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

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-9,249	Closed	-$162K	–	1003
2022 Q2	$162K	Buy	+9,249	New	+$166K	0.02%	683
2021 Q3	–	Sell	-9,249	Closed	-$200K	–	700
2021 Q2	$200K	Buy	+9,249	New	+$194K	0.02%	649
2020 Q4	–	Sell	-14,099	Closed	-$265K	–	635
2020 Q3	$265K	Buy	14,099 +687	+5%	+$13.8K	0.04%	436
2020 Q2	$262K	Hold	13,412	–	–	0.05%	438
2020 Q1	$216K	Buy	13,412 +2,902	+28%	+$60.8K	0.05%	417
2019 Q4	$240K	Sell	10,510 -70	-0.7%	-$1.58K	0.04%	455
2019 Q3	$255K	Sell	10,580 -189	-2%	-$4.47K	0.05%	425
2019 Q2	$250K	Hold	10,769	–	–	0.05%	416
2019 Q1	$244K	Buy	10,769 +1,272	+13%	+$27K	0.04%	408
2018 Q4	$179K	Hold	9,497	–	–	0.04%	453
2018 Q3	$209K	Sell	9,497 -243	-2%	-$5.36K	0.04%	489
2018 Q2	$212K	Buy	9,740 +7,593	+354%	+$159K	0.04%	467
2018 Q1	$44K	Sell	2,147 -114	-5%	-$2.35K	0.01%	1008
2017 Q4	$48K	Buy	+2,261	New	+$48.9K	0.01%	979

Other funds holding HPI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SeaCrest Wealth Management's HPI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q3 2022, closing a stake of 9,249 shares — an estimated $162K sold.

SeaCrest Wealth Management first reported a position in HPI in Q4 2017 and held it in 14 quarters. The position peaked at $265K in Q3 2020. 57 funds tracked by Wall St. Rank hold HPI as of Q3 2022.

SeaCrest Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 9,249 John Hancock Preferred Income Fund shares in Q3 2022, an estimated $162K.
SeaCrest Wealth Management first reported a position in John Hancock Preferred Income Fund in Q4 2017 and held it in 14 quarters.
SeaCrest Wealth Management's John Hancock Preferred Income Fund position peaked at $265K in Q3 2020.
57 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.