Charles L Bardelis - Net Worth and Insider Trading
Charles L Bardelis Net Worth
The estimated net worth of Charles L Bardelis is at least $118,010 dollars as of 2024-11-10. Charles L Bardelis is the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 587 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $21,778. Charles L Bardelis is the Trustee of the Fund of John Hancock Premium Div Fund and owns about 1,058 shares of John Hancock Premium Div Fund (PDT) stock worth over $13,955. Charles L Bardelis is also the Trustee of the Fund of John Hancock Tax-advantaged Div Inc Fd and owns about 564 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) stock worth over $13,074. Besides these, Charles L Bardelis also holds John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund III (HPS) , John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , John Hancock Preferred Income Fund (HPI) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) . Details can be seen in Charles L Bardelis'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 Charles L Bardelis has not made any transactions after 2018-07-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Charles L Bardelis
Charles L Bardelis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles L Bardelis owns 10 companies in total, including John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) , John Hancock Investors Trust (JHI) , and John Hancock Income Securities Trust (JHS) among others .
Click here to see the complete history of Charles L Bardelis’s form 4 insider trades.
Insider Ownership Summary of Charles L Bardelis
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2018-07-20 | other: Trustee of the Fund |
JHI | John Hancock Investors Trust | 2014-11-11 | other: Trustee of the Fund |
JHS | John Hancock Income Securities Trust | 2013-11-18 | other: Trustee of the Fund |
2013-11-18 | other: Trustee of the Fund | ||
2013-11-15 | other: Trustee of the Fund | ||
2013-11-15 | other: Trustee of the Fund | ||
2013-11-15 | other: Trustee of the Fund | ||
2013-07-16 | other: Trustee of the Fund | ||
2013-07-10 | other: Trustee of the Fund | ||
2013-04-08 | other: Trustee of the Fund |
Charles L Bardelis Latest Holdings Summary
Charles L Bardelis currently owns a total of 10 stocks. Among these stocks, Charles L Bardelis owns 587 shares of John Hancock Financial Opportunities Fund (BTO) as of November 18, 2013, with a value of $21,778 and a weighting of 18.45%. Charles L Bardelis owns 1,058 shares of John Hancock Premium Div Fund (PDT) as of November 15, 2013, with a value of $13,955 and a weighting of 11.83%. Charles L Bardelis also owns 564 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) as of July 10, 2013, with a value of $13,074 and a weighting of 11.08%. The other 7 stocks John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund III (HPS) , John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , John Hancock Preferred Income Fund (HPI) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) have a combined weighting of 58.64% among all his current holdings.
Latest Holdings of Charles L Bardelis
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
BTO | John Hancock Financial Opportunities Fund | 2013-11-18 | 587 | 37.10 | 21,778 |
PDT | John Hancock Premium Div Fund | 2013-11-15 | 1,058 | 13.19 | 13,955 |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2013-07-10 | 564 | 23.18 | 13,074 |
HPF | John Hancock Preferred Income Fund II | 2013-11-15 | 717 | 18.04 | 12,935 |
HPS | John Hancock Preferred Income Fund III | 2013-11-15 | 754 | 16.34 | 12,320 |
JHI | John Hancock Investors Trust | 2014-11-11 | 700 | 14.26 | 9,982 |
JHS | John Hancock Income Securities Trust | 2013-11-18 | 850 | 11.53 | 9,801 |
HPI | John Hancock Preferred Income Fund | 2013-07-16 | 518 | 18.29 | 9,474 |
HEQ | John Hancock Hedged Equity & Income Fund | 2013-04-08 | 714 | 10.80 | 7,711 |
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2018-07-20 | 1,399 | 4.99 | 6,981 |
Holding Weightings of Charles L Bardelis
Charles L Bardelis Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles L Bardelis 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 300 shares on November 18, 2013, which cost Charles L Bardelis around $6,654.
According to the SEC Form 4 filings, Charles L Bardelis 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 300 shares on November 15, 2013, which cost Charles L Bardelis around $3,645.
According to the SEC Form 4 filings, Charles L Bardelis 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 300 shares on July 10, 2013, which cost Charles L Bardelis around $5,535.
More details on Charles L Bardelis's insider transactions can be found in the Insider Trading History of Charles L Bardelis table.Insider Trading History of Charles L Bardelis
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Charles L Bardelis Trading Performance
GuruFocus tracks the stock performance after each of Charles L Bardelis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles L Bardelis is -0.89%. GuruFocus also compares Charles L Bardelis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles L Bardelis within 3 months outperforms 3 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles L Bardelis's insider trading performs compared to the benchmark.
Performance of Charles L Bardelis
Charles L Bardelis Ownership Network
Ownership Network List of Charles L Bardelis
Ownership Network Relation of Charles L Bardelis
Charles L Bardelis Owned Company Details
What does John Hancock Tax-Advantaged Global Shareholder Yield Fund do?
Who are the key executives at John Hancock Tax-Advantaged Global Shareholder Yield Fund?
Charles L Bardelis is the other: Trustee of the Fund of John Hancock Tax-Advantaged Global Shareholder Yield Fund. Other key executives at John Hancock Tax-Advantaged Global Shareholder Yield Fund include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Vice President & Investments York Lo .
John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY)'s detailed insider trading history can be found in Insider Trading Tracker table.
John Hancock Tax-Advantaged Global Shareholder Yield Fund Insider Transactions
Charles L Bardelis Mailing Address
Above is the net worth, insider trading, and ownership report for Charles L Bardelis. You might contact Charles L Bardelis via mailing address: C/o John Hancock, 601 Congress Street, Boston Ma 02210.