NFG
JHI

Next Financial Group’s John Hancock Investors Trust JHI Stock Holding History

Next Financial Group’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
Q4 		– Sell
-250
Closed -$3K – 1867
2015
Q3 		$3K Hold
250
– – ﹤0.01% 1553
2015
Q2 		$4K Hold
250
– – ﹤0.01% 1537
2015
Q1 		$4K Hold
250
– – ﹤0.01% 1541
2014
Q4 		$4K Hold
250
– – ﹤0.01% 1581
2014
Q3 		$5K Buy
+250
New +$4.91K ﹤0.01% 2052

Other funds holding JHI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Next Financial Group's JHI Position: Q4 2015 in Review

Next Financial Group sold out of John Hancock Investors Trust (JHI) in Q4 2015, closing a stake of 250 shares — an estimated $3K sold.

Next Financial Group first reported a position in JHI in Q3 2014 and held it in 5 quarters. The position peaked at $5K in Q3 2014. 31 funds tracked by Wall St. Rank hold JHI as of Q4 2015.

  • Next Financial Group reported no remaining John Hancock Investors Trust position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 250 John Hancock Investors Trust shares in Q4 2015, an estimated $3K.
  • Next Financial Group first reported a position in John Hancock Investors Trust in Q3 2014 and held it in 5 quarters.
  • Next Financial Group's John Hancock Investors Trust position peaked at $5K in Q3 2014.
  • 31 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.