Sugarloaf Wealth Management, LLC - HANCOCK JOHN PFD INCOME FD ownership

HANCOCK JOHN PFD INCOME FD's ticker is HPI and the CUSIP is 41013W108. A total of 67 filers reported holding HANCOCK JOHN PFD INCOME FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of HANCOCK JOHN PFD INCOME FD
ValueSharesWeighting
Q3 2023$5,603
-4.3%
3850.0%0.00%0.0%
Q2 2023$5,857
-82.8%
385
-81.9%
0.00%
-87.5%
Q1 2023$34,023
-26.2%
2,126
-25.9%
0.01%
-33.3%
Q4 2022$46,071
-11.4%
2,870
-10.2%
0.01%
-7.7%
Q3 2022$52,000
-5.5%
3,196
+1.1%
0.01%
-7.1%
Q2 2022$55,000
-9.8%
3,161
+1.1%
0.01%0.0%
Q1 2022$61,000
-4.7%
3,128
+0.6%
0.01%
-6.7%
Q4 2021$64,000
-13.5%
3,108
-10.0%
0.02%
-21.1%
Q3 2021$74,0000.0%3,455
+1.1%
0.02%
-5.0%
Q2 2021$74,000
+5.7%
3,419
+1.7%
0.02%
-4.8%
Q1 2021$70,000
+7.7%
3,363
+1.1%
0.02%
-4.5%
Q4 2020$65,000
+6.6%
3,325
+2.3%
0.02%0.0%
Q3 2020$61,000
-1.6%
3,249
+1.7%
0.02%
-8.3%
Q2 2020$62,000
+24.0%
3,194
+1.9%
0.02%
+9.1%
Q1 2020$50,000
-29.6%
3,133
+1.0%
0.02%
-26.7%
Q4 2019$71,0003,1010.03%
Other shareholders
HANCOCK JOHN PFD INCOME FD shareholders Q4 2022
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