PFA
JHI

Pathway Financial Advisers’s John Hancock Investors Trust JHI Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		– Sell
-874
Closed -$11K – 536
2022
Q4 		$11K Buy
+874
New +$11K ﹤0.01% 407

Other funds holding JHI

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pathway Financial Advisers's JHI Position: Q1 2023 in Review

Pathway Financial Advisers sold out of John Hancock Investors Trust (JHI) in Q1 2023, closing a stake of 874 shares — an estimated $11K sold.

Pathway Financial Advisers first reported a position in JHI in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 30 funds tracked by Wall St. Rank hold JHI as of Q1 2023.

  • Pathway Financial Advisers reported no remaining John Hancock Investors Trust position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 874 John Hancock Investors Trust shares in Q1 2023, an estimated $11K.
  • Pathway Financial Advisers first reported a position in John Hancock Investors Trust in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's John Hancock Investors Trust position peaked at $11K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.