Certified Advisory Corp’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
2018
Q4
Sell
-1,468
Closed -$32K 763
2018
Q3
$32K Hold
1,468
0.01% 355
2018
Q2
$32K Buy
1,468
+1,215
+480% +$25.4K 0.02% 343
2018
Q1
$5K Hold
253
﹤0.01% 597
2017
Q4
$5K Buy
+253
New +$5.47K ﹤0.01% 563

Other funds holding HPI

Certified Advisory Corp's HPI Position: Q4 2018 in Review

Certified Advisory Corp sold out of John Hancock Preferred Income Fund (HPI) in Q4 2018, closing a stake of 1,468 shares — an estimated $32K sold.

Certified Advisory Corp first reported a position in HPI in Q4 2017 and held it in 4 quarters. The position peaked at $32K in Q3 2018. 62 funds tracked by Wall St. Rank hold HPI as of Q4 2018.

  • Certified Advisory Corp reported no remaining John Hancock Preferred Income Fund position as of Q4 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 1,468 John Hancock Preferred Income Fund shares in Q4 2018, an estimated $32K.
  • Certified Advisory Corp first reported a position in John Hancock Preferred Income Fund in Q4 2017 and held it in 4 quarters.
  • Certified Advisory Corp's John Hancock Preferred Income Fund position peaked at $32K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.