Winslow Evans & Crocker’s John Hancock Preferred Income Fund HPI Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	1045
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	843
2020 Q2	$6K	Hold	300	–	–	﹤0.01%	848
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	813
2019 Q4	$8K	Hold	300	–	–	﹤0.01%	869
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	862
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	876
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	865
2018 Q4	$6K	Hold	300	–	–	﹤0.01%	876
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	837
2018 Q2	$8K	Sell	300 -300	-50%	-$6.28K	﹤0.01%	845
2018 Q1	$12.3K	Hold	600	–	–	﹤0.01%	743
2017 Q4	$12.9K	Hold	600	–	–	﹤0.01%	759
2017 Q3	$13.2K	Hold	600	–	–	﹤0.01%	762
2017 Q2	$13.1K	Hold	600	–	–	﹤0.01%	852
2017 Q1	$12.8K	Hold	600	–	–	﹤0.01%	829
2016 Q4	$12.2K	Hold	600	–	–	﹤0.01%	833
2016 Q3	$13.5K	Hold	600	–	–	﹤0.01%	834
2016 Q2	$13.7K	Hold	600	–	–	﹤0.01%	803
2016 Q1	$13.3K	Hold	600	–	–	﹤0.01%	804
2015 Q4	$12K	Hold	600	–	–	﹤0.01%	869
2015 Q3	$11.6K	Hold	600	–	–	﹤0.01%	858
2015 Q2	$11.6K	Hold	600	–	–	﹤0.01%	896
2015 Q1	$12.7K	Hold	600	–	–	﹤0.01%	836
2014 Q4	$12.2K	Hold	600	–	–	﹤0.01%	847
2014 Q3	$12K	Hold	600	–	–	﹤0.01%	855
2014 Q2	$12.4K	Hold	600	–	–	﹤0.01%	800
2014 Q1	$11.9K	Hold	600	–	–	﹤0.01%	802
2013 Q4	$11K	Buy	+600	New	+$11K	﹤0.01%	870

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

Winslow Evans & Crocker's HPI Position: Q4 2020 in Review

Winslow Evans & Crocker held its John Hancock Preferred Income Fund (HPI) position steady in Q4 2020 at 300 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Winslow Evans & Crocker first reported a position in HPI in Q4 2013 and has held it in 29 quarters since. The position peaked at $13.7K in Q2 2016. 70 funds tracked by Wall St. Rank hold HPI as of Q4 2020.

Winslow Evans & Crocker held 300 shares of John Hancock Preferred Income Fund worth $6K as of Q4 2020.
Winslow Evans & Crocker left its John Hancock Preferred Income Fund share count unchanged in Q4 2020.
John Hancock Preferred Income Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1045 holding.
Winslow Evans & Crocker first reported a position in John Hancock Preferred Income Fund in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's John Hancock Preferred Income Fund position peaked at $13.7K in Q2 2016.
70 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.