MFS
JHI

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

MSI 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
2016
Q4 		$14K Sell
872
-47
-5% -$779 ﹤0.01% 2609
2016
Q3 		$15K Sell
919
-459
-33% -$7.84K ﹤0.01% 2561
2016
Q2 		$22K Sell
1,378
-221
-14% -$3.44K ﹤0.01% 2275
2016
Q1 		$25K Sell
1,599
-3,143
-66% -$45.2K ﹤0.01% 2184
2015
Q4 		$68K Buy
4,742
+4,148
+698% +$60.7K ﹤0.01% 1516
2015
Q3 		$9K Buy
594
+14
+2% +$216 ﹤0.01% 2129
2015
Q2 		$9K Buy
580
+12
+2% +$208 ﹤0.01% 2189
2015
Q1 		$10K Buy
568
+12
+2% +$214 ﹤0.01% 2146
2014
Q4 		$10K Buy
556
+12
+2% +$220 ﹤0.01% 1826
2014
Q3 		$10K Buy
544
+12
+2% +$236 ﹤0.01% 1821
2014
Q2 		$11K Sell
532
-140
-21% -$2.85K ﹤0.01% 1759
2014
Q1 		$14K Buy
672
+12
+2% +$243 ﹤0.01% 1590
2013
Q4 		$12K Buy
660
+15
+2% +$281 ﹤0.01% 1607
2013
Q3 		$12K Sell
645
-87
-12% -$1.72K ﹤0.01% 1377
2013
Q2 		$15K Buy
+732
New +$16K ﹤0.01% 1363

Other funds holding JHI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

MSI Financial Services's JHI Position: Q4 2016 in Review

MSI Financial Services reduced its John Hancock Investors Trust (JHI) stake by 5.1% in Q4 2016, selling an estimated $779 and leaving 872 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

MSI Financial Services first reported a position in JHI in Q2 2013 and has held it in 15 quarters since. The position peaked at $68K in Q4 2015. 32 funds tracked by Wall St. Rank hold JHI as of Q4 2016.

  • MSI Financial Services held 872 shares of John Hancock Investors Trust worth $14K as of Q4 2016.
  • MSI Financial Services sold 47 John Hancock Investors Trust shares in Q4 2016, an estimated $779.
  • John Hancock Investors Trust made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2609 holding.
  • MSI Financial Services first reported a position in John Hancock Investors Trust in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's John Hancock Investors Trust position peaked at $68K in Q4 2015.
  • 32 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.