FFA
HPI

Founders Financial Alliance’s John Hancock Preferred Income Fund HPI Stock Holding History

Founders Financial Alliance’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
-200
Closed -$4K – 795
2020
Q3 		$4K Buy
+200
New +$4.01K ﹤0.01% 1050

Other funds holding HPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 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

Founders Financial Alliance's HPI Position: Q4 2020 in Review

Founders Financial Alliance sold out of John Hancock Preferred Income Fund (HPI) in Q4 2020, closing a stake of 200 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in HPI in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 70 funds tracked by Wall St. Rank hold HPI as of Q4 2020.

  • Founders Financial Alliance reported no remaining John Hancock Preferred Income Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 200 John Hancock Preferred Income Fund shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in John Hancock Preferred Income Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's John Hancock Preferred Income Fund position peaked at $4K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.