GPA
JHI

Guidance Point Advisors’s John Hancock Investors Trust JHI Stock Holding History

Guidance Point Advisors’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
2021
Q4 		– Sell
-100
Closed -$1K – 248
2021
Q3 		$1K Buy
+100
New +$1.89K ﹤0.01% 402

Other funds holding JHI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Guidance Point Advisors's JHI Position: Q4 2021 in Review

Guidance Point Advisors sold out of John Hancock Investors Trust (JHI) in Q4 2021, closing a stake of 100 shares — an estimated $1K sold.

Guidance Point Advisors first reported a position in JHI in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 29 funds tracked by Wall St. Rank hold JHI as of Q4 2021.

  • Guidance Point Advisors reported no remaining John Hancock Investors Trust position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 100 John Hancock Investors Trust shares in Q4 2021, an estimated $1K.
  • Guidance Point Advisors first reported a position in John Hancock Investors Trust in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's John Hancock Investors Trust position peaked at $1K in Q3 2021.
  • 29 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.