Ahrens Investment Partners’s John Hancock Preferred Income Fund III HPS Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$26.3K	Buy	+1,800	New	+$26.9K	0.01%	424
2022 Q3	–	Sell	-1,100	Closed	-$17K	–	492
2022 Q2	$17K	Buy	1,100 +500	+83%	+$8.32K	0.01%	531
2022 Q1	$11K	Hold	600	–	–	﹤0.01%	713
2021 Q4	$11K	Buy	+600	New	+$11.5K	﹤0.01%	723

Other funds holding HPS

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ahrens Investment Partners's HPS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in John Hancock Preferred Income Fund III (HPS) in Q1 2023: 1,800 shares worth $26.3K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in HPS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in HPS in Q4 2021 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold HPS as of Q1 2023.

Ahrens Investment Partners held 1,800 shares of John Hancock Preferred Income Fund III worth $26.3K as of Q1 2023.
John Hancock Preferred Income Fund III was a new Ahrens Investment Partners position in Q1 2023.
John Hancock Preferred Income Fund III made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #424 holding.
Ahrens Investment Partners first reported a position in John Hancock Preferred Income Fund III in Q4 2021 and has held it in 4 quarters since.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.