RJFSA
JHI

Raymond James Financial Services Advisors’s John Hancock Investors Trust JHI Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$307K Buy
21,804
+6,555
+43% +$88.9K ﹤0.01% 2942
2024
Q2 		$203K Buy
15,249
+159
+1% +$2.12K ﹤0.01% 3113
2024
Q1 		$199K Buy
15,090
+62
+0.4% +$812 ﹤0.01% 3103
2023
Q4 		$194K Buy
15,028
+82
+0.5% +$1.01K ﹤0.01% 3003
2023
Q3 		$182K Sell
14,946
-736
-5% -$9.34K ﹤0.01% 2961
2023
Q2 		$198K Sell
15,682
-460
-3% -$5.81K ﹤0.01% 2935
2023
Q1 		$205K Buy
16,142
+3,519
+28% +$45.6K ﹤0.01% 2896
2022
Q4 		$158K Hold
12,623
– – ﹤0.01% 2924
2022
Q3 		$152K Hold
12,623
– – ﹤0.01% 2923
2022
Q2 		$166K Hold
12,623
– – ﹤0.01% 2905
2022
Q1 		$212K Hold
12,623
– – ﹤0.01% 2929
2021
Q4 		$244K Buy
12,623
+1,100
+10% +$20.6K ﹤0.01% 2845
2021
Q3 		$215K Sell
11,523
-25
-0.2% -$472 ﹤0.01% 2931
2021
Q2 		$218K Hold
11,548
– – ﹤0.01% 2951
2021
Q1 		$208K Buy
11,548
+975
+9% +$17.3K ﹤0.01% 2885
2020
Q4 		$183K Buy
+10,573
New +$175K ﹤0.01% 2745

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's JHI Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its John Hancock Investors Trust (JHI) stake by 43% in Q3 2024, buying an estimated $88.9K and bringing the position to 21,804 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #2942.

Raymond James Financial Services Advisors first reported a position in JHI in Q4 2020 and has held it in 16 quarters since. 40 funds tracked by Wall St. Rank hold JHI as of Q3 2024.

  • Raymond James Financial Services Advisors held 21,804 shares of John Hancock Investors Trust worth $307K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 6,555 John Hancock Investors Trust shares in Q3 2024, an estimated $88.9K.
  • John Hancock Investors Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2942 holding.
  • Raymond James Financial Services Advisors first reported a position in John Hancock Investors Trust in Q4 2020 and has held it in 16 quarters since.
  • 40 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.