RFA
JHS

Reilly Financial Advisors’s John Hancock Income Securities Trust JHS Stock Holding History

Reilly Financial Advisors’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$15K – 905
2020
Q3 		$15K Buy
+1,000
New +$15.2K ﹤0.01% 494

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's JHS Position: Q4 2020 in Review

Reilly Financial Advisors sold out of John Hancock Income Securities Trust (JHS) in Q4 2020, closing a stake of 1,000 shares — an estimated $15K sold.

Reilly Financial Advisors first reported a position in JHS in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 36 funds tracked by Wall St. Rank hold JHS as of Q4 2020.

  • Reilly Financial Advisors reported no remaining John Hancock Income Securities Trust position as of Q4 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 John Hancock Income Securities Trust shares in Q4 2020, an estimated $15K.
  • Reilly Financial Advisors first reported a position in John Hancock Income Securities Trust in Q3 2020 and held it in 1 quarter.
  • Reilly Financial Advisors's John Hancock Income Securities Trust position peaked at $15K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.