LTFS
JHI

Ladenburg Thalmann Financial Services’s John Hancock Investors Trust JHI Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$302K Sell
17,022
-396
-2% -$6.82K ﹤0.01% 2200
2019
Q3 		$296K Sell
17,418
-171
-1% -$2.9K ﹤0.01% 2181
2019
Q2 		$288K Buy
17,589
+2,366
+16% +$38.1K ﹤0.01% 2181
2019
Q1 		$240K Buy
15,223
+1,105
+8% +$17K ﹤0.01% 2263
2018
Q4 		$200K Sell
14,118
-4,922
-26% -$74.9K ﹤0.01% 2249
2018
Q3 		$306K Sell
19,040
-7,726
-29% -$126K ﹤0.01% 1979
2018
Q2 		$445K Hold
26,766
– – ﹤0.01% 1645
2018
Q1 		$445K Buy
26,766
+505
+2% +$8.67K ﹤0.01% 1645
2017
Q4 		$460K Buy
26,261
+5,169
+25% +$91.6K ﹤0.01% 1603
2017
Q3 		$383K Buy
21,092
+11
+0.1% +$199 ﹤0.01% 1636
2017
Q2 		$361K Buy
21,081
+6,997
+50% +$122K ﹤0.01% 1604
2017
Q1 		$240K Sell
14,084
-472
-3% -$8.04K ﹤0.01% 1784
2016
Q4 		$241K Buy
14,556
+85
+0.6% +$1.41K ﹤0.01% 1681
2016
Q3 		$241K Buy
14,471
+506
+4% +$8.64K ﹤0.01% 1629
2016
Q2 		$226K Buy
13,965
+2,250
+19% +$35K ﹤0.01% 1603
2016
Q1 		$181K Buy
11,715
+1,301
+12% +$18.7K ﹤0.01% 1679
2015
Q4 		$149K Buy
10,414
+3,384
+48% +$49.5K ﹤0.01% 1781
2015
Q3 		$103K Hold
7,030
– – ﹤0.01% 1964
2015
Q2 		$113K Buy
7,030
+364
+5% +$6.32K ﹤0.01% 2013
2015
Q1 		$118K Buy
6,666
+6,066
+1,011% +$108K ﹤0.01% 1969
2014
Q4 		$11K Hold
600
– – ﹤0.01% 3362
2014
Q3 		$11K Hold
600
– – ﹤0.01% 3041
2014
Q2 		$12K Hold
600
– – ﹤0.01% 2977
2014
Q1 		$12K Hold
600
– – ﹤0.01% 2862
2013
Q4 		$11K Hold
600
– – ﹤0.01% 2881
2013
Q3 		$11K Hold
600
– – ﹤0.01% 2802
2013
Q2 		$12K Buy
+600
New +$13.1K ﹤0.01% 2633

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JHI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its John Hancock Investors Trust (JHI) stake by 2.3% in Q4 2019, selling an estimated $6.82K and leaving 17,022 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Ladenburg Thalmann Financial Services first reported a position in JHI in Q2 2013 and has held it in 27 quarters since. The position peaked at $460K in Q4 2017. 41 funds tracked by Wall St. Rank hold JHI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 17,022 shares of John Hancock Investors Trust worth $302K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 396 John Hancock Investors Trust shares in Q4 2019, an estimated $6.82K.
  • John Hancock Investors Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2200 holding.
  • Ladenburg Thalmann Financial Services first reported a position in John Hancock Investors Trust in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's John Hancock Investors Trust position peaked at $460K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.