Bank of Montreal’s John Hancock Investors Trust JHI Stock Holding History

Bank of Montreal’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
2017 Q1	–	Sell	-1,724	Closed	-$29K	–	4086
2016 Q4	$29K	Hold	1,724	–	–	﹤0.01%	3285
2016 Q3	$29K	Hold	1,724	–	–	﹤0.01%	3213
2016 Q2	$28K	Hold	1,724	–	–	﹤0.01%	3249
2016 Q1	$27K	Hold	1,724	–	–	﹤0.01%	3273
2015 Q4	$25K	Hold	1,724	–	–	﹤0.01%	3311
2015 Q3	$25K	Hold	1,724	–	–	﹤0.01%	3166
2015 Q2	$28K	Hold	1,724	–	–	﹤0.01%	3186
2015 Q1	$30K	Hold	1,724	–	–	﹤0.01%	3116
2014 Q4	$31K	Sell	1,724 -114	-6%	-$2.09K	﹤0.01%	3208
2014 Q3	$34K	Hold	1,838	–	–	﹤0.01%	3276
2014 Q2	$38K	Hold	1,838	–	–	﹤0.01%	3323
2014 Q1	$37K	Hold	1,838	–	–	﹤0.01%	3247
2013 Q4	$34K	Buy	1,838 +114	+7%	+$2.14K	﹤0.01%	3024
2013 Q3	$33K	Hold	1,724	–	–	﹤0.01%	3009
2013 Q2	$34K	Buy	+1,724	New	+$37.6K	﹤0.01%	2865

Other funds holding JHI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's JHI Position: Q1 2017 in Review

Bank of Montreal sold out of John Hancock Investors Trust (JHI) in Q1 2017, closing a stake of 1,724 shares — an estimated $29K sold.

Bank of Montreal first reported a position in JHI in Q2 2013 and held it in 15 quarters. The position peaked at $38K in Q2 2014. 34 funds tracked by Wall St. Rank hold JHI as of Q1 2017.

Bank of Montreal reported no remaining John Hancock Investors Trust position as of Q1 2017 after selling out during the quarter.
Bank of Montreal sold 1,724 John Hancock Investors Trust shares in Q1 2017, an estimated $29K.
Bank of Montreal first reported a position in John Hancock Investors Trust in Q2 2013 and held it in 15 quarters.
Bank of Montreal's John Hancock Investors Trust position peaked at $38K in Q2 2014.
34 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2017.

Based on Bank of Montreal's 13F filing for Q1 2017, filed 11 Apr 2017.