Avantax Advisory Services’s John Hancock Preferred Income Fund HPI Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-21,608	Closed	-$407K	–	1117
2020 Q3	$407K	Buy	+21,608	New	+$433K	0.01%	883

Other funds holding HPI

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Avantax Advisory Services's HPI Position: Q4 2020 in Review

Avantax Advisory Services sold out of John Hancock Preferred Income Fund (HPI) in Q4 2020, closing a stake of 21,608 shares — an estimated $407K sold.

Avantax Advisory Services first reported a position in HPI in Q3 2020 and held it in 1 quarter. The position peaked at $407K in Q3 2020. 70 funds tracked by Wall St. Rank hold HPI as of Q4 2020.

Avantax Advisory Services reported no remaining John Hancock Preferred Income Fund position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 21,608 John Hancock Preferred Income Fund shares in Q4 2020, an estimated $407K.
Avantax Advisory Services first reported a position in John Hancock Preferred Income Fund in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's John Hancock Preferred Income Fund position peaked at $407K in Q3 2020.
70 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.