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

Doliver 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
2018 Q3	–	Sell	-13,282	Closed	-$212K	–	249
2018 Q2	$212K	Buy	+13,282	New	+$217K	0.09%	208
2016 Q4	–	Sell	-12,181	Closed	-$203K	–	242
2016 Q3	$203K	Buy	+12,181	New	+$208K	0.17%	147
2015 Q3	–	Sell	-19,388	Closed	-$311K	–	229
2015 Q2	$311K	Buy	+19,388	New	+$337K	0.21%	158
2013 Q4	–	Sell	-13,541	Closed	-$256K	–	304
2013 Q3	$256K	Buy	+13,541	New	+$267K	0.16%	245

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SFS

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

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

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

PTC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Doliver Advisors's JHI Position: Q3 2018 in Review

Doliver Advisors sold out of John Hancock Investors Trust (JHI) in Q3 2018, closing a stake of 13,282 shares — an estimated $212K sold.

Doliver Advisors first reported a position in JHI in Q3 2013 and held it in 4 quarters. The position peaked at $311K in Q2 2015. 35 funds tracked by Wall St. Rank hold JHI as of Q3 2018.

Doliver Advisors reported no remaining John Hancock Investors Trust position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 13,282 John Hancock Investors Trust shares in Q3 2018, an estimated $212K.
Doliver Advisors first reported a position in John Hancock Investors Trust in Q3 2013 and held it in 4 quarters.
Doliver Advisors's John Hancock Investors Trust position peaked at $311K in Q2 2015.
35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.