2018	Aug 2, 2018	▲ 5.8%−196.5 pts vs S&P	Filing for GEL on Aug 2, 2018
MPLXMplx LP	Sale (partial)$1,001 - $15,000	Sep 7, 2018	Aug 2, 2018	▲ 236.9%+34.5 pts vs S&P	Filing for MPLX on Aug 2, 2018
LNGCheniere Energy, Inc.	Purchase$1,001 - $15,000	Sep 7, 2018	Aug 1, 2018	▲ 423.0%+219.0 pts vs S&P	Filing for LNG on Aug 1, 2018
GELGenesis Energy LP	Purchase$1,001 - $15,000	Sep 7, 2018	Aug 1, 2018	▲ 8.9%−195.1 pts vs S&P	Filing for GEL on Aug 1, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Sep 7, 2018	Aug 1, 2018	▲ 93.9%−110.1 pts vs S&P	Filing for PAA on Aug 1, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Aug 8, 2018	Jul 26, 2018	▲ 97.8%−103.5 pts vs S&P	Filing for PAA on Jul 26, 2018
TRGPTarga Resources	Sale (partial)$1,001 - $15,000	Aug 8, 2018	Jul 18, 2018	▲ 670.5%+466.7 pts vs S&P	Filing for TRGP on Jul 18, 2018
OKEOneok	Sale (partial)$1,001 - $15,000	Aug 8, 2018	Jul 10, 2018	—	Filing for OKE on Jul 10, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Aug 8, 2018	Jul 10, 2018	▲ 105.9%−100.2 pts vs S&P	Filing for PAA on Jul 10, 2018
LNGCheniere Energy, Inc.	Purchase$15,001 - $50,000	Jul 13, 2018	Jun 28, 2018	▲ 406.5%+191.3 pts vs S&P	Filing for LNG on Jun 28, 2018
TRGPTarga Resources	Purchase$1,001 - $15,000	Jul 13, 2018	Jun 14, 2018	▲ 721.9%+514.2 pts vs S&P	Filing for TRGP on Jun 14, 2018
MPLXMplx LP	Purchase$1,001 - $15,000	Jul 13, 2018	Jun 12, 2018	▲ 249.7%+42.2 pts vs S&P	Filing for MPLX on Jun 12, 2018
GELGenesis Energy LP	Sale (partial)$1,001 - $15,000	Jul 13, 2018	Jun 8, 2018	▲ 9.6%−198.7 pts vs S&P	Filing for GEL on Jun 8, 2018
WMBWilliams Companies	Purchase$1,001 - $15,000	Jul 13, 2018	Jun 8, 2018	▲ 332.0%+123.7 pts vs S&P	Filing for WMB on Jun 8, 2018
TAT&T	Purchase$1,001 - $15,000	Jul 13, 2018	May 31, 2018	▲ 57.3%−159.3 pts vs S&P	Filing for T on May 31, 2018
GISGeneral Mills	Purchase$1,001 - $15,000	Jul 13, 2018	May 31, 2018	▲ 12.1%−204.4 pts vs S&P	Filing for GIS on May 31, 2018
MMM3M	Purchase$1,001 - $15,000	Jun 22, 2018	May 31, 2018	▲ 42.0%−174.6 pts vs S&P	Filing for MMM on May 31, 2018
PEPPepsiCo	Purchase$1,001 - $15,000	Jun 22, 2018	May 31, 2018	▲ 77.5%−139.0 pts vs S&P	Filing for PEP on May 31, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Jun 22, 2018	May 31, 2018	▲ 109.2%−107.4 pts vs S&P	Filing for PAA on May 31, 2018
PAAPlains ALL American Pipeline LP	Purchase$1,001 - $15,000	Jun 22, 2018	May 29, 2018	▲ 113.7%−105.1 pts vs S&P	Filing for PAA on May 29, 2018
AMAntero Midstream Corp	Sale (partial)$1,001 - $15,000	Jun 22, 2018	May 25, 2018	▲ 153.9%−61.3 pts vs S&P	Filing for AM on May 25, 2018
GELGenesis Energy LP	Sale (partial)$1,001 - $15,000	Jun 22, 2018	May 25, 2018	▲ 20.3%−194.8 pts vs S&P	Filing for GEL on May 25, 2018
MPLXMplx LP	Sale (partial)$1,001 - $15,000	Jun 22, 2018	May 25, 2018	▲ 253.9%+38.8 pts vs S&P	Filing for MPLX on May 25, 2018
PAAPlains ALL American Pipeline LP	Purchase$15,001 - $50,000	Jun 22, 2018	May 25, 2018	▲ 112.7%−102.4 pts vs S&P	Filing for PAA on May 25, 2018
MPLXMplx LP	Purchase$1,001 - $15,000	Jun 22, 2018	May 21, 2018	▲ 241.6%+27.9 pts vs S&P	Filing for MPLX on May 21, 2018
