DZ Bank
HPI

DZ Bank’s John Hancock Preferred Income Fund HPI Stock Holding History

DZ Bank’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
Q1 		– Sell
-915
Closed -$19K – 1055
2021
Q4 		$19K Buy
+915
New +$19.4K ﹤0.01% 1052

Other funds holding HPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DTIM
Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

DZ Bank's HPI Position: Q1 2022 in Review

DZ Bank sold out of John Hancock Preferred Income Fund (HPI) in Q1 2022, closing a stake of 915 shares — an estimated $19K sold.

DZ Bank first reported a position in HPI in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 58 funds tracked by Wall St. Rank hold HPI as of Q1 2022.

  • DZ Bank reported no remaining John Hancock Preferred Income Fund position as of Q1 2022 after selling out during the quarter.
  • DZ Bank sold 915 John Hancock Preferred Income Fund shares in Q1 2022, an estimated $19K.
  • DZ Bank first reported a position in John Hancock Preferred Income Fund in Q4 2021 and held it in 1 quarter.
  • DZ Bank's John Hancock Preferred Income Fund position peaked at $19K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2022.

Based on DZ Bank's 13F filing for Q1 2022, filed 16 May 2022.