West Branch Capital’s John Hancock Preferred Income Fund HPI Stock Holding History

West Branch Capital’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	-4,026	Closed	-$84K	–	446
2021 Q4	$84K	Hold	4,026	–	–	0.04%	155
2021 Q3	$87K	Hold	4,026	–	–	0.04%	146
2021 Q2	$87K	Buy	+4,026	New	+$84.4K	0.04%	151

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

West Branch Capital's HPI Position: Q1 2022 in Review

West Branch Capital sold out of John Hancock Preferred Income Fund (HPI) in Q1 2022, closing a stake of 4,026 shares — an estimated $84K sold.

West Branch Capital first reported a position in HPI in Q2 2021 and held it in 3 quarters. The position peaked at $87K in Q3 2021. 58 funds tracked by Wall St. Rank hold HPI as of Q1 2022.

West Branch Capital reported no remaining John Hancock Preferred Income Fund position as of Q1 2022 after selling out during the quarter.
West Branch Capital sold 4,026 John Hancock Preferred Income Fund shares in Q1 2022, an estimated $84K.
West Branch Capital first reported a position in John Hancock Preferred Income Fund in Q2 2021 and held it in 3 quarters.
West Branch Capital's John Hancock Preferred Income Fund position peaked at $87K in Q3 2021.
58 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2022.

Based on West Branch Capital's 13F filing for Q1 2022, filed 3 May 2022.