YorkBridge Wealth Partners’s John Hancock Income Securities Trust JHS Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-250	Closed	-$4K	–	426
2019 Q2	$4K	Hold	250	–	–	﹤0.01%	673
2019 Q1	$4K	Hold	250	–	–	﹤0.01%	670
2018 Q4	$3K	Hold	250	–	–	﹤0.01%	664
2018 Q3	$3K	Hold	250	–	–	﹤0.01%	688
2018 Q2	$3K	Hold	250	–	–	﹤0.01%	738
2018 Q1	$3K	Hold	250	–	–	﹤0.01%	725
2017 Q4	$4K	Hold	250	–	–	﹤0.01%	727
2017 Q3	$4K	Hold	250	–	–	﹤0.01%	726
2017 Q2	$4K	Hold	250	–	–	﹤0.01%	725
2017 Q1	$4K	Hold	250	–	–	﹤0.01%	709
2016 Q4	$3K	Buy	+250	New	+$3.52K	﹤0.01%	718

Other funds holding JHS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of John Hancock Income Securities Trust (JHS) in Q3 2019, closing a stake of 250 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in JHS in Q4 2016 and held it in 11 quarters. The position peaked at $4K in Q2 2019. 33 funds tracked by Wall St. Rank hold JHS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining John Hancock Income Securities Trust position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 250 John Hancock Income Securities Trust shares in Q3 2019, an estimated $4K.
YorkBridge Wealth Partners first reported a position in John Hancock Income Securities Trust in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's John Hancock Income Securities Trust position peaked at $4K in Q2 2019.
33 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q3 2019.

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