EPDEnterprise Products Partners L.p.	Sale (partial)$1,001 - $15,000	Jun 22, 2018	May 11, 2018	▲ 155.9%−58.4 pts vs S&P	Filing for EPD on May 11, 2018
OKEOneok	Sale (partial)$1,001 - $15,000	Jun 22, 2018	May 11, 2018	—	Filing for OKE on May 11, 2018
EPDEnterprise Products Partners L.p.	Sale (partial)$1,001 - $15,000	Jun 22, 2018	May 10, 2018	▲ 154.8%−60.5 pts vs S&P	Filing for EPD on May 10, 2018
GELGenesis Energy LP	Purchase$1,001 - $15,000	Jun 22, 2018	May 10, 2018	▲ 21.6%−193.7 pts vs S&P	Filing for GEL on May 10, 2018
MPLXMplx LP	Purchase$1,001 - $15,000	Jun 22, 2018	May 10, 2018	▲ 261.6%+46.4 pts vs S&P	Filing for MPLX on May 10, 2018
OKEOneok	Sale (partial)$1,001 - $15,000	Jun 22, 2018	May 10, 2018	—	Filing for OKE on May 10, 2018
TRGPTarga Resources	Purchase$1,001 - $15,000	Jun 22, 2018	May 10, 2018	▲ 729.6%+514.3 pts vs S&P	Filing for TRGP on May 10, 2018
WMBWilliams Companies	Purchase$1,001 - $15,000	Jun 22, 2018	May 10, 2018	▲ 328.3%+113.1 pts vs S&P	Filing for WMB on May 10, 2018
MMM3M	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 20.0%−202.1 pts vs S&P	Filing for MMM on Dec 27, 2017
ACNAccenture	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 92.0%−130.1 pts vs S&P	Filing for ACN on Dec 27, 2017
MOAltria	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 101.2%−120.9 pts vs S&P	Filing for MO on Dec 27, 2017
AAPLApple Inc.	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 730.7%+508.6 pts vs S&P	Filing for AAPL on Dec 27, 2017
TAT&T	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 35.5%−186.6 pts vs S&P	Filing for T on Dec 27, 2017
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 206.5%−15.7 pts vs S&P	Filing for ADP on Dec 27, 2017
COFCapital One	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 142.4%−79.7 pts vs S&P	Filing for COF on Dec 27, 2017
CLColgate-Palmolive	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 56.8%−165.3 pts vs S&P	Filing for CL on Dec 27, 2017
EMREmerson Electric	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 192.5%−29.6 pts vs S&P	Filing for EMR on Dec 27, 2017
XOMExxonMobil	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 211.4%−10.7 pts vs S&P	Filing for XOM on Dec 27, 2017
GISGeneral Mills	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▼ 19.7%−241.8 pts vs S&P	Filing for GIS on Dec 27, 2017
INTCIntel	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 56.2%−165.9 pts vs S&P	Filing for INTC on Dec 27, 2017
IBMIBM	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 146.0%−76.2 pts vs S&P	Filing for IBM on Dec 27, 2017
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 140.3%−81.8 pts vs S&P	Filing for JNJ on Dec 27, 2017
LMTLockheed Martin	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 153.3%−68.9 pts vs S&P	Filing for LMT on Dec 27, 2017
LYBLyondellBasell	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 0.9%−221.2 pts vs S&P	Filing for LYB on Dec 27, 2017
MAMastercard	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 349.9%+127.7 pts vs S&P	Filing for MA on Dec 27, 2017
