CF
HPI

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

Centaurus Financial’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
2018
Q3 		– Sell
-500
Closed -$11K – 1187
2018
Q2 		$11K Buy
+500
New +$10.5K ﹤0.01% 1515

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Centaurus Financial's HPI Position: Q3 2018 in Review

Centaurus Financial sold out of John Hancock Preferred Income Fund (HPI) in Q3 2018, closing a stake of 500 shares — an estimated $11K sold.

Centaurus Financial first reported a position in HPI in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 61 funds tracked by Wall St. Rank hold HPI as of Q3 2018.

  • Centaurus Financial reported no remaining John Hancock Preferred Income Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 500 John Hancock Preferred Income Fund shares in Q3 2018, an estimated $11K.
  • Centaurus Financial first reported a position in John Hancock Preferred Income Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's John Hancock Preferred Income Fund position peaked at $11K in Q2 2018.
  • 61 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.