TS Financial Group (TSFG)’s John Hancock Preferred Income Fund HPI Stock Holding History

TS Financial Group (TSFG)’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
2021 Q4	–	Sell	-2,000	Closed	-$43K	–	901
2021 Q3	$43K	Hold	2,000	–	–	0.02%	336
2021 Q2	$43K	Hold	2,000	–	–	0.02%	332
2021 Q1	$41K	Hold	2,000	–	–	0.02%	287
2020 Q4	$39K	Hold	2,000	–	–	0.02%	286
2020 Q3	$38K	Hold	2,000	–	–	0.02%	257
2020 Q2	$39K	Hold	2,000	–	–	0.03%	251
2020 Q1	$32K	Hold	2,000	–	–	0.03%	246
2019 Q4	$46K	Hold	2,000	–	–	0.03%	236
2019 Q3	$48K	Hold	2,000	–	–	0.04%	224
2019 Q2	$46K	Hold	2,000	–	–	0.04%	226
2019 Q1	$45K	Buy	+2,000	New	+$42.4K	0.04%	219

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

TCMG

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

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

TS Financial Group (TSFG)'s HPI Position: Q4 2021 in Review

TS Financial Group (TSFG) sold out of John Hancock Preferred Income Fund (HPI) in Q4 2021, closing a stake of 2,000 shares — an estimated $43K sold.

TS Financial Group (TSFG) first reported a position in HPI in Q1 2019 and held it in 11 quarters. The position peaked at $48K in Q3 2019. 66 funds tracked by Wall St. Rank hold HPI as of Q4 2021.

TS Financial Group (TSFG) reported no remaining John Hancock Preferred Income Fund position as of Q4 2021 after selling out during the quarter.
TS Financial Group (TSFG) sold 2,000 John Hancock Preferred Income Fund shares in Q4 2021, an estimated $43K.
TS Financial Group (TSFG) first reported a position in John Hancock Preferred Income Fund in Q1 2019 and held it in 11 quarters.
TS Financial Group (TSFG)'s John Hancock Preferred Income Fund position peaked at $48K in Q3 2019.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2021.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2021, filed 10 Feb 2022.