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

Northwestern Mutual 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
2024 Q2	–	Sell	-780	Closed	-$13K	–	3645
2024 Q1	$13K	Buy	+780	New	+$12.6K	﹤0.01%	2540
2022 Q1	–	Sell	-333	Closed	-$7K	–	3235
2021 Q4	$7K	Buy	+333	New	+$7.07K	﹤0.01%	2680
2019 Q3	–	Sell	-115	Closed	-$3K	–	2560
2019 Q2	$3K	Hold	115	–	–	﹤0.01%	2222
2019 Q1	$3K	Hold	115	–	–	﹤0.01%	2240
2018 Q4	$2K	Sell	115 -665	-85%	-$13.6K	﹤0.01%	2194
2018 Q3	$17K	Hold	780	–	–	﹤0.01%	1730
2018 Q2	$17K	Hold	780	–	–	﹤0.01%	1654
2018 Q1	$16K	Hold	780	–	–	﹤0.01%	1606
2017 Q4	$17K	Hold	780	–	–	﹤0.01%	1555
2017 Q3	$17K	Hold	780	–	–	﹤0.01%	1510
2017 Q2	$17K	Hold	780	–	–	﹤0.01%	1442
2017 Q1	$17K	Buy	780 +115	+17%	+$2.41K	﹤0.01%	1391
2016 Q4	$14K	Buy	+665	New	+$13.6K	﹤0.01%	1492

Other funds holding HPI

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 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

Northwestern Mutual Wealth Management's HPI Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q2 2024, closing a stake of 780 shares — an estimated $13K sold.

Northwestern Mutual Wealth Management first reported a position in HPI in Q4 2016 and held it in 13 quarters. The position peaked at $17K in Q3 2018. 55 funds tracked by Wall St. Rank hold HPI as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 780 John Hancock Preferred Income Fund shares in Q2 2024, an estimated $13K.
Northwestern Mutual Wealth Management first reported a position in John Hancock Preferred Income Fund in Q4 2016 and held it in 13 quarters.
Northwestern Mutual Wealth Management's John Hancock Preferred Income Fund position peaked at $17K in Q3 2018.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.