CFSG
JHI

Community Financial Services Group’s John Hancock Investors Trust JHI Stock Holding History

Community Financial Services Group’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
2013
Q4 		– Sell
-237
Closed -$4K – 128
2013
Q3 		$4K Buy
+237
New +$4.68K ﹤0.01% 208

Other funds holding JHI

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

Community Financial Services Group's JHI Position: Q4 2013 in Review

Community Financial Services Group sold out of John Hancock Investors Trust (JHI) in Q4 2013, closing a stake of 237 shares — an estimated $4K sold.

Community Financial Services Group first reported a position in JHI in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 29 funds tracked by Wall St. Rank hold JHI as of Q4 2013.

  • Community Financial Services Group reported no remaining John Hancock Investors Trust position as of Q4 2013 after selling out during the quarter.
  • Community Financial Services Group sold 237 John Hancock Investors Trust shares in Q4 2013, an estimated $4K.
  • Community Financial Services Group first reported a position in John Hancock Investors Trust in Q3 2013 and held it in 1 quarter.
  • Community Financial Services Group's John Hancock Investors Trust position peaked at $4K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2013.

Based on Community Financial Services Group's 13F filing for Q4 2013, filed 22 Jan 2014.