AE Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History

AE Wealth Management’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
2020 Q3	–	Sell	-65,571	Closed	-$1.28M	–	1313
2020 Q2	$1.28M	Buy	65,571 +4,964	+8%	+$89.8K	0.02%	538
2020 Q1	$974K	Buy	+60,607	New	+$1.27M	0.02%	495

Other funds holding HPI

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

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

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

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

ARG

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

AE Wealth Management's HPI Position: Q3 2020 in Review

AE Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q3 2020, closing a stake of 65,571 shares — an estimated $1.28M sold.

AE Wealth Management first reported a position in HPI in Q1 2020 and held it in 2 quarters. The position peaked at $1.28M in Q2 2020. 66 funds tracked by Wall St. Rank hold HPI as of Q3 2020.

AE Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q3 2020 after selling out during the quarter.
AE Wealth Management sold 65,571 John Hancock Preferred Income Fund shares in Q3 2020, an estimated $1.28M.
AE Wealth Management first reported a position in John Hancock Preferred Income Fund in Q1 2020 and held it in 2 quarters.
AE Wealth Management's John Hancock Preferred Income Fund position peaked at $1.28M in Q2 2020.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.