CA
JHS

Calton & Associates’s John Hancock Income Securities Trust JHS Stock Holding History

Calton & Associates’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-600
Closed -$8K – 840
2017
Q4 		$8K Buy
+600
New +$8.85K ﹤0.01% 1125

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Calton & Associates sold out of John Hancock Income Securities Trust (JHS) in Q1 2018, closing a stake of 600 shares — an estimated $8K sold.

Calton & Associates first reported a position in JHS in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 29 funds tracked by Wall St. Rank hold JHS as of Q1 2018.

  • Calton & Associates reported no remaining John Hancock Income Securities Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 600 John Hancock Income Securities Trust shares in Q1 2018, an estimated $8K.
  • Calton & Associates first reported a position in John Hancock Income Securities Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's John Hancock Income Securities Trust position peaked at $8K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q1 2018.

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