PPA
JHI

Parametric Portfolio Associates’s John Hancock Investors Trust JHI Stock Holding History

Parametric Portfolio Associates’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
Q2 		– Sell
-22,011
Closed -$340K – 3891
2016
Q1 		$340K Buy
22,011
+343
+2% +$4.93K ﹤0.01% 3535
2015
Q4 		$312K Buy
+21,668
New +$317K ﹤0.01% 3537

Other funds holding JHI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Parametric Portfolio Associates's JHI Position: Q2 2016 in Review

Parametric Portfolio Associates sold out of John Hancock Investors Trust (JHI) in Q2 2016, closing a stake of 22,011 shares — an estimated $340K sold.

Parametric Portfolio Associates first reported a position in JHI in Q4 2015 and held it in 2 quarters. The position peaked at $340K in Q1 2016. 28 funds tracked by Wall St. Rank hold JHI as of Q2 2016.

  • Parametric Portfolio Associates reported no remaining John Hancock Investors Trust position as of Q2 2016 after selling out during the quarter.
  • Parametric Portfolio Associates sold 22,011 John Hancock Investors Trust shares in Q2 2016, an estimated $340K.
  • Parametric Portfolio Associates first reported a position in John Hancock Investors Trust in Q4 2015 and held it in 2 quarters.
  • Parametric Portfolio Associates's John Hancock Investors Trust position peaked at $340K in Q1 2016.
  • 28 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2016.

Based on Parametric Portfolio Associates's 13F filing for Q2 2016, filed 12 Aug 2016.