FFO
JHI

Fortitude Family Office’s John Hancock Investors Trust JHI Stock Holding History

Fortitude Family Office’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
2025
Q1 		– Sell
-200
Closed -$2.74K – 1227
2024
Q4 		$2.74K Hold
200
– – ﹤0.01% 976
2024
Q3 		$2.81K Buy
+200
New +$2.71K ﹤0.01% 937

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortitude Family Office's JHI Position: Q1 2025 in Review

Fortitude Family Office sold out of John Hancock Investors Trust (JHI) in Q1 2025, closing a stake of 200 shares — an estimated $2.74K sold.

Fortitude Family Office first reported a position in JHI in Q3 2024 and held it in 2 quarters. The position peaked at $2.81K in Q3 2024. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2025.

  • Fortitude Family Office reported no remaining John Hancock Investors Trust position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 200 John Hancock Investors Trust shares in Q1 2025, an estimated $2.74K.
  • Fortitude Family Office first reported a position in John Hancock Investors Trust in Q3 2024 and held it in 2 quarters.
  • Fortitude Family Office's John Hancock Investors Trust position peaked at $2.81K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.