Benjamin F. Edwards & Company’s John Hancock Investors Trust JHI Stock Holding History

Benjamin F. Edwards & Company’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
2018 Q2	–	Sell	-7,148	Closed	-$119K	–	1625
2018 Q1	$119K	Hold	7,148	–	–	0.01%	636
2017 Q4	$125K	Hold	7,148	–	–	0.01%	596
2017 Q3	$130K	Hold	7,148	–	–	0.02%	548
2017 Q2	$123K	Buy	7,148 +5,648	+377%	+$98.7K	0.02%	528
2017 Q1	$26K	Buy	+1,500	New	+$25.5K	﹤0.01%	801

Other funds holding JHI

1CP

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

SWP

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

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

RCM

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

SFS

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PTC

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

Benjamin F. Edwards & Company's JHI Position: Q2 2018 in Review

Benjamin F. Edwards & Company sold out of John Hancock Investors Trust (JHI) in Q2 2018, closing a stake of 7,148 shares — an estimated $119K sold.

Benjamin F. Edwards & Company first reported a position in JHI in Q1 2017 and held it in 5 quarters. The position peaked at $130K in Q3 2017. 37 funds tracked by Wall St. Rank hold JHI as of Q2 2018.

Benjamin F. Edwards & Company reported no remaining John Hancock Investors Trust position as of Q2 2018 after selling out during the quarter.
Benjamin F. Edwards & Company sold 7,148 John Hancock Investors Trust shares in Q2 2018, an estimated $119K.
Benjamin F. Edwards & Company first reported a position in John Hancock Investors Trust in Q1 2017 and held it in 5 quarters.
Benjamin F. Edwards & Company's John Hancock Investors Trust position peaked at $130K in Q3 2017.
37 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2018, filed 19 Jul 2018.