LWCFA
JHS

Loring Wolcott & Coolidge Fiduciary Advisors’s John Hancock Income Securities Trust JHS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-415
Closed -$6K – 706
2018
Q1 		$6K Hold
415
– – ﹤0.01% 616
2017
Q4 		$6K Hold
415
– – ﹤0.01% 602
2017
Q3 		$6K Hold
415
– – ﹤0.01% 584
2017
Q2 		$6K Buy
+415
New +$6K ﹤0.01% 570

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
BKA
Brick & Kyle Associates Newtown, Pennsylvania $303M AUM 31.17% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JHS Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of John Hancock Income Securities Trust (JHS) in Q2 2018, closing a stake of 415 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JHS in Q2 2017 and held it in 4 quarters. The position peaked at $6K in Q1 2018. 34 funds tracked by Wall St. Rank hold JHS as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining John Hancock Income Securities Trust position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 415 John Hancock Income Securities Trust shares in Q2 2018, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in John Hancock Income Securities Trust in Q2 2017 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's John Hancock Income Securities Trust position peaked at $6K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.