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

Cetera Advisors’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 Q3	–	Sell	-16,000	Closed	-$346K	–	1441
2021 Q2	$346K	Sell	16,000 -12,400	-44%	-$260K	0.01%	988
2021 Q1	$587K	Sell	28,400 -7,759	-21%	-$149K	0.02%	676
2020 Q4	$712K	Sell	36,159 -2,500	-6%	-$47.8K	0.02%	510
2020 Q3	$728K	Hold	38,659	–	–	0.03%	449
2020 Q2	$756K	Buy	38,659 +1,500	+4%	+$27.1K	0.03%	426
2020 Q1	$597K	Sell	37,159 -5,700	-13%	-$119K	0.03%	423
2019 Q4	$977K	Hold	42,859	–	–	0.04%	379
2019 Q3	$1.03M	Buy	42,859 +4,300	+11%	+$102K	0.05%	351
2019 Q2	$894K	Buy	+38,559	New	+$884K	0.04%	394
2017 Q2	–	Sell	-11,982	Closed	-$256K	–	844
2017 Q1	$256K	Buy	+11,982	New	+$251K	0.02%	626
2016 Q2	–	Sell	-13,575	Closed	-$300K	–	800
2016 Q1	$300K	Buy	13,575 +900	+7%	+$18.6K	0.03%	525
2015 Q4	$254K	Buy	12,675 +2,400	+23%	+$47.2K	0.02%	584
2015 Q3	$199K	Buy	+10,275	New	+$200K	0.02%	603

Other funds holding HPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARG

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

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

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 $397M AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisors's HPI Position: Q3 2021 in Review

Cetera Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q3 2021, closing a stake of 16,000 shares — an estimated $346K sold.

Cetera Advisors first reported a position in HPI in Q3 2015 and held it in 13 quarters. The position peaked at $1.03M in Q3 2019. 63 funds tracked by Wall St. Rank hold HPI as of Q3 2021.

Cetera Advisors reported no remaining John Hancock Preferred Income Fund position as of Q3 2021 after selling out during the quarter.
Cetera Advisors sold 16,000 John Hancock Preferred Income Fund shares in Q3 2021, an estimated $346K.
Cetera Advisors first reported a position in John Hancock Preferred Income Fund in Q3 2015 and held it in 13 quarters.
Cetera Advisors's John Hancock Preferred Income Fund position peaked at $1.03M in Q3 2019.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2021.

Based on Cetera Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.