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

McGlone Suttner 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
2024 Q3	–	Sell	-14,809	Closed	-$234K	–	175
2024 Q2	$234K	Sell	14,809 -9	-0.1%	-$148	0.05%	141
2024 Q1	$246K	Buy	14,818 +9	+0.1%	+$145	0.05%	151
2023 Q4	$234K	Sell	14,809 -4,452	-23%	-$64.4K	0.05%	141
2023 Q3	$281K	Sell	19,261 -2,885	-13%	-$43.8K	0.07%	110
2023 Q2	$337K	Buy	22,146 +14	+0.1%	+$209	0.08%	99
2023 Q1	$354K	Buy	22,132 +7	+0%	+$117	0.09%	91
2022 Q4	$355K	Buy	+22,125	New	+$353K	0.11%	87

Other funds holding HPI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

McGlone Suttner Wealth Management's HPI Position: Q3 2024 in Review

McGlone Suttner Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q3 2024, closing a stake of 14,809 shares — an estimated $234K sold.

McGlone Suttner Wealth Management first reported a position in HPI in Q4 2022 and held it in 7 quarters. The position peaked at $355K in Q4 2022. 56 funds tracked by Wall St. Rank hold HPI as of Q3 2024.

McGlone Suttner Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q3 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 14,809 John Hancock Preferred Income Fund shares in Q3 2024, an estimated $234K.
McGlone Suttner Wealth Management first reported a position in John Hancock Preferred Income Fund in Q4 2022 and held it in 7 quarters.
McGlone Suttner Wealth Management's John Hancock Preferred Income Fund position peaked at $355K in Q4 2022.
56 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.