Danda Trouve Investment Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Danda Trouve Investment Management’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	$1.71M	Sell	106,471 -2,760	-3%	-$49.2K	3.15%	14
2022 Q2	$1.91M	Buy	109,231 +2,372	+2%	+$42.6K	2.95%	15
2022 Q1	$2.07M	Buy	106,859 +3,323	+3%	+$63.8K	2.59%	16
2021 Q4	$2.15M	Buy	103,536 +1,754	+2%	+$37.2K	2.43%	16
2021 Q3	$2.19M	Buy	101,782 +2,743	+3%	+$59.5K	2.64%	16
2021 Q2	$2.14M	Buy	99,039 +1,109	+1%	+$23.3K	2.54%	16
2021 Q1	$2.02M	Buy	97,930 +1,699	+2%	+$32.6K	2.49%	14
2020 Q4	$1.89M	Buy	96,231 +2,666	+3%	+$50.9K	2.31%	16
2020 Q3	$1.76M	Sell	93,565 -2,790	-3%	-$55.9K	2.4%	16
2020 Q2	$1.89M	Sell	96,355 -6,242	-6%	-$113K	2.85%	16
2020 Q1	$1.65M	Sell	102,597 -61	-0.1%	-$1.28K	3.42%	11
2019 Q4	$2.34M	Buy	+102,658	New	+$2.32M	3.37%	13

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

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

TCMG

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

Danda Trouve Investment Management's HPI Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its John Hancock Preferred Income Fund (HPI) stake by 2.5% in Q3 2022, selling an estimated $49.2K and leaving 106,471 shares worth $1.71M. The position accounts for 3.15% of the portfolio, ranked #14.

Danda Trouve Investment Management first reported a position in HPI in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.34M in Q4 2019. 57 funds tracked by Wall St. Rank hold HPI as of Q3 2022.

Danda Trouve Investment Management held 106,471 shares of John Hancock Preferred Income Fund worth $1.71M as of Q3 2022.
Danda Trouve Investment Management sold 2,760 John Hancock Preferred Income Fund shares in Q3 2022, an estimated $49.2K.
John Hancock Preferred Income Fund made up 3.15% of Danda Trouve Investment Management's portfolio in Q3 2022, its #14 holding.
Danda Trouve Investment Management first reported a position in John Hancock Preferred Income Fund in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's John Hancock Preferred Income Fund position peaked at $2.34M in Q4 2019.
57 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.