MC
JHI

Moors & Cabot’s John Hancock Investors Trust JHI Stock Holding History

Moors & Cabot’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
2024
Q2 		– Sell
-14,700
Closed -$194K – 904
2024
Q1 		$194K Buy
14,700
+3,600
+32% +$47.1K 0.01% 819
2023
Q4 		$144K Buy
11,100
+1,100
+11% +$13.6K 0.01% 788
2023
Q3 		$122K Buy
+10,000
New +$127K 0.01% 782

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moors & Cabot's JHI Position: Q2 2024 in Review

Moors & Cabot sold out of John Hancock Investors Trust (JHI) in Q2 2024, closing a stake of 14,700 shares — an estimated $194K sold.

Moors & Cabot first reported a position in JHI in Q3 2023 and held it in 3 quarters. The position peaked at $194K in Q1 2024. 35 funds tracked by Wall St. Rank hold JHI as of Q2 2024.

  • Moors & Cabot reported no remaining John Hancock Investors Trust position as of Q2 2024 after selling out during the quarter.
  • Moors & Cabot sold 14,700 John Hancock Investors Trust shares in Q2 2024, an estimated $194K.
  • Moors & Cabot first reported a position in John Hancock Investors Trust in Q3 2023 and held it in 3 quarters.
  • Moors & Cabot's John Hancock Investors Trust position peaked at $194K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2024.

Based on Moors & Cabot's 13F filing for Q2 2024, filed 9 Aug 2024.