Trust Company of Vermont’s John Hancock Investors Trust JHI Stock Holding History

Trust Company of Vermont’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
2015 Q4	–	Sell	-606	Closed	-$9K	–	802
2015 Q3	$9K	Hold	606	–	–	﹤0.01%	639
2015 Q2	$10K	Hold	606	–	–	﹤0.01%	641
2015 Q1	$11K	Hold	606	–	–	﹤0.01%	616
2014 Q4	$11K	Sell	606 -587	-49%	-$10.8K	﹤0.01%	622
2014 Q3	$22K	Hold	1,193	–	–	﹤0.01%	531
2014 Q2	$25K	Hold	1,193	–	–	﹤0.01%	488
2014 Q1	$24K	Hold	1,193	–	–	﹤0.01%	489
2013 Q4	$22K	Hold	1,193	–	–	﹤0.01%	475
2013 Q3	$23K	Hold	1,193	–	–	﹤0.01%	452
2013 Q2	$24K	Buy	+1,193	New	+$26K	﹤0.01%	449

Other funds holding JHI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SWP

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Trust Company of Vermont's JHI Position: Q4 2015 in Review

Trust Company of Vermont sold out of John Hancock Investors Trust (JHI) in Q4 2015, closing a stake of 606 shares — an estimated $9K sold.

Trust Company of Vermont first reported a position in JHI in Q2 2013 and held it in 10 quarters. The position peaked at $25K in Q2 2014. 31 funds tracked by Wall St. Rank hold JHI as of Q4 2015.

Trust Company of Vermont reported no remaining John Hancock Investors Trust position as of Q4 2015 after selling out during the quarter.
Trust Company of Vermont sold 606 John Hancock Investors Trust shares in Q4 2015, an estimated $9K.
Trust Company of Vermont first reported a position in John Hancock Investors Trust in Q2 2013 and held it in 10 quarters.
Trust Company of Vermont's John Hancock Investors Trust position peaked at $25K in Q2 2014.
31 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2015.

Based on Trust Company of Vermont's 13F filing for Q4 2015, filed 29 Jan 2016.