YorkBridge Wealth Partners’s John Hancock Investors Trust JHI Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-100	Closed	-$2K	–	425
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	706
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	704
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	709
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	710
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	785
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	782
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	804
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	787
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	781
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	768
2016 Q4	$2K	Buy	+100	New	+$1.66K	﹤0.01%	760

Other funds holding JHI

1CP

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

SWP

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

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

SFS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

YorkBridge Wealth Partners's JHI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of John Hancock Investors Trust (JHI) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in JHI in Q4 2016 and held it in 11 quarters. The position peaked at $2K in Q2 2019. 41 funds tracked by Wall St. Rank hold JHI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining John Hancock Investors Trust position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 100 John Hancock Investors Trust shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in John Hancock Investors Trust in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's John Hancock Investors Trust position peaked at $2K in Q2 2019.
41 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.