MCDMcDonald's	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 86.9%−135.2 pts vs S&P	Filing for MCD on Dec 27, 2017
PEPPepsiCo	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 51.6%−170.5 pts vs S&P	Filing for PEP on Dec 27, 2017
PMPhilip Morris International	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 209.4%−12.7 pts vs S&P	Filing for PM on Dec 27, 2017
STXSeagate Technology	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 1882.1%+1660.0 pts vs S&P	Filing for STX on Dec 27, 2017
TPRTapestry, Inc.	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 238.0%+15.9 pts vs S&P	Filing for TPR on Dec 27, 2017
TJXTJX Companies	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 301.7%+79.6 pts vs S&P	Filing for TJX on Dec 27, 2017
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 27, 2017	▲ 30.1%−192.0 pts vs S&P	Filing for UPS on Dec 27, 2017
MPLXMplx LP	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 19, 2017	▲ 258.9%+36.7 pts vs S&P	Filing for MPLX on Dec 19, 2017
MPLXMplx LP	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 18, 2017	▲ 255.8%+34.8 pts vs S&P	Filing for MPLX on Dec 18, 2017
MPLXMplx LP	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 15, 2017	▲ 260.4%+37.3 pts vs S&P	Filing for MPLX on Dec 15, 2017
MPLXMplx LP	Sale (full)$1,001 - $15,000	Jan 19, 2018	Dec 8, 2017	▲ 264.5%+38.5 pts vs S&P	Filing for MPLX on Dec 8, 2017
GELGenesis Energy LP	Purchase$1,001 - $15,000	Jan 19, 2018	Dec 7, 2017	▲ 20.7%−207.1 pts vs S&P	Filing for GEL on Dec 7, 2017
GELGenesis Energy LP	Purchase$1,001 - $15,000	Jan 19, 2018	Dec 6, 2017	▲ 24.0%−204.8 pts vs S&P	Filing for GEL on Dec 6, 2017
GELGenesis Energy LP	Purchase$1,001 - $15,000	Jan 19, 2018	Dec 4, 2017	▲ 20.0%−207.7 pts vs S&P	Filing for GEL on Dec 4, 2017
EPDEnterprise Products Partners L.p.	Purchase$1,001 - $15,000	Oct 4, 2017	Sep 26, 2017	▲ 178.2%−69.2 pts vs S&P	Filing for EPD on Sep 26, 2017
GELGenesis Energy LP	Purchase$1,001 - $15,000	Oct 4, 2017	Sep 26, 2017	▲ 3.8%−243.7 pts vs S&P	Filing for GEL on Sep 26, 2017
GELGenesis Energy LP	Purchase$1,001 - $15,000	Oct 4, 2017	Sep 15, 2017	▲ 1.6%−245.7 pts vs S&P	Filing for GEL on Sep 15, 2017
AMAntero Midstream Corp	Purchase$1,001 - $15,000	Oct 4, 2017	Sep 8, 2017	▲ 143.5%−109.2 pts vs S&P	Filing for AM on Sep 8, 2017
OKEOneok	Sale (full)$1,001 - $15,000	Oct 4, 2017	Sep 8, 2017	—	Filing for OKE on Sep 8, 2017
MPLXMplx LP	Purchase$1,001 - $15,000	Oct 4, 2017	Aug 23, 2017	▲ 293.4%+37.8 pts vs S&P	Filing for MPLX on Aug 23, 2017
NGLNGL Energy Partners LP	Sale (full)$1,001 - $15,000	Oct 4, 2017	Aug 23, 2017	▲ 163.5%−92.2 pts vs S&P	Filing for NGL on Aug 23, 2017
EPDEnterprise Products Partners L.p.	Sale (full)$1,001 - $15,000	Jul 13, 2017	Jun 26, 2017	▲ 180.1%−77.4 pts vs S&P	Filing for EPD on Jun 26, 2017
NGLNGL Energy Partners LP	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 25, 2017	▲ 85.0%−176.6 pts vs S&P	Filing for NGL on May 25, 2017
AMAntero Midstream Corp	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 24, 2017	▲ 116.3%−146.9 pts vs S&P	Filing for AM on May 24, 2017
