SAC
JHI

Smith Affiliated Capital’s John Hancock Investors Trust JHI Stock Holding History

Smith Affiliated Capital’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
2014
Q4 		– Hold
0
– – – 95
2014
Q3 		– Hold
0
– – – 98
2014
Q2 		– Hold
0
– – – 82
2014
Q1 		– Hold
0
– – – 75
2013
Q4 		– Hold
0
– – – 79
2013
Q3 		– Hold
0
– – – 103
2013
Q2 		– Hold
0
– – – 120

Other funds holding JHI

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return