Baldwin Wealth Partners’s John Hancock Preferred Income Fund HPI Stock Holding History

Baldwin Wealth 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
2017 Q2	–	Sell	-1,000	Closed	-$21K	–	486
2017 Q1	$21K	Hold	1,000	–	–	﹤0.01%	363
2016 Q4	$20K	Hold	1,000	–	–	﹤0.01%	370
2016 Q3	$22K	Hold	1,000	–	–	﹤0.01%	369
2016 Q2	$23K	Hold	1,000	–	–	﹤0.01%	325
2016 Q1	$22K	Buy	+1,000	New	+$20.7K	﹤0.01%	357

Other funds holding HPI

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

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

SAM

Selway Asset Management $242M AUM 7.7% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCMG

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

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

Baldwin Wealth Partners's HPI Position: Q2 2017 in Review

Baldwin Wealth Partners sold out of John Hancock Preferred Income Fund (HPI) in Q2 2017, closing a stake of 1,000 shares — an estimated $21K sold.

Baldwin Wealth Partners first reported a position in HPI in Q1 2016 and held it in 5 quarters. The position peaked at $23K in Q2 2016. 47 funds tracked by Wall St. Rank hold HPI as of Q2 2017.

Baldwin Wealth Partners reported no remaining John Hancock Preferred Income Fund position as of Q2 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 1,000 John Hancock Preferred Income Fund shares in Q2 2017, an estimated $21K.
Baldwin Wealth Partners first reported a position in John Hancock Preferred Income Fund in Q1 2016 and held it in 5 quarters.
Baldwin Wealth Partners's John Hancock Preferred Income Fund position peaked at $23K in Q2 2016.
47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2017.

Based on Baldwin Wealth Partners's 13F filing for Q2 2017, filed 13 Jul 2017.