Frances G Rathke - Net Worth and Insider Trading
Frances G Rathke Net Worth
The estimated net worth of Frances G Rathke is at least $220,971 dollars as of 2024-04-19. Frances G Rathke is the CFO of Keurig Green Mountain Inc and owns about 1,477 shares of Keurig Green Mountain Inc (GMCR) stock worth over $135,397. Frances G Rathke is the Trustee of the Fund of John Hancock Financial Opportunities Fund and owns about 367 shares of John Hancock Financial Opportunities Fund (BTO) stock worth over $9,947. Frances G Rathke is also the Trustee of the Fund of John Hancock Tax-Advantaged Global Shareholder Yield Fund and owns about 1,852 shares of John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) stock worth over $9,241. Besides these, Frances G Rathke also holds John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Investors Trust (JHI) , John Hancock Premium Div Fund (PDT) , John Hancock Income Securities Trust (JHS) . Details can be seen in Frances G Rathke's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Frances G Rathke has not made any transactions after 2020-11-17 and currently still holds the listed stock(s).
Transaction Summary of Frances G Rathke
Frances G Rathke Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Frances G Rathke owns 12 companies in total, including John Hancock Investors Trust (JHI) , John Hancock Income Securities Trust (JHS) , and John Hancock Premium Div Fund (PDT) among others .
Click here to see the complete history of Frances G Rathke’s form 4 insider trades.
Insider Ownership Summary of Frances G Rathke
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
JHI | John Hancock Investors Trust | 2020-11-17 | other: Trustee of the Fund |
JHS | John Hancock Income Securities Trust | 2020-11-17 | other: Trustee of the Fund |
PDT | John Hancock Premium Div Fund | 2020-11-17 | other: Trustee of the Fund |
BTO | John Hancock Financial Opportunities Fund | 2020-11-17 | other: Trustee of the Fund |
HPI | John Hancock Preferred Income Fund | 2020-11-17 | other: Trustee of the Fund |
HPF | John Hancock Preferred Income Fund II | 2020-11-17 | other: Trustee of the Fund |
HPS | John Hancock Preferred Income Fund III | 2020-11-17 | other: Trustee of the Fund |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2020-11-17 | other: Trustee of the Fund |
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2020-11-17 | other: Trustee of the Fund |
HEQ | John Hancock Hedged Equity & Income Fund | 2020-11-17 | other: Trustee of the Fund |
PLNT | Planet Fitness Inc | 2016-08-04 | director |
GMCR | Keurig Green Mountain Inc | 2015-03-22 | Chief Financial Officer |
Frances G Rathke Latest Holdings Summary
Frances G Rathke currently owns a total of 11 stocks. Among these stocks, Frances G Rathke owns 1,477 shares of Keurig Green Mountain Inc (GMCR) as of March 7, 2013, with a value of $135,397 and a weighting of 61.27%. Frances G Rathke owns 367 shares of John Hancock Financial Opportunities Fund (BTO) as of November 17, 2020, with a value of $9,947 and a weighting of 4.5%. Frances G Rathke also owns 1,852 shares of John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) as of November 17, 2020, with a value of $9,241 and a weighting of 4.18%. The other 8 stocks John Hancock Tax-advantaged Div Inc Fd (HTD) , John Hancock Hedged Equity & Income Fund (HEQ) , John Hancock Preferred Income Fund II (HPF) , John Hancock Preferred Income Fund III (HPS) , John Hancock Preferred Income Fund (HPI) , John Hancock Investors Trust (JHI) , John Hancock Premium Div Fund (PDT) , John Hancock Income Securities Trust (JHS) have a combined weighting of 30.04% among all his current holdings.
