Financial Architects (New Jersey)’s John Hancock Preferred Income Fund HPI Stock Holding History

Financial Architects (New Jersey)’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-400	Closed	-$8K	–	991
2014 Q3	$8K	Hold	400	–	–	﹤0.01%	653
2014 Q2	$8K	Buy	+400	New	+$8.09K	﹤0.01%	691
2013 Q4	–	Sell	-1,800	Closed	-$35K	–	333
2013 Q3	$35K	Hold	1,800	–	–	0.02%	292
2013 Q2	$37K	Buy	+1,800	New	+$40.9K	0.03%	269

Other funds holding HPI

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

PTCG

Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return

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

Financial Architects (New Jersey)'s HPI Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of John Hancock Preferred Income Fund (HPI) in Q4 2014, closing a stake of 400 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in HPI in Q2 2013 and held it in 4 quarters. The position peaked at $37K in Q2 2013. 39 funds tracked by Wall St. Rank hold HPI as of Q4 2014.

Financial Architects (New Jersey) reported no remaining John Hancock Preferred Income Fund position as of Q4 2014 after selling out during the quarter.
Financial Architects (New Jersey) sold 400 John Hancock Preferred Income Fund shares in Q4 2014, an estimated $8K.
Financial Architects (New Jersey) first reported a position in John Hancock Preferred Income Fund in Q2 2013 and held it in 4 quarters.
Financial Architects (New Jersey)'s John Hancock Preferred Income Fund position peaked at $37K in Q2 2013.
39 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.