FineMark National Bank & Trust’s John Hancock Investors Trust JHI Stock Holding History

FineMark National Bank & Trust’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
2015 Q3	–	Sell	-1,365	Closed	-$22K	–	1553
2015 Q2	$22K	Hold	1,365	–	–	﹤0.01%	868
2015 Q1	$24K	Hold	1,365	–	–	﹤0.01%	842
2014 Q4	$24K	Hold	1,365	–	–	﹤0.01%	862
2014 Q3	$25K	Hold	1,365	–	–	﹤0.01%	831
2014 Q2	$28K	Hold	1,365	–	–	﹤0.01%	803
2014 Q1	$28K	Hold	1,365	–	–	0.01%	783
2013 Q4	$25K	Hold	1,365	–	–	0.01%	758
2013 Q3	$26K	Sell	1,365 -2,725	-67%	-$53.8K	0.01%	719
2013 Q2	$81K	Buy	+4,090	New	+$89.3K	0.02%	446

Other funds holding JHI

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SIA

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SFS

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

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

PTC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

FineMark National Bank & Trust's JHI Position: Q3 2015 in Review

FineMark National Bank & Trust sold out of John Hancock Investors Trust (JHI) in Q3 2015, closing a stake of 1,365 shares — an estimated $22K sold.

FineMark National Bank & Trust first reported a position in JHI in Q2 2013 and held it in 9 quarters. The position peaked at $81K in Q2 2013. 31 funds tracked by Wall St. Rank hold JHI as of Q3 2015.

FineMark National Bank & Trust reported no remaining John Hancock Investors Trust position as of Q3 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 1,365 John Hancock Investors Trust shares in Q3 2015, an estimated $22K.
FineMark National Bank & Trust first reported a position in John Hancock Investors Trust in Q2 2013 and held it in 9 quarters.
FineMark National Bank & Trust's John Hancock Investors Trust position peaked at $81K in Q2 2013.
31 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2015.

Based on FineMark National Bank & Trust's 13F filing for Q3 2015, filed 13 Nov 2015.