Buffington Mohr McNeal’s John Hancock Preferred Income Fund HPI Stock Holding History

Buffington Mohr McNeal’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
2022 Q4	–	Sell	-16,725	Closed	-$268K	–	123
2022 Q3	$268K	Hold	16,725	–	–	0.06%	111
2022 Q2	$293K	Hold	16,725	–	–	0.06%	109
2022 Q1	$324K	Hold	16,725	–	–	0.06%	108
2021 Q4	$347K	Hold	16,725	–	–	0.06%	116
2021 Q3	$360K	Hold	16,725	–	–	0.07%	106
2021 Q2	$361K	Hold	16,725	–	–	0.07%	105
2021 Q1	$346K	Hold	16,725	–	–	0.07%	106
2020 Q4	$329K	Hold	16,725	–	–	0.08%	103
2020 Q3	$315K	Hold	16,725	–	–	0.08%	103
2020 Q2	$327K	Sell	16,725 -25,000	-60%	-$452K	0.09%	99
2020 Q1	$671K	Hold	41,725	–	–	0.22%	68
2019 Q4	$952K	Sell	41,725 -2,275	-5%	-$51.5K	0.27%	58
2019 Q3	$1.06M	Hold	44,000	–	–	0.33%	55
2019 Q2	$1.02M	Hold	44,000	–	–	0.32%	57
2019 Q1	$997K	Hold	44,000	–	–	0.32%	57
2018 Q4	$829K	Buy	+44,000	New	+$900K	0.33%	58

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Buffington Mohr McNeal's HPI Position: Q4 2022 in Review

Buffington Mohr McNeal sold out of John Hancock Preferred Income Fund (HPI) in Q4 2022, closing a stake of 16,725 shares — an estimated $268K sold.

Buffington Mohr McNeal first reported a position in HPI in Q4 2018 and held it in 16 quarters. The position peaked at $1.06M in Q3 2019. 65 funds tracked by Wall St. Rank hold HPI as of Q4 2022.

Buffington Mohr McNeal reported no remaining John Hancock Preferred Income Fund position as of Q4 2022 after selling out during the quarter.
Buffington Mohr McNeal sold 16,725 John Hancock Preferred Income Fund shares in Q4 2022, an estimated $268K.
Buffington Mohr McNeal first reported a position in John Hancock Preferred Income Fund in Q4 2018 and held it in 16 quarters.
Buffington Mohr McNeal's John Hancock Preferred Income Fund position peaked at $1.06M in Q3 2019.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2022.

Based on Buffington Mohr McNeal's 13F filing for Q4 2022, filed 19 Jan 2023.