Core Wealth Advisors (Florida)’s John Hancock Preferred Income Fund HPI Stock Holding History

Core Wealth Advisors (Florida)’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 Q1	–	Sell	-1,500	Closed	-$30K	–	186
2020 Q4	$30K	Buy	+1,500	New	+$28.7K	0.03%	75

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 $71.6B AUM 21.08% 1-Year Est. Return

ARG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $410M AUM 71.81% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Core Wealth Advisors (Florida)'s HPI Position: Q1 2021 in Review

Core Wealth Advisors (Florida) sold out of John Hancock Preferred Income Fund (HPI) in Q1 2021, closing a stake of 1,500 shares — an estimated $30K sold.

Core Wealth Advisors (Florida) first reported a position in HPI in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 69 funds tracked by Wall St. Rank hold HPI as of Q1 2021.

Core Wealth Advisors (Florida) reported no remaining John Hancock Preferred Income Fund position as of Q1 2021 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,500 John Hancock Preferred Income Fund shares in Q1 2021, an estimated $30K.
Core Wealth Advisors (Florida) first reported a position in John Hancock Preferred Income Fund in Q4 2020 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s John Hancock Preferred Income Fund position peaked at $30K in Q4 2020.
69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2021, filed 4 May 2021.