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Allworth Financial’s John Hancock Income Securities Trust JHS Stock Holding History

Allworth Financial’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-464
Closed -$6K – 900
2018
Q3 		$6K Buy
+464
New +$6.25K ﹤0.01% 632

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial's JHS Position: Q4 2018 in Review

Allworth Financial sold out of John Hancock Income Securities Trust (JHS) in Q4 2018, closing a stake of 464 shares — an estimated $6K sold.

Allworth Financial first reported a position in JHS in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 31 funds tracked by Wall St. Rank hold JHS as of Q4 2018.

  • Allworth Financial reported no remaining John Hancock Income Securities Trust position as of Q4 2018 after selling out during the quarter.
  • Allworth Financial sold 464 John Hancock Income Securities Trust shares in Q4 2018, an estimated $6K.
  • Allworth Financial first reported a position in John Hancock Income Securities Trust in Q3 2018 and held it in 1 quarter.
  • Allworth Financial's John Hancock Income Securities Trust position peaked at $6K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q4 2018.

Based on Allworth Financial's 13F filing for Q4 2018, filed 11 Feb 2019.