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Insider Information:   Oates James M
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   15    
Direct Shares   26,155    

Indirect Shares

   0      
Direct Value   $533,658    

Indirect Value

   $0      
Total Shares   26,155      
Total Value   $533,658      


Stifel Financial Corp $405,026 Virtus Total Return Fund $0 Hancock John Patriot Premium Dividend Fund II $12,696 John Hancock Preferred Income Fund II $12,178 John Hancock Preferred Income Fund III $12,883 Hancock John Investors Trust $9,531 Hancock John Income Securities Trust $10,421 John Hancock Tax-Advantaged Global Shareholder Yield Fund $4,314 John Hancock Tax-Advantaged Dividend Income Fund $12,540 John Hancock Preferred Income Fund $12,134 Hancock John Bank & Thrift Opportunity Fund $18,088 John Hancock Hedged Equity & Income Fund $7,647 Virtus Global Dividend & Income Fund Inc $16,200 Stifel Financial Corp $405,026 Virtus Total Return Fund $0 Hancock John Patriot Premium Dividend Fund II $12,696 John Hancock Preferred Income Fund II $12,178 John Hancock Preferred Income Fund III $12,883 Hancock John Investors Trust $9,531 Hancock John Income Securities Trust $10,421 John Hancock Tax-Advantaged Global Shareholder Yield Fund $4,314 John Hancock Tax-Advantaged Dividend Income Fund $12,540 John Hancock Preferred Income Fund $12,134 Hancock John Bank & Thrift Opportunity Fund $18,088 John Hancock Hedged Equity & Income Fund $7,647 Virtus Global Dividend & Income Fund Inc $16,200
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    3    

     Stock price went up :
    0   
    2    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   2.0   
     Percentage Gain/Loss :
     0.0%
 34.2%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Stifel Financial Corp SF Director 2021-06-02 4,996 2016-12-30 0    Premium*  
            Virtus Total Return Fund DCA Director 2013-05-13 10,249 2012-01-26 0    Premium*  
            Hancock John Patriot Premium Div... PDT Trustee of the Fund 2014-02-10 1,104 0    Premium*  
            John Hancock Preferred Income Fu... HPF Trustee of the Fund 2014-02-10 731 0    Premium*  
            John Hancock Preferred Income Fu... HPS Trustee of the Fund 2014-02-10 842 0    Premium*  
            Hancock John Investors Trust JHI Trustee of the Fund 2014-02-10 706 0    Premium*  
            Hancock John Income Securities T... JHS Trustee of the Fund 2014-02-10 923 0    Premium*  
            John Hancock Tax-Advantaged Glob... HTY 2012-12-01 868 0    Premium*  
            John Hancock Tax-Advantaged Divi... HTD 2012-12-01 622 0    Premium*  
            John Hancock Preferred Income Fund HPI Trustee of the Fund 2014-02-10 739 0    Premium*  
            Hancock John Bank & Thrift Oppor... BTO 2012-12-01 646 0    Premium*  
            John Hancock Hedged Equity & Inc... HEQ 2012-12-01 729 0    Premium*  
            Virtus Global Multi-Sector Incom... VGI Director 2017-07-17 0 0    Premium*  
            Virtus Global Dividend & Income ... ZTR Director 2017-01-11 3,000 2017-01-11 0    Premium*  
            Virtus Total Return Fund Inc ZF Director 2017-07-17 0 2017-07-17 0    Premium*  
* Premium Members only  

Records found :    81         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
SF Stifel Financial Corp Director   –       •      –    2011-05-18 4 S $40.10 $401,000 D/D (10,000) 65,450 0 -
SF Stifel Financial Corp Director   –       •      –    2010-03-17 4 S $54.97 $549,700 D/D (10,000) 67,678 0 -
SF Stifel Financial Corp Director   –       •      –    2010-01-20 4 OE $0.00 $0 D/D 4,603 67,679 0 -
SF Stifel Financial Corp Director   –       •      –    2010-02-08 4 OE $13.48 $11,694 D/D 600 68,279 0 -
SF Stifel Financial Corp Director   –       •      –    2012-01-17 4 OE $0.00 $0 D/D 3,984 69,434 0 -
SF Stifel Financial Corp Director   –       •      –    2009-01-20 4 OE $0.00 $0 D/D 4,873 101,777 0 -
  81  Records found
  1   2   3   4     
  Page 4 of 4  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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