Integrated Wealth Management (Palm Desert)’s John Hancock Preferred Income Fund HPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-1,400
Closed -$28K 1246
2015
Q4
$28K Hold
1,400
0.01% 506
2015
Q3
$27K Buy
+1,400
New +$27.3K 0.01% 500

Other funds holding HPI

Integrated Wealth Management (Palm Desert)'s HPI Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of John Hancock Preferred Income Fund (HPI) in Q1 2016, closing a stake of 1,400 shares — an estimated $28K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HPI in Q3 2015 and held it in 2 quarters. The position peaked at $28K in Q4 2015. 48 funds tracked by Wall St. Rank hold HPI as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining John Hancock Preferred Income Fund position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,400 John Hancock Preferred Income Fund shares in Q1 2016, an estimated $28K.
  • Integrated Wealth Management (Palm Desert) first reported a position in John Hancock Preferred Income Fund in Q3 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s John Hancock Preferred Income Fund position peaked at $28K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.