TWMP
JHS

Taylor Wealth Management Partners’s John Hancock Income Securities Trust JHS Stock Holding History

Taylor Wealth Management Partners’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
2015
Q2 		– Sell
-612
Closed -$9K – 199
2015
Q1 		$9K Buy
+612
New +$8.73K ﹤0.01% 147

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BKA
Brick & Kyle Associates Newtown, Pennsylvania $303M AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Taylor Wealth Management Partners's JHS Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of John Hancock Income Securities Trust (JHS) in Q2 2015, closing a stake of 612 shares — an estimated $9K sold.

Taylor Wealth Management Partners first reported a position in JHS in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 21 funds tracked by Wall St. Rank hold JHS as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining John Hancock Income Securities Trust position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 612 John Hancock Income Securities Trust shares in Q2 2015, an estimated $9K.
  • Taylor Wealth Management Partners first reported a position in John Hancock Income Securities Trust in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's John Hancock Income Securities Trust position peaked at $9K in Q1 2015.
  • 21 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.