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

Westwind 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
2021 Q1	–	Sell	-332	Closed	-$7K	–	42
2020 Q4	$7K	Hold	332	–	–	﹤0.01%	37
2020 Q3	$6K	Sell	332 -68	-17%	-$1.36K	﹤0.01%	38
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	40
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	41
2019 Q4	$9K	Hold	400	–	–	﹤0.01%	41
2019 Q3	$10K	Hold	400	–	–	0.01%	42
2019 Q2	$9K	Hold	400	–	–	0.01%	44
2019 Q1	$9K	Hold	400	–	–	0.01%	44
2018 Q4	$8K	Buy	+400	New	+$8.18K	0.01%	46
2018 Q3	–	Sell	-400	Closed	-$9K	–	44
2018 Q2	$9K	Hold	400	–	–	0.01%	41
2018 Q1	$8K	Hold	400	–	–	0.01%	37
2017 Q4	$9K	Buy	+400	New	+$8.65K	0.01%	36

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

ARG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Westwind Capital's HPI Position: Q1 2021 in Review

Westwind Capital sold out of John Hancock Preferred Income Fund (HPI) in Q1 2021, closing a stake of 332 shares — an estimated $7K sold.

Westwind Capital first reported a position in HPI in Q4 2017 and held it in 12 quarters. The position peaked at $10K in Q3 2019. 69 funds tracked by Wall St. Rank hold HPI as of Q1 2021.

Westwind Capital reported no remaining John Hancock Preferred Income Fund position as of Q1 2021 after selling out during the quarter.
Westwind Capital sold 332 John Hancock Preferred Income Fund shares in Q1 2021, an estimated $7K.
Westwind Capital first reported a position in John Hancock Preferred Income Fund in Q4 2017 and held it in 12 quarters.
Westwind Capital's John Hancock Preferred Income Fund position peaked at $10K in Q3 2019.
69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2021.

Based on Westwind Capital's 13F filing for Q1 2021, filed 6 Apr 2021.