Investors Asset Management of Georgia’s John Hancock Preferred Income Fund HPI Stock Holding History

Investors Asset Management of Georgia’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	-10,800	Closed	-$237K	–	149
2017 Q3	$237K	Buy	+10,800	New	+$236K	0.17%	128

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 $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $418M AUM 68.45% 1-Year Est. Return

Investors Asset Management of Georgia's HPI Position: Q4 2017 in Review

Investors Asset Management of Georgia sold out of John Hancock Preferred Income Fund (HPI) in Q4 2017, closing a stake of 10,800 shares — an estimated $237K sold.

Investors Asset Management of Georgia first reported a position in HPI in Q3 2017 and held it in 1 quarter. The position peaked at $237K in Q3 2017. 60 funds tracked by Wall St. Rank hold HPI as of Q4 2017.

Investors Asset Management of Georgia reported no remaining John Hancock Preferred Income Fund position as of Q4 2017 after selling out during the quarter.
Investors Asset Management of Georgia sold 10,800 John Hancock Preferred Income Fund shares in Q4 2017, an estimated $237K.
Investors Asset Management of Georgia first reported a position in John Hancock Preferred Income Fund in Q3 2017 and held it in 1 quarter.
Investors Asset Management of Georgia's John Hancock Preferred Income Fund position peaked at $237K in Q3 2017.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2017.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2017, filed 11 Jan 2018.