Carroll Financial Associates’s John Hancock Investors Trust JHI Stock Holding History

Carroll Financial 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 Q2	–	Sell	-576	Closed	-$9K	–	1290
2018 Q1	$9K	Buy	576 +10	+2%	+$172	﹤0.01%	863
2017 Q4	$9K	Buy	566 +12	+2%	+$213	﹤0.01%	851
2017 Q3	$10K	Buy	554 +10	+2%	+$181	﹤0.01%	816
2017 Q2	$9K	Buy	544 +9	+2%	+$157	﹤0.01%	858
2017 Q1	$9K	Buy	535 +10	+2%	+$170	﹤0.01%	860
2016 Q4	$8K	Buy	525 +11	+2%	+$182	﹤0.01%	852
2016 Q3	$8K	Buy	+514	New	+$8.78K	﹤0.01%	862

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

Carroll Financial Associates's JHI Position: Q2 2018 in Review

Carroll Financial Associates sold out of John Hancock Investors Trust (JHI) in Q2 2018, closing a stake of 576 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in JHI in Q3 2016 and held it in 7 quarters. The position peaked at $10K in Q3 2017. 37 funds tracked by Wall St. Rank hold JHI as of Q2 2018.

Carroll Financial Associates reported no remaining John Hancock Investors Trust position as of Q2 2018 after selling out during the quarter.
Carroll Financial Associates sold 576 John Hancock Investors Trust shares in Q2 2018, an estimated $9K.
Carroll Financial Associates first reported a position in John Hancock Investors Trust in Q3 2016 and held it in 7 quarters.
Carroll Financial Associates's John Hancock Investors Trust position peaked at $10K in Q3 2017.
37 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2018.

Based on Carroll Financial Associates's 13F filing for Q2 2018, filed 19 Jul 2018.