Stifel Financial’s John Hancock Investors Trust JHI Stock Holding History

Stifel Financial’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 Q3	–	Sell	-83,785	Closed	-$1.58M	–	3371
2021 Q2	$1.58M	Sell	83,785 -1,695	-2%	-$31.3K	﹤0.01%	1774
2021 Q1	$1.54M	Buy	85,480 +228	+0.3%	+$4.05K	﹤0.01%	1686
2020 Q4	$1.47M	Sell	85,252 -2,996	-3%	-$49.6K	﹤0.01%	1575
2020 Q3	$1.4M	Sell	88,248 -2,791	-3%	-$44.8K	﹤0.01%	1411
2020 Q2	$1.41M	Buy	91,039 +1,437	+2%	+$20.6K	﹤0.01%	1346
2020 Q1	$1.13M	Buy	89,602 +5,472	+7%	+$89.2K	﹤0.01%	1355
2019 Q4	$1.5M	Buy	84,130 +12,228	+17%	+$211K	﹤0.01%	1541
2019 Q3	$1.22M	Buy	71,902 +15,689	+28%	+$266K	﹤0.01%	1626
2019 Q2	$921K	Buy	+56,213	New	+$904K	﹤0.01%	1857

Other funds holding JHI

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

1CP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Stifel Financial's JHI Position: Q3 2021 in Review

Stifel Financial sold out of John Hancock Investors Trust (JHI) in Q3 2021, closing a stake of 83,785 shares — an estimated $1.58M sold.

Stifel Financial first reported a position in JHI in Q2 2019 and held it in 9 quarters. The position peaked at $1.58M in Q2 2021. 33 funds tracked by Wall St. Rank hold JHI as of Q3 2021.

Stifel Financial reported no remaining John Hancock Investors Trust position as of Q3 2021 after selling out during the quarter.
Stifel Financial sold 83,785 John Hancock Investors Trust shares in Q3 2021, an estimated $1.58M.
Stifel Financial first reported a position in John Hancock Investors Trust in Q2 2019 and held it in 9 quarters.
Stifel Financial's John Hancock Investors Trust position peaked at $1.58M in Q2 2021.
33 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2021.

Based on Stifel Financial's 13F filing for Q3 2021, filed 15 Nov 2021.