Advisor Group’s John Hancock Preferred Income Fund HPI Stock Holding History

Advisor Group’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.17M	Buy	51,095 +483	+1%	+$10.9K	0.01%	1102
2019 Q3	$1.22M	Sell	50,612 -1,307	-3%	-$30.9K	0.01%	1021
2019 Q2	$1.2M	Buy	51,919 +12,757	+33%	+$293K	0.01%	1015
2019 Q1	$886K	Buy	39,162 +7,612	+24%	+$161K	0.01%	1170
2018 Q4	$593K	Sell	31,550 -6,284	-17%	-$128K	0.01%	1279
2018 Q3	$832K	Sell	37,834 -2,049	-5%	-$45.2K	0.01%	1116
2018 Q2	$869K	Buy	39,883 +2,031	+5%	+$42.5K	0.01%	941
2018 Q1	$776K	Sell	37,852 -1,508	-4%	-$31.1K	0.01%	1021
2017 Q4	$843K	Buy	39,360 +12,381	+46%	+$268K	0.01%	1004
2017 Q3	$592K	Buy	26,979 +5,317	+25%	+$116K	0.01%	1090
2017 Q2	$473K	Buy	21,662 +3,288	+18%	+$71.7K	0.01%	1178
2017 Q1	$390K	Buy	18,374 +1,654	+10%	+$34.6K	0.01%	1219
2016 Q4	$340K	Sell	16,720 -287	-2%	-$5.87K	0.01%	1236
2016 Q3	$382K	Buy	17,007 +1,719	+11%	+$39.1K	0.01%	1125
2016 Q2	$348K	Buy	+15,288	New	+$339K	0.01%	1112

Other funds holding HPI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DTIM

Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group's HPI Position: Q4 2019 in Review

Advisor Group increased its John Hancock Preferred Income Fund (HPI) stake by 0.95% in Q4 2019, buying an estimated $10.9K and bringing the position to 51,095 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1102.

Advisor Group first reported a position in HPI in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2019. 68 funds tracked by Wall St. Rank hold HPI as of Q4 2019.

Advisor Group held 51,095 shares of John Hancock Preferred Income Fund worth $1.17M as of Q4 2019.
Advisor Group bought 483 John Hancock Preferred Income Fund shares in Q4 2019, an estimated $10.9K.
John Hancock Preferred Income Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1102 holding.
Advisor Group first reported a position in John Hancock Preferred Income Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's John Hancock Preferred Income Fund position peaked at $1.22M in Q3 2019.
68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.