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

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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

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.

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.

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

Performance of Grace K Fey

Average Return

21.06%

Average return per transaction

Outperforming Transactions

100%

2 out of 2 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(%) -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

No Data

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.

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John Hancock Investors Trust Insider Transactions

No Available Data

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.

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