Aldebaran Financial’s John Hancock Preferred Income Fund II HPF Stock Holding History

Aldebaran Financial’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10,665	Closed	-$240K	–	99
2016 Q3	$240K	Sell	10,665 -1,640	-13%	-$37.3K	0.19%	87
2016 Q2	$282K	Hold	12,305	–	–	0.23%	85
2016 Q1	$262K	Sell	12,305 -500	-4%	-$10K	0.23%	83
2015 Q4	$252K	Hold	12,805	–	–	0.23%	81
2015 Q3	$245K	Sell	12,805 -200	-2%	-$3.85K	0.23%	82
2015 Q2	$250K	Hold	13,005	–	–	0.21%	88
2015 Q1	$273K	Hold	13,005	–	–	0.23%	87
2014 Q4	$265K	Hold	13,005	–	–	0.23%	94
2014 Q3	$260K	Sell	13,005 -400	-3%	-$8.07K	0.23%	92
2014 Q2	$277K	Buy	13,405 +1	+0%	+$20	0.22%	100
2014 Q1	$268K	Sell	13,404 -667	-5%	-$12.6K	0.23%	100
2013 Q4	$252K	Buy	+14,071	New	+$259K	0.24%	99

Other funds holding HPF

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aldebaran Financial's HPF Position: Q4 2016 in Review

Aldebaran Financial sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2016, closing a stake of 10,665 shares — an estimated $240K sold.

Aldebaran Financial first reported a position in HPF in Q4 2013 and held it in 12 quarters. The position peaked at $282K in Q2 2016. 45 funds tracked by Wall St. Rank hold HPF as of Q4 2016.

Aldebaran Financial reported no remaining John Hancock Preferred Income Fund II position as of Q4 2016 after selling out during the quarter.
Aldebaran Financial sold 10,665 John Hancock Preferred Income Fund II shares in Q4 2016, an estimated $240K.
Aldebaran Financial first reported a position in John Hancock Preferred Income Fund II in Q4 2013 and held it in 12 quarters.
Aldebaran Financial's John Hancock Preferred Income Fund II position peaked at $282K in Q2 2016.
45 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2016.

Based on Aldebaran Financial's 13F filing for Q4 2016, filed 23 Mar 2017.