Advocacy Wealth Management Services’s John Hancock Preferred Income Fund HPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-507
Closed -$11K 421
2016
Q1
$11K Hold
507
0.01% 340
2015
Q4
$10K Buy
+507
New +$9.98K 0.01% 344

Other funds holding HPI

Advocacy Wealth Management Services's HPI Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of John Hancock Preferred Income Fund (HPI) in Q2 2016, closing a stake of 507 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in HPI in Q4 2015 and held it in 2 quarters. The position peaked at $11K in Q1 2016. 49 funds tracked by Wall St. Rank hold HPI as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining John Hancock Preferred Income Fund position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 507 John Hancock Preferred Income Fund shares in Q2 2016, an estimated $11K.
  • Advocacy Wealth Management Services first reported a position in John Hancock Preferred Income Fund in Q4 2015 and held it in 2 quarters.
  • Advocacy Wealth Management Services's John Hancock Preferred Income Fund position peaked at $11K in Q1 2016.
  • 49 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.