AG
JHI

Advisor Group’s John Hancock Investors Trust JHI Stock Holding History

Advisor Group’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
2019
Q4 		$5K Sell
256
-544
-68% -$9.37K ﹤0.01% 4668
2019
Q3 		$14K Buy
+800
New +$13.5K ﹤0.01% 4165
2018
Q3 		– Sell
-2,713
Closed -$43K – 5153
2018
Q2 		$43K Hold
2,713
– – ﹤0.01% 3220
2018
Q1 		$45K Sell
2,713
-335
-11% -$5.75K ﹤0.01% 3142
2017
Q4 		$53K Buy
+3,048
New +$54K ﹤0.01% 3035

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Advisor Group's JHI Position: Q4 2019 in Review

Advisor Group reduced its John Hancock Investors Trust (JHI) stake by 68% in Q4 2019, selling an estimated $9.37K and leaving 256 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4668.

Advisor Group first reported a position in JHI in Q4 2017 and has held it in 5 quarters since. The position peaked at $53K in Q4 2017. 41 funds tracked by Wall St. Rank hold JHI as of Q4 2019.

  • Advisor Group held 256 shares of John Hancock Investors Trust worth $5K as of Q4 2019.
  • Advisor Group sold 544 John Hancock Investors Trust shares in Q4 2019, an estimated $9.37K.
  • John Hancock Investors Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4668 holding.
  • Advisor Group first reported a position in John Hancock Investors Trust in Q4 2017 and has held it in 5 quarters since.
  • Advisor Group's John Hancock Investors Trust position peaked at $53K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.