NPC
JHI

National Planning Corporation’s John Hancock Investors Trust JHI Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,715
Closed -$30K – 1388
2014
Q4 		$30K Buy
+1,715
New +$31.4K ﹤0.01% 1524

Other funds holding JHI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

National Planning Corporation's JHI Position: Q1 2015 in Review

National Planning Corporation sold out of John Hancock Investors Trust (JHI) in Q1 2015, closing a stake of 1,715 shares — an estimated $30K sold.

National Planning Corporation first reported a position in JHI in Q4 2014 and held it in 1 quarter. The position peaked at $30K in Q4 2014. 30 funds tracked by Wall St. Rank hold JHI as of Q1 2015.

  • National Planning Corporation reported no remaining John Hancock Investors Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,715 John Hancock Investors Trust shares in Q1 2015, an estimated $30K.
  • National Planning Corporation first reported a position in John Hancock Investors Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's John Hancock Investors Trust position peaked at $30K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.