Independence Bank of Kentucky’s John Hancock Preferred Income Fund HPI Stock Holding History

Independence Bank of Kentucky’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
2018 Q2	–	Sell	-500	Closed	-$10K	–	337
2018 Q1	$10K	Hold	500	–	–	0.01%	272
2017 Q4	$11K	Buy	+500	New	+$10.8K	0.01%	250

Other funds holding HPI

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 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

Independence Bank of Kentucky's HPI Position: Q2 2018 in Review

Independence Bank of Kentucky sold out of John Hancock Preferred Income Fund (HPI) in Q2 2018, closing a stake of 500 shares — an estimated $10K sold.

Independence Bank of Kentucky first reported a position in HPI in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 62 funds tracked by Wall St. Rank hold HPI as of Q2 2018.

Independence Bank of Kentucky reported no remaining John Hancock Preferred Income Fund position as of Q2 2018 after selling out during the quarter.
Independence Bank of Kentucky sold 500 John Hancock Preferred Income Fund shares in Q2 2018, an estimated $10K.
Independence Bank of Kentucky first reported a position in John Hancock Preferred Income Fund in Q4 2017 and held it in 2 quarters.
Independence Bank of Kentucky's John Hancock Preferred Income Fund position peaked at $11K in Q4 2017.
62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2018.

Based on Independence Bank of Kentucky's 13F filing for Q2 2018, filed 7 Aug 2018.