Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of HANCOCK JOHN PFD INCOME FD
ValueSharesWeighting
Q3 2023$49,248
-4.3%
3,3800.0%0.00%0.0%
Q2 2023$51,479
-4.8%
3,3800.0%0.00%0.0%
Q1 2023$54,081
-0.3%
3,3800.0%0.00%0.0%
Q4 2022$54,250
+0.5%
3,3800.0%0.00%
-25.0%
Q3 2022$54,000
-71.9%
3,380
-68.9%
0.00%
-55.6%
Q2 2022$192,000
-8.6%
10,8700.0%0.01%0.0%
Q1 2022$210,000
-6.7%
10,8700.0%0.01%0.0%
Q4 2021$225,000
+4.7%
10,870
+7.7%
0.01%
+12.5%
Q3 2021$215,000
-33.6%
10,090
-32.8%
0.01%
-38.5%
Q2 2021$324,000
-7.7%
15,022
-11.7%
0.01%
+30.0%
Q1 2021$351,000
-14.0%
17,006
-16.3%
0.01%
-37.5%
Q4 2020$408,000
+29.9%
20,320
+19.9%
0.02%0.0%
Q3 2020$314,000
-3.1%
16,943
+0.3%
0.02%
-11.1%
Q2 2020$324,000
-1.2%
16,887
-15.7%
0.02%
-18.2%
Q1 2020$328,000
-36.7%
20,024
-12.9%
0.02%
-21.4%
Q4 2019$518,000
-15.8%
22,992
-10.4%
0.03%
-24.3%
Q3 2019$615,000
-7.2%
25,650
-10.4%
0.04%
-9.8%
Q2 2019$663,000
-9.7%
28,617
-11.7%
0.04%
-14.6%
Q1 2019$734,000
+14.7%
32,415
-6.6%
0.05%
+2.1%
Q4 2018$640,000
-31.2%
34,690
-18.1%
0.05%
-24.2%
Q3 2018$930,000
+148.7%
42,350
+146.4%
0.06%
+113.8%
Q2 2018$374,000
-32.9%
17,185
-36.8%
0.03%
-40.8%
Q1 2018$557,000
-31.3%
27,204
-28.2%
0.05%
-31.9%
Q4 2017$811,000
+8.3%
37,894
+10.8%
0.07%
-2.7%
Q3 2017$749,000
-1.4%
34,186
-1.7%
0.07%
-5.1%
Q2 2017$760,000
+3.0%
34,788
+0.1%
0.08%
+1.3%
Q1 2017$738,000
+4.4%
34,742
-0.0%
0.08%
-17.2%
Q4 2016$707,000
-9.5%
34,745
-0.2%
0.09%
-11.4%
Q3 2016$781,000
-1.9%
34,824
+0.0%
0.10%
-8.7%
Q2 2016$796,000
+6.0%
34,820
-0.5%
0.12%0.0%
Q1 2016$751,00035,0070.12%
Other shareholders
HANCOCK JOHN PFD INCOME FD shareholders Q4 2022
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 96,231$1,894,0002.31%
Advisory Resource Group 161,612$3,181,0001.58%
Shaker Financial Services, LLC 66,675$1,312,0000.55%
Golden Green, Inc. 27,608$543,0000.50%
TSP Capital Management Group, LLC 69,975$1,377,0000.49%
Kerntke Otto McGlone Wealth Management Group 28,352$558,0000.33%
Newbridge Financial Services Group, Inc. 15,501$305,0000.25%
Selway Asset Management 14,875$293,0000.18%
DOLIVER ADVISORS, LP 18,184$358,0000.16%
MCRAE CAPITAL MANAGEMENT INC 14,950$294,0000.08%
View complete list of HANCOCK JOHN PFD INCOME FD shareholders