Stephen West - Net Worth and Insider Trading

Stephen West Net Worth

The estimated net worth of Stephen West is at least $627,956 dollars as of 2024-11-07. Stephen West is the Trustee of Pioneer Diversified High Income Trust and owns about 30,112 shares of Pioneer Diversified High Income Trust (HNW) stock worth over $372,485. Stephen West is the Trustee of Pioneer Floating Rate Trust and owns about 18,500 shares of Pioneer Floating Rate Trust (PHD) stock worth over $180,560. Stephen West is also the Trustee of Pioneer Municipal High Income Trust and owns about 3,035 shares of Pioneer Municipal High Income Trust (MHI) stock worth over $28,043. Besides these, Stephen West also holds Pioneer High Income Trust (PHT) , Pioneer Muni High Income Advantage Tr (MAV) . Details can be seen in Stephen West's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Stephen West has not made any transactions after 2013-10-09 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Stephen West

Stephen West Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Stephen West owns 5 companies in total, including Pioneer High Income Trust (PHT) , Pioneer Municipal High Income Trust (MHI) , and Pioneer Muni High Income Advantage Tr (MAV) among others .

Click here to see the complete history of Stephen West’s form 4 insider trades.

Insider Ownership Summary of Stephen West

Ticker	Comapny	Transaction Date	Type of Owner
PHT	Pioneer High Income Trust	2011-12-12	other: Trustee
MHI	Pioneer Municipal High Income Trust	2013-03-12	other: TRUSTEE
MAV	Pioneer Muni High Income Advantage Tr	2013-03-12	other: Trustee
		2013-10-09	other: Trustee
		2013-10-08	other: Trustee

Stephen West Latest Holdings Summary

Stephen West currently owns a total of 5 stocks. Among these stocks, Stephen West owns 30,112 shares of Pioneer Diversified High Income Trust (HNW) as of October 8, 2013, with a value of $372,485 and a weighting of 59.32%. Stephen West owns 18,500 shares of Pioneer Floating Rate Trust (PHD) as of October 9, 2013, with a value of $180,560 and a weighting of 28.75%. Stephen West also owns 3,035 shares of Pioneer Municipal High Income Trust (MHI) as of March 12, 2013, with a value of $28,043 and a weighting of 4.47%. The other 2 stocks Pioneer High Income Trust (PHT) , Pioneer Muni High Income Advantage Tr (MAV) have a combined weighting of 7.46% among all his current holdings.

Latest Holdings of Stephen West

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
HNW	Pioneer Diversified High Income Trust	2013-10-08	30,112	12.37	372,485
PHD	Pioneer Floating Rate Trust	2013-10-09	18,500	9.76	180,560
MHI	Pioneer Municipal High Income Trust	2013-03-12	3,035	9.24	28,043
PHT	Pioneer High Income Trust	2011-12-12	3,100	7.79	24,147
MAV	Pioneer Muni High Income Advantage Tr	2013-03-12	2,676	8.49	22,719

Holding Weightings of Stephen West

Stephen West Form 4 Trading Tracker

According to the SEC Form 4 filings, Stephen West has made a total of 0 transactions in Pioneer Diversified High Income Trust (HNW) over the past 5 years. The most-recent trade in Pioneer Diversified High Income Trust is the acquisition of 3,460 shares on October 8, 2013, which cost Stephen West around $70,826.

According to the SEC Form 4 filings, Stephen West has made a total of 0 transactions in Pioneer Floating Rate Trust (PHD) over the past 5 years. The most-recent trade in Pioneer Floating Rate Trust is the acquisition of 6,500 shares on October 9, 2013, which cost Stephen West around $79,300.

According to the SEC Form 4 filings, Stephen West has made a total of 0 transactions in Pioneer Municipal High Income Trust (MHI) over the past 5 years. The most-recent trade in Pioneer Municipal High Income Trust is the sale of 8,000 shares on March 12, 2013, which brought Stephen West around $129,120.

More details on Stephen West's insider transactions can be found in the Insider Trading History of Stephen West table.

Insider Trading History of Stephen West

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Stephen West Trading Performance

GuruFocus tracks the stock performance after each of Stephen West's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen West is -0.64%. GuruFocus also compares Stephen West's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen West within 3 months outperforms 4 times out of 15 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Stephen West's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Stephen West

Average Return

Average return per transaction

Outperforming Transactions

12 out of 14 outperforming transactions.

Each transaction is measured over a period and compared to .

	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years
Return(%)	-2.7
Relative Return to S&P 500(%)	0.92

Stephen West Ownership Network

Ownership Network List of Stephen West

No Data

Ownership Network Relation of Stephen West

Stephen West Owned Company Details

What does Pioneer High Income Trust do?

Who are the key executives at Pioneer High Income Trust?

