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.
Transaction Summary of Grace K Fey
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 |
2013-11-12 | other: Trustee of the Fund | ||
2013-11-12 | other: Trustee of the Fund | ||
2013-11-12 | other: Trustee of the Fund | ||
2013-11-12 | other: Trustee of the Fund | ||
2013-11-12 | other: Trustee of the Fund | ||
2013-11-12 | other: Trustee of the Fund | ||
2012-12-01 | other: Trustee of the Fund | ||
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
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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.
Performance of Grace K Fey
Grace K Fey Ownership Network
Ownership Network List of Grace K Fey
Ownership Network Relation of Grace K Fey
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.
John Hancock Investors Trust Insider Transactions
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.