Glenmede Trust’s John Hancock Preferred Income Fund HPI Stock Holding History

Glenmede Trust’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	-637	Closed	-$11K	–	1676
2020 Q3	$11K	Hold	637	–	–	﹤0.01%	1834
2020 Q2	$12K	Buy	+637	New	+$11.5K	﹤0.01%	1793
2018 Q2	–	Sell	-895	Closed	-$19K	–	2084
2018 Q1	$19K	Hold	895	–	–	﹤0.01%	1978
2017 Q4	$19K	Buy	+895	New	+$19.3K	﹤0.01%	1978

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

Glenmede Trust's HPI Position: Q4 2020 in Review

Glenmede Trust sold out of John Hancock Preferred Income Fund (HPI) in Q4 2020, closing a stake of 637 shares — an estimated $11K sold.

Glenmede Trust first reported a position in HPI in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q1 2018. 70 funds tracked by Wall St. Rank hold HPI as of Q4 2020.

Glenmede Trust reported no remaining John Hancock Preferred Income Fund position as of Q4 2020 after selling out during the quarter.
Glenmede Trust sold 637 John Hancock Preferred Income Fund shares in Q4 2020, an estimated $11K.
Glenmede Trust first reported a position in John Hancock Preferred Income Fund in Q4 2017 and held it in 4 quarters.
Glenmede Trust's John Hancock Preferred Income Fund position peaked at $19K in Q1 2018.
70 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.