CX Institutional’s John Hancock Preferred Income Fund HPI Stock Holding History

CX Institutional’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 Q3	–	Sell	-7,220	Closed	-$126K	–	765
2022 Q2	$126K	Buy	+7,220	New	+$130K	0.01%	509
2021 Q4	–	Sell	-7,720	Closed	-$166K	–	592
2021 Q3	$166K	Buy	7,720 +1,153	+18%	+$25K	0.01%	374
2021 Q2	$142K	Buy	+6,567	New	+$138K	0.01%	381

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

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

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

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

CX Institutional's HPI Position: Q3 2022 in Review

CX Institutional sold out of John Hancock Preferred Income Fund (HPI) in Q3 2022, closing a stake of 7,220 shares — an estimated $126K sold.

CX Institutional first reported a position in HPI in Q2 2021 and held it in 3 quarters. The position peaked at $166K in Q3 2021. 57 funds tracked by Wall St. Rank hold HPI as of Q3 2022.

CX Institutional reported no remaining John Hancock Preferred Income Fund position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 7,220 John Hancock Preferred Income Fund shares in Q3 2022, an estimated $126K.
CX Institutional first reported a position in John Hancock Preferred Income Fund in Q2 2021 and held it in 3 quarters.
CX Institutional's John Hancock Preferred Income Fund position peaked at $166K in Q3 2021.
57 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.