CoreFirst Bank & Trust’s John Hancock Preferred Income Fund HPI Stock Holding History

CoreFirst Bank & Trust’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
2022 Q2	–	Sell	-1,000	Closed	-$19K	–	411
2022 Q1	$19K	Hold	1,000	–	–	0.01%	320
2021 Q4	$21K	Hold	1,000	–	–	0.01%	332
2021 Q3	$22K	Hold	1,000	–	–	0.02%	340
2021 Q2	$22K	Hold	1,000	–	–	0.02%	350
2021 Q1	$21K	Hold	1,000	–	–	0.01%	344
2020 Q4	$20K	Buy	+1,000	New	+$19.1K	0.01%	307

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

CoreFirst Bank & Trust's HPI Position: Q2 2022 in Review

CoreFirst Bank & Trust sold out of John Hancock Preferred Income Fund (HPI) in Q2 2022, closing a stake of 1,000 shares — an estimated $19K sold.

CoreFirst Bank & Trust first reported a position in HPI in Q4 2020 and held it in 6 quarters. The position peaked at $22K in Q3 2021. 60 funds tracked by Wall St. Rank hold HPI as of Q2 2022.

CoreFirst Bank & Trust reported no remaining John Hancock Preferred Income Fund position as of Q2 2022 after selling out during the quarter.
CoreFirst Bank & Trust sold 1,000 John Hancock Preferred Income Fund shares in Q2 2022, an estimated $19K.
CoreFirst Bank & Trust first reported a position in John Hancock Preferred Income Fund in Q4 2020 and held it in 6 quarters.
CoreFirst Bank & Trust's John Hancock Preferred Income Fund position peaked at $22K in Q3 2021.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2022, filed 16 Aug 2022.