CA
JHI

Calton & Associates’s John Hancock Investors Trust JHI Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,318
Closed -$23K – 839
2017
Q4 		$23K Buy
+1,318
New +$23.4K 0.01% 863

Other funds holding JHI

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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Calton & Associates's JHI Position: Q1 2018 in Review

Calton & Associates sold out of John Hancock Investors Trust (JHI) in Q1 2018, closing a stake of 1,318 shares — an estimated $23K sold.

Calton & Associates first reported a position in JHI in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 38 funds tracked by Wall St. Rank hold JHI as of Q1 2018.

  • Calton & Associates reported no remaining John Hancock Investors Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,318 John Hancock Investors Trust shares in Q1 2018, an estimated $23K.
  • Calton & Associates first reported a position in John Hancock Investors Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's John Hancock Investors Trust position peaked at $23K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.