Shaker Financial Services, LLC - HANCOCK JOHN PFD INCOME FD ownership

HANCOCK JOHN PFD INCOME FD's ticker is HPI and the CUSIP is 41013W108. A total of 59 filers reported holding HANCOCK JOHN PFD INCOME FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Shaker Financial Services, LLC ownership history of HANCOCK JOHN PFD INCOME FD
ValueSharesWeighting
Q3 2023$236,049
-78.2%
16,201
-77.2%
0.11%
-76.7%
Q2 2023$1,081,787
+109.0%
71,030
+119.6%
0.47%
+109.3%
Q1 2023$517,632
-49.3%
32,352
-48.8%
0.23%
-52.7%
Q4 2022$1,021,260
-24.9%
63,144
-4.0%
0.48%
-11.6%
Q1 2021$1,359,000
+3.6%
65,771
-1.4%
0.54%
-1.1%
Q4 2020$1,312,000
+453.6%
66,675
+443.9%
0.55%
+207.3%
Q3 2015$237,000
-67.7%
12,259
-64.6%
0.18%
-61.0%
Q1 2015$733,000
+94.4%
34,626
+89.2%
0.46%
+99.1%
Q2 2014$377,000
-0.5%
18,297
-3.8%
0.23%
-8.0%
Q1 2014$379,000
+47.5%
19,015
+32.2%
0.25%
+39.1%
Q4 2013$257,000
-30.7%
14,387
-19.3%
0.18%
-34.4%
Q2 2013$371,00017,8280.27%
Other shareholders
HANCOCK JOHN PFD INCOME FD shareholders Q3 2023
NameSharesValueWeighting ↓
Selway Asset Management 204,486$4,188,0002.60%
Lucia Wealth Services, LLC 241,497$4,946,0001.61%
TSP Capital Management Group, LLC 71,495$1,464,0000.70%
MCRAE CAPITAL MANAGEMENT INC 17,075$350,0000.16%
DOLIVER ADVISORS, LP 15,132$310,0000.14%
Global Trust Asset Management, LLC 7,209$148,0000.12%
Strategic Wealth Partners, Ltd. 11,031$226,0000.12%
MONROE BANK & TRUST/MI 17,650$362,0000.12%
NWAM LLC 21,298$436,0000.11%
OPTIMUM INVESTMENT ADVISORS 11,900$244,0000.07%
View complete list of HANCOCK JOHN PFD INCOME FD shareholders