Mid Atlantic Financial Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$446K	Sell	20,750 -10,400	-33%	-$226K	0.03%	496
2021 Q2	$673K	Sell	31,150 -3,588	-10%	-$75.2K	0.05%	373
2021 Q1	$718K	Buy	34,738 +7,488	+27%	+$144K	0.05%	336
2020 Q4	$536K	Buy	27,250 +5,400	+25%	+$103K	0.04%	369
2020 Q3	$416K	Sell	21,850 -200	-0.9%	-$4.01K	0.04%	408
2020 Q2	$431K	Buy	22,050 +1,300	+6%	+$23.5K	0.04%	376
2020 Q1	$333K	Sell	20,750 -100	-0.5%	-$2.1K	0.04%	410
2019 Q4	$476K	Buy	20,850 +9,700	+87%	+$219K	0.04%	401
2019 Q3	$269K	Sell	11,150 -3,300	-23%	-$78.1K	0.03%	539
2019 Q2	$335K	Sell	14,450 -4,900	-25%	-$112K	0.03%	488
2019 Q1	$439K	Sell	19,350 -10,400	-35%	-$220K	0.05%	398
2018 Q4	$560K	Buy	+29,750	New	+$608K	0.07%	299

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 $79.5B AUM 27.1% 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 $31B AUM 28.39% 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 $418M AUM 68.45% 1-Year Est. Return

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

Mid Atlantic Financial Management's HPI Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its John Hancock Preferred Income Fund (HPI) stake by 33% in Q3 2021, selling an estimated $226K and leaving 20,750 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #496.

Mid Atlantic Financial Management first reported a position in HPI in Q4 2018 and has held it in 12 quarters since. The position peaked at $718K in Q1 2021. 63 funds tracked by Wall St. Rank hold HPI as of Q3 2021.

Mid Atlantic Financial Management held 20,750 shares of John Hancock Preferred Income Fund worth $446K as of Q3 2021.
Mid Atlantic Financial Management sold 10,400 John Hancock Preferred Income Fund shares in Q3 2021, an estimated $226K.
John Hancock Preferred Income Fund made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #496 holding.
Mid Atlantic Financial Management first reported a position in John Hancock Preferred Income Fund in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's John Hancock Preferred Income Fund position peaked at $718K in Q1 2021.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.