AWG
JHS

Altus Wealth Group’s John Hancock Income Securities Trust JHS Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-300
Closed -$5K – 480
2020
Q4 		$5K Buy
+300
New +$4.67K ﹤0.01% 654

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altus Wealth Group's JHS Position: Q1 2021 in Review

Altus Wealth Group sold out of John Hancock Income Securities Trust (JHS) in Q1 2021, closing a stake of 300 shares — an estimated $5K sold.

Altus Wealth Group first reported a position in JHS in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 35 funds tracked by Wall St. Rank hold JHS as of Q1 2021.

  • Altus Wealth Group reported no remaining John Hancock Income Securities Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 300 John Hancock Income Securities Trust shares in Q1 2021, an estimated $5K.
  • Altus Wealth Group first reported a position in John Hancock Income Securities Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's John Hancock Income Securities Trust position peaked at $5K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.