Envestnet Asset Management
JHI

Envestnet Asset Management’s John Hancock Investors Trust JHI Stock Holding History

Envestnet Asset Management’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
-32,620
Closed -$410K – 3137
2020
Q1 		$410K Buy
32,620
+7,380
+29% +$120K ﹤0.01% 2387
2019
Q4 		$448K Buy
25,240
+4,040
+19% +$69.6K ﹤0.01% 2510
2019
Q3 		$361K Buy
21,200
+2,331
+12% +$39.5K ﹤0.01% 2555
2019
Q2 		$309K Buy
18,869
+1,842
+11% +$29.6K ﹤0.01% 2644
2019
Q1 		$269K Buy
17,027
+264
+2% +$4.07K ﹤0.01% 2660
2018
Q4 		$237K Buy
+16,763
New +$255K ﹤0.01% 2574

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
Stifel Financial
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
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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

Envestnet Asset Management's JHI Position: Q2 2020 in Review

Envestnet Asset Management sold out of John Hancock Investors Trust (JHI) in Q2 2020, closing a stake of 32,620 shares — an estimated $410K sold.

Envestnet Asset Management first reported a position in JHI in Q4 2018 and held it in 6 quarters. The position peaked at $448K in Q4 2019. 36 funds tracked by Wall St. Rank hold JHI as of Q2 2020.

  • Envestnet Asset Management reported no remaining John Hancock Investors Trust position as of Q2 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 32,620 John Hancock Investors Trust shares in Q2 2020, an estimated $410K.
  • Envestnet Asset Management first reported a position in John Hancock Investors Trust in Q4 2018 and held it in 6 quarters.
  • Envestnet Asset Management's John Hancock Investors Trust position peaked at $448K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2020.

Based on Envestnet Asset Management's 13F filing for Q2 2020, filed 8 Jul 2020.