TRCT
HPI

Tower Research Capital (TRC)’s John Hancock Preferred Income Fund HPI Stock Holding History

Tower Research Capital (TRC)’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
2023
Q1 		– Sell
-2
Closed – – 6019
2022
Q4 		$0 Buy
+2
New +$32 ﹤0.01% 6106
2018
Q1 		– Sell
-400
Closed -$9K – 3501
2017
Q4 		$9K Buy
+400
New +$8.65K ﹤0.01% 2611
2017
Q2 		– Sell
-100
Closed -$2K – 3022
2017
Q1 		$2K Buy
+100
New +$2.09K ﹤0.01% 2624
2016
Q3 		– Sell
-412
Closed -$9K – 3971
2016
Q2 		$9K Buy
+412
New +$9.14K ﹤0.01% 2916
2016
Q1 		– Sell
-100
Closed -$2K – 4473
2015
Q4 		$2K Buy
+100
New +$1.97K ﹤0.01% 3741
2015
Q3 		– Sell
-2,251
Closed -$44K – 4325
2015
Q2 		$44K Buy
2,251
+1,251
+125% +$25.7K ﹤0.01% 1466
2015
Q1 		$21K Sell
1,000
-1,651
-62% -$34.5K ﹤0.01% 2197
2014
Q4 		$54K Buy
2,651
+2,348
+775% +$48K 0.01% 986
2014
Q3 		$6K Buy
+303
New +$6.09K ﹤0.01% 3164
2013
Q4 		– Sell
-1
Closed – – 4662
2013
Q3 		$0 Sell
1
-1,396
-100% -$27.1K ﹤0.01% 4662
2013
Q2 		$29K Buy
+1,397
New +$31.7K ﹤0.01% 1367

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Tower Research Capital (TRC)'s HPI Position: Q1 2023 in Review

Tower Research Capital (TRC) sold out of John Hancock Preferred Income Fund (HPI) in Q1 2023, closing a stake of 2 shares.

Tower Research Capital (TRC) first reported a position in HPI in Q2 2013 and held it in 11 quarters. The position peaked at $54K in Q4 2014. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2023.

  • Tower Research Capital (TRC) reported no remaining John Hancock Preferred Income Fund position as of Q1 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 2 John Hancock Preferred Income Fund shares in Q1 2023.
  • Tower Research Capital (TRC) first reported a position in John Hancock Preferred Income Fund in Q2 2013 and held it in 11 quarters.
  • Tower Research Capital (TRC)'s John Hancock Preferred Income Fund position peaked at $54K in Q4 2014.
  • 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2023, filed 9 May 2023.