CWM
JHS

Campbell Wealth Management’s John Hancock Income Securities Trust JHS Stock Holding History

Campbell Wealth Management’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
2020
Q3 		– Sell
-166
Closed -$2K – 215
2020
Q2 		$2K Buy
+166
New +$2.35K ﹤0.01% 330

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
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Campbell Wealth Management's JHS Position: Q3 2020 in Review

Campbell Wealth Management sold out of John Hancock Income Securities Trust (JHS) in Q3 2020, closing a stake of 166 shares — an estimated $2K sold.

Campbell Wealth Management first reported a position in JHS in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 32 funds tracked by Wall St. Rank hold JHS as of Q3 2020.

  • Campbell Wealth Management reported no remaining John Hancock Income Securities Trust position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 166 John Hancock Income Securities Trust shares in Q3 2020, an estimated $2K.
  • Campbell Wealth Management first reported a position in John Hancock Income Securities Trust in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's John Hancock Income Securities Trust position peaked at $2K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.