PP
HPI

Paloma Partners’s John Hancock Preferred Income Fund HPI Stock Holding History

Paloma Partners’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
2014
Q1 		– Sell
-11,520
Closed -$206K – 824
2013
Q4 		$206K Buy
+11,520
New +$212K 0.01% 914

Other funds holding HPI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
PTCG
Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Paloma Partners's HPI Position: Q1 2014 in Review

Paloma Partners sold out of John Hancock Preferred Income Fund (HPI) in Q1 2014, closing a stake of 11,520 shares — an estimated $206K sold.

Paloma Partners first reported a position in HPI in Q4 2013 and held it in 1 quarter. The position peaked at $206K in Q4 2013. 43 funds tracked by Wall St. Rank hold HPI as of Q1 2014.

  • Paloma Partners reported no remaining John Hancock Preferred Income Fund position as of Q1 2014 after selling out during the quarter.
  • Paloma Partners sold 11,520 John Hancock Preferred Income Fund shares in Q1 2014, an estimated $206K.
  • Paloma Partners first reported a position in John Hancock Preferred Income Fund in Q4 2013 and held it in 1 quarter.
  • Paloma Partners's John Hancock Preferred Income Fund position peaked at $206K in Q4 2013.
  • 43 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2014.

Based on Paloma Partners's 13F filing for Q1 2014, filed 15 May 2014.