HL
HPI

HeadInvest LLC’s John Hancock Preferred Income Fund HPI Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-1,078
Closed -$15.7K – 418
2023
Q3 		$15.7K Buy
+1,078
New +$16.4K ﹤0.01% 503

Other funds holding HPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
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
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

HeadInvest LLC's HPI Position: Q4 2023 in Review

HeadInvest LLC sold out of John Hancock Preferred Income Fund (HPI) in Q4 2023, closing a stake of 1,078 shares — an estimated $15.7K sold.

HeadInvest LLC first reported a position in HPI in Q3 2023 and held it in 1 quarter. The position peaked at $15.7K in Q3 2023. 57 funds tracked by Wall St. Rank hold HPI as of Q4 2023.

  • HeadInvest LLC reported no remaining John Hancock Preferred Income Fund position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 1,078 John Hancock Preferred Income Fund shares in Q4 2023, an estimated $15.7K.
  • HeadInvest LLC first reported a position in John Hancock Preferred Income Fund in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's John Hancock Preferred Income Fund position peaked at $15.7K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.