Commonwealth Equity Services
JHI

Commonwealth Equity Services’s John Hancock Investors Trust JHI Stock Holding History

Commonwealth Equity Services’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
2020
Q1 		– Sell
-10,337
Closed -$183K – 2894
2019
Q4 		$183K Sell
10,337
-372
-3% -$6.41K ﹤0.01% 2643
2019
Q3 		$182K Sell
10,709
-168
-2% -$2.84K ﹤0.01% 2573
2019
Q2 		$178K Buy
10,877
+224
+2% +$3.6K ﹤0.01% 2534
2019
Q1 		$168K Buy
+10,653
New +$164K ﹤0.01% 2508

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Commonwealth Equity Services's JHI Position: Q1 2020 in Review

Commonwealth Equity Services sold out of John Hancock Investors Trust (JHI) in Q1 2020, closing a stake of 10,337 shares — an estimated $183K sold.

Commonwealth Equity Services first reported a position in JHI in Q1 2019 and held it in 4 quarters. The position peaked at $183K in Q4 2019. 41 funds tracked by Wall St. Rank hold JHI as of Q1 2020.

  • Commonwealth Equity Services reported no remaining John Hancock Investors Trust position as of Q1 2020 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,337 John Hancock Investors Trust shares in Q1 2020, an estimated $183K.
  • Commonwealth Equity Services first reported a position in John Hancock Investors Trust in Q1 2019 and held it in 4 quarters.
  • Commonwealth Equity Services's John Hancock Investors Trust position peaked at $183K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2020.

Based on Commonwealth Equity Services's 13F filing for Q1 2020, filed 11 May 2020.