GELGenesis Energy LP	Purchase$1,001 - $15,000	Jun 19, 2017	May 24, 2017	▼ 11.6%−274.8 pts vs S&P	Filing for GEL on May 24, 2017
MPLXMplx LP	Purchase$15,001 - $50,000	Jun 19, 2017	May 24, 2017	▲ 282.8%+19.5 pts vs S&P	Filing for MPLX on May 24, 2017
OKEOneok	Purchase$1,001 - $15,000	Jun 19, 2017	May 24, 2017	—	Filing for OKE on May 24, 2017
PAAPlains ALL American Pipeline LP	Sale (full)$15,001 - $50,000	Jun 19, 2017	May 24, 2017	▲ 88.4%−174.9 pts vs S&P	Filing for PAA on May 24, 2017
WMBWilliams Companies	Sale (full)$15,001 - $50,000	Jun 19, 2017	May 24, 2017	▲ 294.3%+31.0 pts vs S&P	Filing for WMB on May 24, 2017
ACNAccenture	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 8, 2017	▲ 145.4%−119.3 pts vs S&P	Filing for ACN on May 8, 2017
MOAltria	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 8, 2017	▲ 111.9%−152.8 pts vs S&P	Filing for MO on May 8, 2017
LMTLockheed Martin	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 8, 2017	▲ 202.5%−62.2 pts vs S&P	Filing for LMT on May 8, 2017
MCDMcDonald's	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 8, 2017	▲ 127.8%−136.8 pts vs S&P	Filing for MCD on May 8, 2017
PEPPepsiCo	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 8, 2017	▲ 63.1%−201.5 pts vs S&P	Filing for PEP on May 8, 2017
TJXTJX Companies	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 8, 2017	▲ 299.1%+34.4 pts vs S&P	Filing for TJX on May 8, 2017
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000	Jun 19, 2017	May 8, 2017	▲ 47.4%−217.3 pts vs S&P	Filing for UPS on May 8, 2017
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000	May 5, 2017	Apr 10, 2017	▲ 257.6%−13.7 pts vs S&P	Filing for ADP on Apr 10, 2017
LMTLockheed Martin	Sale (full)$1,001 - $15,000	May 5, 2017	Apr 10, 2017	▲ 206.4%−65.0 pts vs S&P	Filing for LMT on Apr 10, 2017
MAMastercard	Sale (full)$1,001 - $15,000	May 5, 2017	Apr 10, 2017	▲ 508.4%+237.0 pts vs S&P	Filing for MA on Apr 10, 2017
MCDMcDonald's	Sale (full)$1,001 - $15,000	May 5, 2017	Apr 10, 2017	▲ 152.8%−118.5 pts vs S&P	Filing for MCD on Apr 10, 2017
PEPPepsiCo	Sale (full)$1,001 - $15,000	May 5, 2017	Apr 10, 2017	▲ 64.9%−206.5 pts vs S&P	Filing for PEP on Apr 10, 2017
PMPhilip Morris International	Sale (full)$1,001 - $15,000	May 5, 2017	Apr 10, 2017	▲ 194.7%−76.6 pts vs S&P	Filing for PM on Apr 10, 2017
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000	May 5, 2017	Apr 10, 2017	▲ 49.0%−222.4 pts vs S&P	Filing for UPS on Apr 10, 2017
ACNAccenture	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 152.4%−121.4 pts vs S&P	Filing for ACN on Mar 24, 2017
MOAltria	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 104.8%−169.0 pts vs S&P	Filing for MO on Mar 24, 2017
AAPLApple Inc.	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 919.5%+645.8 pts vs S&P	Filing for AAPL on Mar 24, 2017
TAT&T	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 32.9%−240.9 pts vs S&P	Filing for T on Mar 24, 2017
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 253.3%−20.4 pts vs S&P	Filing for ADP on Mar 24, 2017
COFCapital One	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 192.6%−81.1 pts vs S&P	Filing for COF on Mar 24, 2017
