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

Doliver 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
2021 Q1	–	Sell	-18,184	Closed	-$358K	–	140
2020 Q4	$358K	Buy	+18,184	New	+$348K	0.16%	92
2018 Q2	–	Sell	-15,132	Closed	-$310K	–	344
2018 Q1	$310K	Buy	+15,132	New	+$312K	0.14%	131
2016 Q3	–	Sell	-14,314	Closed	-$327K	–	225
2016 Q2	$327K	Buy	+14,314	New	+$318K	0.28%	101
2013 Q3	–	Sell	-12,041	Closed	-$251K	–	352
2013 Q2	$251K	Buy	+12,041	New	+$273K	0.15%	269

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

Doliver Advisors's HPI Position: Q1 2021 in Review

Doliver Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q1 2021, closing a stake of 18,184 shares — an estimated $358K sold.

Doliver Advisors first reported a position in HPI in Q2 2013 and held it in 4 quarters. The position peaked at $358K in Q4 2020. 69 funds tracked by Wall St. Rank hold HPI as of Q1 2021.

Doliver Advisors reported no remaining John Hancock Preferred Income Fund position as of Q1 2021 after selling out during the quarter.
Doliver Advisors sold 18,184 John Hancock Preferred Income Fund shares in Q1 2021, an estimated $358K.
Doliver Advisors first reported a position in John Hancock Preferred Income Fund in Q2 2013 and held it in 4 quarters.
Doliver Advisors's John Hancock Preferred Income Fund position peaked at $358K in Q4 2020.
69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2021.

Based on Doliver Advisors's 13F filing for Q1 2021, filed 7 May 2021.