SMA
HPS

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

Simply Money Advisors’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,115
Closed -$33K – 57
2013
Q4 		$33K Hold
2,115
– – 0.01% 27
2013
Q3 		$35K Hold
2,115
– – 0.01% 32
2013
Q2 		$39K Buy
+2,115
New +$40.8K 0.01% 79

Other funds holding HPS

SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

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

Simply Money Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2014, closing a stake of 2,115 shares — an estimated $33K sold.

Simply Money Advisors first reported a position in HPS in Q2 2013 and held it in 3 quarters. The position peaked at $39K in Q2 2013. 39 funds tracked by Wall St. Rank hold HPS as of Q1 2014.

  • Simply Money Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 2,115 John Hancock Preferred Income Fund III shares in Q1 2014, an estimated $33K.
  • Simply Money Advisors first reported a position in John Hancock Preferred Income Fund III in Q2 2013 and held it in 3 quarters.
  • Simply Money Advisors's John Hancock Preferred Income Fund III position peaked at $39K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2014.

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