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 2024-05-12. 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
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 $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
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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.