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

Northwest 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
2019 Q2	–	Sell	-605	Closed	-$14K	–	285
2019 Q1	$14K	Hold	605	–	–	0.01%	318
2018 Q4	$11K	Hold	605	–	–	0.01%	319
2018 Q3	$13K	Hold	605	–	–	0.01%	333
2018 Q2	$13K	Hold	605	–	–	0.01%	327
2018 Q1	$12K	Buy	+605	New	+$12.5K	0.01%	336

Other funds holding HPI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

ARG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Wealth Management's HPI Position: Q2 2019 in Review

Northwest Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q2 2019, closing a stake of 605 shares — an estimated $14K sold.

Northwest Wealth Management first reported a position in HPI in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q1 2019. 59 funds tracked by Wall St. Rank hold HPI as of Q2 2019.

Northwest Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 605 John Hancock Preferred Income Fund shares in Q2 2019, an estimated $14K.
Northwest Wealth Management first reported a position in John Hancock Preferred Income Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's John Hancock Preferred Income Fund position peaked at $14K in Q1 2019.
59 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.