Cambridge Investment Research Advisors
HPF

Cambridge Investment Research Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Cambridge Investment Research 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
Q3 		– Sell
-9,680
Closed -$209K – 3136
2021
Q2 		$209K Buy
+9,680
New +$205K ﹤0.01% 2795
2021
Q1 		– Sell
-10,923
Closed -$208K – 2924
2020
Q4 		$208K Buy
10,923
+673
+7% +$12.3K ﹤0.01% 2447
2020
Q3 		$183K Hold
10,250
– – ﹤0.01% 2268
2020
Q2 		$185K Hold
10,250
– – ﹤0.01% 2189
2020
Q1 		$158K Hold
10,250
– – ﹤0.01% 2010
2019
Q4 		$228K Buy
+10,250
New +$226K ﹤0.01% 2114
2017
Q2 		– Sell
-12,797
Closed -$270K – 1954
2017
Q1 		$270K Buy
12,797
+200
+2% +$4.18K ﹤0.01% 1455
2016
Q4 		$255K Sell
12,597
-725
-5% -$14.9K ﹤0.01% 1366
2016
Q3 		$300K Hold
13,322
– – 0.01% 1295
2016
Q2 		$302K Sell
13,322
-467
-3% -$10.2K 0.01% 1173
2016
Q1 		$293K Sell
13,789
-545
-4% -$10.9K 0.01% 1184
2015
Q4 		$281K Buy
14,334
+538
+4% +$10.4K 0.01% 1153
2015
Q3 		$264K Sell
13,796
-1,755
-11% -$33.8K 0.01% 1090
2015
Q2 		$299K Hold
15,551
– – 0.01% 1058
2015
Q1 		$327K Hold
15,551
– – 0.01% 1021
2014
Q4 		$316K Sell
15,551
-140
-0.9% -$2.85K 0.01% 994
2014
Q3 		$314K Hold
15,691
– – 0.01% 1067
2014
Q2 		$325K Buy
15,691
+1,025
+7% +$20.9K 0.01% 975
2014
Q1 		$293K Buy
14,666
+615
+4% +$11.7K 0.01% 972
2013
Q4 		$252K Sell
14,051
-9,850
-41% -$181K 0.01% 967
2013
Q3 		$458K Sell
23,901
-400
-2% -$7.77K 0.02% 662
2013
Q2 		$507K Buy
+24,301
New +$545K 0.03% 536

Other funds holding HPF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's HPF Position: Q3 2021 in Review

Cambridge Investment Research Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2021, closing a stake of 9,680 shares — an estimated $209K sold.

Cambridge Investment Research Advisors first reported a position in HPF in Q2 2013 and held it in 22 quarters. The position peaked at $507K in Q2 2013. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2021.

  • Cambridge Investment Research Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q3 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 9,680 John Hancock Preferred Income Fund II shares in Q3 2021, an estimated $209K.
  • Cambridge Investment Research Advisors first reported a position in John Hancock Preferred Income Fund II in Q2 2013 and held it in 22 quarters.
  • Cambridge Investment Research Advisors's John Hancock Preferred Income Fund II position peaked at $507K in Q2 2013.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.