MPWT
HPI

MassMutual Private Wealth & Trust’s John Hancock Preferred Income Fund HPI Stock Holding History

MassMutual Private Wealth & Trust’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
2014
Q4 		– Sell
-660
Closed -$13.2K – 673
2014
Q3 		$13.2K Buy
+660
New +$13.3K ﹤0.01% 489

Other funds holding HPI

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PTCG
Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MassMutual Private Wealth & Trust's HPI Position: Q4 2014 in Review

MassMutual Private Wealth & Trust sold out of John Hancock Preferred Income Fund (HPI) in Q4 2014, closing a stake of 660 shares — an estimated $13.2K sold.

MassMutual Private Wealth & Trust first reported a position in HPI in Q3 2014 and held it in 1 quarter. The position peaked at $13.2K in Q3 2014. 39 funds tracked by Wall St. Rank hold HPI as of Q4 2014.

  • MassMutual Private Wealth & Trust reported no remaining John Hancock Preferred Income Fund position as of Q4 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 660 John Hancock Preferred Income Fund shares in Q4 2014, an estimated $13.2K.
  • MassMutual Private Wealth & Trust first reported a position in John Hancock Preferred Income Fund in Q3 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's John Hancock Preferred Income Fund position peaked at $13.2K in Q3 2014.
  • 39 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2014, filed 5 Feb 2015.