PWMG
HPI

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

Prestige Wealth Management 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
Q3 		– Sell
-800
Closed -$16K – 896
2020
Q2 		$16K Buy
+800
New +$14.5K 0.01% 364

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Prestige Wealth Management Group's HPI Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of John Hancock Preferred Income Fund (HPI) in Q3 2020, closing a stake of 800 shares — an estimated $16K sold.

Prestige Wealth Management Group first reported a position in HPI in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 66 funds tracked by Wall St. Rank hold HPI as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining John Hancock Preferred Income Fund position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 800 John Hancock Preferred Income Fund shares in Q3 2020, an estimated $16K.
  • Prestige Wealth Management Group first reported a position in John Hancock Preferred Income Fund in Q2 2020 and held it in 1 quarter.
  • Prestige Wealth Management Group's John Hancock Preferred Income Fund position peaked at $16K in Q2 2020.
  • 66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.