Mid Atlantic Financial Management’s John Hancock Investors Trust JHI Stock Holding History

Mid Atlantic Financial Management’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 Q3	$1M	Sell	53,800 -1,700	-3%	-$32.1K	0.07%	252
2021 Q2	$1.05M	Buy	55,500 +4,520	+9%	+$83.5K	0.07%	241
2021 Q1	$917K	Buy	50,980 +7,550	+17%	+$134K	0.07%	259
2020 Q4	$750K	Buy	43,430 +2,800	+7%	+$46.4K	0.06%	298
2020 Q3	$665K	Sell	40,630 -400	-1%	-$6.42K	0.06%	298
2020 Q2	$636K	Buy	41,030 +330	+0.8%	+$4.72K	0.06%	275
2020 Q1	$512K	Sell	40,700 -3,280	-7%	-$53.5K	0.06%	294
2019 Q4	$781K	Sell	43,980 -15,350	-26%	-$264K	0.07%	283
2019 Q3	$1.01M	Sell	59,330 -7,840	-12%	-$133K	0.11%	191
2019 Q2	$1.1M	Sell	67,170 -3,200	-5%	-$51.5K	0.11%	171
2019 Q1	$1.11M	Buy	70,370 +4,900	+7%	+$75.6K	0.12%	163
2018 Q4	$924K	Buy	+65,470	New	+$996K	0.11%	168

Other funds holding JHI

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Mid Atlantic Financial Management's JHI Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its John Hancock Investors Trust (JHI) stake by 3.1% in Q3 2021, selling an estimated $32.1K and leaving 53,800 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #252.

Mid Atlantic Financial Management first reported a position in JHI in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2019. 33 funds tracked by Wall St. Rank hold JHI as of Q3 2021.

Mid Atlantic Financial Management held 53,800 shares of John Hancock Investors Trust worth $1M as of Q3 2021.
Mid Atlantic Financial Management sold 1,700 John Hancock Investors Trust shares in Q3 2021, an estimated $32.1K.
John Hancock Investors Trust made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #252 holding.
Mid Atlantic Financial Management first reported a position in John Hancock Investors Trust in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's John Hancock Investors Trust position peaked at $1.11M in Q1 2019.
33 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.