UMB Bank’s John Hancock Investors Trust JHI Stock Holding History

UMB Bank’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
2023 Q4	–	Sell	-50	Closed	-$608	–	1675
2023 Q3	$608	Buy	+50	New	+$634	﹤0.01%	1630

Other funds holding JHI

1CP

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

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

SFS

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SWP

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

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

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

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

WAM

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

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

UMB Bank's JHI Position: Q4 2023 in Review

UMB Bank sold out of John Hancock Investors Trust (JHI) in Q4 2023, closing a stake of 50 shares — an estimated $608 sold.

UMB Bank first reported a position in JHI in Q3 2023 and held it in 1 quarter. The position peaked at $608 in Q3 2023. 36 funds tracked by Wall St. Rank hold JHI as of Q4 2023.

UMB Bank reported no remaining John Hancock Investors Trust position as of Q4 2023 after selling out during the quarter.
UMB Bank sold 50 John Hancock Investors Trust shares in Q4 2023, an estimated $608.
UMB Bank first reported a position in John Hancock Investors Trust in Q3 2023 and held it in 1 quarter.
UMB Bank's John Hancock Investors Trust position peaked at $608 in Q3 2023.
36 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.