Kestra Advisory Services’s John Hancock Investors Trust JHI Stock Holding History

Kestra Advisory Services’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	-14,048	Closed	-$262K	–	2103
2021 Q3	$262K	Buy	+14,048	New	+$265K	﹤0.01%	1784
2021 Q1	–	Sell	-14,016	Closed	-$243K	–	1953
2020 Q4	$243K	Buy	+14,016	New	+$232K	﹤0.01%	1591

Other funds holding JHI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Kestra Advisory Services's JHI Position: Q4 2021 in Review

Kestra Advisory Services sold out of John Hancock Investors Trust (JHI) in Q4 2021, closing a stake of 14,048 shares — an estimated $262K sold.

Kestra Advisory Services first reported a position in JHI in Q4 2020 and held it in 2 quarters. The position peaked at $262K in Q3 2021. 29 funds tracked by Wall St. Rank hold JHI as of Q4 2021.

Kestra Advisory Services reported no remaining John Hancock Investors Trust position as of Q4 2021 after selling out during the quarter.
Kestra Advisory Services sold 14,048 John Hancock Investors Trust shares in Q4 2021, an estimated $262K.
Kestra Advisory Services first reported a position in John Hancock Investors Trust in Q4 2020 and held it in 2 quarters.
Kestra Advisory Services's John Hancock Investors Trust position peaked at $262K in Q3 2021.
29 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.