REDW Wealth’s John Hancock Investors Trust JHI Stock Holding History

REDW Wealth’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	-10,139	Closed	-$157K	–	91
2020 Q2	$157K	Hold	10,139	–	–	0.08%	83
2020 Q1	$128K	Hold	10,139	–	–	0.08%	71
2019 Q4	$180K	Hold	10,139	–	–	0.1%	78
2019 Q3	$173K	Hold	10,139	–	–	0.1%	80
2019 Q2	$166K	Hold	10,139	–	–	0.1%	80
2019 Q1	$160K	Hold	10,139	–	–	0.1%	84
2018 Q4	$143K	Hold	10,139	–	–	0.1%	78
2018 Q3	$163K	Hold	10,139	–	–	0.11%	82
2018 Q2	$162K	Hold	10,139	–	–	0.12%	80
2018 Q1	$169K	Hold	10,139	–	–	0.13%	79
2017 Q4	$177K	Buy	+10,139	New	+$180K	0.14%	82

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

REDW Wealth's JHI Position: Q3 2020 in Review

REDW Wealth sold out of John Hancock Investors Trust (JHI) in Q3 2020, closing a stake of 10,139 shares — an estimated $157K sold.

REDW Wealth first reported a position in JHI in Q4 2017 and held it in 11 quarters. The position peaked at $180K in Q4 2019. 34 funds tracked by Wall St. Rank hold JHI as of Q3 2020.

REDW Wealth reported no remaining John Hancock Investors Trust position as of Q3 2020 after selling out during the quarter.
REDW Wealth sold 10,139 John Hancock Investors Trust shares in Q3 2020, an estimated $157K.
REDW Wealth first reported a position in John Hancock Investors Trust in Q4 2017 and held it in 11 quarters.
REDW Wealth's John Hancock Investors Trust position peaked at $180K in Q4 2019.
34 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2020.

Based on REDW Wealth's 13F filing for Q3 2020, filed 29 Oct 2020.