GGI
HPI

Godsey & Gibb Inc’s John Hancock Preferred Income Fund HPI Stock Holding History

Godsey & Gibb Inc’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
2023
Q2 		– Sell
-200
Closed -$3.2K – 370
2023
Q1 		$3.2K Buy
+200
New +$3.33K ﹤0.01% 290

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Godsey & Gibb Inc's HPI Position: Q2 2023 in Review

Godsey & Gibb Inc sold out of John Hancock Preferred Income Fund (HPI) in Q2 2023, closing a stake of 200 shares — an estimated $3.2K sold.

Godsey & Gibb Inc first reported a position in HPI in Q1 2023 and held it in 1 quarter. The position peaked at $3.2K in Q1 2023. 59 funds tracked by Wall St. Rank hold HPI as of Q2 2023.

  • Godsey & Gibb Inc reported no remaining John Hancock Preferred Income Fund position as of Q2 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 200 John Hancock Preferred Income Fund shares in Q2 2023, an estimated $3.2K.
  • Godsey & Gibb Inc first reported a position in John Hancock Preferred Income Fund in Q1 2023 and held it in 1 quarter.
  • Godsey & Gibb Inc's John Hancock Preferred Income Fund position peaked at $3.2K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2023.

Based on Godsey & Gibb Inc's 13F filing for Q2 2023, filed 25 Jul 2023.