Lucia Wealth 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 62 filers reported holding HANCOCK JOHN PFD INCOME FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of HANCOCK JOHN PFD INCOME FD
ValueSharesWeighting
Q1 2019$4,671,000
+38.9%
206,043
+15.4%
1.60%
+1.2%
Q4 2018$3,363,000
-35.7%
178,483
-25.0%
1.58%
-2.9%
Q3 2018$5,234,000
-2.7%
238,123
-3.6%
1.63%
-30.8%
Q2 2018$5,378,000
+8.7%
246,915
+2.2%
2.35%
+46.6%
Q1 2018$4,946,000
+38.3%
241,497
+44.7%
1.61%
+1.5%
Q4 2017$3,576,000166,9491.58%
Other shareholders
HANCOCK JOHN PFD INCOME FD shareholders Q2 2018
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