MA
HPI

MUFG Americas’s John Hancock Preferred Income Fund HPI Stock Holding History

MUFG Americas’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
2017
Q4 		– Sell
-600
Closed -$13K – 1095
2017
Q3 		$13K Buy
+600
New +$13.1K ﹤0.01% 823

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

MUFG Americas's HPI Position: Q4 2017 in Review

MUFG Americas sold out of John Hancock Preferred Income Fund (HPI) in Q4 2017, closing a stake of 600 shares — an estimated $13K sold.

MUFG Americas first reported a position in HPI in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 60 funds tracked by Wall St. Rank hold HPI as of Q4 2017.

  • MUFG Americas reported no remaining John Hancock Preferred Income Fund position as of Q4 2017 after selling out during the quarter.
  • MUFG Americas sold 600 John Hancock Preferred Income Fund shares in Q4 2017, an estimated $13K.
  • MUFG Americas first reported a position in John Hancock Preferred Income Fund in Q3 2017 and held it in 1 quarter.
  • MUFG Americas's John Hancock Preferred Income Fund position peaked at $13K in Q3 2017.
  • 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2017.

Based on MUFG Americas's 13F filing for Q4 2017, filed 8 Feb 2018.