TWA
HPS

TCI Wealth Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

TCI Wealth 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
2017
Q1 		– Sell
-500
Closed -$9K – 1325
2016
Q4 		$9K Buy
+500
New +$8.84K ﹤0.01% 646

Other funds holding HPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Wealth Advisors's HPS Position: Q1 2017 in Review

TCI Wealth Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2017, closing a stake of 500 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in HPS in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 41 funds tracked by Wall St. Rank hold HPS as of Q1 2017.

  • TCI Wealth Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 500 John Hancock Preferred Income Fund III shares in Q1 2017, an estimated $9K.
  • TCI Wealth Advisors first reported a position in John Hancock Preferred Income Fund III in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's John Hancock Preferred Income Fund III position peaked at $9K in Q4 2016.
  • 41 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.