CLColgate-Palmolive	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 63.1%−210.7 pts vs S&P	Filing for CL on Mar 24, 2017
EMREmerson Electric	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 256.9%−16.9 pts vs S&P	Filing for EMR on Mar 24, 2017
XOMExxonMobil	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 230.9%−42.9 pts vs S&P	Filing for XOM on Mar 24, 2017
GISGeneral Mills	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▼ 16.1%−289.8 pts vs S&P	Filing for GIS on Mar 24, 2017
INTCIntel	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 109.2%−164.5 pts vs S&P	Filing for INTC on Mar 24, 2017
IBMIBM	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 123.3%−150.4 pts vs S&P	Filing for IBM on Mar 24, 2017
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 174.4%−99.3 pts vs S&P	Filing for JNJ on Mar 24, 2017
LMTLockheed Martin	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 208.2%−65.5 pts vs S&P	Filing for LMT on Mar 24, 2017
LYBLyondellBasell	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 30.7%−243.0 pts vs S&P	Filing for LYB on Mar 24, 2017
MAMastercard	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 511.5%+237.7 pts vs S&P	Filing for MA on Mar 24, 2017
MCDMcDonald's	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 154.1%−119.6 pts vs S&P	Filing for MCD on Mar 24, 2017
PEPPepsiCo	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 64.7%−209.0 pts vs S&P	Filing for PEP on Mar 24, 2017
PMPhilip Morris International	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 198.1%−75.7 pts vs S&P	Filing for PM on Mar 24, 2017
STXSeagate Technology	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 1837.3%+1563.6 pts vs S&P	Filing for STX on Mar 24, 2017
TJXTJX Companies	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 299.4%+25.7 pts vs S&P	Filing for TJX on Mar 24, 2017
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 24, 2017	▲ 50.9%−222.8 pts vs S&P	Filing for UPS on Mar 24, 2017
TAT&T	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 13, 2017	▲ 30.7%−238.4 pts vs S&P	Filing for T on Mar 13, 2017
XOMExxonMobil	Purchase$1,001 - $15,000	Apr 5, 2017	Mar 13, 2017	▲ 230.1%−39.0 pts vs S&P	Filing for XOM on Mar 13, 2017
GISGeneral Mills	Purchase$1,001 - $15,000	Apr 5, 2017	Mar 13, 2017	▼ 18.0%−287.1 pts vs S&P	Filing for GIS on Mar 13, 2017
LMTLockheed Martin	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 13, 2017	▲ 206.2%−62.9 pts vs S&P	Filing for LMT on Mar 13, 2017
LYBLyondellBasell	Purchase$1,001 - $15,000	Apr 5, 2017	Mar 13, 2017	▲ 26.9%−242.2 pts vs S&P	Filing for LYB on Mar 13, 2017
MCDMcDonald's	Sale (full)$1,001 - $15,000	Apr 5, 2017	Mar 13, 2017	▲ 157.5%−111.6 pts vs S&P	Filing for MCD on Mar 13, 2017
TJXTJX Companies	Purchase$1,001 - $15,000	Apr 5, 2017	Mar 13, 2017	▲ 301.3%+32.2 pts vs S&P	Filing for TJX on Mar 13, 2017
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Apr 5, 2017	Mar 13, 2017	▲ 47.5%−221.7 pts vs S&P	Filing for UPS on Mar 13, 2017
