BAM
JHI

Bruderman Asset Management’s John Hancock Investors Trust JHI Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-1,000
Closed -$16K – 337
2019
Q1 		$16K Hold
1,000
– – ﹤0.01% 392
2018
Q4 		$14K Buy
+1,000
New +$15.2K ﹤0.01% 392

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bruderman Asset Management's JHI Position: Q2 2019 in Review

Bruderman Asset Management sold out of John Hancock Investors Trust (JHI) in Q2 2019, closing a stake of 1,000 shares — an estimated $16K sold.

Bruderman Asset Management first reported a position in JHI in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 41 funds tracked by Wall St. Rank hold JHI as of Q2 2019.

  • Bruderman Asset Management reported no remaining John Hancock Investors Trust position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,000 John Hancock Investors Trust shares in Q2 2019, an estimated $16K.
  • Bruderman Asset Management first reported a position in John Hancock Investors Trust in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's John Hancock Investors Trust position peaked at $16K in Q1 2019.
  • 41 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.