Golden Green’s John Hancock Preferred Income Fund HPI Stock Holding History

Golden Green’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 Q3	$580K	Buy	39,793 +987	+3%	+$15K	0.6%	48
2023 Q2	$591K	Sell	38,806 -388	-1%	-$5.79K	0.64%	45
2023 Q1	$627K	Buy	+39,194	New	+$653K	0.74%	38
2021 Q2	–	Sell	-43,217	Closed	-$893K	–	166
2021 Q1	$893K	Buy	43,217 +15,609	+57%	+$300K	0.77%	31
2020 Q4	$543K	Buy	+27,608	New	+$528K	0.51%	57

Other funds holding HPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Golden Green's HPI Position: Q3 2023 in Review

Golden Green increased its John Hancock Preferred Income Fund (HPI) stake by 2.5% in Q3 2023, buying an estimated $15K and bringing the position to 39,793 shares worth $580K. The position accounts for 0.6% of the portfolio, ranked #48.

Golden Green first reported a position in HPI in Q4 2020 and has held it in 5 quarters since. The position peaked at $893K in Q1 2021. 58 funds tracked by Wall St. Rank hold HPI as of Q3 2023.

Golden Green held 39,793 shares of John Hancock Preferred Income Fund worth $580K as of Q3 2023.
Golden Green bought 987 John Hancock Preferred Income Fund shares in Q3 2023, an estimated $15K.
John Hancock Preferred Income Fund made up 0.6% of Golden Green's portfolio in Q3 2023, its #48 holding.
Golden Green first reported a position in John Hancock Preferred Income Fund in Q4 2020 and has held it in 5 quarters since.
Golden Green's John Hancock Preferred Income Fund position peaked at $893K in Q1 2021.
58 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.