United Capital Financial Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

United Capital Financial Advisors’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-14,150	Closed	-$272K	–	1277
2015 Q2	$272K	Hold	14,150	–	–	﹤0.01%	1098
2015 Q1	$300K	Hold	14,150	–	–	﹤0.01%	1071
2014 Q4	$288K	Sell	14,150 -1,600	-10%	-$32.5K	﹤0.01%	982
2014 Q3	$315K	Sell	15,750 -3,600	-19%	-$72.7K	0.01%	921
2014 Q2	$400K	Sell	19,350 -800	-4%	-$16.3K	0.01%	717
2014 Q1	$402K	Sell	20,150 -8,200	-29%	-$155K	0.01%	691
2013 Q4	$507K	Sell	28,350 -22,800	-45%	-$420K	0.02%	434
2013 Q3	$981K	Sell	51,150 -14,900	-23%	-$290K	0.03%	346
2013 Q2	$1.38M	Buy	+66,050	New	+$1.48M	0.04%	361

Other funds holding HPF

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's HPF Position: Q3 2015 in Review

United Capital Financial Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2015, closing a stake of 14,150 shares — an estimated $272K sold.

United Capital Financial Advisors first reported a position in HPF in Q2 2013 and held it in 9 quarters. The position peaked at $1.38M in Q2 2013. 42 funds tracked by Wall St. Rank hold HPF as of Q3 2015.

United Capital Financial Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q3 2015 after selling out during the quarter.
United Capital Financial Advisors sold 14,150 John Hancock Preferred Income Fund II shares in Q3 2015, an estimated $272K.
United Capital Financial Advisors first reported a position in John Hancock Preferred Income Fund II in Q2 2013 and held it in 9 quarters.
United Capital Financial Advisors's John Hancock Preferred Income Fund II position peaked at $1.38M in Q2 2013.
42 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.