Creative Planning’s John Hancock Investors Trust JHI Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-859	Closed	-$15K	–	2819
2017 Q2	$15K	Hold	859	–	–	﹤0.01%	3359
2017 Q1	$15K	Hold	859	–	–	﹤0.01%	3329
2016 Q4	$14K	Buy	859 +779	+974%	+$12.9K	﹤0.01%	3315
2016 Q3	$1K	Hold	80	–	–	﹤0.01%	4393
2016 Q2	$1K	Hold	80	–	–	﹤0.01%	4169
2016 Q1	$1K	Hold	80	–	–	﹤0.01%	4132
2015 Q4	$1K	Hold	80	–	–	﹤0.01%	4213
2015 Q3	$1K	Buy	+80	New	+$1.23K	﹤0.01%	4101
2013 Q4	–	Sell	-15,300	Closed	-$289K	–	3386
2013 Q3	$289K	Buy	+15,300	New	+$302K	0.01%	614

Other funds holding JHI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's JHI Position: Q3 2017 in Review

Creative Planning sold out of John Hancock Investors Trust (JHI) in Q3 2017, closing a stake of 859 shares — an estimated $15K sold.

Creative Planning first reported a position in JHI in Q3 2013 and held it in 9 quarters. The position peaked at $289K in Q3 2013. 36 funds tracked by Wall St. Rank hold JHI as of Q3 2017.

Creative Planning reported no remaining John Hancock Investors Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 859 John Hancock Investors Trust shares in Q3 2017, an estimated $15K.
Creative Planning first reported a position in John Hancock Investors Trust in Q3 2013 and held it in 9 quarters.
Creative Planning's John Hancock Investors Trust position peaked at $289K in Q3 2013.
36 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.