Hugh Mchaffie - Net Worth and Insider Trading

Hugh Mchaffie Net Worth

The estimated net worth of Hugh Mchaffie is at least $109,417 dollars as of 2024-11-08. Hugh Mchaffie is the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 700 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $25,697. Hugh Mchaffie is the Trustee of the Fund of John Hancock Tax-advantaged Div Inc Fd and owns about 800 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) stock worth over $18,336. Hugh Mchaffie is also the Trustee of the Fund of John Hancock Premium Div Fund and owns about 1,000 shares of John Hancock Premium Div Fund (PDT) stock worth over $13,030. Besides these, Hugh Mchaffie 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 Tax-Advantaged Global Shareholder Yield Fund (HTY) . Details can be seen in Hugh Mchaffie'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 Hugh Mchaffie has not made any transactions after 2010-11-04 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 Hugh Mchaffie

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Hugh Mchaffie Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Hugh Mchaffie owns 10 companies in total, including John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Premium Div Fund (PDT) , and John Hancock Preferred Income Fund (HPI) among others .

Click here to see the complete history of Hugh Mchaffie’s form 4 insider trades.

Insider Ownership Summary of Hugh Mchaffie

Ticker Comapny Transaction Date Type of Owner
HEQ John Hancock Hedged Equity & Income Fund 2011-05-24 other: Trustee of the Fund
PDT John Hancock Premium Div Fund 2010-11-04 other: Director of the Adviser
HPI John Hancock Preferred Income Fund 2010-11-04 other: Director of the Adviser
LIMIT LIMIT 2010-11-04 other: Director of the Adviser
LIMIT LIMIT 2010-11-04 other: Director of the Adviser
LIMIT LIMIT 2010-11-04 other: Director of the Adviser
LIMIT LIMIT 2010-11-04 other: Director of the Adviser
LIMIT LIMIT 2010-11-03 other: Director of the Adviser
LIMIT LIMIT 2010-11-03 other: Director of the Adviser
LIMIT LIMIT 2010-11-03 other: Director of the Adviser

Hugh Mchaffie Latest Holdings Summary

Hugh Mchaffie currently owns a total of 9 stocks. Among these stocks, Hugh Mchaffie owns 700 shares of John Hancock Financial Opportunities Fund (BTO) as of November 3, 2010, with a value of $25,697 and a weighting of 23.49%. Hugh Mchaffie owns 800 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) as of November 4, 2010, with a value of $18,336 and a weighting of 16.76%. Hugh Mchaffie also owns 1,000 shares of John Hancock Premium Div Fund (PDT) as of November 4, 2010, with a value of $13,030 and a weighting of 11.91%. 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 Tax-Advantaged Global Shareholder Yield Fund (HTY) have a combined weighting of 47.85% among all his current holdings.

Latest Holdings of Hugh Mchaffie

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
BTO John Hancock Financial Opportunities Fund 2010-11-03 700 36.71 25,697
HTD John Hancock Tax-advantaged Div Inc Fd 2010-11-04 800 22.92 18,336
PDT John Hancock Premium Div Fund 2010-11-04 1,000 13.03 13,030
HPS John Hancock Preferred Income Fund III 2010-11-04 700 16.10 11,270
HPI John Hancock Preferred Income Fund 2010-11-04 600 17.98 10,788
HPF John Hancock Preferred Income Fund II 2010-11-04 600 17.78 10,668
JHS John Hancock Income Securities Trust 2010-11-03 700 11.51 8,057
JHI John Hancock Investors Trust 2010-11-03 500 14.16 7,080
HTY John Hancock Tax-Advantaged Global Shareholder Yield Fund 2010-11-04 900 4.99 4,491

Holding Weightings of Hugh Mchaffie


Hugh Mchaffie Form 4 Trading Tracker

According to the SEC Form 4 filings, Hugh Mchaffie 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 700 shares on November 3, 2010, which cost Hugh Mchaffie around $10,507.

According to the SEC Form 4 filings, Hugh Mchaffie 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 800 shares on November 4, 2010, which cost Hugh Mchaffie around $12,608.

According to the SEC Form 4 filings, Hugh Mchaffie 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 1,000 shares on November 4, 2010, which cost Hugh Mchaffie around $11,630.

More details on Hugh Mchaffie's insider transactions can be found in the Insider Trading History of Hugh Mchaffie table.

Insider Trading History of Hugh Mchaffie

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.

Hugh Mchaffie Trading Performance

GuruFocus tracks the stock performance after each of Hugh Mchaffie's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Hugh Mchaffie is 4.26%. GuruFocus also compares Hugh Mchaffie's trading performance to market benchmark return within the same time period. The performance of stocks bought by Hugh Mchaffie within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Hugh Mchaffie'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 Hugh Mchaffie

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
2 out of 3 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(%) 1.19 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.24 LIMIT LIMIT LIMIT LIMIT LIMIT

Hugh Mchaffie Ownership Network

Ownership Network List of Hugh Mchaffie

No Data

Ownership Network Relation of Hugh Mchaffie

Insider Network Chart

Hugh Mchaffie Owned Company Details

What does John Hancock Hedged Equity & Income Fund do?

Who are the key executives at John Hancock Hedged Equity & Income Fund?

Hugh Mchaffie is the other: Trustee of the Fund of John Hancock Hedged Equity & Income Fund. Other key executives at John Hancock Hedged Equity & Income Fund include Director of the Adviser Andy Mcfetridge , President & CEO of the Adviser Kristie Feinberg , and Officer of Investment Adviser Lucinda M. Marrs .

John Hancock Hedged Equity & Income Fund (HEQ) Insider Trades Summary

Over the past 18 months, Hugh Mchaffie made no insider transaction in John Hancock Hedged Equity & Income Fund (HEQ). Other recent insider transactions involving John Hancock Hedged Equity & Income Fund (HEQ) include a net purchase of 1,381 shares made by Dean Garfield , and a net purchase of 1,153 shares made by Noni L Ellison .

In summary, during the past 3 months, insiders sold 0 shares of John Hancock Hedged Equity & Income Fund (HEQ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of John Hancock Hedged Equity & Income Fund (HEQ) were sold and 2,534 shares were bought by its insiders, resulting in a net purchase of 2,534 shares.

John Hancock Hedged Equity & Income Fund (HEQ)'s detailed insider trading history can be found in Insider Trading Tracker table.

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John Hancock Hedged Equity & Income Fund Insider Transactions

No Available Data

Hugh Mchaffie Mailing Address

Above is the net worth, insider trading, and ownership report for Hugh Mchaffie. You might contact Hugh Mchaffie via mailing address: C/o John Hancock, 601 Congress Street, Boston Ma 02210.