Simply Money Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

Simply Money Advisors’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	-500	Closed	-$9K	–	56
2013 Q4	$9K	Sell	500 -449	-47%	-$8.25K	﹤0.01%	36
2013 Q3	$18K	Sell	949 -2,970	-76%	-$57.6K	﹤0.01%	45
2013 Q2	$82K	Buy	+3,919	New	+$89K	0.01%	47

Other funds holding HPI

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Simply Money Advisors's HPI Position: Q1 2014 in Review

Simply Money Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q1 2014, closing a stake of 500 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in HPI in Q2 2013 and held it in 3 quarters. The position peaked at $82K in Q2 2013. 43 funds tracked by Wall St. Rank hold HPI as of Q1 2014.

Simply Money Advisors reported no remaining John Hancock Preferred Income Fund position as of Q1 2014 after selling out during the quarter.
Simply Money Advisors sold 500 John Hancock Preferred Income Fund shares in Q1 2014, an estimated $9K.
Simply Money Advisors first reported a position in John Hancock Preferred Income Fund in Q2 2013 and held it in 3 quarters.
Simply Money Advisors's John Hancock Preferred Income Fund position peaked at $82K in Q2 2013.
43 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.