CWA
JHS

Clarus Wealth Advisors’s John Hancock Income Securities Trust JHS Stock Holding History

Clarus Wealth Advisors’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
Q4 		– Sell
-700
Closed -$9K – 700
2018
Q3 		$9K Hold
700
– – 0.01% 555
2018
Q2 		$10K Buy
+700
New +$9.5K 0.01% 526

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarus Wealth Advisors's JHS Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of John Hancock Income Securities Trust (JHS) in Q4 2018, closing a stake of 700 shares — an estimated $9K sold.

Clarus Wealth Advisors first reported a position in JHS in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 31 funds tracked by Wall St. Rank hold JHS as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining John Hancock Income Securities Trust position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 700 John Hancock Income Securities Trust shares in Q4 2018, an estimated $9K.
  • Clarus Wealth Advisors first reported a position in John Hancock Income Securities Trust in Q2 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's John Hancock Income Securities Trust position peaked at $10K in Q2 2018.
  • 31 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.