Signet Financial Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Signet Financial 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 Q1	–	Sell	-2,015	Closed	-$42K	–	698
2021 Q4	$42K	Buy	+2,015	New	+$42.8K	0.01%	540
2018 Q4	–	Sell	-4,764	Closed	-$105K	–	484
2018 Q3	$105K	Sell	4,764 -100	-2%	-$2.21K	0.02%	309
2018 Q2	$106K	Buy	4,864 +612	+14%	+$12.8K	0.02%	304
2018 Q1	$87K	Buy	+4,252	New	+$87.6K	0.02%	307

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Signet Financial Management's HPI Position: Q1 2022 in Review

Signet Financial Management sold out of John Hancock Preferred Income Fund (HPI) in Q1 2022, closing a stake of 2,015 shares — an estimated $42K sold.

Signet Financial Management first reported a position in HPI in Q1 2018 and held it in 4 quarters. The position peaked at $106K in Q2 2018. 58 funds tracked by Wall St. Rank hold HPI as of Q1 2022.

Signet Financial Management reported no remaining John Hancock Preferred Income Fund position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 2,015 John Hancock Preferred Income Fund shares in Q1 2022, an estimated $42K.
Signet Financial Management first reported a position in John Hancock Preferred Income Fund in Q1 2018 and held it in 4 quarters.
Signet Financial Management's John Hancock Preferred Income Fund position peaked at $106K in Q2 2018.
58 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.