Grace K Fey - Net Worth and Insider Trading
Grace K Fey Net Worth
The estimated net worth of Grace K Fey is at least $84,673 dollars as of 2024-04-25. 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 $13,777. 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 $11,553. 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 $9,748. Besides these, Grace K Fey also holds John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund (HPI) , 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 assumption that Grace K Fey has not made any transactions after 2013-11-12 and currently still holds the listed stock(s).
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 () , John Hancock Income Securities Trust () , and John Hancock Premium Div Fund () 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 |
---|---|---|---|
John Hancock Investors Trust | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Income Securities Trust | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Premium Div Fund | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Financial Opportunities Fund | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Preferred Income Fund | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Preferred Income Fund II | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Preferred Income Fund III | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Tax-advantaged Div Inc Fd | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Hedged Equity & Income Fund | 2013-11-12 | other: Trustee of the Fund | |
John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2012-12-01 | other: Trustee of the Fund | |
Bioject Medical Technologies Inc | 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 $13,777 and a weighting of 16.27%. Grace K Fey owns 594 shares of John Hancock Tax-advantaged Div Inc Fd (HTD) as of November 12, 2013, with a value of $11,553 and a weighting of 13.64%. Grace K Fey also owns 875 shares of John Hancock Premium Div Fund (PDT) as of November 12, 2013, with a value of $9,748 and a weighting of 11.51%. The other 6 stocks John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund (HPI) , John Hancock Income Securities Trust (JHS) , John Hancock Investors Trust (JHI) , John Hancock Hedged Equity & Income Fund (HEQ) have a combined weighting of 58.57% among all his current holdings.
Latest Holdings of Grace K Fey
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
BTO | John Hancock Financial Opportunities Fund | 2013-11-12 | 497 | 27.72 | 13,777 |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2013-11-12 | 594 | 19.45 | 11,553 |
PDT | John Hancock Premium Div Fund | 2013-11-12 | 875 | 11.14 | 9,748 |
HPS | John Hancock Preferred Income Fund III | 2013-11-12 | 648 | 14.95 | 9,688 |
HPF | John Hancock Preferred Income Fund II | 2013-11-12 | 571 | 16.31 | 9,313 |
HPI | John Hancock Preferred Income Fund | 2013-11-12 | 571 | 16.02 | 9,147 |
JHS | John Hancock Income Securities Trust | 2013-11-12 | 736 | 10.92 | 8,037 |
JHI | John Hancock Investors Trust | 2013-11-12 | 556 | 13.05 | 7,256 |
HEQ | John Hancock Hedged Equity & Income Fund | 2013-11-12 | 621 | 9.91 | 6,154 |
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
Average Return
21.06%
Outperforming Transactions
100%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -5.78 | 5.06 | 17.14 | 21.06 | 11.82 | 7.96 |
Relative Return to S&P 500(%) | -6.22 | 2.14 | 9.84 | 5.75 | 4.24 | 0.98 |
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 () Insider Trades Summary
Over the past 18 months, Grace K Fey made no insider transaction in John Hancock Investors Trust (). Other recent insider transactions involving John Hancock Investors Trust () 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 () 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 () were sold and 2,056 shares were bought by its insiders, resulting in a net purchase of 2,056 shares.
John Hancock Investors Trust ()'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.