Quad-Cities Investment Group’s John Hancock Preferred Income Fund HPI Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-6,552	Closed	-$157K	–	390
2019 Q3	$157K	Buy	6,552 +3,452	+111%	+$81.7K	0.13%	159
2019 Q2	$71K	Buy	3,100 +2,000	+182%	+$45.9K	0.06%	275
2019 Q1	$25K	Buy	+1,100	New	+$23.3K	0.02%	451
2018 Q4	–	Sell	-658	Closed	-$13.5K	–	863
2018 Q3	$14K	Buy	658 +13	+2%	+$287	0.01%	571
2018 Q2	$14K	Buy	+645	New	+$13.5K	0.01%	578

Other funds holding HPI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Quad-Cities Investment Group's HPI Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of John Hancock Preferred Income Fund (HPI) in Q4 2019, closing a stake of 6,552 shares — an estimated $157K sold.

Quad-Cities Investment Group first reported a position in HPI in Q2 2018 and held it in 5 quarters. The position peaked at $157K in Q3 2019. 68 funds tracked by Wall St. Rank hold HPI as of Q4 2019.

Quad-Cities Investment Group reported no remaining John Hancock Preferred Income Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 6,552 John Hancock Preferred Income Fund shares in Q4 2019, an estimated $157K.
Quad-Cities Investment Group first reported a position in John Hancock Preferred Income Fund in Q2 2018 and held it in 5 quarters.
Quad-Cities Investment Group's John Hancock Preferred Income Fund position peaked at $157K in Q3 2019.
68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.