Charles L Bardelis's Net Worth

$23.1 Thousand

Estimate Recalculated Feb 7, 2024 04:04PM EST

Who is Charles L Bardelis?

Charles L Bardelis does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include JOHN HANCOCK PREMIUM DIVIDEND FUND, JOHN HANCOCK PREFERRED INCOME FUND III, JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND, JOHN HANCOCK PREFERRED INCOME FUND, JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND, JOHN HANCOCK PREFERRED INCOME FUND II, John Hancock Hedged Equity & Income Fund, JOHN HANCOCK INCOME SECURITIES TRUST, JOHN HANCOCK INVESTORS TRUST, and John Hancock Tax-Advantaged Global Shareholder Yield Fund.

SEC CIK

Charles L Bardelis's CIK is 0001564300

Past Insider Trading and Trends

2013 was Charles L Bardelis's most active year for acquiring shares with 14 total transactions. Charles L Bardelis's most active month to acquire stocks was the month of June. 2012 saw Charles L Bardelis paying a total of $14,171.25 for 975 shares, this is the most they've acquired in one year.

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JOHN HANCOCK PREMIUM DIVIDEND FUND (PDT) Snapshot price: $10.9485

Investor

Charles L Bardelis owns 1,058 units of Common shares of beneficial interest which is worth $11,583.51. In the year 2012 Charles L Bardelis acquired a total of 700 shares in JOHN HANCOCK PREMIUM DIVIDEND FUND at a cost of $8,817.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+39.58%
300
$12.15
$3,645.00
1.06K
Nov 15
Form 4
+111.73%
400
$12.93
$5,172.00
758
Jul 10
Form 3
—
0
—
—
0
No matching records found

JOHN HANCOCK PREFERRED INCOME FUND III (HPS) Snapshot price: $14.87

Investor

Charles L Bardelis owns 754 units of Common shares of beneficial interest which is worth $11,211.98. In the year 2012 Charles L Bardelis acquired a total of 500 shares in JOHN HANCOCK PREFERRED INCOME FUND III at a cost of $8,546.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+36.10%
200
$16.03
$3,206.00
754
Nov 15
Form 4
+118.11%
300
$17.80
$5,340.00
554
Jul 10
Form 3
—
0
—
—
0
No matching records found

JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND (BTO) Snapshot price: $28.3167

Investor

Charles L Bardelis owns 587 units of common shares of beneficial interest which is worth $16,621.90. In the year 2012 Charles L Bardelis acquired a total of 300 shares in JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND at a cost of $6,654.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+104.53%
300
$22.18
$6,654.00
587
Nov 18
Form 3
—
0
—
—
0
No matching records found

JOHN HANCOCK PREFERRED INCOME FUND (HPI) Snapshot price: $16.114

Investor

Charles L Bardelis owns 518 units of Common shares of beneficial interest which is worth $8,347.05. In the year 2012 Charles L Bardelis acquired a total of 300 shares in JOHN HANCOCK PREFERRED INCOME FUND at a cost of $6,009.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+137.61%
300
$20.03
$6,009.00
518
Jul 16
Form 3
—
0
—
—
0
No matching records found

JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND (HTD) Snapshot price: $18.97

Investor

Charles L Bardelis owns 564 units of Common shares of beneficial interest which is worth $10,699.08. In the year 2012 Charles L Bardelis acquired a total of 300 shares in JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND at a cost of $5,535.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+113.64%
300
$18.45
$5,535.00
564
Jul 10
Form 3
—
0
—
—
0
No matching records found