OFW
HPI

Omnia Family Wealth’s John Hancock Preferred Income Fund HPI Stock Holding History

Omnia Family Wealth’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
2018
Q4 		– Sell
-525
Closed -$12K – 585
2018
Q3 		$12K Buy
+525
New +$11.6K 0.01% 243

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 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
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
Morgan Stanley
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

Omnia Family Wealth's HPI Position: Q4 2018 in Review

Omnia Family Wealth sold out of John Hancock Preferred Income Fund (HPI) in Q4 2018, closing a stake of 525 shares — an estimated $12K sold.

Omnia Family Wealth first reported a position in HPI in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 62 funds tracked by Wall St. Rank hold HPI as of Q4 2018.

  • Omnia Family Wealth reported no remaining John Hancock Preferred Income Fund position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 525 John Hancock Preferred Income Fund shares in Q4 2018, an estimated $12K.
  • Omnia Family Wealth first reported a position in John Hancock Preferred Income Fund in Q3 2018 and held it in 1 quarter.
  • Omnia Family Wealth's John Hancock Preferred Income Fund position peaked at $12K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.