Baystate Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Baystate Wealth Management’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
2023 Q4	$4.81K	Buy	+304	New	+$4.4K	﹤0.01%	897

Other funds holding HPI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 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

Baystate Wealth Management's HPI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in John Hancock Preferred Income Fund (HPI) in Q4 2023: 304 shares worth $4.81K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

57 funds tracked by Wall St. Rank hold HPI as of Q4 2023.

Baystate Wealth Management held 304 shares of John Hancock Preferred Income Fund worth $4.81K as of Q4 2023.
John Hancock Preferred Income Fund was a new Baystate Wealth Management position in Q4 2023.
John Hancock Preferred Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #897 holding.
57 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.