Estimate Recalculated Jun 27, 2025 09:07PM EST
James M Oates has an estimated net worth of $10.6 Million. This is based on reported shares across multiple companies, which include DCA Total Return Fund, JOHN HANCOCK PREMIUM DIVIDEND FUND, JOHN HANCOCK PREFERRED INCOME FUND III, JOHN HANCOCK BANK & THRIFT OPPORTUNITY FUND, JOHN HANCOCK PREFERRED INCOME FUND, VIRTUS GLOBAL DIVIDEND & INCOME FUND INC., JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND, JOHN HANCOCK PREFERRED INCOME FUND II, Duff & Phelps Select Energy MLP Fund Inc., John Hancock Hedged Equity & Income Fund, Virtus Global Multi-Sector Income Fund, JOHN HANCOCK INCOME SECURITIES TRUST, JOHN HANCOCK INVESTORS TRUST, STIFEL FINANCIAL CORP, John Hancock Tax-Advantaged Global Shareholder Yield Fund, Virtus Total Return Fund Inc., and INVESTORS FINANCIAL SERVICES CORP.
James M Oates's CIK is 0001180238
2008 was James M Oates's most active year for acquiring shares with 28 total transactions. James M Oates's most active month to acquire stocks was the month of December. 2008 was James M Oates's most active year for disposing of shares, totalling 27 transactions. James M Oates's most active month to dispose stocks was the month of December. 2006 saw James M Oates paying a total of $339,582.21 for 29,759 shares, this is the most they've acquired in one year. In 2009 James M Oates cashed out on 46,172 shares for a total of $1,402,400.00, their largest year based on trade value.
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