Ameritas Investment Company’s John Hancock Preferred Income Fund HPI Stock Holding History

Ameritas Investment Company’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 Q2	–	Sell	-3,750	Closed	-$60K	–	870
2020 Q1	$60K	Buy	+3,750	New	+$78.6K	0.01%	639
2019 Q4	–	Sell	-3,750	Closed	-$91K	–	1127
2019 Q3	$91K	Buy	+3,750	New	+$88.8K	0.02%	506
2019 Q1	–	Sell	-500	Closed	-$9K	–	1353
2018 Q4	$9K	Buy	+500	New	+$10.2K	﹤0.01%	1076

Other funds holding HPI

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

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

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

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

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

TCMG

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

Ameritas Investment Company's HPI Position: Q2 2020 in Review

Ameritas Investment Company sold out of John Hancock Preferred Income Fund (HPI) in Q2 2020, closing a stake of 3,750 shares — an estimated $60K sold.

Ameritas Investment Company first reported a position in HPI in Q4 2018 and held it in 3 quarters. The position peaked at $91K in Q3 2019. 62 funds tracked by Wall St. Rank hold HPI as of Q2 2020.

Ameritas Investment Company reported no remaining John Hancock Preferred Income Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 3,750 John Hancock Preferred Income Fund shares in Q2 2020, an estimated $60K.
Ameritas Investment Company first reported a position in John Hancock Preferred Income Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's John Hancock Preferred Income Fund position peaked at $91K in Q3 2019.
62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.