Advantage Investment Management’s John Hancock Investors Trust JHI Stock Holding History

Advantage Investment Management’s Portfolio JHI Stock Details JHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,077	Closed	-$18K	–	1001
2018 Q1	$18K	Hold	1,077	–	–	0.01%	571
2017 Q4	$19K	Hold	1,077	–	–	0.01%	583
2017 Q3	$20K	Buy	1,077 +19	+2%	+$344	0.01%	546
2017 Q2	$18K	Buy	1,058 +19	+2%	+$332	0.01%	576
2017 Q1	$18K	Buy	1,039 +19	+2%	+$323	0.01%	563
2016 Q4	$17K	Buy	1,020 +20	+2%	+$332	0.01%	541
2016 Q3	$17K	Buy	+1,000	New	+$17.1K	0.01%	527

Other funds holding JHI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Advantage Investment Management's JHI Position: Q2 2018 in Review

Advantage Investment Management sold out of John Hancock Investors Trust (JHI) in Q2 2018, closing a stake of 1,077 shares — an estimated $18K sold.

Advantage Investment Management first reported a position in JHI in Q3 2016 and held it in 7 quarters. The position peaked at $20K in Q3 2017. 37 funds tracked by Wall St. Rank hold JHI as of Q2 2018.

Advantage Investment Management reported no remaining John Hancock Investors Trust position as of Q2 2018 after selling out during the quarter.
Advantage Investment Management sold 1,077 John Hancock Investors Trust shares in Q2 2018, an estimated $18K.
Advantage Investment Management first reported a position in John Hancock Investors Trust in Q3 2016 and held it in 7 quarters.
Advantage Investment Management's John Hancock Investors Trust position peaked at $20K in Q3 2017.
37 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2018.

Based on Advantage Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.