Optimum Investment Advisors’s John Hancock Investors Trust JHI Stock Holding History

Optimum Investment Advisors’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
2020 Q3	–	Sell	-400	Closed	-$6K	–	901
2020 Q2	$6K	Hold	400	–	–	﹤0.01%	737
2020 Q1	$5K	Hold	400	–	–	﹤0.01%	753
2019 Q4	$7K	Hold	400	–	–	﹤0.01%	816
2019 Q3	$7K	Hold	400	–	–	﹤0.01%	847
2019 Q2	$7K	Hold	400	–	–	﹤0.01%	820
2019 Q1	$6K	Hold	400	–	–	﹤0.01%	879
2018 Q4	$6K	Hold	400	–	–	﹤0.01%	833
2018 Q3	$6K	Hold	400	–	–	﹤0.01%	904
2018 Q2	$6K	Hold	400	–	–	﹤0.01%	915
2018 Q1	$7K	Buy	+400	New	+$6.87K	﹤0.01%	859
2015 Q1	$7K	Hold	400	–	–	﹤0.01%	840
2014 Q4	$7K	Hold	400	–	–	﹤0.01%	883
2014 Q3	$7K	Hold	400	–	–	﹤0.01%	801
2014 Q2	$8K	Hold	400	–	–	﹤0.01%	802
2014 Q1	$8K	Hold	400	–	–	﹤0.01%	628
2013 Q4	$7K	Hold	400	–	–	﹤0.01%	637
2013 Q3	$8K	Buy	+400	New	+$7.9K	﹤0.01%	601

Other funds holding JHI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Optimum Investment Advisors's JHI Position: Q3 2020 in Review

Optimum Investment Advisors sold out of John Hancock Investors Trust (JHI) in Q3 2020, closing a stake of 400 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in JHI in Q3 2013 and held it in 17 quarters. The position peaked at $8K in Q2 2014. 34 funds tracked by Wall St. Rank hold JHI as of Q3 2020.

Optimum Investment Advisors reported no remaining John Hancock Investors Trust position as of Q3 2020 after selling out during the quarter.
Optimum Investment Advisors sold 400 John Hancock Investors Trust shares in Q3 2020, an estimated $6K.
Optimum Investment Advisors first reported a position in John Hancock Investors Trust in Q3 2013 and held it in 17 quarters.
Optimum Investment Advisors's John Hancock Investors Trust position peaked at $8K in Q2 2014.
34 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.