D'Orazio & Associates’s John Hancock Preferred Income Fund HPI Stock Holding History

D'Orazio & Associates’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 Q2	–	Sell	-1	Closed	–	–	404
2021 Q1	$0	Sell	1 -1,003	-100%	-$19.3K	﹤0.01%	399
2020 Q4	$20K	Buy	1,004 +903	+894%	+$17.3K	0.01%	223
2020 Q3	$2K	Buy	101 +1	+1%	+$20	﹤0.01%	294
2020 Q2	$2K	Buy	+100	New	+$1.81K	﹤0.01%	303

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

D'Orazio & Associates's HPI Position: Q2 2021 in Review

D'Orazio & Associates sold out of John Hancock Preferred Income Fund (HPI) in Q2 2021, closing a stake of 1 share.

D'Orazio & Associates first reported a position in HPI in Q2 2020 and held it in 4 quarters. The position peaked at $20K in Q4 2020. 68 funds tracked by Wall St. Rank hold HPI as of Q2 2021.

D'Orazio & Associates reported no remaining John Hancock Preferred Income Fund position as of Q2 2021 after selling out during the quarter.
D'Orazio & Associates sold 1 John Hancock Preferred Income Fund share in Q2 2021.
D'Orazio & Associates first reported a position in John Hancock Preferred Income Fund in Q2 2020 and held it in 4 quarters.
D'Orazio & Associates's John Hancock Preferred Income Fund position peaked at $20K in Q4 2020.
68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2021.

Based on D'Orazio & Associates's 13F filing for Q2 2021, filed 4 Aug 2021.