Avondale Wealth Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

Avondale Wealth Management’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,448	Closed	-$46K	–	109
2017 Q4	$46K	Buy	+2,448	New	+$45.4K	0.04%	43

Other funds holding HPS

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

Avondale Wealth Management's HPS Position: Q1 2018 in Review

Avondale Wealth Management sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2018, closing a stake of 2,448 shares — an estimated $46K sold.

Avondale Wealth Management first reported a position in HPS in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 41 funds tracked by Wall St. Rank hold HPS as of Q1 2018.

Avondale Wealth Management reported no remaining John Hancock Preferred Income Fund III position as of Q1 2018 after selling out during the quarter.
Avondale Wealth Management sold 2,448 John Hancock Preferred Income Fund III shares in Q1 2018, an estimated $46K.
Avondale Wealth Management first reported a position in John Hancock Preferred Income Fund III in Q4 2017 and held it in 1 quarter.
Avondale Wealth Management's John Hancock Preferred Income Fund III position peaked at $46K in Q4 2017.
41 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2018.

Based on Avondale Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.