WEC
JHI

Winslow Evans & Crocker’s John Hancock Investors Trust JHI Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$3K Buy
+200
New +$3.31K ﹤0.01% 1188
2018
Q1 		– Sell
-174
Closed -$3.03K – 1140
2017
Q4 		$3.03K Hold
174
– – ﹤0.01% 985
2017
Q3 		$3.14K Sell
174
-437
-72% -$7.92K ﹤0.01% 984
2017
Q2 		$10.5K Sell
611
-1
-0.2% -$17 ﹤0.01% 904
2017
Q1 		$10.4K Hold
612
– – ﹤0.01% 886
2016
Q4 		$10.1K Hold
612
– – ﹤0.01% 877
2016
Q3 		$10.2K Hold
612
– – ﹤0.01% 902
2016
Q2 		$9.85K Buy
612
+1
+0.2% +$16 ﹤0.01% 886
2016
Q1 		$9.43K Sell
611
-1
-0.2% -$14 ﹤0.01% 894
2015
Q4 		$8.79K Hold
612
– – ﹤0.01% 942
2015
Q3 		$8.92K Hold
612
– – ﹤0.01% 913
2015
Q2 		$9.8K Hold
612
– – ﹤0.01% 934
2015
Q1 		$10.7K Sell
612
-3,262
-84% -$58.1K ﹤0.01% 869
2014
Q4 		$68.6K Hold
3,874
– – 0.02% 482
2014
Q3 		$71.5K Buy
3,874
+3,651
+1,637% +$71.7K 0.02% 490
2014
Q2 		$4.6K Hold
223
– – ﹤0.01% 1050
2014
Q1 		$4.54K Hold
223
– – ﹤0.01% 1044
2013
Q4 		$4K Buy
+223
New +$4.18K ﹤0.01% 1173

Other funds holding JHI

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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Winslow Evans & Crocker's JHI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in John Hancock Investors Trust (JHI) in Q4 2020: 200 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in JHI as recently as Q4 2017.

Winslow Evans & Crocker first reported a position in JHI in Q4 2013 and has held it in 18 quarters since. The position peaked at $71.5K in Q3 2014. 33 funds tracked by Wall St. Rank hold JHI as of Q4 2020.

  • Winslow Evans & Crocker held 200 shares of John Hancock Investors Trust worth $3K as of Q4 2020.
  • John Hancock Investors Trust was a new Winslow Evans & Crocker position in Q4 2020.
  • John Hancock Investors Trust made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1188 holding.
  • Winslow Evans & Crocker first reported a position in John Hancock Investors Trust in Q4 2013 and has held it in 18 quarters since.
  • Winslow Evans & Crocker's John Hancock Investors Trust position peaked at $71.5K in Q3 2014.
  • 33 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.