GBT
JHI

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

Grove 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
2024
Q4 		– Sell
-519
Closed -$7.3K – 822
2024
Q3 		$7.3K Buy
+519
New +$7.04K ﹤0.01% 523
2016
Q4 		– Sell
-500
Closed -$8K – 587
2016
Q3 		$8K Hold
500
– – 0.01% 217
2016
Q2 		$8K Hold
500
– – 0.01% 214
2016
Q1 		$8K Sell
500
-750
-60% -$10.8K 0.01% 232
2015
Q4 		$18K Buy
+1,250
New +$18.3K 0.02% 242

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Grove Bank & Trust's JHI Position: Q4 2024 in Review

Grove Bank & Trust sold out of John Hancock Investors Trust (JHI) in Q4 2024, closing a stake of 519 shares — an estimated $7.3K sold.

Grove Bank & Trust first reported a position in JHI in Q4 2015 and held it in 5 quarters. The position peaked at $18K in Q4 2015. 38 funds tracked by Wall St. Rank hold JHI as of Q4 2024.

  • Grove Bank & Trust reported no remaining John Hancock Investors Trust position as of Q4 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 519 John Hancock Investors Trust shares in Q4 2024, an estimated $7.3K.
  • Grove Bank & Trust first reported a position in John Hancock Investors Trust in Q4 2015 and held it in 5 quarters.
  • Grove Bank & Trust's John Hancock Investors Trust position peaked at $18K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2024.

Based on Grove Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.