Koshinski Asset Management
HPI

Koshinski Asset Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Koshinski Asset Management’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
-15,394
Closed -$224K – 558
2023
Q3 		$224K Buy
15,394
+137
+0.9% +$2.08K 0.03% 496
2023
Q2 		$232K Sell
15,257
-1,594
-9% -$23.8K 0.02% 517
2023
Q1 		$270K Sell
16,851
-285
-2% -$4.75K 0.03% 446
2022
Q4 		$275K Buy
17,136
+400
+2% +$6.38K 0.03% 478
2022
Q3 		$268K Sell
16,736
-540
-3% -$9.63K 0.03% 436
2022
Q2 		$303K Buy
17,276
+264
+2% +$4.74K 0.03% 462
2022
Q1 		$329K Sell
17,012
-638
-4% -$12.2K 0.03% 465
2021
Q4 		$366K Buy
17,650
+299
+2% +$6.35K 0.03% 474
2021
Q3 		$373K Sell
17,351
-429
-2% -$9.3K 0.03% 447
2021
Q2 		$384K Buy
17,780
+1,147
+7% +$24.1K 0.05% 379
2021
Q1 		$344K Sell
16,633
-38
-0.2% -$730 0.04% 447
2020
Q4 		$328K Buy
+16,671
New +$319K 0.04% 415

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

Koshinski Asset Management's HPI Position: Q4 2023 in Review

Koshinski Asset Management sold out of John Hancock Preferred Income Fund (HPI) in Q4 2023, closing a stake of 15,394 shares — an estimated $224K sold.

Koshinski Asset Management first reported a position in HPI in Q4 2020 and held it in 12 quarters. The position peaked at $384K in Q2 2021. 57 funds tracked by Wall St. Rank hold HPI as of Q4 2023.

  • Koshinski Asset Management reported no remaining John Hancock Preferred Income Fund position as of Q4 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 15,394 John Hancock Preferred Income Fund shares in Q4 2023, an estimated $224K.
  • Koshinski Asset Management first reported a position in John Hancock Preferred Income Fund in Q4 2020 and held it in 12 quarters.
  • Koshinski Asset Management's John Hancock Preferred Income Fund position peaked at $384K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2023.

Based on Koshinski Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.