Iron Gate Global Advisors’s John Hancock Investors Trust JHI Stock Holding History

Iron Gate Global 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
2018 Q4	–	Sell	-299	Closed	-$5K	–	155
2018 Q3	$5K	Hold	299	–	–	﹤0.01%	186
2018 Q2	$5K	Buy	+299	New	+$4.88K	﹤0.01%	171

Other funds holding JHI

1CP

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

PTC

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

Iron Gate Global Advisors's JHI Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of John Hancock Investors Trust (JHI) in Q4 2018, closing a stake of 299 shares — an estimated $5K sold.

Iron Gate Global Advisors first reported a position in JHI in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 35 funds tracked by Wall St. Rank hold JHI as of Q4 2018.

Iron Gate Global Advisors reported no remaining John Hancock Investors Trust position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 299 John Hancock Investors Trust shares in Q4 2018, an estimated $5K.
Iron Gate Global Advisors first reported a position in John Hancock Investors Trust in Q2 2018 and held it in 2 quarters.
Iron Gate Global Advisors's John Hancock Investors Trust position peaked at $5K in Q3 2018.
35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.