Stephen West is the other: Trustee of Pioneer High Income Trust. Other key executives at Pioneer High Income Trust include CHIEF COMPLIANCE OFFICER Yana Karalnik , Assistant Treasurer Michael Melnick , and Treasurer Koenig Anthony J Jr .

Pioneer High Income Trust (PHT) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Pioneer High Income Trust (PHT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Pioneer High Income Trust (PHT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Pioneer High Income Trust (PHT)'s detailed insider trading history can be found in Insider Trading Tracker table.

Pioneer High Income Trust Insider Transactions

No Available Data

What does Pioneer Municipal High Income Trust do?

Who are the key executives at Pioneer Municipal High Income Trust?

Stephen West is the other: TRUSTEE of Pioneer Municipal High Income Trust. Other key executives at Pioneer Municipal High Income Trust include 10 percent owner Saba Capital Management, L.p. , 10 percent owner Boaz Weinstein , and CHIEF COMPLIANCE OFFICER Yana Karalnik .

Pioneer Municipal High Income Trust (MHI) Insider Trades Summary

Over the past 18 months, Stephen West made no insider transaction in Pioneer Municipal High Income Trust (MHI). Other recent insider transactions involving Pioneer Municipal High Income Trust (MHI) include a net purchase of 1,249,920 shares made by Saba Capital Management, L.p. ,

In summary, during the past 3 months, insiders sold 0 shares of Pioneer Municipal High Income Trust (MHI) in total and bought 85,237 shares, with a net purchase of 85,237 shares. During the past 18 months, 0 shares of Pioneer Municipal High Income Trust (MHI) were sold and 1,249,920 shares were bought by its insiders, resulting in a net purchase of 1,249,920 shares.

Pioneer Municipal High Income Trust (MHI)'s detailed insider trading history can be found in Insider Trading Tracker table.

Pioneer Municipal High Income Trust Insider Transactions

No Available Data

What does Pioneer Muni High Income Advantage Tr do?

Who are the key executives at Pioneer Muni High Income Advantage Tr?

Stephen West is the other: Trustee of Pioneer Muni High Income Advantage Tr. Other key executives at Pioneer Muni High Income Advantage Tr include 10 percent owner Saba Capital Management, L.p. , 10 percent owner Boaz Weinstein , and CHIEF COMPLIANCE OFFICER Yana Karalnik .

Pioneer Muni High Income Advantage Tr (MAV) Insider Trades Summary

Over the past 18 months, Stephen West made no insider transaction in Pioneer Muni High Income Advantage Tr (MAV). Other recent insider transactions involving Pioneer Muni High Income Advantage Tr (MAV) include a net purchase of 904,896 shares made by Saba Capital Management, L.p. ,

In summary, during the past 3 months, insiders sold 0 shares of Pioneer Muni High Income Advantage Tr (MAV) in total and bought 244,312 shares, with a net purchase of 244,312 shares. During the past 18 months, 14,993 shares of Pioneer Muni High Income Advantage Tr (MAV) were sold and 919,889 shares were bought by its insiders, resulting in a net purchase of 904,896 shares.

Pioneer Muni High Income Advantage Tr (MAV)'s detailed insider trading history can be found in Insider Trading Tracker table.

Pioneer Muni High Income Advantage Tr Insider Transactions

No Available Data

What does Pioneer Floating Rate Trust do?

Who are the key executives at Pioneer Floating Rate Trust?

Stephen West is the other: Trustee of Pioneer Floating Rate Trust. Other key executives at Pioneer Floating Rate Trust include CHIEF COMPLIANCE OFFICER Yana Karalnik , Assistant Treasurer Michael Melnick , and Treasurer Koenig Anthony J Jr .

Pioneer Floating Rate Trust (PHD) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Pioneer Floating Rate Trust (PHD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Pioneer Floating Rate Trust (PHD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Pioneer Floating Rate Trust (PHD)'s detailed insider trading history can be found in Insider Trading Tracker table.

Pioneer Floating Rate Trust Insider Transactions

No Available Data

What does Pioneer Diversified High Income Trust do?

Who are the key executives at Pioneer Diversified High Income Trust?

Stephen West is the other: Trustee of Pioneer Diversified High Income Trust. Other key executives at Pioneer Diversified High Income Trust include CHIEF COMPLIANCE OFFICER Yana Karalnik , other: Affiliated Person Lawrence R Zeno , and Assistant Treasurer Michael Melnick .

Pioneer Diversified High Income Trust (HNW) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Pioneer Diversified High Income Trust (HNW) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Pioneer Diversified High Income Trust (HNW) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Pioneer Diversified High Income Trust (HNW)'s detailed insider trading history can be found in Insider Trading Tracker table.

Pioneer Diversified High Income Trust Insider Transactions

No Available Data

Stephen West Mailing Address

Above is the net worth, insider trading, and ownership report for Stephen West. You might contact Stephen West via mailing address: 60 State St, 19th Fl., Boston Ma 02109.

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