MWM
HPI

MBE Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History

MBE Wealth 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
2020
Q2 		– Sell
-250
Closed -$4K – 245
2020
Q1 		$4K Buy
+250
New +$5.24K ﹤0.01% 396

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

MBE Wealth Management's HPI Position: Q2 2020 in Review

MBE Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q2 2020, closing a stake of 250 shares — an estimated $4K sold.

MBE Wealth Management first reported a position in HPI in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 62 funds tracked by Wall St. Rank hold HPI as of Q2 2020.

  • MBE Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 250 John Hancock Preferred Income Fund shares in Q2 2020, an estimated $4K.
  • MBE Wealth Management first reported a position in John Hancock Preferred Income Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's John Hancock Preferred Income Fund position peaked at $4K in Q1 2020.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.