Carroll Financial Associates’s John Hancock Preferred Income Fund HPI Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-1,800	Closed	-$38K	–	1754
2021 Q3	$38K	Buy	1,800 +30	+2%	+$651	﹤0.01%	821
2021 Q2	$38K	Buy	1,770 +20	+1%	+$419	﹤0.01%	886
2021 Q1	$36K	Hold	1,750	–	–	﹤0.01%	846
2020 Q4	$34K	Hold	1,750	–	–	﹤0.01%	786
2020 Q3	$32K	Hold	1,750	–	–	﹤0.01%	755
2020 Q2	$34K	Hold	1,750	–	–	﹤0.01%	740
2020 Q1	$28K	Hold	1,750	–	–	﹤0.01%	713
2019 Q4	$39K	Hold	1,750	–	–	﹤0.01%	714
2019 Q3	$42K	Hold	1,750	–	–	﹤0.01%	659
2019 Q2	$40K	Buy	+1,750	New	+$40.1K	﹤0.01%	658

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $418M AUM 68.45% 1-Year Est. Return

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

Carroll Financial Associates's HPI Position: Q4 2021 in Review

Carroll Financial Associates sold out of John Hancock Preferred Income Fund (HPI) in Q4 2021, closing a stake of 1,800 shares — an estimated $38K sold.

Carroll Financial Associates first reported a position in HPI in Q2 2019 and held it in 10 quarters. The position peaked at $42K in Q3 2019. 66 funds tracked by Wall St. Rank hold HPI as of Q4 2021.

Carroll Financial Associates reported no remaining John Hancock Preferred Income Fund position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 1,800 John Hancock Preferred Income Fund shares in Q4 2021, an estimated $38K.
Carroll Financial Associates first reported a position in John Hancock Preferred Income Fund in Q2 2019 and held it in 10 quarters.
Carroll Financial Associates's John Hancock Preferred Income Fund position peaked at $42K in Q3 2019.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.