NGLNGL Energy Partners LP	Purchase$1,001 - $15,000	Apr 5, 2017	Mar 2, 2017	▲ 20.5%−247.9 pts vs S&P	Filing for NGL on Mar 2, 2017
GELGenesis Energy LP	Purchase$1,001 - $15,000	Mar 8, 2017	Feb 17, 2017	▼ 17.2%−290.6 pts vs S&P	Filing for GEL on Feb 17, 2017
MMM3M	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 65.8%−217.0 pts vs S&P	Filing for MMM on Feb 3, 2017
ACNAccenture	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 162.3%−120.5 pts vs S&P	Filing for ACN on Feb 3, 2017
MOAltria	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 111.3%−171.5 pts vs S&P	Filing for MO on Feb 3, 2017
AMAntero Midstream Corp	Purchase$15,001 - $50,000	Mar 8, 2017	Feb 3, 2017	—	Filing for AM on Feb 3, 2017
AAPLApple Inc.	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 1015.6%+732.9 pts vs S&P	Filing for AAPL on Feb 3, 2017
TAT&T	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 34.3%−248.5 pts vs S&P	Filing for T on Feb 3, 2017
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 279.2%−3.6 pts vs S&P	Filing for ADP on Feb 3, 2017
COFCapital One	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 180.2%−102.6 pts vs S&P	Filing for COF on Feb 3, 2017
CLColgate-Palmolive	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 82.1%−200.7 pts vs S&P	Filing for CL on Feb 3, 2017
EMREmerson Electric	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 253.7%−29.0 pts vs S&P	Filing for EMR on Feb 3, 2017
EPDEnterprise Products Partners L.p.	Purchase$50,001 - $100,000	Mar 8, 2017	Feb 3, 2017	▲ 163.0%−119.7 pts vs S&P	Filing for EPD on Feb 3, 2017
XOMExxonMobil	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 224.7%−58.1 pts vs S&P	Filing for XOM on Feb 3, 2017
GISGeneral Mills	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▼ 20.9%−303.6 pts vs S&P	Filing for GIS on Feb 3, 2017
GELGenesis Energy LP	Purchase$15,001 - $50,000	Mar 8, 2017	Feb 3, 2017	▼ 19.0%−301.8 pts vs S&P	Filing for GEL on Feb 3, 2017
INTCIntel	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 101.4%−181.3 pts vs S&P	Filing for INTC on Feb 3, 2017
IBMIBM	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 122.5%−160.2 pts vs S&P	Filing for IBM on Feb 3, 2017
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 205.0%−77.7 pts vs S&P	Filing for JNJ on Feb 3, 2017
LMTLockheed Martin	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 226.1%−56.6 pts vs S&P	Filing for LMT on Feb 3, 2017
LYBLyondellBasell	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 22.0%−260.8 pts vs S&P	Filing for LYB on Feb 3, 2017
MAMastercard	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 542.4%+259.7 pts vs S&P	Filing for MA on Feb 3, 2017
MCDMcDonald's	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 166.5%−116.3 pts vs S&P	Filing for MCD on Feb 3, 2017
NGLNGL Energy Partners LP	Purchase$15,001 - $50,000	Mar 8, 2017	Feb 3, 2017	▲ 9.7%−273.1 pts vs S&P	Filing for NGL on Feb 3, 2017
OKEOneok	Sale (full)$50,001 - $100,000	Mar 8, 2017	Feb 3, 2017	—	Filing for OKE on Feb 3, 2017
PEPPepsiCo	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 76.9%−205.8 pts vs S&P	Filing for PEP on Feb 3, 2017
