Carson Wealth (CWM LLC)
JHI

Carson Wealth (CWM LLC)’s John Hancock Investors Trust JHI Stock Holding History

Carson Wealth (CWM LLC)’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
2021
Q2 		$6K Hold
329
– – ﹤0.01% 2300
2021
Q1 		$6K Hold
329
– – ﹤0.01% 2300
2020
Q4 		$6K Hold
329
– – ﹤0.01% 2299
2020
Q3 		$6K Hold
329
– – ﹤0.01% 2299
2020
Q2 		$6K Hold
329
– – ﹤0.01% 2299
2020
Q1 		$6K Hold
329
– – ﹤0.01% 2299
2019
Q4 		$6K Hold
329
– – ﹤0.01% 2299
2019
Q3 		$6K Hold
329
– – ﹤0.01% 2299
2019
Q2 		$6K Hold
329
– – ﹤0.01% 2299
2019
Q1 		$6K Sell
329
-5,892
-95% -$90.9K ﹤0.01% 2299
2018
Q4 		$88K Buy
6,221
+5,921
+1,974% +$90.1K ﹤0.01% 756
2018
Q3 		$5K Hold
300
– – ﹤0.01% 1349
2018
Q2 		$5K Hold
300
– – ﹤0.01% 1198
2018
Q1 		$5K Hold
300
– – ﹤0.01% 1019
2017
Q4 		$5K Hold
300
– – ﹤0.01% 1094
2017
Q3 		$5K Hold
300
– – ﹤0.01% 1082
2017
Q2 		$5K Hold
300
– – ﹤0.01% 887
2017
Q1 		$5K Hold
300
– – ﹤0.01% 868
2016
Q4 		$5K Hold
300
– – ﹤0.01% 852
2016
Q3 		$5K Buy
+300
New +$5.12K ﹤0.01% 828

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JHI Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its John Hancock Investors Trust (JHI) position steady in Q2 2021 at 329 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

Carson Wealth (CWM LLC) first reported a position in JHI in Q3 2016 and has held it in 20 quarters since. The position peaked at $88K in Q4 2018. 28 funds tracked by Wall St. Rank hold JHI as of Q2 2021.

  • Carson Wealth (CWM LLC) held 329 shares of John Hancock Investors Trust worth $6K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its John Hancock Investors Trust share count unchanged in Q2 2021.
  • John Hancock Investors Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2300 holding.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Investors Trust in Q3 2016 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s John Hancock Investors Trust position peaked at $88K in Q4 2018.
  • 28 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.