SFS
JHS

Sowell Financial Services’s John Hancock Income Securities Trust JHS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-10,425
Closed -$166K – 1667
2021
Q1 		$166K Buy
+10,425
New +$163K 0.01% 1148

Other funds holding JHS

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sowell Financial Services sold out of John Hancock Income Securities Trust (JHS) in Q2 2021, closing a stake of 10,425 shares — an estimated $166K sold.

Sowell Financial Services first reported a position in JHS in Q1 2021 and held it in 1 quarter. The position peaked at $166K in Q1 2021. 33 funds tracked by Wall St. Rank hold JHS as of Q2 2021.

  • Sowell Financial Services reported no remaining John Hancock Income Securities Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 10,425 John Hancock Income Securities Trust shares in Q2 2021, an estimated $166K.
  • Sowell Financial Services first reported a position in John Hancock Income Securities Trust in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's John Hancock Income Securities Trust position peaked at $166K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q2 2021.

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