MONTAG A & ASSOCIATES INC - HANCOCK JOHN PFD INCOME FD I ownership

HANCOCK JOHN PFD INCOME FD I's ticker is HPF and the CUSIP is 41013X106. A total of 57 filers reported holding HANCOCK JOHN PFD INCOME FD I in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of HANCOCK JOHN PFD INCOME FD I
ValueSharesWeighting
Q3 2023$74,454
-4.1%
5,1450.0%0.01%0.0%
Q2 2023$77,645
-2.8%
5,1450.0%0.01%0.0%
Q1 2023$79,857
-1.0%
5,1450.0%0.01%0.0%
Q4 2022$80,680
-5.1%
5,1450.0%0.01%
-16.7%
Q3 2022$85,000
-8.6%
5,1450.0%0.01%0.0%
Q2 2022$93,000
-5.1%
5,1450.0%0.01%
+20.0%
Q1 2022$98,000
-8.4%
5,1450.0%0.01%0.0%
Q4 2021$107,000
-4.5%
5,1450.0%0.01%
-16.7%
Q3 2021$112,000
+0.9%
5,1450.0%0.01%0.0%
Q2 2021$111,000
+3.7%
5,1450.0%0.01%0.0%
Q1 2021$107,000
+9.2%
5,1450.0%0.01%0.0%
Q4 2020$98,0005,1450.01%
Other shareholders
HANCOCK JOHN PFD INCOME FD I shareholders Q2 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 37,140$662,0000.35%
B. Riley Wealth Management, Inc. 134,430$2,396,0000.28%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 57,652$1,028,0000.26%
Danda Trouve Investment Management, Inc. 8,521$152,0000.21%
Koshinski Asset Management, Inc. 76,627$1,408,0000.19%
Cetera Advisors LLC 252,632$4,502,0000.17%
Live Oak Private Wealth LLC 10,891$194,0000.07%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 29,925$541,0000.05%
J.W. COLE ADVISORS, INC. 24,682$440,0000.03%
ProVise Management Group, LLC 10,500$187,0000.02%
View complete list of HANCOCK JOHN PFD INCOME FD I shareholders