Latest Holdings of Frances G Rathke
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
GMCR | Keurig Green Mountain Inc | 2013-03-07 | 1,477 | 91.67 | 135,397 |
BTO | John Hancock Financial Opportunities Fund | 2020-11-17 | 367 | 27.10 | 9,947 |
HTY | John Hancock Tax-Advantaged Global Shareholder Yield Fund | 2020-11-17 | 1,852 | 4.99 | 9,241 |
HTD | John Hancock Tax-advantaged Div Inc Fd | 2020-11-17 | 475 | 19.03 | 9,039 |
HEQ | John Hancock Hedged Equity & Income Fund | 2020-11-17 | 910 | 9.69 | 8,815 |
HPF | John Hancock Preferred Income Fund II | 2020-11-17 | 544 | 16.20 | 8,813 |
HPS | John Hancock Preferred Income Fund III | 2020-11-17 | 596 | 14.76 | 8,797 |
HPI | John Hancock Preferred Income Fund | 2020-11-17 | 525 | 15.64 | 8,211 |
JHI | John Hancock Investors Trust | 2020-11-17 | 607 | 13.07 | 7,930 |
PDT | John Hancock Premium Div Fund | 2020-11-17 | 715 | 10.94 | 7,822 |
JHS | John Hancock Income Securities Trust | 2020-11-17 | 634 | 10.98 | 6,958 |
Holding Weightings of Frances G Rathke
Frances G Rathke Form 4 Trading Tracker
According to the SEC Form 4 filings, Frances G Rathke has made a total of 0 transactions in Keurig Green Mountain Inc (GMCR) over the past 5 years. The most-recent trade in Keurig Green Mountain Inc is the sale of 20,000 shares on March 7, 2013, which brought Frances G Rathke around $1,000,000.
According to the SEC Form 4 filings, Frances G Rathke has made a total of 1 transactions in John Hancock Financial Opportunities Fund (BTO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in John Hancock Financial Opportunities Fund is the acquisition of 367 shares on November 17, 2020, which cost Frances G Rathke around $10,008.
According to the SEC Form 4 filings, Frances G Rathke has made a total of 1 transactions in John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in John Hancock Tax-Advantaged Global Shareholder Yield Fund is the acquisition of 1,852 shares on November 17, 2020, which cost Frances G Rathke around $10,001.
More details on Frances G Rathke's insider transactions can be found in the Insider Trading History of Frances G Rathke table.Insider Trading History of Frances G Rathke
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Frances G Rathke Trading Performance
GuruFocus tracks the stock performance after each of Frances G Rathke's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Frances G Rathke is 6.03%. GuruFocus also compares Frances G Rathke's trading performance to market benchmark return within the same time period. The performance of stocks bought by Frances G Rathke within 3 months outperforms 3 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Frances G Rathke's insider trading performs compared to the benchmark.
Performance of Frances G Rathke
Average Return
20.18%
Outperforming Transactions
90%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 3.56 | 6.03 | 15.34 | 20.18 | -3.43 | -7.05 |
Relative Return to S&P 500(%) | 0.43 | -2.89 | 0 | -9.72 | -7.99 | -14.79 |
Frances G Rathke Ownership Network
Ownership Network List of Frances G Rathke
Ownership Network Relation of Frances G Rathke
Frances G Rathke Owned Company Details
What does John Hancock Investors Trust do?
Who are the key executives at John Hancock Investors Trust?
Frances G Rathke 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 (JHI) Insider Trades Summary
Over the past 18 months, Frances G Rathke made no insider transaction in John Hancock Investors Trust (JHI). Other recent insider transactions involving John Hancock Investors Trust (JHI) 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 (JHI) 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 (JHI) were sold and 2,056 shares were bought by its insiders, resulting in a net purchase of 2,056 shares.
John Hancock Investors Trust (JHI)'s detailed insider trading history can be found in Insider Trading Tracker table.
John Hancock Investors Trust Insider Transactions
Frances G Rathke Mailing Address
Above is the net worth, insider trading, and ownership report for Frances G Rathke. You might contact Frances G Rathke via mailing address: C/o Green Mountain Coffee Roasters, Inc., 33 Coffee Lane, Waterbury Vt 05676.