IAA
HPI

Independent Advisor Alliance’s John Hancock Preferred Income Fund HPI Stock Holding History

Independent Advisor 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
Q1 		– Sell
-21,413
Closed -$488K – 591
2019
Q4 		$488K Buy
+21,413
New +$485K 0.02% 539

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's HPI Position: Q1 2020 in Review

Independent Advisor Alliance sold out of John Hancock Preferred Income Fund (HPI) in Q1 2020, closing a stake of 21,413 shares — an estimated $488K sold.

Independent Advisor Alliance first reported a position in HPI in Q4 2019 and held it in 1 quarter. The position peaked at $488K in Q4 2019. 62 funds tracked by Wall St. Rank hold HPI as of Q1 2020.

  • Independent Advisor Alliance reported no remaining John Hancock Preferred Income Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 21,413 John Hancock Preferred Income Fund shares in Q1 2020, an estimated $488K.
  • Independent Advisor Alliance first reported a position in John Hancock Preferred Income Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's John Hancock Preferred Income Fund position peaked at $488K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.