Westport Resources Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Westport Resources Management’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
2014 Q1	–	Sell	-390	Closed	-$7K	–	1112
2013 Q4	$7K	Hold	390	–	–	﹤0.01%	972
2013 Q3	$8K	Hold	390	–	–	﹤0.01%	929
2013 Q2	$8K	Buy	+390	New	+$8.86K	﹤0.01%	903

Other funds holding HPI

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 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

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

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

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

PTCG

Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return

CIA

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

Westport Resources Management's HPI Position: Q1 2014 in Review

Westport Resources Management sold out of John Hancock Preferred Income Fund (HPI) in Q1 2014, closing a stake of 390 shares — an estimated $7K sold.

Westport Resources Management first reported a position in HPI in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q3 2013. 43 funds tracked by Wall St. Rank hold HPI as of Q1 2014.

Westport Resources Management reported no remaining John Hancock Preferred Income Fund position as of Q1 2014 after selling out during the quarter.
Westport Resources Management sold 390 John Hancock Preferred Income Fund shares in Q1 2014, an estimated $7K.
Westport Resources Management first reported a position in John Hancock Preferred Income Fund in Q2 2013 and held it in 3 quarters.
Westport Resources Management's John Hancock Preferred Income Fund position peaked at $8K in Q3 2013.
43 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2014.

Based on Westport Resources Management's 13F filing for Q1 2014, filed 2 May 2014.