Newbridge Financial Services Group’s John Hancock Preferred Income Fund HPI Stock Holding History

Newbridge Financial Services Group’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	–	Sell	-17,469	Closed	-$377K	–	1484
2021 Q2	$377K	Buy	17,469 +1,353	+8%	+$28.4K	0.23%	102
2021 Q1	$333K	Buy	16,116 +615	+4%	+$11.8K	0.24%	101
2020 Q4	$305K	Buy	15,501 +76	+0.5%	+$1.45K	0.25%	93
2020 Q3	$290K	Buy	+15,425	New	+$309K	0.29%	78

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 $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 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 $410M AUM 71.81% 1-Year Est. Return

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

Newbridge Financial Services Group's HPI Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of John Hancock Preferred Income Fund (HPI) in Q3 2021, closing a stake of 17,469 shares — an estimated $377K sold.

Newbridge Financial Services Group first reported a position in HPI in Q3 2020 and held it in 4 quarters. The position peaked at $377K in Q2 2021. 63 funds tracked by Wall St. Rank hold HPI as of Q3 2021.

Newbridge Financial Services Group reported no remaining John Hancock Preferred Income Fund position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 17,469 John Hancock Preferred Income Fund shares in Q3 2021, an estimated $377K.
Newbridge Financial Services Group first reported a position in John Hancock Preferred Income Fund in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's John Hancock Preferred Income Fund position peaked at $377K in Q2 2021.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.