CA
JHI

Cornerstone Advisors’s John Hancock Investors Trust JHI Stock Holding History

Cornerstone Advisors’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
2016
Q1 		– Sell
-30,740
Closed -$442K – 221
2015
Q4 		$442K Buy
30,740
+15,049
+96% +$220K 0.1% 172
2015
Q3 		$229K Buy
+15,691
New +$242K 0.05% 218
2014
Q1 		– Sell
-11,408
Closed -$212K – 275
2013
Q4 		$212K Buy
+11,408
New +$214K 0.05% 238

Other funds holding JHI

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
Invesco
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cornerstone Advisors's JHI Position: Q1 2016 in Review

Cornerstone Advisors sold out of John Hancock Investors Trust (JHI) in Q1 2016, closing a stake of 30,740 shares — an estimated $442K sold.

Cornerstone Advisors first reported a position in JHI in Q4 2013 and held it in 3 quarters. The position peaked at $442K in Q4 2015. 30 funds tracked by Wall St. Rank hold JHI as of Q1 2016.

  • Cornerstone Advisors reported no remaining John Hancock Investors Trust position as of Q1 2016 after selling out during the quarter.
  • Cornerstone Advisors sold 30,740 John Hancock Investors Trust shares in Q1 2016, an estimated $442K.
  • Cornerstone Advisors first reported a position in John Hancock Investors Trust in Q4 2013 and held it in 3 quarters.
  • Cornerstone Advisors's John Hancock Investors Trust position peaked at $442K in Q4 2015.
  • 30 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2016.

Based on Cornerstone Advisors's 13F filing for Q1 2016, filed 10 May 2016.