Graves Light Lenhart Wealth’s John Hancock Income Securities Trust JHS Stock Holding History

Graves Light Lenhart Wealth’s Portfolio JHS Stock Details JHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-611	Closed	-$7K	–	376
2022 Q2	$7K	Hold	611	–	–	﹤0.01%	513
2022 Q1	$8K	Hold	611	–	–	﹤0.01%	558
2021 Q4	$9K	Hold	611	–	–	﹤0.01%	613
2021 Q3	$10K	Hold	611	–	–	﹤0.01%	557
2021 Q2	$10K	Hold	611	–	–	﹤0.01%	560
2021 Q1	$10K	Hold	611	–	–	﹤0.01%	566
2020 Q4	$10K	Buy	+611	New	+$9.51K	﹤0.01%	548

Other funds holding JHS

SIA

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

1CP

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Graves Light Lenhart Wealth's JHS Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of John Hancock Income Securities Trust (JHS) in Q3 2022, closing a stake of 611 shares — an estimated $7K sold.

Graves Light Lenhart Wealth first reported a position in JHS in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q3 2021. 27 funds tracked by Wall St. Rank hold JHS as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining John Hancock Income Securities Trust position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 611 John Hancock Income Securities Trust shares in Q3 2022, an estimated $7K.
Graves Light Lenhart Wealth first reported a position in John Hancock Income Securities Trust in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's John Hancock Income Securities Trust position peaked at $10K in Q3 2021.
27 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.