Loring Wolcott & Coolidge Fiduciary Advisors’s John Hancock Investors Trust JHI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019 Q3	–	Sell	-2,316	Closed	-$38K	–	706
2019 Q2	$38K	Hold	2,316	–	–	﹤0.01%	431
2019 Q1	$37K	Hold	2,316	–	–	﹤0.01%	432
2018 Q4	$33K	Hold	2,316	–	–	﹤0.01%	457
2018 Q3	$37K	Hold	2,316	–	–	﹤0.01%	449
2018 Q2	$37K	Hold	2,316	–	–	﹤0.01%	457
2018 Q1	$38K	Hold	2,316	–	–	﹤0.01%	472
2017 Q4	$41K	Hold	2,316	–	–	﹤0.01%	456
2017 Q3	$42K	Hold	2,316	–	–	﹤0.01%	440
2017 Q2	$42K	Hold	2,316	–	–	﹤0.01%	430
2017 Q1	$39K	Hold	2,316	–	–	﹤0.01%	436
2016 Q4	$38K	Hold	2,316	–	–	﹤0.01%	417
2016 Q3	$39K	Hold	2,316	–	–	﹤0.01%	418
2016 Q2	$37K	Hold	2,316	–	–	﹤0.01%	423
2016 Q1	$36K	Hold	2,316	–	–	﹤0.01%	434
2015 Q4	$33K	Buy	2,316 +9	+0.4%	+$132	﹤0.01%	472
2015 Q3	$37K	Hold	2,307	–	–	﹤0.01%	447
2015 Q2	$37K	Buy	+2,307	New	+$40.1K	﹤0.01%	447

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

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

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

SFS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TCG Advisors Austin, Texas $1.03M AUM 123.95% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JHI Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of John Hancock Investors Trust (JHI) in Q3 2019, closing a stake of 2,316 shares — an estimated $38K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JHI in Q2 2015 and held it in 17 quarters. The position peaked at $42K in Q3 2017. 41 funds tracked by Wall St. Rank hold JHI as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining John Hancock Investors Trust position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,316 John Hancock Investors Trust shares in Q3 2019, an estimated $38K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in John Hancock Investors Trust in Q2 2015 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's John Hancock Investors Trust position peaked at $42K in Q3 2017.
41 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.