Stephen West - Net Worth and Insider Trading
Stephen West Net Worth
The estimated net worth of Stephen West is at least $629,347 dollars as of 2024-09-22. 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 $368,571. 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 $182,965. 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 $29,166. 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 $368,571 and a weighting of 58.56%. Stephen West owns 18,500 shares of Pioneer Floating Rate Trust (PHD) as of October 9, 2013, with a value of $182,965 and a weighting of 29.07%. Stephen West also owns 3,035 shares of Pioneer Municipal High Income Trust (MHI) as of March 12, 2013, with a value of $29,166 and a weighting of 4.63%. The other 2 stocks Pioneer High Income Trust (PHT) , Pioneer Muni High Income Advantage Tr (MAV) have a combined weighting of 7.73% among all his current holdings.
Latest Holdings of Stephen West
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HNW | Pioneer Diversified High Income Trust | 2013-10-08 | 30,112 | 12.24 | 368,571 |
| PHD | Pioneer Floating Rate Trust | 2013-10-09 | 18,500 | 9.89 | 182,965 |
| MHI | Pioneer Municipal High Income Trust | 2013-03-12 | 3,035 | 9.61 | 29,166 |
| PHT | Pioneer High Income Trust | 2011-12-12 | 3,100 | 7.94 | 24,614 |
| MAV | Pioneer Muni High Income Advantage Tr | 2013-03-12 | 2,676 | 8.98 | 24,030 |
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
- 1
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.
Performance of Stephen West
Average Return
Outperforming Transactions
| 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
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
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.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
