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	–	1046
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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $581M AUM 20.54% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return

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

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return