Shepherd Kaplan Krochuk’s John Hancock Investors Trust JHI Stock Holding History

Shepherd Kaplan Krochuk’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 Q4	–	Sell	-16,620	Closed	-$263K	–	196
2020 Q3	$263K	Buy	+16,620	New	+$267K	0.11%	133
2019 Q3	–	Sell	-16,630	Closed	-$273K	–	170
2019 Q2	$273K	Buy	+16,630	New	+$268K	0.19%	124

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Shepherd Kaplan Krochuk's JHI Position: Q4 2020 in Review

Shepherd Kaplan Krochuk sold out of John Hancock Investors Trust (JHI) in Q4 2020, closing a stake of 16,620 shares — an estimated $263K sold.

Shepherd Kaplan Krochuk first reported a position in JHI in Q2 2019 and held it in 2 quarters. The position peaked at $273K in Q2 2019. 33 funds tracked by Wall St. Rank hold JHI as of Q4 2020.

Shepherd Kaplan Krochuk reported no remaining John Hancock Investors Trust position as of Q4 2020 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 16,620 John Hancock Investors Trust shares in Q4 2020, an estimated $263K.
Shepherd Kaplan Krochuk first reported a position in John Hancock Investors Trust in Q2 2019 and held it in 2 quarters.
Shepherd Kaplan Krochuk's John Hancock Investors Trust position peaked at $273K in Q2 2019.
33 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2020, filed 12 Feb 2021.