Charles L. Bardelis files SEC Form 4 disclosures for JOHN HANCOCK INCOME SECURITIES TRUST. They have made 17 open-market trades across 10 companies since 2012, most recently 2018-07-20.
CIK 0001564300
17 open-market purchases totalling $80K since 2012, never a sale. Across 15 scored buys the stock is down 0.2% at ninety days, and 0.5 points behind the S&P over the same stretch.
15 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 20% | 33% | 33% |
| Avg Move | -0.9% | -0.2% | -0.2% |
| Alpha | -229.9% | -0.5% | -0.5% |
| Scored | 15 | 15 | 15 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| HTY | BUY | 2018-07-20 | 2018-07-31 | $8.59 | $3K | N/A | N/A | N/A |
| JHI | BUY | 2014-11-11 | 2014-11-12 | $18.77 | $4K | -0.8% | -0.7% | -0.7% |
| BTO | BUY | 2013-11-18 | 2013-11-18 | $22.18 | $7K | -1.9% | +0.2% | +0.2% |
| JHS | BUY | 2013-11-18 | 2013-11-18 | $14.05 | $3K | -0.8% | +0.4% | +0.4% |
| PDT | BUY | 2013-11-15 | 2013-11-18 | $12.15 | $4K | +0.6% | -0.5% | -0.5% |
| HPF | BUY | 2013-11-15 | 2013-11-18 | $18.25 | $4K | -1.5% | -0.9% | -0.9% |
| HPS | BUY | 2013-11-15 | 2013-11-18 | $16.03 | $3K | -1.2% | -0.9% | -0.9% |
| HPF | BUY | 2013-07-16 | 2013-11-08 | $20.06 | $6K | -1.5% | -0.9% | -0.9% |
| HPI | BUY | 2013-07-16 | 2013-11-08 | $20.03 | $6K | -0.3% | -0.2% | -0.2% |
| HPS | BUY | 2013-07-10 | 2013-11-08 | $17.80 | $5K | -1.2% | -0.9% | -0.9% |
| HTD | BUY | 2013-07-10 | 2013-11-08 | $18.45 | $6K | +0.7% | -0.1% | -0.1% |
| JHS | BUY | 2013-07-10 | 2013-11-08 | $14.57 | $5K | -0.8% | +0.4% | +0.4% |
| PDT | BUY | 2013-07-10 | 2013-11-08 | $12.93 | $5K | +0.6% | -0.5% | -0.5% |
| HEQ | BUY | 2013-04-08 | 2013-04-09 | $16.40 | $2K | -2.4% | +1.3% | +1.3% |
| HEQ | BUY | 2013-04-05 | 2013-04-08 | $16.40 | $5K | -2.4% | +1.3% | +1.3% |
| JHI | BUY | 2012-12-27 | 2012-12-28 | $21.75 | $6K | -0.8% | -0.7% | -0.7% |
| HTY | BUY | 2012-12-27 | 2012-12-28 | $11.70 | $8K | N/A | N/A | N/A |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| 714 |
| $8K |
| HPI | 518 | $7K |
| HTY | 1,399 | — |
| Total | $97K |
Shares reported on the most recent Form 4, priced at the 2018-07-31 close. 1 holding could not be priced and is excluded from the total.