OFG
HPI

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

OTA 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
2020
Q4 		– Sell
-14,496
Closed -$272K – 69
2020
Q3 		$272K Buy
+14,496
New +$291K 0.25% 47
2013
Q3 		– Sell
-21,764
Closed -$452K – 93
2013
Q2 		$452K Buy
+21,764
New +$494K 0.21% 50

Other funds holding HPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

OTA Financial Group's HPI Position: Q4 2020 in Review

OTA Financial Group sold out of John Hancock Preferred Income Fund (HPI) in Q4 2020, closing a stake of 14,496 shares — an estimated $272K sold.

OTA Financial Group first reported a position in HPI in Q2 2013 and held it in 2 quarters. The position peaked at $452K in Q2 2013. 70 funds tracked by Wall St. Rank hold HPI as of Q4 2020.

  • OTA Financial Group reported no remaining John Hancock Preferred Income Fund position as of Q4 2020 after selling out during the quarter.
  • OTA Financial Group sold 14,496 John Hancock Preferred Income Fund shares in Q4 2020, an estimated $272K.
  • OTA Financial Group first reported a position in John Hancock Preferred Income Fund in Q2 2013 and held it in 2 quarters.
  • OTA Financial Group's John Hancock Preferred Income Fund position peaked at $452K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2020.

Based on OTA Financial Group's 13F filing for Q4 2020, filed 20 Jan 2021.