PMPhilip Morris International	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 232.6%−50.2 pts vs S&P	Filing for PM on Feb 3, 2017
PAAPlains ALL American Pipeline LP	Purchase$15,001 - $50,000	Mar 8, 2017	Feb 3, 2017	▲ 66.1%−216.6 pts vs S&P	Filing for PAA on Feb 3, 2017
STXSeagate Technology	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 1819.1%+1536.4 pts vs S&P	Filing for STX on Feb 3, 2017
TJXTJX Companies	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 316.5%+33.8 pts vs S&P	Filing for TJX on Feb 3, 2017
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000	Mar 8, 2017	Feb 3, 2017	▲ 49.4%−233.4 pts vs S&P	Filing for UPS on Feb 3, 2017
WMBWilliams Companies	Purchase$15,001 - $50,000	Mar 8, 2017	Feb 3, 2017	▲ 317.5%+34.7 pts vs S&P	Filing for WMB on Feb 3, 2017
OKEOneok	Purchase$15,001 - $50,000	Feb 13, 2017	Jan 13, 2017	—	Filing for OKE on Jan 13, 2017
WMBWilliams Companies	Sale (full)$100,001 - $250,000	Feb 13, 2017	Jan 13, 2017	▲ 322.3%+35.7 pts vs S&P	Filing for WMB on Jan 13, 2017
MMM3M	Sale (full)$1,001 - $15,000	Jan 17, 2017	Dec 21, 2016	▲ 62.6%−226.2 pts vs S&P	Filing for MMM on Dec 21, 2016
ACNAccenture	Sale (full)$1,001 - $15,000	Jan 17, 2017	Dec 21, 2016	▲ 154.7%−134.1 pts vs S&P	Filing for ACN on Dec 21, 2016

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	−0.9%	−0.7%	48%	174	−0.5% (178)
Purchases	90 days	−2.9%	−2.2%	40%	174	−1.9% (178)
Sales	30 days	0.0%	+0.2%	51%	366	−0.5% (368)
Sales	90 days	−0.7%	−0.5%	47%	366	−1.6% (368)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Report filed Jan 9, 2020 1 stock or option trade
Report filed Dec 18, 2019 0 stock or option trades
Report filed Nov 10, 2019 2 stock or option trades · AVGO, IBM
Report filed Oct 7, 2019 8 stock or option trades · AMGN, COP, GILD, PSX, LUV
Report filed Sep 13, 2019 2 stock or option trades · T, WDC
Report filed Aug 12, 2019 3 stock or option trades · COP, JAZZ, MET
Report filed Jul 12, 2019 3 stock or option trades · CVS, MPC, PBF
Report filed Jun 13, 2019 19 stock or option trades · AMGN, CVS, EXC, GILD, HCA, HPE, HUN, JLL, KSS, LYB, MPC, TAP
Report filed May 14, 2019 16 stock or option trades · AM, LNG, EPD, GEL, MPLX, PBA, PAA, LUV, TRGP, TEX, WMB
Report filed Apr 4, 2019 58 stock or option trades · MMM, ACN, ALLY, AMGN, AAPL, T, ADP, AVGO, COF, C, CFG, CL
Report filed Mar 8, 2019 1 stock or option trade
Report filed Feb 11, 2019 0 stock or option trades
Report filed Jan 10, 2019 8 stock or option trades · EPD, MPLX, PBA, TRGP
Report filed Dec 14, 2018 11 stock or option trades · AM, EPD, PAA, TRGP, WMB
Report filed Nov 14, 2018 24 stock or option trades · AM, LNG, EPD, GEL, OKE, PBA, PAA, TRGP, TRP, WMB
Report filed Oct 9, 2018 18 stock or option trades · AM, EPD, GEL, PAA, TRGP, WMB
Report filed Sep 7, 2018 13 stock or option trades · LNG, EPD, GEL, MPLX, PAA, WMB
Report filed Aug 8, 2018 7 stock or option trades · OKE, PAA, TRGP
Report filed Jul 13, 2018 11 stock or option trades · T, LNG, GIS, GEL, MPLX, TRGP, WMB
Report filed Jun 22, 2018 29 stock or option trades · MMM, AM, EPD, GEL, MPLX, OKE, PEP, PAA, TRGP, WMB
