PPA
HPI

Parametric Portfolio Associates’s John Hancock Preferred Income Fund HPI Stock Holding History

Parametric Portfolio Associates’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
Q2 		– Sell
-15,620
Closed -$323K – 3576
2021
Q1 		$323K Buy
+15,620
New +$300K ﹤0.01% 3688

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
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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Parametric Portfolio Associates's HPI Position: Q2 2021 in Review

Parametric Portfolio Associates sold out of John Hancock Preferred Income Fund (HPI) in Q2 2021, closing a stake of 15,620 shares — an estimated $323K sold.

Parametric Portfolio Associates first reported a position in HPI in Q1 2021 and held it in 1 quarter. The position peaked at $323K in Q1 2021. 68 funds tracked by Wall St. Rank hold HPI as of Q2 2021.

  • Parametric Portfolio Associates reported no remaining John Hancock Preferred Income Fund position as of Q2 2021 after selling out during the quarter.
  • Parametric Portfolio Associates sold 15,620 John Hancock Preferred Income Fund shares in Q2 2021, an estimated $323K.
  • Parametric Portfolio Associates first reported a position in John Hancock Preferred Income Fund in Q1 2021 and held it in 1 quarter.
  • Parametric Portfolio Associates's John Hancock Preferred Income Fund position peaked at $323K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2021.

Based on Parametric Portfolio Associates's 13F filing for Q2 2021, filed 13 Aug 2021.