Grace K Fey - Net Worth and Insider Trading

Grace K Fey Net Worth

The estimated net worth of Grace K Fey is at least $98,203 dollars as of 2024-11-10. Grace K Fey is the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 497 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $18,439. Grace K Fey is the Trustee of the Fund of John Hancock Tax-advantaged Div Inc Fd and owns about 594 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) stock worth over $13,769. Grace K Fey is also the Trustee of the Fund of John Hancock Premium Div Fund and owns about 875 shares of John Hancock Premium Div Fund (PDT) stock worth over $11,541. Besides these, Grace K Fey 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) . Details can be seen in Grace K Fey'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 Grace K Fey has not made any transactions after 2013-11-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Grace K Fey

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Grace K Fey Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Grace K Fey owns 11 companies in total, including John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , and John Hancock Premium Div Fund (PDT) among others .

Click here to see the complete history of Grace K Fey’s form 4 insider trades.

Insider Ownership Summary of Grace K Fey

Ticker Comapny Transaction Date Type of Owner
JHI John Hancock Investors Trust 2013-11-12 other: Trustee of the Fund
JHS John Hancock Income Securities Trust 2013-11-12 other: Trustee of the Fund
PDT John Hancock Premium Div Fund 2013-11-12 other: Trustee of the Fund
LIMIT LIMIT 2013-11-12 other: Trustee of the Fund
LIMIT LIMIT 2013-11-12 other: Trustee of the Fund
LIMIT LIMIT 2013-11-12 other: Trustee of the Fund
LIMIT LIMIT 2013-11-12 other: Trustee of the Fund
LIMIT LIMIT 2013-11-12 other: Trustee of the Fund
LIMIT LIMIT 2013-11-12 other: Trustee of the Fund
LIMIT LIMIT 2012-12-01 other: Trustee of the Fund
LIMIT LIMIT 2003-06-24 director

Grace K Fey Latest Holdings Summary

Grace K Fey currently owns a total of 9 stocks. Among these stocks, Grace K Fey owns 497 shares of John Hancock Financial Opportunities Fund (BTO) as of November 12, 2013, with a value of $18,439 and a weighting of 18.78%. Grace K Fey owns 594 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) as of November 12, 2013, with a value of $13,769 and a weighting of 14.02%. Grace K Fey also owns 875 shares of John Hancock Premium Div Fund (PDT) as of November 12, 2013, with a value of $11,541 and a weighting of 11.75%. The other 6 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) have a combined weighting of 55.45% among all his current holdings.

Latest Holdings of Grace K Fey

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
BTO John Hancock Financial Opportunities Fund 2013-11-12 497 37.10 18,439
HTD John Hancock Tax-advantaged Div Inc Fd 2013-11-12 594 23.18 13,769
PDT John Hancock Premium Div Fund 2013-11-12 875 13.19 11,541
HPS John Hancock Preferred Income Fund III 2013-11-12 648 16.34 10,588
HPI John Hancock Preferred Income Fund 2013-11-12 571 18.29 10,444
HPF John Hancock Preferred Income Fund II 2013-11-12 571 18.04 10,301
JHS John Hancock Income Securities Trust 2013-11-12 736 11.53 8,486
JHI John Hancock Investors Trust 2013-11-12 556 14.26 7,929
HEQ John Hancock Hedged Equity & Income Fund 2013-11-12 621 10.80 6,707

Holding Weightings of Grace K Fey


Grace K Fey Form 4 Trading Tracker

According to the SEC Form 4 filings, Grace K Fey 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 sale of 73 shares on November 12, 2013, which brought Grace K Fey around $1,585.

According to the SEC Form 4 filings, Grace K Fey 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 43 shares on November 12, 2013, which cost Grace K Fey around $760.

According to the SEC Form 4 filings, Grace K Fey 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 125 shares on November 12, 2013, which cost Grace K Fey around $1,504.

More details on Grace K Fey's insider transactions can be found in the Insider Trading History of Grace K Fey table.

Insider Trading History of Grace K Fey

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
  • 1
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.

Grace K Fey Trading Performance

GuruFocus tracks the stock performance after each of Grace K Fey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Grace K Fey is 5.06%. GuruFocus also compares Grace K Fey's trading performance to market benchmark return within the same time period. The performance of stocks bought by Grace K Fey within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Grace K Fey'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 Grace K Fey

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
2 out of 2 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(%) -5.78 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -6.22 LIMIT LIMIT LIMIT LIMIT LIMIT

Grace K Fey Ownership Network

Ownership Network List of Grace K Fey

No Data

Ownership Network Relation of Grace K Fey

Insider Network Chart

Grace K Fey Owned Company Details

What does John Hancock Investors Trust do?

Who are the key executives at John Hancock Investors Trust?

Grace K Fey is the other: Trustee of 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, Grace K Fey 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.

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John Hancock Investors Trust Insider Transactions

No Available Data

Grace K Fey Mailing Address

Above is the net worth, insider trading, and ownership report for Grace K Fey. You might contact Grace K Fey via mailing address: 1210 Cromwell Road, Halifax Nova Scotia A5 B3h4l2.