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

Flagship Harbor 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
2020 Q4	–	Sell	-947	Closed	-$17K	–	1044
2020 Q3	$17K	Hold	947	–	–	﹤0.01%	1184
2020 Q2	$18K	Hold	947	–	–	﹤0.01%	1173
2020 Q1	$15K	Hold	947	–	–	﹤0.01%	1113
2019 Q4	$22K	Hold	947	–	–	﹤0.01%	1083
2019 Q3	$22K	Hold	947	–	–	﹤0.01%	1053
2019 Q2	$21K	Hold	947	–	–	﹤0.01%	1050
2019 Q1	$21K	Hold	947	–	–	﹤0.01%	1046
2018 Q4	$17K	Sell	947 -1,173	-55%	-$24K	﹤0.01%	1067
2018 Q3	$46K	Hold	2,120	–	–	0.01%	827
2018 Q2	$46K	Buy	+2,120	New	+$44.4K	0.01%	817

Other funds holding HPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $418M AUM 68.45% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Flagship Harbor Advisors's HPI Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q4 2020, closing a stake of 947 shares — an estimated $17K sold.

Flagship Harbor Advisors first reported a position in HPI in Q2 2018 and held it in 10 quarters. The position peaked at $46K in Q3 2018. 70 funds tracked by Wall St. Rank hold HPI as of Q4 2020.

Flagship Harbor Advisors reported no remaining John Hancock Preferred Income Fund position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 947 John Hancock Preferred Income Fund shares in Q4 2020, an estimated $17K.
Flagship Harbor Advisors first reported a position in John Hancock Preferred Income Fund in Q2 2018 and held it in 10 quarters.
Flagship Harbor Advisors's John Hancock Preferred Income Fund position peaked at $46K in Q3 2018.
70 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.