Cambridge Investment Research Advisors
HPS

Cambridge Investment Research Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

Cambridge Investment Research 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
2023
Q4 		– Sell
-10,214
Closed -$136K – 3240
2023
Q3 		$136K Hold
10,214
– – ﹤0.01% 2912
2023
Q2 		$143K Buy
10,214
+128
+1% +$1.77K ﹤0.01% 2945
2023
Q1 		$148K Hold
10,086
– – ﹤0.01% 2905
2022
Q4 		$146K Sell
10,086
-233
-2% -$3.39K ﹤0.01% 2840
2022
Q3 		$155K Sell
10,319
-545
-5% -$8.75K ﹤0.01% 2773
2022
Q2 		$171K Sell
10,864
-4,094
-27% -$68.1K ﹤0.01% 2761
2022
Q1 		$269K Buy
14,958
+2,300
+18% +$40.2K ﹤0.01% 2634
2021
Q4 		$237K Buy
12,658
+1,000
+9% +$19.1K ﹤0.01% 2733
2021
Q3 		$218K Buy
+11,658
New +$223K ﹤0.01% 2740
2020
Q3 		– Sell
-16,408
Closed -$257K – 2562
2020
Q2 		$257K Buy
+16,408
New +$248K ﹤0.01% 2004
2020
Q1 		– Sell
-10,524
Closed -$203K – 2364
2019
Q4 		$203K Sell
10,524
-650
-6% -$12.4K ﹤0.01% 2201
2019
Q3 		$224K Buy
11,174
+11
+0.1% +$213 ﹤0.01% 2040
2019
Q2 		$216K Buy
11,163
+11
+0.1% +$208 ﹤0.01% 1957
2019
Q1 		$209K Buy
11,152
+11
+0.1% +$198 ﹤0.01% 2044
2018
Q4 		$176K Buy
11,141
+12
+0.1% +$208 ﹤0.01% 1958
2018
Q3 		$208K Buy
11,129
+10
+0.1% +$187 ﹤0.01% 2032
2018
Q2 		$207K Buy
11,119
+11
+0.1% +$197 ﹤0.01% 1996
2018
Q1 		$196K Buy
11,108
+11
+0.1% +$195 ﹤0.01% 1971
2017
Q4 		$208K Buy
11,097
+585
+6% +$10.8K ﹤0.01% 1900
2017
Q3 		$198K Buy
+10,512
New +$198K ﹤0.01% 1831

Other funds holding HPS

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
Osaic Holdings
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's HPS Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2023, closing a stake of 10,214 shares — an estimated $136K sold.

Cambridge Investment Research Advisors first reported a position in HPS in Q3 2017 and held it in 20 quarters. The position peaked at $269K in Q1 2022. 68 funds tracked by Wall St. Rank hold HPS as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,214 John Hancock Preferred Income Fund III shares in Q4 2023, an estimated $136K.
  • Cambridge Investment Research Advisors first reported a position in John Hancock Preferred Income Fund III in Q3 2017 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's John Hancock Preferred Income Fund III position peaked at $269K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.