SFS
JHI

Sowell Financial Services’s John Hancock Investors Trust JHI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-6,400
Closed -$119K – 1666
2021
Q1 		$119K Buy
+6,400
New +$114K ﹤0.01% 1290

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sowell Financial Services's JHI Position: Q2 2021 in Review

Sowell Financial Services sold out of John Hancock Investors Trust (JHI) in Q2 2021, closing a stake of 6,400 shares — an estimated $119K sold.

Sowell Financial Services first reported a position in JHI in Q1 2021 and held it in 1 quarter. The position peaked at $119K in Q1 2021. 28 funds tracked by Wall St. Rank hold JHI as of Q2 2021.

  • Sowell Financial Services reported no remaining John Hancock Investors Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,400 John Hancock Investors Trust shares in Q2 2021, an estimated $119K.
  • Sowell Financial Services first reported a position in John Hancock Investors Trust in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's John Hancock Investors Trust position peaked at $119K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.