Arkadios Wealth Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-94	Closed	-$2K	–	1096
2021 Q3	$2K	Sell	94 -690	-88%	-$15.2K	﹤0.01%	1747
2021 Q2	$16K	Buy	784 +631	+412%	+$13.4K	﹤0.01%	1377
2021 Q1	$3K	Sell	153 -62	-29%	-$1.18K	﹤0.01%	1465
2020 Q4	$4K	Buy	+215	New	+$3.92K	﹤0.01%	1153

Other funds holding HPF

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

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

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Arkadios Wealth Advisors's HPF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2021, closing a stake of 94 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in HPF in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 49 funds tracked by Wall St. Rank hold HPF as of Q4 2021.

Arkadios Wealth Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 94 John Hancock Preferred Income Fund II shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in John Hancock Preferred Income Fund II in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's John Hancock Preferred Income Fund II position peaked at $16K in Q2 2021.
49 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.