Baird Financial Group
HPI

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

Baird Financial 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
2024
Q3 		– Sell
-12,672
Closed -$212K – 1776
2024
Q2 		$212K Sell
12,672
-17
-0.1% -$280 ﹤0.01% 1661
2024
Q1 		$211K Sell
12,689
-11,142
-47% -$180K ﹤0.01% 1664
2023
Q4 		$376K Sell
23,831
-925
-4% -$13.4K ﹤0.01% 1451
2023
Q3 		$361K Buy
24,756
+426
+2% +$6.46K ﹤0.01% 1453
2023
Q2 		$371K Sell
24,330
-138
-0.6% -$2.06K ﹤0.01% 1444
2023
Q1 		$391K Sell
24,468
-192
-0.8% -$3.2K ﹤0.01% 1405
2022
Q4 		$396K Sell
24,660
-194
-0.8% -$3.09K ﹤0.01% 1382
2022
Q3 		$398K Buy
24,854
+1,713
+7% +$30.5K ﹤0.01% 1358
2022
Q2 		$405K Buy
23,141
+129
+0.6% +$2.32K ﹤0.01% 1422
2022
Q1 		$445K Buy
+23,012
New +$442K ﹤0.01% 1460
2016
Q2 		– Sell
-17,864
Closed -$397K – 1220
2016
Q1 		$397K Buy
17,864
+1,590
+10% +$32.9K ﹤0.01% 980
2015
Q4 		$326K Sell
16,274
-274
-2% -$5.39K ﹤0.01% 1044
2015
Q3 		$320K Buy
+16,548
New +$322K ﹤0.01% 1039

Other funds holding HPI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Baird Financial Group's HPI Position: Q3 2024 in Review

Baird Financial Group sold out of John Hancock Preferred Income Fund (HPI) in Q3 2024, closing a stake of 12,672 shares — an estimated $212K sold.

Baird Financial Group first reported a position in HPI in Q3 2015 and held it in 13 quarters. The position peaked at $445K in Q1 2022. 56 funds tracked by Wall St. Rank hold HPI as of Q3 2024.

  • Baird Financial Group reported no remaining John Hancock Preferred Income Fund position as of Q3 2024 after selling out during the quarter.
  • Baird Financial Group sold 12,672 John Hancock Preferred Income Fund shares in Q3 2024, an estimated $212K.
  • Baird Financial Group first reported a position in John Hancock Preferred Income Fund in Q3 2015 and held it in 13 quarters.
  • Baird Financial Group's John Hancock Preferred Income Fund position peaked at $445K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2024.

Based on Baird Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.