FNBT
HPI

FineMark National Bank & Trust’s John Hancock Preferred Income Fund HPI Stock Holding History

FineMark National Bank & Trust’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
Q2 		– Sell
-2,100
Closed -$42K – 1423
2014
Q1 		$42K Hold
2,100
– – 0.01% 661
2013
Q4 		$37K Buy
+2,100
New +$38.6K 0.01% 659

Other funds holding HPI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PTCG
Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

FineMark National Bank & Trust's HPI Position: Q2 2014 in Review

FineMark National Bank & Trust sold out of John Hancock Preferred Income Fund (HPI) in Q2 2014, closing a stake of 2,100 shares — an estimated $42K sold.

FineMark National Bank & Trust first reported a position in HPI in Q4 2013 and held it in 2 quarters. The position peaked at $42K in Q1 2014. 42 funds tracked by Wall St. Rank hold HPI as of Q2 2014.

  • FineMark National Bank & Trust reported no remaining John Hancock Preferred Income Fund position as of Q2 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,100 John Hancock Preferred Income Fund shares in Q2 2014, an estimated $42K.
  • FineMark National Bank & Trust first reported a position in John Hancock Preferred Income Fund in Q4 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's John Hancock Preferred Income Fund position peaked at $42K in Q1 2014.
  • 42 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2014.

Based on FineMark National Bank & Trust's 13F filing for Q2 2014, filed 13 Aug 2014.