AIP
HPI

Ahrens Investment Partners’s John Hancock Preferred Income Fund HPI Stock Holding History

Ahrens Investment Partners’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
Q1 		– Sell
-20,100
Closed -$458K – 151
2019
Q4 		$458K Sell
20,100
-4,600
-19% -$104K 0.19% 87
2019
Q3 		$596K Buy
24,700
+2,200
+10% +$52.1K 0.26% 68
2019
Q2 		$521K Buy
22,500
+13,400
+147% +$307K 0.24% 71
2019
Q1 		$206K Buy
+9,100
New +$193K 0.09% 144

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ahrens Investment Partners's HPI Position: Q1 2020 in Review

Ahrens Investment Partners sold out of John Hancock Preferred Income Fund (HPI) in Q1 2020, closing a stake of 20,100 shares — an estimated $458K sold.

Ahrens Investment Partners first reported a position in HPI in Q1 2019 and held it in 4 quarters. The position peaked at $596K in Q3 2019. 62 funds tracked by Wall St. Rank hold HPI as of Q1 2020.

  • Ahrens Investment Partners reported no remaining John Hancock Preferred Income Fund position as of Q1 2020 after selling out during the quarter.
  • Ahrens Investment Partners sold 20,100 John Hancock Preferred Income Fund shares in Q1 2020, an estimated $458K.
  • Ahrens Investment Partners first reported a position in John Hancock Preferred Income Fund in Q1 2019 and held it in 4 quarters.
  • Ahrens Investment Partners's John Hancock Preferred Income Fund position peaked at $596K in Q3 2019.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2020.

Based on Ahrens Investment Partners's 13F filing for Q1 2020, filed 24 Apr 2020.