Baystate Wealth Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

Baystate Wealth Management’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 Q4	$4.31K	Buy	+304	New	+$3.94K	﹤0.01%	923

Other funds holding HPS

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

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

CAN

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

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

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

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

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

Baystate Wealth Management's HPS Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in John Hancock Preferred Income Fund III (HPS) in Q4 2023: 304 shares worth $4.31K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings.

68 funds tracked by Wall St. Rank hold HPS as of Q4 2023.

Baystate Wealth Management held 304 shares of John Hancock Preferred Income Fund III worth $4.31K as of Q4 2023.
John Hancock Preferred Income Fund III was a new Baystate Wealth Management position in Q4 2023.
John Hancock Preferred Income Fund III made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #923 holding.
68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.