PS
JHI

Principal Securities’s John Hancock Investors Trust JHI Stock Holding History

Principal Securities’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
2024
Q4 		– Sell
-773
Closed -$10.9K – 3587
2024
Q3 		$10.9K Hold
773
– – ﹤0.01% 2410
2024
Q2 		$10.3K Hold
773
– – ﹤0.01% 2377
2024
Q1 		$10.2K Hold
773
– – ﹤0.01% 2322
2023
Q4 		$10K Buy
+773
New +$9.57K ﹤0.01% 2239

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Principal Securities's JHI Position: Q4 2024 in Review

Principal Securities sold out of John Hancock Investors Trust (JHI) in Q4 2024, closing a stake of 773 shares — an estimated $10.9K sold.

Principal Securities first reported a position in JHI in Q4 2023 and held it in 4 quarters. The position peaked at $10.9K in Q3 2024. 38 funds tracked by Wall St. Rank hold JHI as of Q4 2024.

  • Principal Securities reported no remaining John Hancock Investors Trust position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 773 John Hancock Investors Trust shares in Q4 2024, an estimated $10.9K.
  • Principal Securities first reported a position in John Hancock Investors Trust in Q4 2023 and held it in 4 quarters.
  • Principal Securities's John Hancock Investors Trust position peaked at $10.9K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.