BFIM
HPS

Beese Fulmer Investment Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-334
Closed -$5K – 345
2020
Q2 		$5K Buy
+334
New +$5.05K ﹤0.01% 536

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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Beese Fulmer Investment Management's HPS Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of John Hancock Preferred Income Fund III (HPS) in Q3 2020, closing a stake of 334 shares — an estimated $5K sold.

Beese Fulmer Investment Management first reported a position in HPS in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 52 funds tracked by Wall St. Rank hold HPS as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining John Hancock Preferred Income Fund III position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 334 John Hancock Preferred Income Fund III shares in Q3 2020, an estimated $5K.
  • Beese Fulmer Investment Management first reported a position in John Hancock Preferred Income Fund III in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's John Hancock Preferred Income Fund III position peaked at $5K in Q2 2020.
  • 52 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.