Fusion Family Wealth’s John Hancock Preferred Income Fund HPI Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-1,400	Closed	-$26K	–	191
2018 Q4	$26K	Hold	1,400	–	–	0.01%	143
2018 Q3	$31K	Hold	1,400	–	–	0.01%	142
2018 Q2	$30K	Hold	1,400	–	–	0.01%	160
2018 Q1	$29K	Hold	1,400	–	–	0.01%	150
2017 Q4	$30K	Buy	+1,400	New	+$30.3K	0.01%	166
2017 Q3	–	Sell	-1,400	Closed	-$31K	–	261
2017 Q2	$31K	Hold	1,400	–	–	0.01%	146
2017 Q1	$30K	Hold	1,400	–	–	0.01%	145
2016 Q4	$29K	Buy	+1,400	New	+$28.6K	0.02%	157

Other funds holding HPI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

Fusion Family Wealth's HPI Position: Q1 2019 in Review

Fusion Family Wealth sold out of John Hancock Preferred Income Fund (HPI) in Q1 2019, closing a stake of 1,400 shares — an estimated $26K sold.

Fusion Family Wealth first reported a position in HPI in Q4 2016 and held it in 8 quarters. The position peaked at $31K in Q3 2018. 61 funds tracked by Wall St. Rank hold HPI as of Q1 2019.

Fusion Family Wealth reported no remaining John Hancock Preferred Income Fund position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 1,400 John Hancock Preferred Income Fund shares in Q1 2019, an estimated $26K.
Fusion Family Wealth first reported a position in John Hancock Preferred Income Fund in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's John Hancock Preferred Income Fund position peaked at $31K in Q3 2018.
61 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.