UBS’s John Hancock Investors Trust JHI Stock Holding History

UBS’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
2014 Q3	$263K	Buy	14,261 +2,666	+23%	+$52.4K	﹤0.01%	4907
2014 Q2	$239K	Sell	11,595 -1,148	-9%	-$23.4K	﹤0.01%	4957
2014 Q1	$259K	Sell	12,743 -15,281	-55%	-$309K	﹤0.01%	4917
2013 Q4	$522K	Sell	28,024 -10,685	-28%	-$200K	﹤0.01%	4280
2013 Q3	$731K	Buy	38,709 +13,665	+55%	+$270K	﹤0.01%	3704
2013 Q2	$497K	Buy	+25,044	New	+$547K	﹤0.01%	4110

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

WAM

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

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

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

UBS's JHI Position: Q3 2014 in Review

UBS increased its John Hancock Investors Trust (JHI) stake by 23% in Q3 2014, buying an estimated $52.4K and bringing the position to 14,261 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #4907.

UBS first reported a position in JHI in Q2 2013 and has held it in 6 quarters since. The position peaked at $731K in Q3 2013. 27 funds tracked by Wall St. Rank hold JHI as of Q3 2014.

UBS held 14,261 shares of John Hancock Investors Trust worth $263K as of Q3 2014.
UBS bought 2,666 John Hancock Investors Trust shares in Q3 2014, an estimated $52.4K.
John Hancock Investors Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4907 holding.
UBS first reported a position in John Hancock Investors Trust in Q2 2013 and has held it in 6 quarters since.
UBS's John Hancock Investors Trust position peaked at $731K in Q3 2013.
27 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.