United Capital Financial Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

United Capital Financial 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
2016 Q3	–	Sell	-21,439	Closed	-$429K	–	1282
2016 Q2	$429K	Sell	21,439 -11,321	-35%	-$217K	﹤0.01%	951
2016 Q1	$618K	Sell	32,760 -3,801	-10%	-$69K	0.01%	817
2015 Q4	$653K	Sell	36,561 -559	-2%	-$9.56K	0.01%	817
2015 Q3	$618K	Buy	37,120 +2,170	+6%	+$36.6K	0.01%	829
2015 Q2	$583K	Buy	34,950 +11,827	+51%	+$211K	0.01%	862
2015 Q1	$426K	Buy	23,123 +8,569	+59%	+$158K	0.01%	955
2014 Q4	$260K	Buy	14,554 +950	+7%	+$17K	﹤0.01%	1016
2014 Q3	$238K	Buy	+13,604	New	+$239K	﹤0.01%	988

Other funds holding HPS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

United Capital Financial Advisors's HPS Position: Q3 2016 in Review

United Capital Financial Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q3 2016, closing a stake of 21,439 shares — an estimated $429K sold.

United Capital Financial Advisors first reported a position in HPS in Q3 2014 and held it in 8 quarters. The position peaked at $653K in Q4 2015. 40 funds tracked by Wall St. Rank hold HPS as of Q3 2016.

United Capital Financial Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q3 2016 after selling out during the quarter.
United Capital Financial Advisors sold 21,439 John Hancock Preferred Income Fund III shares in Q3 2016, an estimated $429K.
United Capital Financial Advisors first reported a position in John Hancock Preferred Income Fund III in Q3 2014 and held it in 8 quarters.
United Capital Financial Advisors's John Hancock Preferred Income Fund III position peaked at $653K in Q4 2015.
40 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.