Whittier Trust’s John Hancock Preferred Income Fund HPI Stock Holding History

Whittier Trust’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 Q2	–	Sell	-2,000	Closed	-$41K	–	1537
2021 Q1	$41K	Buy	+2,000	New	+$38.4K	﹤0.01%	981

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Whittier Trust's HPI Position: Q2 2021 in Review

Whittier Trust sold out of John Hancock Preferred Income Fund (HPI) in Q2 2021, closing a stake of 2,000 shares — an estimated $41K sold.

Whittier Trust first reported a position in HPI in Q1 2021 and held it in 1 quarter. The position peaked at $41K in Q1 2021. 68 funds tracked by Wall St. Rank hold HPI as of Q2 2021.

Whittier Trust reported no remaining John Hancock Preferred Income Fund position as of Q2 2021 after selling out during the quarter.
Whittier Trust sold 2,000 John Hancock Preferred Income Fund shares in Q2 2021, an estimated $41K.
Whittier Trust first reported a position in John Hancock Preferred Income Fund in Q1 2021 and held it in 1 quarter.
Whittier Trust's John Hancock Preferred Income Fund position peaked at $41K in Q1 2021.
68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2021.

Based on Whittier Trust's 13F filing for Q2 2021, filed 29 Jul 2021.