WA
HPI

WFG Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

WFG Advisors’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
2017
Q2 		$366K Buy
16,726
+1,700
+11% +$37.1K 0.08% 252
2017
Q1 		$319K Sell
15,026
-96
-0.6% -$2.01K 0.09% 247
2016
Q4 		$308K Buy
15,122
+1,912
+14% +$39.1K 0.08% 277
2016
Q3 		$297K Buy
13,210
+10
+0.1% +$228 0.07% 270
2016
Q2 		$301K Buy
13,200
+560
+4% +$12.4K 0.08% 243
2016
Q1 		$281K Buy
12,640
+11
+0.1% +$228 0.08% 244
2015
Q4 		$253K Buy
12,629
+4,311
+52% +$84.8K 0.08% 247
2015
Q3 		$161K Sell
8,318
-1,589
-16% -$30.9K 0.05% 335
2015
Q2 		$192K Buy
9,907
+707
+8% +$14.5K 0.05% 357
2015
Q1 		$195K Buy
9,200
+700
+8% +$14.6K 0.05% 358
2014
Q4 		$173K Buy
8,500
+6,795
+399% +$139K 0.04% 474
2014
Q3 		$34K Sell
1,705
-740
-30% -$14.9K 0.01% 1055
2014
Q2 		$50K Buy
2,445
+20
+0.8% +$405 0.01% 915
2014
Q1 		$48K Buy
2,425
+21
+0.9% +$398 0.01% 925
2013
Q4 		$43K Buy
2,404
+21
+0.9% +$386 0.01% 1054
2013
Q3 		$46K Buy
2,383
+24
+1% +$466 0.01% 960
2013
Q2 		$49K Buy
+2,359
New +$53.6K 0.01% 890

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's HPI Position: Q2 2017 in Review

WFG Advisors increased its John Hancock Preferred Income Fund (HPI) stake by 11% in Q2 2017, buying an estimated $37.1K and bringing the position to 16,726 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #252.

WFG Advisors first reported a position in HPI in Q2 2013 and has held it in 17 quarters since. 47 funds tracked by Wall St. Rank hold HPI as of Q2 2017.

  • WFG Advisors held 16,726 shares of John Hancock Preferred Income Fund worth $366K as of Q2 2017.
  • WFG Advisors bought 1,700 John Hancock Preferred Income Fund shares in Q2 2017, an estimated $37.1K.
  • John Hancock Preferred Income Fund made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #252 holding.
  • WFG Advisors first reported a position in John Hancock Preferred Income Fund in Q2 2013 and has held it in 17 quarters since.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.