Advocacy Wealth Management Services’s John Hancock Investors Trust JHI Stock Holding History

Advocacy Wealth Management Services’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
2016 Q4	–	Sell	-200	Closed	-$3K	–	349
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	344
2016 Q2	$3K	Sell	200 -2,458	-92%	-$38.3K	﹤0.01%	366
2016 Q1	$41K	Buy	+2,658	New	+$38.2K	0.03%	199

Other funds holding JHI

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

SWP

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

1CP

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

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

RCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PTC

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

Advocacy Wealth Management Services's JHI Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of John Hancock Investors Trust (JHI) in Q4 2016, closing a stake of 200 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in JHI in Q1 2016 and held it in 3 quarters. The position peaked at $41K in Q1 2016. 32 funds tracked by Wall St. Rank hold JHI as of Q4 2016.

Advocacy Wealth Management Services reported no remaining John Hancock Investors Trust position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 200 John Hancock Investors Trust shares in Q4 2016, an estimated $3K.
Advocacy Wealth Management Services first reported a position in John Hancock Investors Trust in Q1 2016 and held it in 3 quarters.
Advocacy Wealth Management Services's John Hancock Investors Trust position peaked at $41K in Q1 2016.
32 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.