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

Next Financial 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 Q4	$7K	Buy	+340	New	+$7.22K	﹤0.01%	2318
2020 Q2	–	Sell	-750	Closed	-$12K	–	1147
2020 Q1	$12K	Hold	750	–	–	﹤0.01%	1463
2019 Q4	$17K	Buy	+750	New	+$17K	﹤0.01%	1588
2017 Q4	–	Sell	-100	Closed	-$2K	–	745
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1600
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	1730
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	1699
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	2162
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	2152
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	1585
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	1541
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	1594
2015 Q3	$1K	Hold	100	–	–	﹤0.01%	1712
2015 Q2	$1K	Hold	100	–	–	﹤0.01%	1763
2015 Q1	$2K	Hold	100	–	–	﹤0.01%	1682
2014 Q4	$2K	Sell	100 -500	-83%	-$10.2K	﹤0.01%	1719
2014 Q3	$12K	Buy	600 +100	+20%	+$2.01K	﹤0.01%	1669
2014 Q2	$10K	Buy	+500	New	+$10.1K	0.01%	786

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 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

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

Next Financial Group's HPI Position: Q4 2021 in Review

Next Financial Group opened a new position in John Hancock Preferred Income Fund (HPI) in Q4 2021: 340 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #2318 among its holdings. This is a return to the name: Next Financial Group previously reported a position in HPI as recently as Q1 2020.

Next Financial Group first reported a position in HPI in Q2 2014 and has held it in 17 quarters since. The position peaked at $17K in Q4 2019. 66 funds tracked by Wall St. Rank hold HPI as of Q4 2021.

Next Financial Group held 340 shares of John Hancock Preferred Income Fund worth $7K as of Q4 2021.
John Hancock Preferred Income Fund was a new Next Financial Group position in Q4 2021.
John Hancock Preferred Income Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2318 holding.
Next Financial Group first reported a position in John Hancock Preferred Income Fund in Q2 2014 and has held it in 17 quarters since.
Next Financial Group's John Hancock Preferred Income Fund position peaked at $17K in Q4 2019.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.