Curi RMB Capital’s John Hancock Investors Trust JHI Stock Holding History

Curi RMB Capital’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 Q2	–	Sell	-15,900	Closed	-$200K	–	647
2020 Q1	$200K	Buy	+15,900	New	+$259K	0.01%	565
2019 Q2	–	Sell	-17,007	Closed	-$268K	–	797
2019 Q1	$268K	Buy	17,007 +147	+0.9%	+$2.27K	0.01%	688
2018 Q4	$238K	Buy	+16,860	New	+$257K	0.01%	797
2017 Q3	–	Sell	-22,613	Closed	-$388K	–	745
2017 Q2	$388K	Sell	22,613 -8,448	-27%	-$148K	0.01%	570
2017 Q1	$529K	Buy	+31,061	New	+$529K	0.02%	366

Other funds holding JHI

1CP

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Curi RMB Capital's JHI Position: Q2 2020 in Review

Curi RMB Capital sold out of John Hancock Investors Trust (JHI) in Q2 2020, closing a stake of 15,900 shares — an estimated $200K sold.

Curi RMB Capital first reported a position in JHI in Q1 2017 and held it in 5 quarters. The position peaked at $529K in Q1 2017. 36 funds tracked by Wall St. Rank hold JHI as of Q2 2020.

Curi RMB Capital reported no remaining John Hancock Investors Trust position as of Q2 2020 after selling out during the quarter.
Curi RMB Capital sold 15,900 John Hancock Investors Trust shares in Q2 2020, an estimated $200K.
Curi RMB Capital first reported a position in John Hancock Investors Trust in Q1 2017 and held it in 5 quarters.
Curi RMB Capital's John Hancock Investors Trust position peaked at $529K in Q1 2017.
36 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2020.

Based on Curi RMB Capital's 13F filing for Q2 2020, filed 5 Aug 2020.