Report filed Jan 19, 2018 40 stock or option trades · MMM, ACN, MO, AAPL, T, ADP, COF, CL, EMR, XOM, GIS, GEL
Report filed Dec 7, 2017 0 stock or option trades
Report filed Nov 1, 2017 2 stock or option trades
Report filed Oct 4, 2017 18 stock or option trades · AM, EPD, GEL, OKE
Report filed Oct 4, 2017 4 stock or option trades · MPLX, NGL
Report filed Jul 13, 2017 3 stock or option trades · EPD
Report filed Jun 19, 2017 29 stock or option trades · ACN, MO, AM, GEL, LMT, MCD, MPLX, NGL, OKE, PEP, PAA, TJX
Report filed May 5, 2017 8 stock or option trades · ADP, LMT, MA, MCD, PEP, PM, UPS
Report filed Apr 5, 2017 33 stock or option trades · ACN, MO, AAPL, T, ADP, COF, CL, EMR, XOM, GIS, INTC, IBM
Report filed Mar 8, 2017 42 stock or option trades · MMM, ACN, MO, AM, AAPL, T, ADP, COF, CL, EMR, EPD, XOM
Report filed Feb 13, 2017 5 stock or option trades · OKE, WMB
Report filed Jan 17, 2017 23 stock or option trades · MMM, ACN, MO, AAPL, T, ADP, COF, CL, EMR, XOM, GIS, INTC
Report filed Dec 11, 2016 41 stock or option trades · MMM, ACN, MO, AAPL, T, ADP, COF, CL, LLY, EMR, XOM, GIS
Report filed Nov 15, 2016 55 stock or option trades · MMM, ACN, MO, AAPL, T, ADP, COF, CL, LLY, EMR, XOM, GIS
Report filed Oct 6, 2016 16 stock or option trades · AAPL, LLY, INTC, MA, OKE, PAGP, TRGP, WMB
Report filed Sep 11, 2016 2 stock or option trades · GILD, STX
Report filed Aug 2, 2016 0 stock or option trades
Report filed Aug 2, 2016 24 stock or option trades · MO, AAPL, T, ADP, CL, LLY, GIS, INTC, IBM, LMT, MCD, PEP
Report filed Jul 6, 2016 1 stock or option trade · GILD
Report filed Jun 20, 2016 12 stock or option trades · ACN, MO, T, CL, LLY, XOM, GIS, JNJ, LMT, MCD, PEP, TJX
Report filed May 30, 2016 25 stock or option trades · MMM, ACN, MO, AAPL, T, ADP, COF, CL, LLY, EMR, XOM, GIS
Report filed Apr 13, 2016 8 stock or option trades · AFL, MO, COF, LLY, IBM, LMT, PEP, STX
Report filed Mar 15, 2016 0 stock or option trades
Report filed Mar 15, 2016 18 stock or option trades · MMM, ACN, MO, T, LLY, EMR, XOM, GIS, GILD, INTC, IBM, LMT
Report filed Feb 24, 2016 13 stock or option trades · AFL, AAPL, ADP, CL, LLY, EMR, XOM, INTC, IBM, LMT, MA, STX
Report filed Jan 15, 2016 50 stock or option trades · MMM, ABBV, ACN, AFL, MO, AAPL, T, ADP, CL, LLY, EMR, GIS
Report filed Dec 10, 2015 5 stock or option trades · BLDP
Report filed Nov 16, 2015 7 stock or option trades · T, BLDP, COP, LLY, EMR, JNJ, WMB
Report filed Nov 16, 2015 0 stock or option trades
Report filed Nov 16, 2015 0 stock or option trades
Report filed Aug 4, 2015 1 stock or option trade
Report filed Aug 1, 2015 0 stock or option trades
Report filed Jul 8, 2015 0 stock or option trades
Report filed Jun 12, 2015 21 stock or option trades · LLY, JNJ, OKE, PAGP, TRGP, WMB
Report filed Apr 14, 2015 0 stock or option trades
Report filed Mar 11, 2015 0 stock or option trades
Report filed Mar 11, 2015 0 stock or option trades
Report filed Feb 10, 2015 0 stock or option trades
Report filed Jan 12, 2015 4 stock or option trades · ABBV, GIS, IBM

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress