AWG
HPS

Altus Wealth Group’s John Hancock Preferred Income Fund III HPS Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-884
Closed -$15K – 436
2020
Q4 		$15K Buy
+884
New +$14.7K 0.01% 427

Other funds holding HPS

SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altus Wealth Group's HPS Position: Q1 2021 in Review

Altus Wealth Group sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2021, closing a stake of 884 shares — an estimated $15K sold.

Altus Wealth Group first reported a position in HPS in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 62 funds tracked by Wall St. Rank hold HPS as of Q1 2021.

  • Altus Wealth Group reported no remaining John Hancock Preferred Income Fund III position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 884 John Hancock Preferred Income Fund III shares in Q1 2021, an estimated $15K.
  • Altus Wealth Group first reported a position in John Hancock Preferred Income Fund III in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's John Hancock Preferred Income Fund III position peaked at $15K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.