CBB
HPI

Citizens Business Bank’s John Hancock Preferred Income Fund HPI Stock Holding History

Citizens Business Bank’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
2013
Q3 		– Sell
-49,146
Closed -$1.02M – 281
2013
Q2 		$1.02M Buy
+49,146
New +$1.12M 0.23% 112

Other funds holding HPI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Citizens Business Bank's HPI Position: Q3 2013 in Review

Citizens Business Bank sold out of John Hancock Preferred Income Fund (HPI) in Q3 2013, closing a stake of 49,146 shares — an estimated $1.02M sold.

Citizens Business Bank first reported a position in HPI in Q2 2013 and held it in 1 quarter. The position peaked at $1.02M in Q2 2013. 38 funds tracked by Wall St. Rank hold HPI as of Q3 2013.

  • Citizens Business Bank reported no remaining John Hancock Preferred Income Fund position as of Q3 2013 after selling out during the quarter.
  • Citizens Business Bank sold 49,146 John Hancock Preferred Income Fund shares in Q3 2013, an estimated $1.02M.
  • Citizens Business Bank first reported a position in John Hancock Preferred Income Fund in Q2 2013 and held it in 1 quarter.
  • Citizens Business Bank's John Hancock Preferred Income Fund position peaked at $1.02M in Q2 2013.
  • 38 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2013.

Based on Citizens Business Bank's 13F filing for Q3 2013, filed 18 Nov 2022.