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

CoreCap 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
2024 Q4	–	Sell	-1,875	Closed	-$35.5K	–	2913
2024 Q3	$35.5K	Sell	1,875 -375	-17%	-$6.53K	﹤0.01%	1331
2024 Q2	$37.6K	Hold	2,250	–	–	﹤0.01%	730
2024 Q1	$37.4K	Buy	+2,250	New	+$36.3K	﹤0.01%	1225
2022 Q4	$44.3K	Buy	+2,762	New	+$44K	﹤0.01%	1031
2022 Q3	–	Sell	-648	Closed	-$11K	–	1191
2022 Q2	$11K	Buy	+648	New	+$11.6K	﹤0.01%	1446
2022 Q1	–	Sell	-639	Closed	-$13K	–	1200
2021 Q4	$13K	Buy	+639	New	+$13.6K	﹤0.01%	1467

Other funds holding HPI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARG

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

CoreCap Advisors's HPI Position: Q4 2024 in Review

CoreCap Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q4 2024, closing a stake of 1,875 shares — an estimated $35.5K sold.

CoreCap Advisors first reported a position in HPI in Q4 2021 and held it in 6 quarters. The position peaked at $44.3K in Q4 2022. 62 funds tracked by Wall St. Rank hold HPI as of Q4 2024.

CoreCap Advisors reported no remaining John Hancock Preferred Income Fund position as of Q4 2024 after selling out during the quarter.
CoreCap Advisors sold 1,875 John Hancock Preferred Income Fund shares in Q4 2024, an estimated $35.5K.
CoreCap Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2021 and held it in 6 quarters.
CoreCap Advisors's John Hancock Preferred Income Fund position peaked at $44.3K in Q4 2022.
62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2024.

Based on CoreCap Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.