Northwestern Mutual Wealth Management’s John Hancock Investors Trust JHI Stock Holding History

Northwestern Mutual Wealth 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
2022 Q2	–	Sell	-216	Closed	-$4K	–	3322
2022 Q1	$4K	Hold	216	–	–	﹤0.01%	2799
2021 Q4	$4K	Hold	216	–	–	﹤0.01%	2843
2021 Q3	$4K	Hold	216	–	–	﹤0.01%	2724
2021 Q2	$4K	Hold	216	–	–	﹤0.01%	2697
2021 Q1	$4K	Sell	216 -2,889	-93%	-$51.4K	﹤0.01%	2489
2020 Q4	$54K	Buy	3,105 +619	+25%	+$10.3K	﹤0.01%	1624
2020 Q3	$39K	Buy	2,486 +2,270	+1,051%	+$36.4K	﹤0.01%	1587
2020 Q2	$3K	Sell	216 -34,291	-99%	-$491K	﹤0.01%	2157
2020 Q1	$434K	Sell	34,507 -5,177	-13%	-$84.4K	﹤0.01%	680
2019 Q4	$705K	Buy	39,684 +3,592	+10%	+$61.9K	﹤0.01%	603
2019 Q3	$614K	Buy	36,092 +10,312	+40%	+$175K	﹤0.01%	596
2019 Q2	$423K	Buy	25,780 +22,249	+630%	+$358K	﹤0.01%	676
2019 Q1	$56K	Buy	3,531 +2,869	+433%	+$44.3K	﹤0.01%	1298
2018 Q4	$9K	Hold	662	–	–	﹤0.01%	1871
2018 Q3	$11K	Hold	662	–	–	﹤0.01%	1899
2018 Q2	$11K	Hold	662	–	–	﹤0.01%	1812
2018 Q1	$11K	Hold	662	–	–	﹤0.01%	1733
2017 Q4	$12K	Hold	662	–	–	﹤0.01%	1681
2017 Q3	$12K	Buy	+662	New	+$12K	﹤0.01%	1607

Other funds holding JHI

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Northwestern Mutual Wealth Management's JHI Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of John Hancock Investors Trust (JHI) in Q2 2022, closing a stake of 216 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in JHI in Q3 2017 and held it in 19 quarters. The position peaked at $705K in Q4 2019. 27 funds tracked by Wall St. Rank hold JHI as of Q2 2022.

Northwestern Mutual Wealth Management reported no remaining John Hancock Investors Trust position as of Q2 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 216 John Hancock Investors Trust shares in Q2 2022, an estimated $4K.
Northwestern Mutual Wealth Management first reported a position in John Hancock Investors Trust in Q3 2017 and held it in 19 quarters.
Northwestern Mutual Wealth Management's John Hancock Investors Trust position peaked at $705K in Q4 2019.
27 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.