Truist Financial’s John Hancock Preferred Income Fund HPI Stock Holding History

Truist Financial’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
2017 Q4	–	Sell	-18,915	Closed	-$415K	–	801
2017 Q3	$415K	Hold	18,915	–	–	0.01%	613
2017 Q2	$413K	Hold	18,915	–	–	0.01%	597
2017 Q1	$402K	Buy	+18,915	New	+$396K	0.01%	611

Other funds holding HPI

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Truist Financial's HPI Position: Q4 2017 in Review

Truist Financial sold out of John Hancock Preferred Income Fund (HPI) in Q4 2017, closing a stake of 18,915 shares — an estimated $415K sold.

Truist Financial first reported a position in HPI in Q1 2017 and held it in 3 quarters. The position peaked at $415K in Q3 2017. 60 funds tracked by Wall St. Rank hold HPI as of Q4 2017.

Truist Financial reported no remaining John Hancock Preferred Income Fund position as of Q4 2017 after selling out during the quarter.
Truist Financial sold 18,915 John Hancock Preferred Income Fund shares in Q4 2017, an estimated $415K.
Truist Financial first reported a position in John Hancock Preferred Income Fund in Q1 2017 and held it in 3 quarters.
Truist Financial's John Hancock Preferred Income Fund position peaked at $415K in Q3 2017.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2017.

Based on Truist Financial's 13F filing for Q4 2017, filed 29 Jan 2018.