Kerntke Otto McGlone Wealth Management Group’s John Hancock Preferred Income Fund HPI Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2021 Q3	–	Sell	-26,985	Closed	-$583K	–	77
2021 Q2	$583K	Buy	26,985 +79	+0.3%	+$1.66K	0.23%	72
2021 Q1	$556K	Sell	26,906 -1,446	-5%	-$27.8K	0.29%	65
2020 Q4	$558K	Sell	28,352 -381	-1%	-$7.28K	0.33%	64
2020 Q3	$541K	Buy	28,733 +75	+0.3%	+$1.5K	0.4%	60
2020 Q2	$561K	Buy	28,658 +827	+3%	+$15K	0.51%	49
2020 Q1	$447K	Buy	27,831 +577	+2%	+$12.1K	0.5%	49
2019 Q4	$622K	Buy	+27,254	New	+$617K	0.53%	53

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

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

KAS

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

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

Kerntke Otto McGlone Wealth Management Group's HPI Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of John Hancock Preferred Income Fund (HPI) in Q3 2021, closing a stake of 26,985 shares — an estimated $583K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in HPI in Q4 2019 and held it in 7 quarters. The position peaked at $622K in Q4 2019. 63 funds tracked by Wall St. Rank hold HPI as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining John Hancock Preferred Income Fund position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 26,985 John Hancock Preferred Income Fund shares in Q3 2021, an estimated $583K.
Kerntke Otto McGlone Wealth Management Group first reported a position in John Hancock Preferred Income Fund in Q4 2019 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's John Hancock Preferred Income Fund position peaked at $622K in Q4 2019.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.