TA
JHI

TCG Advisors’s John Hancock Investors Trust JHI Stock Holding History

TCG Advisors’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
2020
Q3 		– Sell
-61,751
Closed -$958K – 66
2020
Q2 		$958K Sell
61,751
-228
-0.4% -$3.26K 0.53% 61
2020
Q1 		$780K Sell
61,979
-13,240
-18% -$216K 0.64% 56
2019
Q4 		$1.34M Buy
75,219
+8,069
+12% +$139K 0.8% 34
2019
Q3 		$1.14M Buy
+67,150
New +$1.14M 0.82% 36

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

TCG Advisors's JHI Position: Q3 2020 in Review

TCG Advisors sold out of John Hancock Investors Trust (JHI) in Q3 2020, closing a stake of 61,751 shares — an estimated $958K sold.

TCG Advisors first reported a position in JHI in Q3 2019 and held it in 4 quarters. The position peaked at $1.34M in Q4 2019. 34 funds tracked by Wall St. Rank hold JHI as of Q3 2020.

  • TCG Advisors reported no remaining John Hancock Investors Trust position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 61,751 John Hancock Investors Trust shares in Q3 2020, an estimated $958K.
  • TCG Advisors first reported a position in John Hancock Investors Trust in Q3 2019 and held it in 4 quarters.
  • TCG Advisors's John Hancock Investors Trust position peaked at $1.34M in Q4 2019.
  • 34 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.