Girard Securities’s John Hancock Preferred Income Fund HPI Stock Holding History

Girard Securities’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
2017 Q4	–	Sell	-10,579	Closed	-$233K	–	51
2017 Q3	$233K	Buy	10,579 +701	+7%	+$15.3K	0.21%	106
2017 Q2	$216K	Sell	9,878 -1,961	-17%	-$42.8K	0.16%	141
2017 Q1	$252K	Sell	11,839 -2,082	-15%	-$43.6K	0.22%	122
2016 Q4	$283K	Buy	13,921 +1,040	+8%	+$21.3K	0.25%	113
2016 Q3	$289K	Buy	+12,881	New	+$293K	0.3%	97

Other funds holding HPI

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

SAM

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

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

LWS

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

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

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

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

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

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

TCMG

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

Girard Securities's HPI Position: Q4 2017 in Review

Girard Securities sold out of John Hancock Preferred Income Fund (HPI) in Q4 2017, closing a stake of 10,579 shares — an estimated $233K sold.

Girard Securities first reported a position in HPI in Q3 2016 and held it in 5 quarters. The position peaked at $289K in Q3 2016. 60 funds tracked by Wall St. Rank hold HPI as of Q4 2017.

Girard Securities reported no remaining John Hancock Preferred Income Fund position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 10,579 John Hancock Preferred Income Fund shares in Q4 2017, an estimated $233K.
Girard Securities first reported a position in John Hancock Preferred Income Fund in Q3 2016 and held it in 5 quarters.
Girard Securities's John Hancock Preferred Income Fund position peaked at $289K in Q3 2016.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.