JPLA
JHI

Joseph P. Lucia & Associates’s John Hancock Investors Trust JHI Stock Holding History

Joseph P. Lucia & Associates’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
-300
Closed -$6K – 347
2021
Q3 		$6K Buy
+300
New +$5.67K ﹤0.01% 422

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

Joseph P. Lucia & Associates's JHI Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of John Hancock Investors Trust (JHI) in Q4 2021, closing a stake of 300 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in JHI in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 29 funds tracked by Wall St. Rank hold JHI as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining John Hancock Investors Trust position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 300 John Hancock Investors Trust shares in Q4 2021, an estimated $6K.
  • Joseph P. Lucia & Associates first reported a position in John Hancock Investors Trust in Q3 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's John Hancock Investors Trust position peaked at $6K in Q3 2021.
  • 29 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.