WA
JHS

Waverly Advisors’s John Hancock Income Securities Trust JHS Stock Holding History

Waverly Advisors’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
2024
Q4 		– Sell
-17,152
Closed -$199K – 1006
2024
Q3 		$199K Hold
17,152
– – ﹤0.01% 777
2024
Q2 		$187K Hold
17,152
– – ﹤0.01% 774
2024
Q1 		$192K Hold
17,152
– – ﹤0.01% 659
2023
Q4 		$187K Hold
17,152
– – 0.01% 432
2023
Q3 		$176K Hold
17,152
– – 0.01% 390
2023
Q2 		$185K Hold
17,152
– – 0.01% 347
2023
Q1 		$187K Buy
+17,152
New +$191K 0.01% 281

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Waverly Advisors's JHS Position: Q4 2024 in Review

Waverly Advisors sold out of John Hancock Income Securities Trust (JHS) in Q4 2024, closing a stake of 17,152 shares — an estimated $199K sold.

Waverly Advisors first reported a position in JHS in Q1 2023 and held it in 7 quarters. The position peaked at $199K in Q3 2024. 31 funds tracked by Wall St. Rank hold JHS as of Q4 2024.

  • Waverly Advisors reported no remaining John Hancock Income Securities Trust position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 17,152 John Hancock Income Securities Trust shares in Q4 2024, an estimated $199K.
  • Waverly Advisors first reported a position in John Hancock Income Securities Trust in Q1 2023 and held it in 7 quarters.
  • Waverly Advisors's John Hancock Income Securities Trust position peaked at $199K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.