Charles L Bardelis - Net Worth and Insider Trading

Charles L Bardelis Net Worth

The estimated net worth of Charles L Bardelis is at least $106,918 dollars as of 2024-05-11. 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 $16,829. Charles L Bardelis is the Trustee of the Fund of John Hancock Preferred Income Fund II and owns about 717 shares of John Hancock Preferred Income Fund II (HPF) stock worth over $12,304. Charles L Bardelis is also 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 $12,262. Besides these, Charles L Bardelis also holds John Hancock Preferred Income Fund III (HPS) , John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Income Securities Trust (JHS) , John Hancock Investors Trust (JHI) , 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 assumption that Charles L Bardelis has not made any transactions after 2018-07-20 and currently still holds the listed stock(s).

Transaction Summary of Charles L Bardelis

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Charles L Bardelis Insider Ownership Reports

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 $16,829 and a weighting of 15.74%. Charles L Bardelis owns 717 shares of John Hancock Preferred Income Fund II (HPF) as of November 15, 2013, with a value of $12,304 and a weighting of 11.51%. Charles L Bardelis also owns 1,058 shares of John Hancock Premium Div Fund (PDT) as of November 15, 2013, with a value of $12,262 and a weighting of 11.47%. The other 7 stocks John Hancock Preferred Income Fund III (HPS) , John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Income Securities Trust (JHS) , John Hancock Investors Trust (JHI) , 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 61.28% 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 28.67 16,829
HPF John Hancock Preferred Income Fund II 2013-11-15 717 17.16 12,304
PDT John Hancock Premium Div Fund 2013-11-15 1,058 11.59 12,262
HPS John Hancock Preferred Income Fund III 2013-11-15 754 15.36 11,581
HTD John Hancock Tax-advantaged Div Inc Fd 2013-07-10 564 20.47 11,545
JHS John Hancock Income Securities Trust 2013-11-18 850 11.50 9,775
JHI John Hancock Investors Trust 2014-11-11 700 13.67 9,569
HPI John Hancock Preferred Income Fund 2013-07-16 518 16.69 8,645
HEQ John Hancock Hedged Equity & Income Fund 2013-04-08 714 10.40 7,426
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 Preferred Income Fund II (HPF) over the past 5 years. The most-recent trade in John Hancock Preferred Income Fund II is the acquisition of 200 shares on November 15, 2013, which cost Charles L Bardelis around $3,650.

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.

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

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.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Charles L Bardelis

Average Return

Average return per transaction

Outperforming Transactions

7 out of 8 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(%) -0.87
Relative Return to S&P 500(%) -2.12

Charles L Bardelis Ownership Network

Ownership Network List of Charles L Bardelis

No Data

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.

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John Hancock Tax-Advantaged Global Shareholder Yield Fund Insider Transactions

No Available Data

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.

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