Steward Partners Investment Advisory’s John Hancock Income Securities Trust JHS Stock Holding History

Steward Partners Investment Advisory’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
2023 Q2	–	Sell	-3,250	Closed	-$35.5K	–	3351
2023 Q1	$35.5K	Hold	3,250	–	–	﹤0.01%	2007
2022 Q4	$34.6K	Hold	3,250	–	–	﹤0.01%	1984
2022 Q3	$35K	Hold	3,250	–	–	﹤0.01%	1959
2022 Q2	$37K	Hold	3,250	–	–	﹤0.01%	1947
2022 Q1	$44K	Hold	3,250	–	–	﹤0.01%	1975
2021 Q4	$50K	Hold	3,250	–	–	﹤0.01%	1911
2021 Q3	$52K	Hold	3,250	–	–	﹤0.01%	1874
2021 Q2	$52K	Hold	3,250	–	–	﹤0.01%	3279
2021 Q1	$50.7K	Hold	3,250	–	–	﹤0.01%	1974
2020 Q4	$51K	Hold	3,250	–	–	﹤0.01%	1665
2020 Q3	$49K	Hold	3,250	–	–	﹤0.01%	1507
2020 Q2	$47K	Hold	3,250	–	–	﹤0.01%	1440
2020 Q1	$45K	Hold	3,250	–	–	﹤0.01%	1302
2019 Q4	$48K	Hold	3,250	–	–	﹤0.01%	1413
2019 Q3	$47K	Hold	3,250	–	–	﹤0.01%	1380
2019 Q2	$46K	Buy	+3,250	New	+$45.7K	﹤0.01%	1369
2018 Q4	–	Sell	-3,250	Closed	-$43K	–	1478
2018 Q3	$43K	Hold	3,250	–	–	﹤0.01%	1261
2018 Q2	$44K	Sell	3,250 -750	-19%	-$10.2K	﹤0.01%	1148
2018 Q1	$56K	Hold	4,000	–	–	﹤0.01%	965
2017 Q4	$59K	Buy	+4,000	New	+$59K	﹤0.01%	781

Other funds holding JHS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Steward Partners Investment Advisory's JHS Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of John Hancock Income Securities Trust (JHS) in Q2 2023, closing a stake of 3,250 shares — an estimated $35.5K sold.

Steward Partners Investment Advisory first reported a position in JHS in Q4 2017 and held it in 20 quarters. The position peaked at $59K in Q4 2017. 28 funds tracked by Wall St. Rank hold JHS as of Q2 2023.

Steward Partners Investment Advisory reported no remaining John Hancock Income Securities Trust position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,250 John Hancock Income Securities Trust shares in Q2 2023, an estimated $35.5K.
Steward Partners Investment Advisory first reported a position in John Hancock Income Securities Trust in Q4 2017 and held it in 20 quarters.
Steward Partners Investment Advisory's John Hancock Income Securities Trust position peaked at $59K in Q4 2017.
28 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.