WA
JHI

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

WFG 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
2015
Q1 		– Sell
-237
Closed -$4K – 1925
2014
Q4 		$4K Sell
237
-1,353
-85% -$24.8K ﹤0.01% 1704
2014
Q3 		$29K Buy
1,590
+14
+0.9% +$275 0.01% 1136
2014
Q2 		$33K Buy
1,576
+13
+0.8% +$265 0.01% 1066
2014
Q1 		$32K Sell
1,563
-489
-24% -$9.89K 0.01% 1072
2013
Q4 		$38K Buy
2,052
+15
+0.7% +$281 0.01% 1104
2013
Q3 		$38K Buy
2,037
+13
+0.6% +$257 0.01% 1026
2013
Q2 		$40K Buy
+2,024
New +$44.2K 0.01% 972

Other funds holding JHI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WFG Advisors's JHI Position: Q1 2015 in Review

WFG Advisors sold out of John Hancock Investors Trust (JHI) in Q1 2015, closing a stake of 237 shares — an estimated $4K sold.

WFG Advisors first reported a position in JHI in Q2 2013 and held it in 7 quarters. The position peaked at $40K in Q2 2013. 30 funds tracked by Wall St. Rank hold JHI as of Q1 2015.

  • WFG Advisors reported no remaining John Hancock Investors Trust position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 237 John Hancock Investors Trust shares in Q1 2015, an estimated $4K.
  • WFG Advisors first reported a position in John Hancock Investors Trust in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's John Hancock Investors Trust position peaked at $40K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.