Patriot Financial Group Insurance Agency’s John Hancock Preferred Income Fund HPI Stock Holding History

Patriot Financial Group Insurance Agency’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	-232	Closed	-$5K	–	719
2018 Q1	$5K	Hold	232	–	–	﹤0.01%	730
2017 Q4	$5K	Hold	232	–	–	﹤0.01%	717
2017 Q3	$5K	Hold	232	–	–	﹤0.01%	692
2017 Q2	$5K	Hold	232	–	–	0.01%	672
2017 Q1	$5K	Hold	232	–	–	0.01%	623
2016 Q4	$5K	Buy	+232	New	+$4.75K	0.01%	567

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 $418M AUM 68.45% 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

Patriot Financial Group Insurance Agency's HPI Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of John Hancock Preferred Income Fund (HPI) in Q2 2018, closing a stake of 232 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in HPI in Q4 2016 and held it in 6 quarters. The position peaked at $5K in Q1 2018. 62 funds tracked by Wall St. Rank hold HPI as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining John Hancock Preferred Income Fund position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 232 John Hancock Preferred Income Fund shares in Q2 2018, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in John Hancock Preferred Income Fund in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's John Hancock Preferred Income Fund position peaked at $5K in Q1 2018.
62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.