Francis Rooney bought INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS) (PLANS)
Francis Rooney (R-FL), a U.S. Representative, has disclosed 1 trade in INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS) (PLANS) since 2018, a single purchase, worth an estimated $75K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Francis Rooney bought $50,001 - $100,000 of INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS) (PLANS) on January 31, 2018. Since that trade, PLANS is up +0.00% against the S&P 500 up +194.00%, an outperformance of -194.00%.
Data updated
Francis Rooney's PLANS trades vs the price
PLANS is up +0.00% since Francis Rooney bought on January 31, 2018, versus +194.00% for the S&P 500.
Performance since this trade
All Francis Rooney PLANS trades
Francis Rooney & PLANS trading FAQ
Is it legal for Francis Rooney to trade INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS) (PLANS) stock?
Yes. Members of Congress are allowed to trade individual stocks, including INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS) (PLANS), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Francis Rooney buy PLANS?
Francis Rooney disclosed a purchase of $50,001 - $100,000 of INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS) (PLANS) on January 31, 2018, according to public STOCK Act filings.
How has PLANS performed since Francis Rooney's trade?
Since Francis Rooney bought PLANS on January 31, 2018, the stock is up +0.00%, versus +194.00% for the S&P 500 over the same period, an outperformance of -194.00%.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional PLANS trades?
Quantellect tracks every disclosed congressional trade in INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS) (PLANS) on the INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS) congressional trading page, which aggregates filings across all members of Congress.
Francis Rooney's PLANS tradesAll congressional filings for INSTITUTIONAL SHARES - HIGH HELD MUNICIPAL FUND INSTITUTIONAL SHARES $$ HIGH HELD MUNICIPAL (PLANS)Francis Rooney's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.