BCA
HPS

Berman Capital Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

Berman Capital Advisors’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
Q4 		– Sell
-2,013
Closed -$32K – 1743
2020
Q3 		$32K Buy
+2,013
New +$32.8K 0.01% 464

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Berman Capital Advisors's HPS Position: Q4 2020 in Review

Berman Capital Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2020, closing a stake of 2,013 shares — an estimated $32K sold.

Berman Capital Advisors first reported a position in HPS in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 61 funds tracked by Wall St. Rank hold HPS as of Q4 2020.

  • Berman Capital Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,013 John Hancock Preferred Income Fund III shares in Q4 2020, an estimated $32K.
  • Berman Capital Advisors first reported a position in John Hancock Preferred Income Fund III in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's John Hancock Preferred Income Fund III position peaked at $32K in Q3 2020.
  • 61 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.