Gregory A Russo - Net Worth and Insider Trading
Gregory A Russo Net Worth
The estimated net worth of Gregory A Russo is at least $147,740 dollars as of 2024-11-08. Gregory A Russo is the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 894 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $32,819. Gregory A Russo is the Trustee of the Fund of John Hancock Tax-advantaged Div Inc Fd and owns about 893 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) stock worth over $20,468. Gregory A Russo is also the Trustee of the Fund of John Hancock Premium Div Fund and owns about 1,174 shares of John Hancock Premium Div Fund (PDT) stock worth over $15,297. Besides these, Gregory A Russo also holds John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Preferred Income Fund II (HPF) , John Hancock Income Securities Trust (JHS) , John Hancock Investors Trust (JHI) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) . Details can be seen in Gregory A Russo'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 Gregory A Russo has not made any transactions after 2014-04-15 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Gregory A Russo
Gregory A Russo Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Gregory A Russo owns 10 companies in total, including John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , and John Hancock Preferred Income Fund (HPI) among others .
Click here to see the complete history of Gregory A Russo’s form 4 insider trades.
Insider Ownership Summary of Gregory A Russo
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
JHI | John Hancock Investors Trust | 2014-04-15 | other: Trustee & the Fund |
JHS | John Hancock Income Securities Trust | 2014-04-15 | other: Trustee & the Fund |
HPI | John Hancock Preferred Income Fund | 2014-04-15 | other: Trustee & the Fund |
2014-04-15 | other: Trustee & the Fund | ||
2014-04-15 | other: Trustee & the Fund | ||
2013-01-16 | other: Trustee & the Fund | ||
2013-01-16 | other: Trustee & the Fund | ||
2013-01-16 | other: Trustee & the Fund | ||
2013-01-16 | other: Trustee & the Fund | ||
2013-01-16 | other: Trustee of the Fund |
Gregory A Russo Latest Holdings Summary
Gregory A Russo currently owns a total of 10 stocks. Among these stocks, Gregory A Russo owns 894 shares of John Hancock Financial Opportunities Fund (BTO) as of January 16, 2013, with a value of $32,819 and a weighting of 22.21%. Gregory A Russo owns 893 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) as of January 16, 2013, with a value of $20,468 and a weighting of 13.85%. Gregory A Russo also owns 1,174 shares of John Hancock Premium Div Fund (PDT) as of January 16, 2013, with a value of $15,297 and a weighting of 10.35%. The other 7 stocks John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Preferred Income Fund II (HPF) , John Hancock Income Securities Trust (JHS) , John Hancock Investors Trust (JHI) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) have a combined weighting of 53.58% among all his current holdings.
Latest Holdings of Gregory A Russo
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
BTO | John Hancock Financial Opportunities Fund | 2013-01-16 | 894 | 36.71 | 32,819 |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2013-01-16 | 893 | 22.92 | 20,468 |
PDT | John Hancock Premium Div Fund | 2013-01-16 | 1,174 | 13.03 | 15,297 |
HPS | John Hancock Preferred Income Fund III | 2014-04-15 | 893 | 16.10 | 14,377 |
HPI | John Hancock Preferred Income Fund | 2014-04-15 | 775 | 17.98 | 13,935 |
HPF | John Hancock Preferred Income Fund II | 2014-04-15 | 760 | 17.78 | 13,513 |
JHS | John Hancock Income Securities Trust | 2014-04-15 | 1,058 | 11.51 | 12,178 |
JHI | John Hancock Investors Trust | 2014-04-15 | 768 | 14.16 | 10,875 |
HEQ | John Hancock Hedged Equity & Income Fund | 2013-01-16 | 811 | 10.79 | 8,751 |
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2013-01-16 | 1,108 | 4.99 | 5,529 |
Holding Weightings of Gregory A Russo
Gregory A Russo Form 4 Trading Tracker
According to the SEC Form 4 filings, Gregory A Russo has made a total of 0 transactions in John Hancock Financial Opportunities Fund (BTO) over the past 5 years. The most-recent trade in John Hancock Financial Opportunities Fund is the acquisition of 265 shares on January 16, 2013, which cost Gregory A Russo around $5,014.
According to the SEC Form 4 filings, Gregory A Russo has made a total of 0 transactions in John Hancock Tax-advantaged Div Inc Fd (HTD) over the past 5 years. The most-recent trade in John Hancock Tax-advantaged Div Inc Fd is the acquisition of 271 shares on January 16, 2013, which cost Gregory A Russo around $5,011.
According to the SEC Form 4 filings, Gregory A Russo has made a total of 0 transactions in John Hancock Premium Div Fund (PDT) over the past 5 years. The most-recent trade in John Hancock Premium Div Fund is the acquisition of 364 shares on January 16, 2013, which cost Gregory A Russo around $5,027.
More details on Gregory A Russo's insider transactions can be found in the Insider Trading History of Gregory A Russo table.Insider Trading History of Gregory A Russo
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Gregory A Russo Trading Performance
GuruFocus tracks the stock performance after each of Gregory A Russo's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Gregory A Russo is -1.83%. GuruFocus also compares Gregory A Russo's trading performance to market benchmark return within the same time period. The performance of stocks bought by Gregory A Russo within 3 months outperforms 2 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Gregory A Russo's insider trading performs compared to the benchmark.
Performance of Gregory A Russo
Gregory A Russo Ownership Network
Ownership Network List of Gregory A Russo
Ownership Network Relation of Gregory A Russo
Gregory A Russo Owned Company Details
What does John Hancock Investors Trust do?
Who are the key executives at John Hancock Investors Trust?
Gregory A Russo is the other: Trustee & the Fund of John Hancock Investors Trust. Other key executives at John Hancock Investors Trust include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .
John Hancock Investors Trust (JHI) Insider Trades Summary
Over the past 18 months, Gregory A Russo made no insider transaction in John Hancock Investors Trust (JHI). Other recent insider transactions involving John Hancock Investors Trust (JHI) include a net purchase of 1,131 shares made by Dean Garfield , and a net purchase of 925 shares made by Noni L Ellison .
In summary, during the past 3 months, insiders sold 0 shares of John Hancock Investors Trust (JHI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Investors Trust (JHI) were sold and 2,056 shares were bought by its insiders, resulting in a net purchase of 2,056 shares.
John Hancock Investors Trust (JHI)'s detailed insider trading history can be found in Insider Trading Tracker table.
John Hancock Investors Trust Insider Transactions
Gregory A Russo Mailing Address
Above is the net worth, insider trading, and ownership report for Gregory A Russo. You might contact Gregory A Russo via mailing address: C/o John Hancock, 601 Congress Street, Boston Ma 02210.