Cetera Advisor Networks’s John Hancock Preferred Income Fund HPI Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$317K	Sell	19,060 -290	-1%	-$4.68K	﹤0.01%	2243
2023 Q4	$305K	Sell	19,350 -4,262	-18%	-$61.6K	﹤0.01%	2235
2023 Q3	$344K	Buy	23,612 +1,435	+6%	+$21.8K	﹤0.01%	2044
2023 Q2	$338K	Sell	22,177 -2,920	-12%	-$43.6K	﹤0.01%	2002
2023 Q1	$402K	Sell	25,097 -3,013	-11%	-$50.2K	﹤0.01%	1847
2022 Q4	$451K	Buy	28,110 +424	+2%	+$6.76K	﹤0.01%	1714
2022 Q3	$444K	Buy	27,686 +1,327	+5%	+$23.7K	0.01%	1365
2022 Q2	$461K	Sell	26,359 -2,692	-9%	-$48.3K	0.01%	1327
2022 Q1	$562K	Buy	29,051 +8,347	+40%	+$160K	0.01%	1225
2021 Q4	$430K	Sell	20,704 -1,095	-5%	-$23.2K	0.01%	1362
2021 Q3	$469K	Sell	21,799 -2,016	-8%	-$43.7K	0.01%	1263
2021 Q2	$514K	Buy	+23,815	New	+$499K	0.01%	1162
2020 Q3	–	Sell	-3,714	Closed	-$73K	–	2004
2020 Q2	$73K	Buy	+3,714	New	+$67.2K	﹤0.01%	1699
2016 Q4	–	Sell	-9,645	Closed	-$216K	–	923
2016 Q3	$216K	Buy	+9,645	New	+$220K	0.01%	908
2015 Q3	–	Sell	-11,364	Closed	-$239K	–	841
2015 Q2	$239K	Hold	11,364	–	–	0.02%	699
2015 Q1	$239K	Sell	11,364 -2,524	-18%	-$52.7K	0.02%	703
2014 Q4	$282K	Sell	13,888 -106	-0.8%	-$2.17K	0.02%	625
2014 Q3	$279K	Buy	13,994 +9	+0.1%	+$181	0.02%	634
2014 Q2	$288K	Sell	13,985 -584	-4%	-$11.8K	0.02%	627
2014 Q1	$291K	Sell	14,569 -4,834	-25%	-$91.5K	0.02%	592
2013 Q4	$347K	Sell	19,403 -8,204	-30%	-$151K	0.03%	512
2013 Q3	$532K	Sell	27,607 -17,713	-39%	-$344K	0.05%	340
2013 Q2	$939K	Buy	+45,320	New	+$1.03M	0.09%	211

Other funds holding HPI

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Cetera Advisor Networks's HPI Position: Q1 2024 in Review

Cetera Advisor Networks reduced its John Hancock Preferred Income Fund (HPI) stake by 1.5% in Q1 2024, selling an estimated $4.68K and leaving 19,060 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Cetera Advisor Networks first reported a position in HPI in Q2 2013 and has held it in 23 quarters since. The position peaked at $939K in Q2 2013. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2024.

Cetera Advisor Networks held 19,060 shares of John Hancock Preferred Income Fund worth $317K as of Q1 2024.
Cetera Advisor Networks sold 290 John Hancock Preferred Income Fund shares in Q1 2024, an estimated $4.68K.
John Hancock Preferred Income Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2243 holding.
Cetera Advisor Networks first reported a position in John Hancock Preferred Income Fund in Q2 2013 and has held it in 23 quarters since.
Cetera Advisor Networks's John Hancock Preferred Income Fund position peaked at $939K in Q2 2013.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.