Baltimore-Washington Financial Advisors’s John Hancock Investors Trust JHI Stock Holding History

Baltimore-Washington Financial Advisors’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
2015 Q4	–	Sell	-1,000	Closed	-$14K	–	178
2015 Q3	$14K	Hold	1,000	–	–	﹤0.01%	177
2015 Q2	$16K	Hold	1,000	–	–	﹤0.01%	168
2015 Q1	$18K	Hold	1,000	–	–	0.01%	185
2014 Q4	$18K	Hold	1,000	–	–	0.01%	179
2014 Q3	$18K	Hold	1,000	–	–	0.01%	185
2014 Q2	$21K	Hold	1,000	–	–	0.01%	210
2014 Q1	$20K	Hold	1,000	–	–	0.01%	180
2013 Q4	$19K	Hold	1,000	–	–	0.01%	207
2013 Q3	$19K	Hold	1,000	–	–	0.01%	157
2013 Q2	$20K	Buy	+1,000	New	+$21.8K	0.01%	136

Other funds holding JHI

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

SWP

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

RCM

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

PTC

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

SFS

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Baltimore-Washington Financial Advisors's JHI Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of John Hancock Investors Trust (JHI) in Q4 2015, closing a stake of 1,000 shares — an estimated $14K sold.

Baltimore-Washington Financial Advisors first reported a position in JHI in Q2 2013 and held it in 10 quarters. The position peaked at $21K in Q2 2014. 31 funds tracked by Wall St. Rank hold JHI as of Q4 2015.

Baltimore-Washington Financial Advisors reported no remaining John Hancock Investors Trust position as of Q4 2015 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 1,000 John Hancock Investors Trust shares in Q4 2015, an estimated $14K.
Baltimore-Washington Financial Advisors first reported a position in John Hancock Investors Trust in Q2 2013 and held it in 10 quarters.
Baltimore-Washington Financial Advisors's John Hancock Investors Trust position peaked at $21K in Q2 2014.
31 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.